Good morning.
The Fast Five → Wall Street's 2026 playbook already needs to be rewritten, silver surges most since 2008, US gov investing $1.6B in mining company, Volkswagen considers pulling out of US over tariffs, and natural gas surges 30% as arctic freeze grips US…
Calendar: Full Calendar »
Today:
New Home Sales, 10:00A
Monday:
FOMC Rate Decision, 2:00P
FOMC Press Conference, 2:30P
Your 5-minute briefing for Tuesday, Jan 27:
BEFORE THE OPEN
As of market close 1/26/2026.
Pre-Market:
US Investor % Bullish Sentiment:
↓ 43.17% for Week of JAN 22 2026
Previous week: 49.50%
Market Wrap:
Futures flat Dow -156 on UNH while Nasdaq 100 futures +0.2%
Humana -12% and CVS -10% after CMS proposed a tiny 0.09% MA rate bump
Trump plans to lift South Korea auto, pharma and lumber tariffs to 25%
Monday rose S&P +0.5%, Dow +314, Nasdaq +0.4% led by big tech
Big week ahead with 90+ S&P earnings and the Fed decision Wed.
EARNINGS
Here’s what we’re watching this week:
Today: American Airlines $AAL ( ▲ 2.34% ), Boeing $BA ( ▲ 0.06% ), JetBlue $JBLU ( ▲ 5.69% ), UnitedHealth $UNH ( ▼ 0.49% ) , UPS $UPS ( ▲ 1.43% )
WED: AT&T, $T ( ▲ 2.02% ), Progressive $PGR ( ▼ 0.99% ), Starbucks $SBUX ( ▲ 1.47% ), Meta Platforms $META ( ▼ 2.08% ), Microsoft $MSFT ( ▼ 2.87% ), Tesla $TSLA ( ▲ 0.04% )
GE Vernova $GEV ( ▲ 3.35% ) - eps of $3.12 (+80.3% YoY) on $10.22B (-3.2% YoY)
THU: Blackstone $BX ( ▼ 5.24% ), Mastercard $MA ( ▼ 0.84% )
Apple $AAPL ( ▼ 0.2% ) - EPS of $2.67 (+11.3% YoY) on $138.45B revenue (+11.8% YoY)
FRI: Chevron $CVX ( ▲ 2.3% ), Exxon Mobile $XOM ( ▲ 3.85% ), Verizon $VZ ( ▲ 3.68% )
"Forget Rare Earths — Washington is about to buy a whole NEW group of stocks…"
Insiders in Washington have already bought massive stakes in three tiny resource firms, driving them up as much 200% overnight.
But according to an official national security plan put together by Pentagon insiders, this buying spree could soon accelerate in a dramatic and surprising way — involving a whole new group of stocks.
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HEADLINES
Investors are confronting a different world, marked by the Trump admin's aggressive push for a new global order, renewed Fed attacks, controversial immigration actions and much more.
The market’s message is now unmistakable: Own hard assets or risk being left behind.
Wall Street indexes close higher ahead of earnings, Fed meeting (more)
US core capital goods orders rise for fifth straight month (more)
US business borrowing for equipment rises over 5% in December (more)
Treasury ends contracts with Booz Allen Hamilton after Trump tax leak (more)
US Gov investing $1.6B in mining company USA Rare Earth (more)
Looming Fed rate pause nudges bond investors back into risk (more)
Rodríguez: Venezuela has ‘had enough’ of US meddling (more)
Trading houses to begin exporting Venezuelan LPG (more)
Natural gas surges near 30% as Arctic freeze grips US (more)
Dollar under fire again as investors reassess Trump policies, geopolitical risk (more)
Wall Street is fixated on a possible Yen intervention (more)
Volkswagen considers pulling out of US factory plans over tariffs (more)
Nvidia invests $2B in CoreWeave to boost data center build-out (more)
GameStop jumps as Burry says he's buying the stock (more)
Zoom’s ‘hidden gem’ investment in Anthropic could be worth $2B to $4B (more)
DEALFLOW
M+A | Investments
USA TODAY Co. to acquire The Detroit News
China's Zijin Gold to buy Canadian miner Allied Gold for about $4B
VC
Baseten, an AI inference company supporting AI applications, raised $300M in funding
Corxel Pharmaceuticals, a biopharma company developing therapies for cardiometabolic conditions, raised up to $287M in Series D1 funding
Upwind Security, a cloud security platform, raised $250M in Series B funding
Inferact, a high-performance AI inference engine, raised $150M in Seed funding
Standard Nuclear, a reactor-agnostic producer of TRISO nuclear fuel, raised $140M in Series A funding
Superstate, a tokenized securities infrastructure company, raised $82.5M in a Series B funding
Listen Labs, an AI-first customer research platform, raised $69M in Series B funding
Orbital, an AI platform for real estate law, raised a $60M Series B funding
Zocks, a privacy-first AI platform for financial advisors, raised $45M in Series B funding
Visitt, an AI-native property operations platform, raised $22M in Series B funding
Grid Aero, an aerospace startup building autonomous aircraft for long-range operations, raised $20M in Series A funding
Tradespace, an AI native IP platform, raised $15M in Series a funding
Mine, a personal finance company, raised $14M in funding
Salvo Health, a virtual care platform specializing in metabolic health, raised $8.5M in Series A funding
Barnwell Bio, a precision animal health intelligence biosurveillance systems, raised $6M in Seed funding
Cashmere, a data infrastructure platform for premium publishing, raised $5M in Seed funding
Lucend, a data center optimization platform, raised $3.3M in Seed funding
Whistle Performance, sports and human performance software, raises $2M in funding
CRYPTO
BULLISH BITES
🙏 CEOs call for ‘de-escalation’ after Minneapolis shooting.
💥 The macro implications of the AI capex boom.
⛏ Gold boom has miners scrambling to find the next mother lode.
✈️ The best and worst airlines.
DAILY SHARES
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