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Markets' 2026 watch list, Nvidia just laid out what’s next in tech, TSX climbs to record high, Hyundai takes on Tesla in robot race, and the market anoints Chevron big Venezuela winner...

 

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The Fast FiveMarkets' 2026 watch list, Nvidia just laid out what’s next in tech, TSX climbs to record high, Hyundai takes on Tesla in robot race, and the market anoints Chevron big Venezuela winner…

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Calendar: (*Shutdown may affect key data. All times ET) - Full Calendar »

  • Today:
    ISM Manufacturing PMI, 10:00A

  • Tomorrow:
    Non-Farm Employment, 8:15A
    ISM Services PMI, 10:00A
    JOLTS Job Openings, 10:00A

Your 5-minute briefing for Tuesday, Jan 6:

BEFORE THE OPEN

As of market close 1/5/2026.

Pre-Market:

US Investor % Bullish Sentiment:
↓ 42.04% for Week of JAN 01 2026

Previous week: 42.14%

Market Wrap:

  • Futures near flat Monday night Dow -9, S&P -0.01%, Nasdaq -0.03%

  • Dow +595 to a record close S&P +0.6%, Nasdaq +0.7%

  • Rally followed Maduro’s capture and Trump urging US oil investment

  • Energy jumped Chevron +5.1%; Exxon, Halliburton and SLB higher

  • Defense also caught a bid Lockheed Martin and General Dynamics up

  • Gold had its best day since Oct. 20; U.S. oil futures settled up 1.7%

EARNINGS

No noteworthy earnings scheduled this week.

Tiny Chipmaker Powering NVIDIA's Next-Gen AI Superchips

NVIDIA recently signed a 20-year exclusive supply deal with this company — one of the longest in tech history.

And it's no wonder why…

This obscure firm holds 7,000+ patents on the "AI brain" architecture.

Patents so valuable, the US government blocked NVIDIA from buying them outright - calling the technology "vital to national security."

Today, this company collects royalties from Apple, Samsung, Google, Amazon, Qualcomm… even NVIDIA itself.

And with NVIDIA's next major announcement expected in just days… analysts believe shares of this stock could surge triple digits.

- a sponsored message from Behind The Markets -

HEADLINES

Geopolitics, US midterms and diverging monetary policies are among key drivers for world markets in 2026, alongside an AI boom that has raised concerns about a tech share bubble.

Nvidia just provided a closer look at its new computing platform for AI data centers, Vera Rubin, a release that could have major ramifications for the future of AI given the industry’s massive reliance on the company’s tech.

  • Dow jumps to close at a record as markets rally after US-Venezuela action (more)

  • Trump's tax stimulus set to keep US economy on track in 2026 (more)

  • Congressman wants to criminalize insider trading on prediction markets (more)

  • China asks banks to report exposure to Venezuela after US raid (more)

  • Dollar retreats from haven gains after weak manufacturing data (more)

  • Gold hits one-week high on Fed rate-cut bets, Venezuela turmoil (more)

  • Oil dips on ample supply outlook, market weighs Venezuelan output (more)

  • Asian stocks extend record rally while oil, dollar drift (more)

  • Market anoints Chevron big Venezuela winner (more)

  • TSX climbs to record high as Venezuela turmoil boosts gold prices (more)

  • Michael Burry’s big play off the US-Venezuela situation (more)

  • Hyundai takes on Tesla in race to mass-produce humanoid robots (more)

  • Intel expected to launch next-gen PC chip at CES (more)

  • Michael Platt’s client-free trading decade racks up 7,858% gain (more)

DEALFLOW

M+A | Investments

  • Meta Platforms Acquires Manus Service

  • Now to Acquire Armis for 7.75B Vistra to buy Cogentrix Energy in $4.7B deal

  • Jacobs to acquire remaining stake in PA Consulting for $1.6B

  • UK investment group Kelso buys stake in travel firm Saga

  • Holcim acquires French precast concrete maker Alkern

VC

  • Kraken, a utility software startup, raised $1 billion in funding to split by Octopus Energy

  • Erebor Bank, a stablecoin bank, raised $350M in funding at a $4.35B post-money valuation

  • Cambium Biomaterials, a developer of advanced materials for defense and aerospace, raised $100M in Series B financing

  • Azimuth AI, a semiconductor company, closed a new funding round of undisclosed amount

  • Lucidean, an AI interconnect company advancing coherent optical links for data centers, raised $18M in Seed financing

CRYPTO

  • Coinbase rallies 8% after Goldman Sachs upgrades stock to ‘buy’ (more)

  • Strategy reveals $17.44 billion unrealized loss in fourth quarter (more)

  • Bitcoin Options Traders Eye $100,000 Following Year-End Meltdown (more)

  • Tom Lee calls for new Bitcoin record this month, warning of a volatile 2026 (more)

BULLISH BITES

🤷🏼‍♀️  Why the stock market is 'shrugging off' Venezuela concerns.

🌎 The 5 economic themes we're watching in 2026.

🧱  Lego announced its new ‘Smart Play’ system at CES 2026.

🍣 New York’s best omakase.

DAILY SHARES

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