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JANUARY 26TH, 2026

Momentum Trackers Just Lit Up — Here’s Why (ad)See the Signals Most Traders Miss

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Today’s Top Stories

Which Semiconductor Equipment Stock Has More Upside in 2026?

BY NATHAN REIFF | JANUARY 26, 2026 06:02 AM

Why I’m avoiding Nvidia (and buying these 3 AI stocks instead) (Ad)

BY TRADINGTIPS

Beyond Biotech—3 Healthcare Stocks for Growth-Minded Investors

BY CHRIS MARKOCH | JANUARY 25, 2026 10:44 AM

The Hot Dog Hedge: Smithfield Acquires Nathan’s Famous

BY JEFFREY NEAL JOHNSON | JANUARY 25, 2026 06:05 AM

Gold is surging. Geopolitics are messy. These 10 stocks are built for it (Ad)

BY STOCKEARNINGS

What’s the Best Way to Buy Gold in 2026?

BY CHRIS MARKOCH | JANUARY 24, 2026 10:30 AM

New Year, New Growth: 3 Stocks Under $2B Breaking Out in 2026

BY JEFFREY NEAL JOHNSON | JANUARY 24, 2026 08:43 AM

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Analyst Ratings My MarketBeat Account Settings MarketBeat All Access Stock Lists Stock Screener Calculators Premium Reports Best Stocks to Buy in January The DoD Just Got A New Drone Supplier (ad)As America strengthens its defenses, one NASDAQ-listed UAV company has become a trusted partner in military and homeland security operations. Its Flex FPV Modular Drones support U.S. Army programs training soldiers to assemble, fly, and sustain tactical systems designed for rapid deployment. The company’s Outrider platform brings those same capabilities to homeland security, offering long-endurance surveillance and real-time intelligence across the Southern Border’s most challenging terrain. All systems are NDAA-compliant, delivering secure, adaptable aerial solutions when visibility, speed, and reliability matter most.

LEARN HOW THIS DOD-TRUSTED DRONE MANUFACTURER IS HELPING SECURE AMERICA’S SKIES.

Your Watchlist

MANAGE YOUR WATCHLIST AND MONITOR YOUR PORTFOLIO

Apple Inc. (AAPL)

$252.74 +4.70 (+1.89%) As of 1/26/2026 9:45 AM ET

Apple (NASDAQ:AAPL) will be releasing its Q1 2026 earnings after the market closes on Thursday, January 29. (View Earnings Report)
Apple gets price target boost from JPMorgan ahead of earnings thanks to strong iPhone demand 1/26 – CNBC
JPM bumps AAPL target to $315 ahead of Q1 2026 results 1/26 – MSN
Option Volatility And Earnings Report For January 26 – 30 1/26 – BARCHART
Nvidia set to supplant Apple as TSMC’s top customer, signaling chip industry’s ‘changing dynamic’ 1/26 – CNBC
Apple’s Expanded Ad Opportunities For Developers Coming in March 1/26 – PYMNTS

Amazon.com, Inc. (AMZN)

$237.83 -1.33 (-0.56%) As of 1/26/2026 9:45 AM ET

Jim Cramer Shares How Amazon.com (AMZN) is Popular With Budget-Conscious Customer 1/26 – INSIDERMONKEY
Amazon (NASDAQ: AMZN) Stock Price Prediction for 2026: Where Will It Be in 1 Year 1/26 – 247WALLST
Amazon Shares Stall as Job Cuts Loom Against $35B AI Spending | AMZN Stock1/26 – 247WALLST
Amazon Shares Stall as Job Cuts Loom Against $35B AI Spending | AMZN Stock1/26 – 247WALLST
Jim Cramer Shares How Amazon.com (AMZN) is Popular With Budget-Conscious Customer 1/26 – YAHOO

Alphabet Inc. (GOOGL)

$328.75 +0.82 (+0.25%) As of 1/26/2026 9:45 AM ET

CEO Sundar Pichai sold 32,500 shares of the company’s stock in a transaction that occurred on Wednesday, January 21st. The shares were sold at an average price of $327.30, for a total value of $10,637,250.00. Following the transaction, the chief executive officer directly owned 2,211,872 shares in the company, valued at approximately $723,945,705.60. This represents a 1.45% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink.
Alphabet Inc. $GOOGL Shares Acquired by TD Private Client Wealth LLC1/26 – MARKETBEAT
Primoris Wealth Advisors LLC Buys 1,626 Shares of Alphabet Inc. $GOOGL1/26 – MARKETBEAT
Apple’s Action Tells Me That Another “Magnificent Seven” Stock Is the Best AI Investment Opportunity in 2026 and Beyond1/26 – FOOL
Nvidia and Alphabet VC arms back AI startup Synthesia at $4 billion valuation1/26 – CNBC
Want to Invest in Quantum Computing? 3 Stocks That Are Great Buys Right Now.1/25 – FOOL

Meta Platforms, Inc. (META)

$666.53 +7.77 (+1.18%) As of 1/26/2026 9:45 AM ET

Meta Platforms (NASDAQ:META) will be releasing its Q4 2025 earnings after the market closes on Wednesday, January 28. (View Earnings Report)
Meta Platforms (NASDAQ:META) was upgraded by Rothschild & Co Redburn (Not Ranked) (analyst James Cordwell) from a “neutral” rating to a “buy” rating. They now have a $900.00 price target on the stock, up previously from $740.00. This represents a 36.6% upside from the current price of $658.76.
Nasdaq futures in the red ahead of big week, with Fed call, Mag 7 earnings1/26 – PROACTIVEINVESTORS
Meta Platforms (NASDAQ:META) Upgraded by Rothschild & Co Redburn to “Buy” Rating 1/26 – MARKETBEAT
Meta, TikTok, YouTube to stand trial on youth addiction claims 1/26 – REUTERS
Meta Platforms, Inc. $META Shares Acquired by Lmcg Investments LLC1/26 – MARKETBEAT
The Stock Market This Week: President Trump’s Tariffs, the Fed’s Interest Rate Decision, and Big Tech Earnings 1/26 – FOOL

Microsoft Corporation (MSFT)

$467.04 +1.09 (+0.23%) As of 1/26/2026 9:45 AM ET

Microsoft (NASDAQ:MSFT) will be releasing its Q2 2026 earnings after the market closes on Wednesday, January 28. (View Earnings Report)
Microsoft (NASDAQ:MSFT) had its price target lowered by Bank of America Corporation ( ) (analyst Brad Sills) from $640.00 to $520.00. They now have a “buy” rating on the stock. This represents a 11.6% upside from the current price of $465.95.
Nasdaq futures in the red ahead of big week, with Fed call, Mag 7 earnings1/26 – PROACTIVEINVESTORS
Bank of America Cuts Microsoft (NASDAQ:MSFT) Price Target to $520.001/26 – MARKETBEAT
Microsoft Q2 Preview: The Greatest Pressure Test Since 2021 1/26 – SEEKINGALPHA
Microsoft (MSFT) Stock: What to Expect Before Wednesday’s Earnings1/26 – BLOCKONOMI
How leaders like Jamie Dimon and Microsoft president Brad Smith are trying to ease employee anxiety about AI 1/26 – FORTUNE

MANAGE YOUR WATCHLIST

Analysts’ Upgrades

Cisco Systems (NASDAQ:CSCO) was upgraded by analysts at Evercore ISI from an “in-line” rating to an “outperform” rating. They now have a $100.00 price target on the stock, up previously from $80.00. This represents a 30.4% upside from the current price of $76.68.Intel (NASDAQ:INTC) was upgraded by analysts at Citic Securities from a “hold” rating to a “buy” rating. They now have a $60.30 price target on the stock, up previously from $38.90. This represents a 39.1% upside from the current price of $43.36.Meta Platforms (NASDAQ:META) was upgraded by analysts at Rothschild & Co Redburn from a “neutral” rating to a “buy” rating. They now have a $900.00 price target on the stock, up previously from $740.00. This represents a 35.3% upside from the current price of $665.30.Netflix (NASDAQ:NFLX) was upgraded by analysts at Phillip Securities from a “sell” rating to a “neutral” rating. They now have a $100.00 price target on the stock, up previously from $95.00. This represents a 16.5% upside from the current price of $85.84.Orion Office REIT (NYSE:ONL) was upgraded by analysts at Jones Trading from a “hold” rating to a “buy” rating. They now have a $3.00 price target on the stock. This represents a 44.6% upside from the current price of $2.08.Stewart Information Services (NYSE:STC) was upgraded by analysts at Keefe, Bruyette & Woods from a “market perform” rating to an “outperform” rating. They now have a $81.00 price target on the stock. This represents a 16.7% upside from the current price of $69.41.
VIEW MORE UPGRADES
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Analysts’ New Coverage

Belite Bio (NASDAQ:BLTE) is now covered by analysts at Bank of America Corporation. They set a “buy” rating and a $195.00 price target on the stock. This represents a 14.9% upside from the current price of $169.74.Chime Financial (NASDAQ:CHYM) is now covered by analysts at Rothschild & Co Redburn. They set a “neutral” rating and a $29.00 price target on the stock. This represents a 10.0% upside from the current price of $26.36.Compass (NYSE:COMP) is now covered by analysts at JPMorgan Chase & Co.. They set an “overweight” rating and a $15.00 price target on the stock. This represents a 9.3% upside from the current price of $13.73.Exponent (NASDAQ:EXPO) is now covered by analysts at JPMorgan Chase & Co.. They set an “overweight” rating and a $100.00 price target on the stock. This represents a 33.9% upside from the current price of $74.71.Neurogene (NASDAQ:NGNE) is now covered by analysts at Lifesci Capital. They set an “outperform” rating and a $50.00 price target on the stock. This represents a 170.0% upside from the current price of $18.52.Savers Value Village (NYSE:SVV) is now covered by analysts at Craig Hallum. They set a “buy” rating and a $19.00 price target on the stock. This represents a 78.5% upside from the current price of $10.64.Verra Mobility (NASDAQ:VRRM) is now covered by analysts at JPMorgan Chase & Co.. They set a “neutral” rating and a $25.00 price target on the stock. This represents a 18.4% upside from the current price of $21.11.
VIEW MORE NEW COVERAGE

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Ratings changes for ImmunityBio, Advanced Micro Devices, Microsoft, Exponent, Cisco Systems, Limbach, electroCore and more…Text “MarketBeat” to 68285 to get SMS breaking news alerts for stocks on your watchlist and other special reports. Learn More.

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JANUARY 26TH, 2026

Momentum Trackers Just Lit Up — Here’s Why (ad)See the Signals Most Traders Miss

We monitor subtle shifts in order flow, volume patterns, and early trend behavior.

Stock News Trends highlights moves long before they hit mainstream screens.

JOIN FREE — START TRACKING EARLY MARKET DATA

Today’s Top Stories

Which Semiconductor Equipment Stock Has More Upside in 2026?

BY NATHAN REIFF | JANUARY 26, 2026 06:02 AM

Why I’m avoiding Nvidia (and buying these 3 AI stocks instead) (Ad)

BY TRADINGTIPS

Beyond Biotech—3 Healthcare Stocks for Growth-Minded Investors

BY CHRIS MARKOCH | JANUARY 25, 2026 10:44 AM

The Hot Dog Hedge: Smithfield Acquires Nathan’s Famous

BY JEFFREY NEAL JOHNSON | JANUARY 25, 2026 06:05 AM

Gold is surging. Geopolitics are messy. These 10 stocks are built for it (Ad)

BY STOCKEARNINGS

What’s the Best Way to Buy Gold in 2026?

BY CHRIS MARKOCH | JANUARY 24, 2026 10:30 AM

New Year, New Growth: 3 Stocks Under $2B Breaking Out in 2026

BY JEFFREY NEAL JOHNSON | JANUARY 24, 2026 08:43 AM

Quick Links

Your Watchlist

MANAGE YOUR WATCHLIST AND MONITOR YOUR PORTFOLIO

Apple Inc. (AAPL)

$252.74 +4.70 (+1.89%) As of 1/26/2026 9:45 AM ET

Apple (NASDAQ:AAPL) will be releasing its Q1 2026 earnings after the market closes on Thursday, January 29. (View Earnings Report)
Apple gets price target boost from JPMorgan ahead of earnings thanks to strong iPhone demand 1/26 – CNBC
JPM bumps AAPL target to $315 ahead of Q1 2026 results 1/26 – MSN
Option Volatility And Earnings Report For January 26 – 30 1/26 – BARCHART
Nvidia set to supplant Apple as TSMC’s top customer, signaling chip industry’s ‘changing dynamic’ 1/26 – CNBC
Apple’s Expanded Ad Opportunities For Developers Coming in March 1/26 – PYMNTS

Amazon.com, Inc. (AMZN)

$237.83 -1.33 (-0.56%) As of 1/26/2026 9:45 AM ET

Jim Cramer Shares How Amazon.com (AMZN) is Popular With Budget-Conscious Customer 1/26 – INSIDERMONKEY
Amazon (NASDAQ: AMZN) Stock Price Prediction for 2026: Where Will It Be in 1 Year 1/26 – 247WALLST
Amazon Shares Stall as Job Cuts Loom Against $35B AI Spending | AMZN Stock1/26 – 247WALLST
Amazon Shares Stall as Job Cuts Loom Against $35B AI Spending | AMZN Stock1/26 – 247WALLST
Jim Cramer Shares How Amazon.com (AMZN) is Popular With Budget-Conscious Customer 1/26 – YAHOO

Alphabet Inc. (GOOGL)

$328.75 +0.82 (+0.25%) As of 1/26/2026 9:45 AM ET

CEO Sundar Pichai sold 32,500 shares of the company’s stock in a transaction that occurred on Wednesday, January 21st. The shares were sold at an average price of $327.30, for a total value of $10,637,250.00. Following the transaction, the chief executive officer directly owned 2,211,872 shares in the company, valued at approximately $723,945,705.60. This represents a 1.45% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink.
Alphabet Inc. $GOOGL Shares Acquired by TD Private Client Wealth LLC1/26 – MARKETBEAT
Primoris Wealth Advisors LLC Buys 1,626 Shares of Alphabet Inc. $GOOGL1/26 – MARKETBEAT
Apple’s Action Tells Me That Another “Magnificent Seven” Stock Is the Best AI Investment Opportunity in 2026 and Beyond1/26 – FOOL
Nvidia and Alphabet VC arms back AI startup Synthesia at $4 billion valuation1/26 – CNBC
Want to Invest in Quantum Computing? 3 Stocks That Are Great Buys Right Now.1/25 – FOOL

Meta Platforms, Inc. (META)

$666.53 +7.77 (+1.18%) As of 1/26/2026 9:45 AM ET

Meta Platforms (NASDAQ:META) will be releasing its Q4 2025 earnings after the market closes on Wednesday, January 28. (View Earnings Report)
Meta Platforms (NASDAQ:META) was upgraded by Rothschild & Co Redburn (Not Ranked) (analyst James Cordwell) from a “neutral” rating to a “buy” rating. They now have a $900.00 price target on the stock, up previously from $740.00. This represents a 36.6% upside from the current price of $658.76.
Nasdaq futures in the red ahead of big week, with Fed call, Mag 7 earnings1/26 – PROACTIVEINVESTORS
Meta Platforms (NASDAQ:META) Upgraded by Rothschild & Co Redburn to “Buy” Rating 1/26 – MARKETBEAT
Meta, TikTok, YouTube to stand trial on youth addiction claims 1/26 – REUTERS
Meta Platforms, Inc. $META Shares Acquired by Lmcg Investments LLC1/26 – MARKETBEAT
The Stock Market This Week: President Trump’s Tariffs, the Fed’s Interest Rate Decision, and Big Tech Earnings 1/26 – FOOL

Microsoft Corporation (MSFT)

$467.04 +1.09 (+0.23%) As of 1/26/2026 9:45 AM ET

Microsoft (NASDAQ:MSFT) will be releasing its Q2 2026 earnings after the market closes on Wednesday, January 28. (View Earnings Report)
Microsoft (NASDAQ:MSFT) had its price target lowered by Bank of America Corporation ( ) (analyst Brad Sills) from $640.00 to $520.00. They now have a “buy” rating on the stock. This represents a 11.6% upside from the current price of $465.95.
Nasdaq futures in the red ahead of big week, with Fed call, Mag 7 earnings1/26 – PROACTIVEINVESTORS
Bank of America Cuts Microsoft (NASDAQ:MSFT) Price Target to $520.001/26 – MARKETBEAT
Microsoft Q2 Preview: The Greatest Pressure Test Since 2021 1/26 – SEEKINGALPHA
Microsoft (MSFT) Stock: What to Expect Before Wednesday’s Earnings1/26 – BLOCKONOMI
How leaders like Jamie Dimon and Microsoft president Brad Smith are trying to ease employee anxiety about AI 1/26 – FORTUNE

MANAGE YOUR WATCHLIST

Analysts’ Upgrades

Market Crux tracks inflection zones and early tension points across small caps.

Stock Wire News delivers select early alerts typically seen only by advanced traders.

These briefings focus on speed, clarity, and high-urgency setups.

JOIN FREE — SEE TODAY’S PRIVATE BRIEFING

Analysts’ New Coverage

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The AI Arms Race Has a New Contender: VWAV

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A message from our partners at Equiscreen

VisionWave Holdings Positions Itself at the Center of the Global Shift Toward Autonomous Defense Intelligence with New Military Leadership, Expanding Pilots, and a Clear Path Toward Multi-Year Contract Revenue

VisionWave Holdings (NASDAQ: VWAV) is rapidly emerging as one of the most strategically positioned AI-defense technology companies in the market today.

Anchored by its proprietary Vision-RF and Evolved Intelligence™ platforms—built for autonomous sensing, high-precision radar intelligence, and battlefield-ready AI decision support—the company has secured more than 50 granted patents and established pilot programs across the U.S., Israel, India, and multiple Gulf-region partners.

These early-stage deployments include a $216,000 live-fire evaluation with a UAE defense prime, U.S. Army C-UAS submissions, Israeli border security tests, and a 10-year collaboration framework in India.

With the global defense radar market expected to nearly double from 2025 to 2034, VWAV’s technology is aligned with what militaries worldwide are actively prioritizing: automation, faster intelligence cycles, and integrated threat detection.

The company’s recent advisory board expansion—adding Admiral (Ret.) Eli Marum, Ambassador (Ret.) Ned L. Siegel, and former UK MP Ben Everitt—signals a decisive move into large-scale commercialization.

These appointments bring deep command-level, diplomatic, and procurement expertise that dramatically strengthens VWAV’s ability to convert pilots into multi-year production contracts expected to ramp in 2026. Combined with a debt-free balance sheet and a $50 million equity line to fuel deployment and scaling, VisionWave is positioning itself for a major revenue inflection point as military customers shift from testing to adopting next-generation AI defense systems.

Learn why VWAV is becoming one of the most closely watched defense-AI companies of 2025 and beyond

Just For You

Sea, Space, & Sky: 3 Frontier Robotics Stocks Under $20

Submitted by Jeffrey Neal Johnson. Article Published: 1/20/2026.

At a Glance

Redwire Corporation is pivoting to defense while solidifying its backlog as a critical provider of space infrastructure.
Ondas Holdings is experiencing rapid growth as global demand for its autonomous drone platforms in the security and defense sectors continues to increase.
Nauticus Robotics has validated its subsea technology and secured strategic partnerships to transition from development to commercial services.

For investors in the technology sector, factory automation has long been a standard trade. For years, investors have flocked to companies that build robots to move boxes in warehouses or weld parts on assembly lines. Now, however, that trade has become crowded and expensive. As we move through January 2026, a quiet but significant rotation is occurring in the capital markets: smart money is shifting toward frontier robotics.

Frontier robotics represents a different breed of machine. These are autonomous systems designed to operate in the dirty, dull, and dangerous environments where human labor is too risky, too scarce, or prohibitively expensive — from the depths of the ocean to the vacuum of space and the hostile skies of conflict zones.

Redwire Corporation: The Infrastructure of Orbit

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Redwire Corporation (NYSE: RDW) is distinguishing itself as more than a space-exploration concept; it is becoming a critical infrastructure vendor. Currently trading in the $11–$12 range, the stock recently triggered one of the most reliable bullish signals in finance: insider buying. When executives buy shares on the open market — rather than simply receiving stock as part of compensation — it signals that those closest to the company’s operations believe the shares are undervalued relative to future prospects.

Redwire’s insider trading picture for early 2026 is complicated by profit-taking from a major backer who also holds a board seat. Ae Red Holdings, LLC sold a significant number of shares this year, likely to realize gains, which creates noise around the steady buying from the CEO and other C-suite executives. Despite that institutional selling, management’s purchases suggest insiders still view the stock as underpriced.

The financials back that confidence. In the third quarter of 2025, Redwire reported revenue of $103.4 million, a 50.7% year-over-year increase. Even more important for long-term visibility is the company’s backlog, which stands at $355.6 million — a level that points to repeatable, near-term revenue rather than one-off gains.

Redwire has evolved from a space manufacturing firm into a hybrid defense contractor. A key driver of recent growth was the acquisition of Edge Autonomy, enabling Redwire to supply unmanned aerial systems (such as the Stalker and Penguin) to defense clients including the U.S. Army. At the same time, its space division continues to excel with Roll-Out Solar Arrays (ROSA), a preferred power solution for the International Space Station and future commercial stations. For investors, Redwire can serve as the foundational holding in this portfolio — bridging stable defense contracts and the higher-growth space economy.

Ondas Holdings: Breakout Growth in the Sky

Where Redwire offers stability, Ondas Holdings (NASDAQ: ONDS) represents high-velocity growth. Recent trading shows a sharp spike in unusual call options activity, with volume rising 142%. A call option gives the holder the right to buy a stock at a set price in the future. Sudden increases in call volume often indicate institutional positioning for a breakout — anticipating positive news or a near-term jump in share price.

The fundamentals give that speculation teeth. In Q3 2025, Ondas reported revenue of $10.1 million, a 582% increase year over year. That triple-digit growth suggests the company has moved beyond testing into commercial deployment.

Ondas specializes in “drone-in-a-box” systems: autonomous docking stations that let drones operate without on-site pilots. The defense sector has been the primary growth driver. The Iron Drone system, designed to detect and neutralize hostile drones, has seen rising demand amid conflicts in the Middle East and Eastern Europe. Additionally, the acquisition of Apeiro Motion expands Ondas’s capabilities into ground robotics. For investors, Ondas is the growth play: higher volatility but a revenue trajectory that suggests rapid market adoption.

Nauticus Robotics: A Turnaround in the Deep

The final component of this frontier portfolio lies beneath the ocean. Nauticus Robotics (NASDAQ: KITT) is an aggressive turnaround play, trading near $1. The stock recently jumped 8.1% on news of commercial progress, drawing value-focused investors who specialize in distressed assets. Nauticus aims to replace large, pollution-heavy ships used in offshore energy with small, autonomous robots — a big idea that has previously been hampered by financial strain. Recent price action suggests the market thinks the worst may be behind the company.

A key technical milestone arrived when Nauticus’s flagship robot, the Aquanaut, completed deep-sea testing to 2,300 meters — validating its ability to withstand the immense pressures of the ocean floor. That success has opened commercial conversations with energy majors such as Shell (NYSE: SHEL) and Petrobras (NYSE: PBR), helping shift the company from research lab to service provider.

Cash burn has been Nauticus’s primary historical risk. Management has responded with aggressive measures: a late-2025 debt restructuring and a strategic partnership with Forum Energy Technologies. By leveraging Forum’s manufacturing capabilities, Nauticus can avoid heavy capital expenditures on factories and instead focus on selling high-margin software (ToolKITT) and deploying robot fleets. Investors should view Nauticus as high-risk, high-reward: successful execution could materially reprice the stock.

The Dirty, Dull, and Dangerous Premium

The rotation into Nauticus, Redwire, and Ondas highlights a broader trend: a search for value in tangible, industrial technology. These companies aren’t building consumer gadgets; they are building infrastructure for the next generation of the global economy. Redwire powers satellites and stations that connect the world. Ondas secures the skies and monitors critical rail and oil lines. Nauticus services the subsea energy grid.

With bullish signals ranging from insider buying to massive revenue spikes, these three stocks under $20 offer a way to diversify a portfolio with exposure to sectors that possess high barriers to entry. As 2026 unfolds, the data suggest the frontier robotics sector may finally be finding its stride.

This email is a sponsored message sent on behalf of Equiscreen, a third-party advertiser of MarketBeat. Why was I sent this email?.

This message is a paid advertisement for VisionWave Holdings (NASDAQ: VWAV) from SmallCaps Daily and Interactive Offers. MarketBeat Media, LLC receives a fixed fee for each subscriber that clicks on a link in this email, totaling up to $12,500. Other than the compensation received for this advertisement sent to subscribers, MarketBeat and its principals are not affiliated with either SmallCaps Daily or Interactive Offers. MarketBeat and its principals do not own any of the stocks mentioned in this email or in the article that this email links to. Neither MarketBeat nor its principals are FINRA-registered broker-dealers or investment advisers. The content of this email should not be taken as advice, an endorsement, or a recommendation from MarketBeat to buy or sell any security. MarketBeat has not evaluated the accuracy of any claims made in this advertisement. MarketBeat recommends that investors do their own independent research and consult with a qualified investment professional before buying or selling any security. Investing is inherently risky. Past-performance is not indicative of future results. Please see the disclaimer regarding VisionWave Holdings (NASDAQ: VWAV) on Interactive Offers’ website for additional information about the relationship between Interactive Offers and VisionWave Holdings (NASDAQ: VWAV).

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See Also: Elon Warns “America Is Broke”. Trump’s Plan Inside.(From American Hartford Gold)

The Power Gauge Flashes a New Warning Over This AI Darling

By Vic Lederman, publisher, Chaikin AnalyticsFew companies gained the type of attention in 2025 that Palantir Technologies (PLTR) did…

Palantir develops AI-powered software for a wide array of industries. The company has software to optimize supply chains, financial markets, and even combat.

Palantir’s stock was an AI darling last year. It soared by a staggering 135% in 2025 alone. That compares with a roughly 16% gain for the S&P 500 Index.

But it was hard to ignore Palantir’s nosebleed price-to-earnings (P/E) ratio…

The current ratio sits around 369 times. To be sure, that’s sky-high… But it went much higher in 2025. Palantir’s P/E ratio topped 600 last year.

Of course, the Power Gauge tracked Palantir’s soaring stock. Palantir spent most of 2025 with a “bullish” or better rating. And our system flashed numerous “buy” alerts as the share price climbed.

Regular readers will also recall that our firm’s founder, Marc Chaikin, shared how he identified a setup in Palantir for Smart Money Tradersubscribers at the beginning of last year.

As Marc noted, subscribers who followed his advice to buy PLTR shares booked a 52% gain in less than a month.

Folks, the Power Gauge is a powerful tool for identifying stocks primed to soar. But longtime readers also know that we can use it to find stocks that aren’t doing too well…

And the Power Gauge has been flashing some warning signs for Palantir’s stock…Recommended Links:

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Join our corporate affiliate Stansberry Research tomorrow as it reveals the ONE recommendation that could DOUBLE your entire portfolio, without taking major risks. Plus, hear exactly where to put your money right now to survive a major crash… its top experts’ biggest predictions for 2026… plus its No. 1 financial idea of the year, 100% free of charge. By tomorrow, click here to learn more.

Please, Heed This Big Warning for January 27

Tomorrow could see the market’s biggest move of the year. That’s the newest prediction from the man who warned about the 2025 crash three months before it unfolded. According to his disturbing January 27 evidence, you now have a short window to prepare for an event that could sweep the market and open the most lucrative trading opportunity in two decades. Click here to learn more, including two free recommendations.

Shifting AI Sentiment Drags Palantir Down

As I said, Palantir spent most of 2025 in “bullish” or better territory.

The stock boasted strong relative strength versus the S&P 500 until mid-November. And the “smart money” buying activity behind the stock rarely faltered.

Put simply, it seemed like Palantir was in a great position to keep growing.

You see, the company reported third-quarter earnings on November 3. Going into the release, the stock hit an all-time high of $207.18 per share. And the company beat earnings expectations by nearly 24%.

And yet, it has been a downhill ride for Palantir’s stock since then…

In the November 6 edition of the Chaikin PowerFeed, my colleague Ethan Goldman noted that the stock plunged by about 8% the day after the earnings release. As he said, investor fear over AI spending with no clear path to profit weighed on stocks riding the AI boom.

In the chart below, you can see how the tide has been shifting for Palantir’s stock…Palantir’s stock fell into “neutral” territory in the wake of the earnings report. Today, it still has a “neutral” rating.

Palantir’s relative strength has also been sliding in recent weeks. And so has its Chaikin Money Flow indicator – which tracks the smart-money activity on Wall Street.

And to make matters worse, the Power Gauge recently flashed its first “sell” alert for the stock in 12 months.

Put simply, the Power Gauge is flashing caution right now.

It’s signaling that the future of Palantir’s stock is far from certain… especially when the stock isn’t doing as well as it did for most of 2025.

If the stock continues to deteriorate, that could drop it into outright “bearish” territory. And that would be a big warning for more downside ahead.

Good investing,

Vic Lederman

Market View

Major Indexes and Notable Sectors # HLD: BULLISH NEUTRAL BEARISHDow 30

-0.56%619 5S&P 500

+0.04%108269 123Nasdaq

+0.32%2354 29Small Caps

-1.85%641961 286Bonds

+0.27%

— According to the Chaikin Power Bar, Small Cap stocks are more Bullish than Large Cap stocks. Major indexes are mixed.* * * *

Sector Tracker

Sector movement over the last 5 daysEnergy+3.15%Materials+2.65%Communication+1.55%Health Care+1.12%Consumer Staples+0.97%Consumer Discretionary+0.68%Information Technology-0.36%Industrials-1.61%Utilities-1.91%Real Estate-2.27%Financial-2.52%* * * *

Industry Focus

Bank Services59403

Over the past 6 months, the Bank subsector (KBE) has underperformed the S&P 500 by -1.80%. However, its Power Bar ratio, which measures future potential, is Very Strong, with more Bullish than Bearish stocks. It is currently ranked #4 of 21subsectors and has moved up 1 slot over the past week.Top Stocks rating ABCBAmeris Bancorp rating ZIONZions Bancorporation rating AUBAtlantic Union Banks* * * *

Top Movers

Gainers rating LYV+6.39% rating FTNT+5.18% rating SW+4.83% rating GILD+3.65% rating NOW+3.54%Losers rating INTC-17.03% rating COF-7.56% rating MRNA-6.09% rating SNDK-5.88% rating WST-4.49%* * * *

Earnings Report

Earnings Surprises rating SLB
SLB N.V. Q4 $0.78 Beat by $0.04 rating BAH
Booz Allen Hamilton Holding Corporation Q3 $1.77 Beat by $0.50* * * *

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© 2026 Chaikin Analytics, LLC. All rights reserved. Any reproduction, copying, or redistribution, in whole or in part, is prohibited without written permission from Chaikin Analytics, LLC. 201 King Of Prussia Rd., Suite 650, Radnor, PA 19087. www.chaikinanalytics.com.

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Chaikin Analytics forbids its writers from having a financial interest in any security they recommend to our subscribers. All employees of Chaikin Analytics, LLC (and affiliated companies) must wait 24 hours after an investment recommendation is published online – or 72 hours after a direct mail publication is sent – before acting on that recommendation.

This work is based on SEC filings, current events, interviews, corporate press releases, and what we’ve learned as financial journalists. It may contain errors, and you shouldn’t make any investment decision based solely on what you read here. It’s your money and your responsibility.

Revealed tomorrow: Stansberry’s No. 1 Recommendation for 2026

Dear Reader,

Tomorrow morning at 10 a.m. Eastern time, we’re going to unveil Stansberry Research’s most important recommendation of the year.

It involves a single “unique to Stansberry” secret that could double your portfolio, thanks to the same approach that beat the S&P 500 with less risk in 2025.

Our records indicate you haven’t confirmed your free viewing pass to join tomorrow’s urgent event – Gameplan 2026 – where we’ll be unveiling this crucial buy call.

I’m reaching out tonight to make sure you don’t miss out.

You still have time to join us tomorrow at 10 a.m. Eastern time…

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So, if you want to discover the No. 1 financial move Stansberry Research’s top experts ALL agree you need to make for big success in 2026…

This is one event you do not want to miss.

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P.S. Tomorrow’s event is 100% free to view. We want every single Stansberry Research reader to be there.

You can watch from anywhere you like on your desktop, tablet, or smartphone.

If you’re serious about growing your money in 2026, and you don’t want to take big, crazy risks with your portfolio, it’s required viewing.

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It’s a simple, smart strategy you can deploy with the majority of your money to see market-beating gains for years to come.

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Published by Stansberry Research.

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© 2026 Stansberry Research. All rights reserved. Any reproduction, copying, or redistribution, in whole or in part, is prohibited without written permission from Stansberry Research, 1125 N Charles St, Baltimore, MD 21201stansberryresearch.com.

🪙 Dividend Stocks Newsletter for 1/26/2026

Unsubscribe January 26, 2026 5 Stocks That Could Double in 2026 (ad)

While everyone’s making predictions about what might happen in 2026, we’ve identified 5 stocks with catalysts that are already locked and loaded.

These aren’t hopes or projections. These are scheduled events, signed contracts, and approved projects that will play out over the next 12 months.

The difference between 100% gains and missing out completely? Positioning before 2026 arrives.

Click Here To Get Your Free Copy Of This ReportTop Dividend NewsHow Investors Are Reacting To Home Bancshares (Conway AR) (HOMB) Earnings, Dividend And Buyback Update Gresham House Income & Growth VCT Posts Positive NAV Return and Maintains Steady Dividends [URGENT!] SpaceX Going Public! – Pre-IPO Action! (from Paradigm Press)Kinder Morgan’s Natural Gas/Dividend Growth Cycle Still in Play Franco-Nevada Declares 19th Consecutive Annual Dividend Increase and Announces Chair Succession Plans Procter & Gamble Confirms a Bottom—Time to Start Compounding?Is Abbott’s January Pullback a Good Time to Buy? Elon Warns “America Is Broke”. Trump’s Plan Inside. (from American Hartford Gold)GE Aerospace Tailwinds Shift Higher in 2026—Don’t Miss the Setup Alcoa Earnings Send Shares Lower—Buy the Dip or Wait?

Dividend Stock Lists:

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These signals often appear before the first fast move.

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Ex-Dividend Stocks for Tuesday, January 27th

CompanyShare PriceAmount / PeriodYieldPrevious AmountPayout RatioPayable DateCAGConagra Brands$17.88$0.35
quarterly7.86%$0.35-636.4%2/26/26
CRSCarpenter Technology$338.62$0.20
quarterly0.24%$0.209.8%3/5/26
GBXGreenbrier Companies$50.96$0.32
quarterly2.40%$0.3222.4%2/17/26
Please note you must purchase shares of these companies by the market close today to receive the next dividend payment.7 High-Yield Dividend Stocks You Need to See (ad)

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Perfect For Income-Focused Investors.

Ex-Dividend Stocks for Wednesday, January 28th

CompanyShare PriceAmount / PeriodYieldPrevious AmountPayout RatioPayable DateAMAntero Midstream$18.63$0.23
quarterly5.06%$0.2391.8%2/11/26
CALMCal-Maine Foods$81.48$0.72
quarterly3.70%$1.3723.3%2/12/26
CLXClorox$112.61$1.24
quarterly4.95%$1.2477.9%2/13/26
ENTGEntegris$115.34$0.10
quarterly0.38%$0.1021.2%2/18/26
PAGSPagSeguro Digital$11.36$0.12
special- – 10.9%2/27/26
PAYXPaychex$105.31$1.08
quarterly3.88%$1.0898.0%2/27/26
PSECProspect Capital$2.88$0.05
monthly21.18%$0.05-62.8%2/18/26
WSTWest Pharmaceutical Services$237.62$0.22
quarterly0.33%$0.2213.0%2/4/26
Please note you must purchase shares of these companies by the market close tomorrow to receive the next dividend payment.7%–9% Dividend Yields — But Not for Long (ad)

Markets have been volatile lately, but dependable income opportunities still exist for investors who know where to look. We’re reviewing a small group of high-yield dividend stocks that continue to generate strong cash flow despite shifting conditions. Our latest guide outlines three companies operating in energy, consumer staples, and consumer finance, each producing billions in free cash flow and offering yields above typical market averages. These are established, cash-producing businesses built to reward shareholders through consistent payouts, not speculation. If steady income matters in today’s market, this breakdown is worth a closer look.

Access The Free Dividend Income Guide And Review All Three Stocks Today

Ex-Dividend Stocks for Thursday, January 29th

CompanyShare PriceAmount / PeriodYieldPrevious AmountPayout RatioPayable DateFASTFastenal$43.56$0.24
quarterly2.19%$0.2280.0%2/26/26
MMCMarsh & McLennan Companies$182.39$0.90
quarterly1.97%$0.9043.2%2/13/26
STZConstellation Brands$160.40$1.02
quarterly2.90%$1.0264.4%2/12/26
Please note you must purchase shares of these companies by the market close tomorrow to receive the next dividend payment.

Dividend Stock Ideas

This is a list of companies that meet common criteria that investors use to evaluate dividend stocks. This list contains companies that have dividend yields greater than 3%, payout ratios of less than 75% (or less than 100% for REITs), five-year average annual dividend growth of at least 1.5% and a minimum market cap of $1 billion.CompanyDividend YieldAnnual PayoutPayout RatioAnnual Dividend GrowthP/E RatioMarket CapTBCGTBC Bank Group PLC7.27%GBX 711.1329.26%5.29%1.71£2.30KKRPKimbell Royalty10.90%$1.40N/A2.06%N/A$1.38KLYBLyondellBasell Industries N.V.10.57%$5.48N/A4.89%N/A$16.41KUKWGreencoat UK Wind PLC10.88%GBX 10.09N/A1.86%N/A£2.09KWUThe Western Union Company9.99%$0.9441.05%3.28%4.11$2.99KBMEB&M European Value Retail S.A.7.63%GBX 1560.73%2.73%6.92£1.72K

Dividend Research Tools:

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Featured Link: Trump’s new AI budget just passed — one stock could soar (From Behind the Markets)

Weekly Specials

View in your browser #MYTRILOGYLIFE Encanterra® Weekly Specials Jan 26, 2026

This Week’s Specials

Come out and enjoy the following specials at Palma Kitchen + Tap, The Algarve, and Solaz, good through Sunday, February 1st!

These specials are available in addition to our Signature Menu.

Note that Palma is now a private, Members-only restaurant.

Palma Kitchen + Tap

Lunch Special
Turkey BLT Wrap | $18
house roasted turkey, bacon, lettuce, tomato, creamy ranch dressing, choice of side

Market Fish
Seabass Piccata | $34
Chilean seabass, jeweled cous cous, sundried tomatoes, pearl onions, capers, piccata sauce

Dinner Feature | Available After 5:00pm
Lo Mein | $20
Crispy orange-glazed chicken over vegetable lo mein

Featured Cocktail
Gin Dream | $13
Summer Solstice Hendricks, lime juice, tonic, Chambord

Make your reservations here.

The Algarve

Come find your favorite items, along with the special features below!

Chicken Parmesan Sandwich | $16
Crispy chicken, marinara, mozzarella cheese, brioche bun, choice of side

Coconut Peach Mojito | $13
Muddled mint and lime, peach vodka, soda, sprite

Solaz

Discover a new favorite, and enjoy the special feature below!

Cranberry Paloma | $12
Tequila, grapefruit juice, cranberry juice, soda

We look forward to serving you!#MTL ShopAlways Open. Always Original. Shop exclusive Trilogy gear. Shop NowNewsKeep up to date with the latest news in your community 24 hours a day. Visit NewsEventsLog in and find out about the latest events in your community. Visit EventsBulletinsShare your interests and Buy & Sell items with your neighbors. Visit Bulletins Visit MyTrilogyLife.com © 2026 All rights reserved. Use of the Website and the E-Newsletter is subject to website Terms of Use. Please review our Privacy Policy before providing any Personal Information. If you no longer wish to receive the E-Newsletter, please adjust your settings at the Website to unsubscribe

🌎 Insider Trades Newsletter for 1/26/2026

Insider Trades for Alphabet, Eos Energy Enterprises, NVIDIA, Axsome Therapeutics, Pegasystems, Atlassian and more…VIEW LATEST INSIDER TRADESJanuary 26th, 2026 | Unsubscribe

Buy AES Immediately (ad)A widely followed Wall Street analyst is highlighting AES Corp (AES) as a stock to watch right now, based on signals from his proprietary Power Gauge system. The model tracks factors like momentum, financial strength, and institutional activity across thousands of U.S. stocks.

He breaks down the full reasoning in a short briefing, including why AES is showing unusual strength at this stage of the market.

SEE THE FULL ANALYSIS HEREToday’s Top StoriesWhy Amprius Insiders Are Selling—and Why Bulls Aren’t Panicking Insider Selling: Akamai Technologies (NASDAQ:AKAM) CTO Sells $339,500.00 in Stock Claim $3,452/Mo in AI Equity Checks (from Angel Publishing)Axsome Therapeutics (NASDAQ:AXSM) Insider Sells $1,383,300.00 in Stock Insider Selling: Costco Wholesale (NASDAQ:COST) EVP Sells $838,321.00 in Stock Insider Selling: Ionis Pharmaceuticals (NASDAQ:IONS) EVP Sells $323,489.18 in Stock Insider Selling: Mirum Pharmaceuticals (NASDAQ:MIRM) CEO Sells $662,456.34 in Stock ALERT: Drop these 5 stocks before January 2026! (from Weiss Ratings)Insider Selling: J.B. Hunt Transport Services (NASDAQ:JBHT) Insider Sells $823,499.47 in Stock Insider Selling: NVIDIA (NASDAQ:NVDA) EVP Sells $36,008,000.00 in Stock Insider Selling: CoreWeave (NASDAQ:CRWV) Insider Sells $25,810,312.50 in Stock Nuvalent (NASDAQ:NUVL) Insider Sells $1,575,288.00 in StockQuick Links

Most Traded Companies

Top 5 Stocks Under $5 You Can’t Miss (ad)5 Best Cheap Stocks Under $5!

Ready to discover hidden gems in the stock market? 📈 Download our free report featuring 5 top stocks trading under $5 with massive growth potential.

Perfect for value-driven investors looking to uncover low-priced winners. Don’t miss out!

Recent U.S. Insider BuyingCompanyInsider NameBuy/SellSharesTotal TransactionTransaction DateCurrent PriceSEC FilingALLY
Ally FinancialMichael George Rhodes CEOBuy23,800 shares @ $41.68$991,984.001/23/2026$41.65RLI
RLICraig W Kliethermes CEOBuy5,000 shares @ $57.45$287,250.001/23/2026$58.03WRB
W.R. BerkleySumitomo Insurance Co L Mitsui Major ShareholderBuy330,000 shares @ $67.45$22,258,500.001/22/2026$66.80WRB
W.R. BerkleySumitomo Insurance Co L Mitsui Major ShareholderBuy368,000 shares @ $66.96$24,641,280.001/23/2026$66.80Why I’m avoiding Nvidia (and buying these 3 AI stocks instead) (ad)Everyone’s buying Nvidia. The financial media can’t stop talking about it. Your neighbor probably owns it.

That’s exactly why I’m looking elsewhere.

See, when everyone piles into the same trade, the easy money is already gone. The real profits come from finding what the crowd is missing.

Click here to get your free copy of this report

Recent U.S. Insider SellingCompanyInsider NameBuy/SellSharesTotal TransactionTransaction DateCurrent PriceSEC FilingAGX
ArganCynthia Flanders DirectorSell19,000 shares @ $386.70$7,347,300.001/21/2026$354.54AKAM
Akamai TechnologiesRobert Blumofe CTOSell3,500 shares @ $97.00$339,500.001/22/2026$98.26AMPX
Amprius TechnologiesConstantin Ionel Stefan CTOSell492,827 shares @ $12.04$5,933,637.081/22/2026$11.03AMPX
Amprius TechnologiesConstantin Ionel Stefan CTOSell73,280 shares @ $12.00$879,360.001/21/2026$11.03APLS
Apellis PharmaceuticalsCedric Francois CEOSell27,192 shares @ $21.77$591,969.841/22/2026$21.86APLS
Apellis PharmaceuticalsNur Nicholson InsiderSell7,725 shares @ $21.77$168,173.251/22/2026$21.86APLS
Apellis PharmaceuticalsTimothy Eugene Sullivan CFOSell10,287 shares @ $21.77$223,947.991/22/2026$21.86APLS
Apellis PharmaceuticalsDavid O Watson General CounselSell7,832 shares @ $21.77$170,502.641/22/2026$21.86AXSM
Axsome TherapeuticsNick Pizzie CFOSell12,000 shares @ $187.92$2,255,040.001/22/2026$186.19AXSM
Axsome TherapeuticsAri Maizel InsiderSell7,500 shares @ $184.44$1,383,300.001/21/2026$186.19BLK
BlackRockJ. Richard Kushel DirectorSell20,000 shares @ $1,125.00$22,500,000.001/21/2026$1,128.05BWMN
Bowman Consulting GroupGary Bowman CEOSell12,500 shares @ $35.37$442,125.001/21/2026$35.60BWMN
Bowman Consulting GroupGary Bowman CEOSell7,500 shares @ $35.37$265,275.001/21/2026$35.60CAVA
CAVA GroupBrett Schulman CEOSell21,650 shares @ $67.41$1,459,426.501/21/2026$62.31CCB
Coastal FinancialEric M Sprink CEOSell8,402 shares @ $114.27$960,096.541/21/2026$109.23CCB
Coastal FinancialEric M Sprink CEOSell4,000 shares @ $116.01$464,040.001/22/2026$109.23CDNA
CareDxJohn Walter Hanna Jr CEOSell19,280 shares @ $21.16$407,964.801/22/2026$20.82CENX
Century AluminumJesse E Gary CEOSell150,000 shares @ $48.19$7,228,500.001/23/2026$45.08CMA
ComericaJames Harry Weber EVPSell8,798 shares @ $98.04$862,555.921/22/2026$94.42CMA
ComericaJames Mcgregor Carr InsiderSell10,000 shares @ $98.06$980,600.001/22/2026$94.42COCO
Vita CocoKenneth Sadowsky DirectorSell3,900 shares @ $53.92$210,288.001/21/2026$54.82COST
Costco WholesaleTeresa A Jones EVPSell850 shares @ $986.26$838,321.001/21/2026$977.95CRWV
CoreWeaveBrian M Venturo InsiderSell281,250 shares @ $91.77$25,810,312.501/21/2026$101.11DC
Dakota GoldShawn Campbell CFOSell55,000 shares @ $6.30$346,500.001/21/2026$6.72DC
Dakota GoldRobert Quartermain CEOSell250,000 shares @ $6.88$1,720,000.001/23/2026$6.72DRVN
Driven BrandsScott L O’melia InsiderSell46,875 shares @ $16.00$750,000.001/21/2026$16.00EOSE
Eos Energy EnterprisesMichael W Silberman InsiderSell41,667 shares @ $17.74$739,172.581/23/2026$15.97EWTX
Edgewise TherapeuticsBadreddin Edris DirectorSell115,471 shares @ $29.44$3,399,466.241/21/2026$28.09GKOS
GlaukosJoseph E Gilliam COOSell4,502 shares @ $124.65$561,174.301/21/2026$122.93GOOG
AlphabetSundar Pichai CEOSell32,500 shares @ $327.30$10,637,250.001/21/2026$335.38GOOGL
AlphabetSundar Pichai CEOSell32,500 shares @ $327.30$10,637,250.001/21/2026$335.02IONS
Ionis PharmaceuticalsShannon L Devers EVPSell3,977 shares @ $81.34$323,489.181/22/2026$80.09JBHT
J.B. Hunt Transport ServicesRonald Greer Woodruff EVPSell1,391 shares @ $207.00$287,937.001/21/2026$204.39JBHT
J.B. Hunt Transport ServicesBradley W Hicks InsiderSell3,919 shares @ $210.13$823,499.471/22/2026$204.39KEY
KeyCorpTrina M Evans DirectorSell32,695 shares @ $21.74$710,789.301/22/2026$21.29LIND
Lindblad ExpeditionsSven-Olof Lindblad DirectorSell62,100 shares @ $16.48$1,023,408.001/22/2026$16.02LMND
LemonadeJohn Sheldon Peters InsiderSell9,000 shares @ $90.00$810,000.001/22/2026$88.90LMND
LemonadeDaniel A Schreiber CEOSell126,625 shares @ $94.74$11,996,452.501/22/2026$88.90LXU
Lsb IndustriesBarry H Golsen DirectorSell96,554 shares @ $10.06$971,333.241/21/2026$9.68LXU
Lsb IndustriesBarry H Golsen DirectorSell15,926 shares @ $10.03$159,737.781/23/2026$9.68MIRM
Mirum PharmaceuticalsJoanne Quan InsiderSell1,822 shares @ $93.33$170,047.261/22/2026$98.33MIRM
Mirum PharmaceuticalsPeter Radovich COOSell2,382 shares @ $93.33$222,312.061/22/2026$98.33MIRM
Mirum PharmaceuticalsChristopher Peetz CEOSell7,098 shares @ $93.33$662,456.341/22/2026$98.33MOD
Modine ManufacturingSuresh V Garimella DirectorSell1,100 shares @ $150.00$165,000.001/22/2026$147.50MTB
M&T BankJohn P Barnes DirectorSell17,866 shares @ $220.81$3,944,991.461/22/2026$215.34NEE
NextEra EnergyRonald R Reagan EVPSell10,826 shares @ $85.00$920,210.001/22/2026$85.56NOVT
NovantaRobert Buckley CFOSell1,423 shares @ $140.14$199,419.221/21/2026$137.06NOVT
NovantaMatthijs Glastra CEOSell7,500 shares @ $140.00$1,050,000.001/21/2026$137.06NUVL
NuvalentDeborah Ann Miller InsiderSell14,300 shares @ $110.16$1,575,288.001/22/2026$107.08NVDA
NVIDIAAjay K Puri EVPSell200,000 shares @ $180.04$36,008,000.001/21/2026$186.86PBF
PBF EnergyControl Empresarial De Capital InsiderSell9,000 shares @ $32.91$296,190.001/21/2026$32.35PBF
PBF EnergyControl Empresarial De Capital InsiderSell40,000 shares @ $33.79$1,351,600.001/22/2026$32.35PCOR
Procore TechnologiesConnor Kevin J O DirectorSell7,692 shares @ $64.31$494,672.521/21/2026$66.74PEGA
PegasystemsAlan Trefler ChairmanSell45,000 shares @ $49.02$2,205,900.001/21/2026$50.69PL
Planet Labs PBCVijaya Gadde DirectorSell20,000 shares @ $26.77$535,400.001/22/2026$26.24PL
Planet Labs PBCKristen Robinson DirectorSell47,835 shares @ $26.96$1,289,631.601/21/2026$26.24PVLA
Palvella TherapeuticsKathleen Goin COOSell4,302 shares @ $97.63$420,004.261/21/2026$86.71RNA
Avidity BiosciencesSteven George Hughes InsiderSell4,895 shares @ $72.45$354,642.751/21/2026$72.57RNA
Avidity BiosciencesSarah Boyce CEOSell14,387 shares @ $72.45$1,042,338.151/21/2026$72.57RNA
Avidity BiosciencesW. Michael Flanagan InsiderSell6,534 shares @ $72.45$473,388.301/21/2026$72.57RNA
Avidity BiosciencesMichael F Maclean CFOSell4,542 shares @ $72.45$329,067.901/21/2026$72.57RNA
Avidity BiosciencesTeresa Mccarthy InsiderSell2,929 shares @ $72.45$212,206.051/21/2026$72.57RPRX
Royalty PharmaTerrance P Coyne CFOSell69,582 shares @ $39.35$2,738,051.701/20/2026$40.36RYI
RyersonEdward J Lehner CEOSell59,001 shares @ $30.06$1,773,570.061/22/2026$27.80SCHW
Charles SchwabJonathan S Beatty InsiderSell2,000 shares @ $105.00$210,000.001/22/2026$103.09SES
SES AIHong Gan InsiderSell100,000 shares @ $2.50$250,000.001/23/2026$2.17SES
SES AIHong Gan InsiderSell150,000 shares @ $2.50$375,000.001/22/2026$2.17SRRK
Scholar RockMo Qatanani InsiderSell14,898 shares @ $46.71$695,885.581/22/2026$44.84TEAM
AtlassianMichael Cannon-Brookes CEOSell7,665 shares @ $126.11$966,633.151/22/2026$137.05TEAM
AtlassianScott Farquhar DirectorSell7,665 shares @ $126.11$966,633.151/22/2026$137.05UCB
United Community BanksAlan H Kumler CAOSell12,043 shares @ $35.36$425,840.481/23/2026$33.53WMT
WalmartC Douglas Mcmillon CEOSell19,416 shares @ $119.17$2,313,804.721/22/2026$118.06YELP
YelpJeremy Stoppelman CEOSell30,000 shares @ $28.74$862,200.001/23/2026$27.92Ticker Revealed: Pre-IPO Access to “Next Elon Musk” Company (ad)We’ve found The Next Elon Musk… and what we believe to be the next Tesla.

It’s already racked up $26 billion in government contracts.

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Top Insider-Buying Stocks (Last 30 Days)CompanyShares PurchasedTotal Cost of Shares PurchasedNumber of Insider PurchasesNumber of Insiders BuyingCurrent Share PriceMarketBeat Consensus RatingMarketBeat Consensus Price TargetRead MoreSPG Simon Property Group2,192$407,712.001010$185.40Hold$194.64YORW York Water493$15,012.0077$33.31Hold$0.00CABA Cabaletta Bio127,668$286,211.0077$3.07Moderate Buy$16.25AKTS Aktis Oncology6,117,776$110,119,968.0055$21.20N/A$0.00IMRX Immuneering51,819$234,472.0055$5.22Moderate Buy$16.50INDV Indivior4,871$172,385.0055$33.73Moderate Buy$36.00ISBA Isabella Bank1,397$69,266.0065$50.84Hold$38.50RCG RENN Fund11,384$30,223.00245$2.62N/A$0.00NEWT NewtekOne8,656$120,405.0044$13.58Hold$14.50ALMS Alumis1,823,527$30,999,959.0044$25.65Moderate Buy$37.50

Top Insider-Selling Stocks (Last 30 Days)CompanyShares SoldTotal Cost of Shares SoldNumber of Insider SalesNumber of Insiders SellingCurrent Share PriceMarketBeat Consensus RatingMarketBeat Consensus Price TargetRead MoreIONS Ionis Pharmaceuticals188,795$14,753,264.001410$80.09Moderate Buy$86.45KTOS Kratos Defense & Security Solutions266,390$24,959,168.00129$111.51Moderate Buy$93.06PTCT PTC Therapeutics69,210$5,316,898.00299$76.08Moderate Buy$77.27QSR Restaurant Brands International13,701$924,066.0099$67.07Hold$76.57RNA Avidity Biosciences58,407$4,226,448.00138$72.57Hold$69.57SRRK Scholar Rock168,219$7,326,772.00108$44.84Buy$51.14LQDA Liquidia210,266$7,870,256.0088$41.78Moderate Buy$39.67EQIX Equinix10,886$8,748,298.0088$808.53Moderate Buy$959.64APLS Apellis Pharmaceuticals115,169$2,477,931.00238$21.86Moderate Buy$33.53JOBY Joby Aviation273,055$3,820,000.00187$13.46Reduce$13.43More Calendars from MarketBeat and InsiderTrades.comToday’s Insider Trades
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Insider Trades for Alphabet, Eos Energy Enterprises, NVIDIA, Axsome Therapeutics, Pegasystems, Atlassian and more…VIEW LATEST INSIDER TRADESJanuary 26th, 2026 | Unsubscribe

He breaks down the full reasoning in a short briefing, including why AES is showing unusual strength at this stage of the market.

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From Startup to Rio Tinto Partner – In Record Time

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This Month’s Bonus Story

The Cloud Computing ETF Every Growth Investor Should Consider

Submitted by Jordan Chussler. Originally Published: 1/18/2026.

Key Points

Cloud computing is expected to undergo a compound annual growth rate of 16% through 2033.
As Cloud 3.0 becomes a reality, the Fidelity Cloud Computing ETF is likely to build on its 49% gain since the market bottomed last April.
The fund sports a low volatility beta of 1.01 and is assigned a Moderate Buy rating by analyst consensus.

Since Amazon (NASDAQ: AMZN)launched Amazon Web Services (AWS) in the early 2000s, tech companies have been jockeying for cloud computing market share.

But over the past year, results for the stocks of companies involved in cloud computing have been mixed. For investors looking to capture gains as cloud computing evolves, an exchange-traded fund (ETF) with diversified cloud exposure can be an efficient option.

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The Fidelity Cloud Computing ETF (BATS: FCLD) fits that bill. After a year of modest gains that lagged the broader market, and with a new phase of cloud innovation on the horizon, FCLD could be positioned for stronger performance in 2026.

Preparing Your Portfolio for Cloud 3.0

Cloud 3.0 is welcome news for growth investors who fear they may have missed the earlier cloud run. Although cloud technology is now commonplace, it continues to evolve and requires recurring CapEx from large enterprises.

Industry consultancy Grand View Research estimated the global cloud computing market at nearly $944 billion in 2025 and forecasts it to reach roughly $3.35 trillion by 2033—a compound annual growth rate of about 16%.

Grand View points to major tailwinds, including “the ongoing shift from legacy on‑premises infrastructure to more scalable, flexible, and cost‑efficient cloud environments.” To stay competitive, firms across industries are modernizing applications, consolidating data platforms, and adopting dynamic and AI-driven pricing models that reduce CapEx and accelerate efficiency.

Cloud 3.0 refers to the next phase of that evolution, characterized by AI integration, advanced automation, distributed infrastructure, serverless microservices, and API/web-service orchestration.

A 2020 white paper by Navdeep Alam, senior director of global data warehousing for IQVIA, argues that “emerging Cloud 3.0 technologies will disrupt application development in organizations across all industries … To take advantage of Cloud 3.0, CIOs and CTOs must deploy a new enterprise architecture and upgrade their processes and technologies.”

That shift creates opportunities for innovators in the Software-as-a-Service (SaaS) and Platform-as-a-Service (PaaS) spaces to meet enterprise software needs and, in turn, accelerate top-line growth.

A Well-Balanced, Low-Volatility Cloud Computing ETF

Launched on Oct. 5, 2021, the Fidelity Cloud Computing ETF is designed for investors who want exposure to that environment without picking individual winners.

Rather than selecting single names, the fund pools leading companies across cloud computing, SaaS, PaaS, AI data management, and workflow automation.

Over the past year, the fund has gained 8.55%. However, since the market sell-off last April, FCLD is up nearly 49%.

The ETF seeks returns that correspond to the performance of the market-cap-weighted Fidelity Cloud Computing Index.

FCLD’s allocations are well balanced, offering a lower‑volatility, risk‑off approach compared with holding individual cloud stocks. Its top-five holdings by allocation are:

The ETF’s ninth-largest holding, Workday (NASDAQ: WDAY), serves more than 11,000 customers, including over 65% of the Fortune 500. The fund’s tenth-largest weighting, Sandisk (NASDAQ: SNDK), was one of last year’s top-performing names, with shares gaining more than 977% over the past year.

Other notable holdings include Amazon, Docusign (NASDAQ: DOCU), and Datadog (NASDAQ: DDOG), each with weightings between 2.83% and 1.88%.

Those balanced allocations produce a beta of 1.01, meaning FCLD’s volatility only slightly exceeds that of the S&P 500—making it a lower‑risk, lower‑volatility alternative to picking individual cloud stocks.

Institutional ownership, while modest, has seen buying exceed selling in nine of the last 10 quarters, with inflows of $3.26 million compared with outflows of $3.07 million over the past 12 months.

The expense ratio is 0.40%. With about $91 million in assets under management and an average daily trading volume of roughly 18,934 shares, liquidity can be light at times. Still, the fund carries an aggregate Moderate Buy rating based on 746 analyst ratings issued in the past year covering 23 companies in FCLD’s portfolio.

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♟ Today Changes Everything for Short-Term Options Traders

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“Individual mega-caps don’t just participate in market moves – they amplify them by 3x to 5x.”

Bryan Bottarelli, Head Trade Tactician, Monument Traders Alliance

Publisher’s Note: Markets are whipsawing. Headlines scream chaos. But smart money is quietly positioning in names the crowd ignores.

While everyone fixates on macro noise, technical setups are flashing opportunity for traders paying attention. Jon Najarian and our own Nate Bear spotted six charts showing unusual bullish divergence – the kind of setups that create outsized moves when sentiment shifts.

The market chaos is real. The opportunities hiding in it are too.

January 28, 2 p.m. ET – Save Your Seat Here

– Stephen Prior, Publisher

Bryan Bottarelli

Dear Reader,

Something massive happened this morning that I’ve been waiting months for.

The SEC approved Nasdaq ISE’s rule change on January 16, 2026, and today, trading officially began on Monday and Wednesday short-term options for nine mega-cap stocks.

This is exactly the expansion I’ve been waiting for since we started crushing it with our Dark Ticker.

What Just Went Live

Here are the nine qualifying securities now trading with Monday/Wednesday expirations:

TSLA (Tesla)
NVDA (NVIDIA)
AAPL (Apple)
IBIT (iShares Bitcoin Trust ETF)
AMZN (Amazon)
META (Meta)
AVGO (Broadcom)
GOOGL (Alphabet)
MSFT (Microsoft)

Each one has a market cap over $700 billion and monthly options volume exceeding 10 million contracts.

These aren’t experimental picks – they’re the most liquid names in the market.

Why This Expansion Was Inevitable

0DTE options on the SPX now represent 59% of total SPX options volume. That’s not a typo – nearly 60% of all SPX options trading is same-day expiration. We’re talking 2.3 million contracts daily.

This volume has grown fivefold over just three years.

Much of that activity (50% to 60%) comes from retail traders who figured out what institutions have known…

When you can predict direction for just one day, you can make massive money fast.

Nasdaq just looked at those numbers and said, “Let’s bring this to individual mega-caps.”

What This Changes

Our Dark Ticker strategy was built on 0DTE index options – same-day expirations on SPY, QQQ, IWM. We’ve used these to capture overnight rebounds when the market drops 1% or more, delivering a 69.2% win rate across 78 trades.

We’re 2 for 2 this month with a 50.83% average gain – that’s overnight! – on these trades.

But here’s what gets me excited…

Individual mega-caps don’t just participate in market moves – they amplify them by 3-5x.

When the market drops 1%, TSLA might drop 4%.

When the market rebounds, TSLA often leads that charge with even bigger percentage moves.

The Precision Tools in Our Toolbox

Dirt-Cheap Options on Expensive Stocks: TSLA trades around $440 per share. Buying 100 shares would require $44,000 in capital.

But a Monday-expiring call option might cost $200-$500, giving you leverage on the exact same move with a fraction of the capital.

Surgical Catalyst Timing: When Apple schedules its quarterly AI software updates (since Apple Intelligence launched), the stock typically moves 2% to 4% based on whether the features exceed or underwhelm expectations.

Previously, you’d use weekly options and deal with extra time decay even when you knew the scheduled AI update was Tuesday morning.

Now? If Apple announces its next Intelligence update for Monday after close, you can buy Wednesday-expiring options and target just the announcement reaction – no wasted premium on time you don’t need.

This gives you precision timing on scheduled regulatory hearings for TSLA, planned AI partnership announcements for NVDA, or any other known catalyst dates. You’re not paying for theta you’ll never use.

Enhanced Precision on Market Volatility: When our Dark Ticker signal triggers, we can now target individual names most likely to lead the rebound. Instead of playing SPY’s 1.5% bounce, we might capture AMZN’s 4% snapback on the same catalyst.

The Game-Changing Potential

When the market drops 1% and triggers our Dark Ticker signal, we might see TSLA down 7%, META down 4%, and NVDA down 3%. Previously, we could only play the broad market rebound.

Now we can target whichever individual name shows the most compelling setup for the snap-back move.

A 2% move in AAPL might generate potentially explosive 80% to 150% returns in same-day options, compared to 30% to 50% in index options.

These high-reward setups come with serious theta risks, but that’s exactly why the volume on mega-caps makes them tradeable from day one.

Strategy Validation

Our 78 Dark Ticker trades with a 69.2% win rate have proved our core insight works… Markets overreact to the downside and institutions step in to rebalance, creating predictable rebounds.

As I said above, we’re perfect so far in 2026 (2 for 2) with 50.8% average returns.

Now we get to test whether this phenomenon is even more pronounced in individual mega-caps that move with much more violence. Logo

YOUR ACTION PLAN

The same retail energy that drove 0DTE SPX volume to 2.3 million daily contracts just got unleashed on TSLA, NVDA, AAPL, META, AMZN, MSFT, GOOGL, AVGO, and IBIT.

Our methodology proved itself with index options. Now we have precision weapons that create much bigger profit opportunities.

The revolution that transformed index options trading went live for mega-caps this morning. Time to see what these new tools can do.

Want even more firepower? Join us Wednesday, January 28, at 2 p.m. ETas trading legend Jon Najarian and self-made millionaire Nate Bear break down six under-the-radar setups that could turn volatility into your next profitable trade.

Add this free event to your calendar right here.

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A Hidden Monopoly: Why AI Can’t Exist Without Cadence

Written by Jeffrey Neal Johnson on January 22, 2026

In Brief

The company integrates generative AI into its design suite to drastically improve productivity and power efficiency for semiconductor engineers.
Massive demand for custom silicon from major technology firms is driving record backlog orders for the Palladium and Protium hardware emulation systems.
Strategic acquisitions enable the company to expand beyond chip design into full-system analysis and multiphysics simulation for broader industrial markets.

While retail investors pile into crowded trades like NVIDIA (NASDAQ: NVDA) or TSMC (NYSE: TSM), sophisticated capital is looking upstream. The real bottleneck of the artificial intelligence (AI) revolution is not just manufacturing capacity; it is also design complexity. The AI revolution runs on silicon, but that silicon can’t reach production without the software that maps designs into manufacturable, verified chips.

This dynamic has transformed Cadence Design Systems (NASDAQ: CDNS) from a legacy software utility into a critical computational twin platform.

Cadence effectively operates as the tax collector of the semiconductor industry. No advanced AI chip, whether from a merchant seller like NVIDIA or a hyperscaler like Google, can move to production without first paying rent to Cadence for its intellectual property and emulation platforms. Currently trading around $307, the stock has experienced recent volatility, dropping approximately 7% in the past three months.

However, for investors with a long-term horizon, this consolidation period offers a strategic entry point into a company that has evolved into the indispensable infrastructure of the AI age.

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Physics vs. Engineers: The 2nm Challenge

The semiconductor industry faces a massive physics problem. As chipmakers push toward 2nm architectures and gate-all-around transistors, the complexity of placing billions of transistors on a sliver of silicon has exceeded human capacity. The manual design processes of the past are mathematically impossible at this scale. This creates an existential crisis for chipmakers and a massive opportunity for Cadence.

Cadence has responded by integrating generative AI directly into its design suite. Tools like Cadence Cerebrus (for chip implementation) and Verisium (for verification) use AI to automate layout and testing. These programs are more than productivity enhancers; they are essential to economic viability.

For example, Samsung Foundry recently reported stunning metrics after adopting Cadence’s AI-driven tools:

4x Improvement in Productivity:Engineers completed designs four times faster than with legacy tools.
22% Power Reduction: The AI-optimized chip layout reduced energy consumption by 22%, a critical factor for data centers.

When a software tool can physically improve the end product’s performance while slashing development time, adoption becomes mandatory. This technological leverage secures Cadence’s pricing power and makes its software incredibly sticky, as customers cannot switch platforms without risking their entire product roadmap.

The Hardware Supercycle: Pre-Silicon Supercomputers

While Cadence is primarily known for software, a significant portion of its recent growth comes from hardware. Before a company spends $100 million to manufacture a cutting-edge chip, it must test it virtually to ensure it works. Cadence provides this capability through its emulation systems, the Palladium Z3 and Protium X3.

These systems function as massive pre-silicon supercomputers. They create a digital twin of a chip, allowing engineers to run software on the chip’s design before the physical chip even exists. Demand for these systems is exploding due to the rise of Custom Silicon.

Major tech giants, often referred to as hyperscalers, are no longer content with buying standard chips off the shelf. They are aggressively designing their own custom processors to optimize their data centers for efficiency and speed.

Every time one of these tech giants decides to build a chip, they need massive emulation capacity to test it. This trend is directly responsible for Cadence’s record backlog, which swelled to approximately $7 billion in the third quarter of 2025. This massive order book provides a high degree of revenue visibility, serving as a financial floor for the company even if the broader economy slows.

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The Strategic Moat: Sovereign Silicon and System Analysis

Cadence is also capitalizing on global geopolitical fragmentation. As nations impose tariffs and regulations to secure their own technology supplies, every major economy is attempting to build domestic chip supply chains. This trend, known as sovereign silicon, forces different regions to purchase their own independent sets of design licenses and hardware.

Even with strict export controls, Cadence has seen its business in China normalize and grow year-over-year, demonstrating the company’s resilience. While the company paid a $140.6 million settlement in 2025 regarding historical export compliance, the ongoing demand from global markets highlights the essential nature of their tools.

Furthermore, Cadence is expanding its moat beyond just chips. In September 2025, the company signed a definitive agreement to acquire Hexagon AB’s Design & Engineering business for approximately €2.7 billion (around $3.166 billion). This acquisition marks a strategic pivot from Electronic Design Automation (EDA) to System Design & Analysis (SDA).

With Hexagon’s technology, Cadence can now simulate not just the chip, but the entire physical system it inhabits. This includes:

Thermal Dynamics: Simulating heat flow in a massive AI data center.
Structural Integrity: Testing the physical stress on automotive chips in self-driving cars.
Aerodynamics: Modeling airflow for aerospace applications.

This diversifies Cadence’s revenue stream and positions it to capture value from the entire industrial ecosystem. Following the close of this deal, the SDA segment run rate is expected to cross $1 billion in 2026.

Financially, the company remains disciplined. Despite the large acquisition, Cadence maintains a healthy capital allocation strategy, allocating at least 50% of its free cash flow to share repurchases. This commitment to shareholder returns, combined with projected revenue growth of approximately 14% for fiscal year 2025, underscores a management team focused on both innovation and value creation.

Betting on the Architect: Why Cadence Is the Safer AI Trade

Investors reviewing Cadence Design Systems must weigh its premium valuation against its safety profile. Trading at a price-to-earnings ratio (P/E) of nearly 79, the stock is priced for perfection.

However, this premium is arguably justified by the company’s business model, which boasts approximately 80% recurring revenue.

In a gold rush, the safest trade is often selling the picks and shovels. In the AI intelligence rush, Cadence sells the physics engine that enables intelligence. Regardless of which chipmaker claims the performance crown or which nation dominates manufacturing, Cadence gets paid.

Cadence’s analyst community reflects this optimism, maintaining a Moderate Buy consensus with an average price target of $380.72, implying about a 24% upside from current levels. For investors seeking exposure to the AI supercycle without betting on a single hardware winner, Cadence represents a foundational holding.

Read this article online ›

Further Reading

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Further Reading: Refund From 1933: Trump’s Reset May Create Instant Wealth (From American Hartford Gold)

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Refund From 1933: Trump’s Reset May Create Instant Wealth (From American Hartford Gold)

A Hidden Monopoly: Why AI Can’t Exist Without Cadence

Written by Jeffrey Neal Johnson on January 22, 2026

In Brief

The company integrates generative AI into its design suite to drastically improve productivity and power efficiency for semiconductor engineers.
Massive demand for custom silicon from major technology firms is driving record backlog orders for the Palladium and Protium hardware emulation systems.
Strategic acquisitions enable the company to expand beyond chip design into full-system analysis and multiphysics simulation for broader industrial markets.

This dynamic has transformed Cadence Design Systems (NASDAQ: CDNS) from a legacy software utility into a critical computational twin platform.

However, for investors with a long-term horizon, this consolidation period offers a strategic entry point into a company that has evolved into the indispensable infrastructure of the AI age.

Why I’m avoiding Nvidia (and buying these 3 AI stocks instead) (Ad)

Physics vs. Engineers: The 2nm Challenge

For example, Samsung Foundry recently reported stunning metrics after adopting Cadence’s AI-driven tools:

4x Improvement in Productivity:Engineers completed designs four times faster than with legacy tools.
22% Power Reduction: The AI-optimized chip layout reduced energy consumption by 22%, a critical factor for data centers.

The Hardware Supercycle: Pre-Silicon Supercomputers

Elon Warns “America Is Broke”. Trump’s Plan Inside. (Ad)

The Strategic Moat: Sovereign Silicon and System Analysis

With Hexagon’s technology, Cadence can now simulate not just the chip, but the entire physical system it inhabits. This includes:

Thermal Dynamics: Simulating heat flow in a massive AI data center.
Structural Integrity: Testing the physical stress on automotive chips in self-driving cars.
Aerodynamics: Modeling airflow for aerospace applications.

Betting on the Architect: Why Cadence Is the Safer AI Trade

Investors reviewing Cadence Design Systems must weigh its premium valuation against its safety profile. Trading at a price-to-earnings ratio (P/E) of nearly 79, the stock is priced for perfection.

However, this premium is arguably justified by the company’s business model, which boasts approximately 80% recurring revenue.

Read this article online ›

Further Reading

Did you learn something from this article?

Further Reading: Refund From 1933: Trump’s Reset May Create Instant Wealth (From American Hartford Gold)