Recent Articles from Talk Markets

TalkMarkets is a dynamic financial media company headquartered in Highland Park, New Jersey, dedicated to revolutionizing the way users engage with financial content. Founded in 2012, the company offers a unique, web-based platform that delivers personalized investment news, market analysis, and educational resources tailored to each user's interests and investment sophistication.

Is Super Micro Still a Good Tech Stock to Own?talkmarkets.com
Super Micro could eventually be a good tech stock to own again, and it's tempting to build positions in SMCI at under $30 a share. Still, investors may need more reassurance that Super Micro’s growth will indeed continue
Via Talk Markets · January 18, 2026
Metals’ Mania Mayhem!content/com
Gold and Silver hit record highs, but valuation and technicals suggest a near-term pullback. Despite
Via Talk Markets · January 18, 2026
AUD/USD Forecast: Choppy Near 0.67 As Rate Hike Outlook Supports Aussie Dollartalkmarkets.com
The Australian dollar continues to see a lot of choppy behavior as we continue to hang around the 0.67 level, which is an area that I think has been like a magnet and an area that I think a lot of people will be paying close attention to.
Via Talk Markets · January 18, 2026
CoT: How Hedge Funds Are Positioned, Peek Into Future Through Futurestalkmarkets.com
American tech heavyweights do not report their December quarter until the week after. Ahead of this, the Nasdaq 100 continues to act lethargic.
Via Talk Markets · January 18, 2026
Intel (INTC) Stock: Wall Street Upgrades Mount as Analysts See Foundry Potentialtalkmarkets.com
Intel stock gains analyst upgrades from Citigroup and TD Cowen to $50 targets as foundry business and server CPU demand drive renewed Wall Street interest.
Via Talk Markets · January 18, 2026
Growth & Stability, Not Equities & Fixed Incometalkmarkets.com
The idea is not higher returns at all costs but instead to have a portfolio that
Via Talk Markets · January 17, 2026
Technical Market Report For January 17, 2026talkmarkets.com
Market breadth has been strong and the overbought small caps are leading the way upward.
Via Talk Markets · January 17, 2026
The Most Powerful Lesson Anyone Can Learn In This Businesstalkmarkets.com
Via Talk Markets · January 17, 2026
Winning Risk-On Playstalkmarkets.com
Via Talk Markets · January 17, 2026
Is The Stock Market Undergoing A 'Great Rotation'?talkmarkets.com
We discuss whether indeed a Great Rotation is underway, 2026 outlook for GDP growth, bonds, inflation, the U.S. dollar and the Federal Reserve.
Via Talk Markets · January 17, 2026
Rethink The Mag 7talkmarkets.com
The top 10 stocks in the S&P 500 now account for roughly 40% of the index’s total market capitalization. From 1880 to 2010, the top 10 averaged about 24% of the index.
Via Talk Markets · January 17, 2026
The Bipolar Economy, Part 2talkmarkets.com
It appears likely we will soon see a string of months where annual inflation is running 2.5% or below. That’s within shouting distance of the Federal Reserve’s target and may raise the odds of more rate cuts this year.
Via Talk Markets · January 17, 2026
Western Digital Is Riding the AI Boom. Does This Rocketship Ride Ever End?talkmarkets.com
Via Talk Markets · January 17, 2026
Donald Trump’s Military Spending Scheme Would Require A $6 Trillion Tax Hiketalkmarkets.com
Donald Trump started 2026 by announcing a plan to increase annual military spending by $600 billion for next year – meaning that the military budget would reach a total of $1.5 trillion.
Via Talk Markets · January 17, 2026
This Week In Markets: Fed Pressure, Tariff Talk, And Geopolitical Riskstalkmarkets.com
Markets entered the week at record levels and were challenged by a wave of political and geopolitical headlines that tested investor confidence. Policy rhetoric weighed on the financial sector, and geopolitics continued to influence energy stocks.
Via Talk Markets · January 17, 2026
Wall Street's Top 10 Stock Calls This Week - Saturday, Jan. 17talkmarkets.com
Via Talk Markets · January 17, 2026
The Myth Of A Self-Financed Fedtalkmarkets.com
​​​​​​​The estimated costs of the Fed’s building renovation project have risen from $1.9 billion to $2.5 billion.
Via Talk Markets · January 17, 2026
Why I'm Only Buying Stocks That Move Less Than The Markettalkmarkets.com
The S&P 500 seems to be stuck. Money is rotating inside equities but not flowing in. Bonds are selling off. This is just not the time to chase high-flyers. With all of this in mind, I'm looking at one number before I buy anything right now: beta.
Via Talk Markets · January 17, 2026
D-Wave Quantum, Rigetti, IonQ: Buy, Sell, Or Hold Ahead Of Q4 Earnings?talkmarkets.com
With the fourth-quarter 2025 earnings season about to start, investors are zeroing in on three pure-play quantum computing stocks poised to deliver solid results: D-Wave Quantum, Rigetti, and IonQ. How should investors approach these stocks?
Via Talk Markets · January 17, 2026
Powell To The Peopletalkmarkets.com
Almost a week on from 'that' video from Fed Chair Powell, insisting that a criminal investigation against him is all about exerting pressure to cut rates, and markets have remained unfazed. Is it simply because nothing has escalated since?
Via Talk Markets · January 17, 2026
UnitedHealth Stock: Analysts Call It Top 2026 Healthcare Pick Despite 50% Droptalkmarkets.com
UnitedHealth stock has certainly taken a beating over the past year. The shares have fallen down roughly 36% to 50%, depending on the measurement period. Yet, Bernstein analyst Lance Wilkes has named it his “top healthcare pick for 2026.
Via Talk Markets · January 17, 2026
Suppressed Bond Volatility May Begin To Matter As Yields Move Highertalkmarkets.com
If yields continue to move higher and volatility begins to expand, implied volatility across bonds—and equities and credit—could likely rise as well.
Via Talk Markets · January 17, 2026
Strong Fundamentals And Technicals Send Gold And Silver To Record Highscontent/com
Via Talk Markets · January 16, 2026
Thoughts On Rick Rule Selling His Silvercontent/com
The gold and silver prices are down on Friday after another wild week in the precious metals markets.
Via Talk Markets · January 16, 2026
AI Trade Lost Its Mojotalkmarkets.com
Via Talk Markets · January 16, 2026
Metals Are The New Oilcontent/com
The ongoing strength in gold, silver, and copper is driven by long-term macro and industrial forces, not just short-term geopolitical headlines. 
Via Talk Markets · January 16, 2026
Bitmine Immersion Makes $200 Million DeFi Bet On MrBeasttalkmarkets.com
Bitmine Immersion has positioned itself as a pioneering Ethereum treasury company. However, Bitmine's latest move raised some eyebrows: a whopping $200 million investment in Beast Industries, the multimedia empire of YouTube sensation MrBeast.
Via Talk Markets · January 17, 2026
The 10 Largest Companies - Saturday, Jan. 17talkmarkets.com
Here is a short look at the 10 largest companies by market capitalization as of Saturday, Jan. 17, 2026. Additionally, I have included the percentages of their gains on a year-to-date basis. Let's dive into the numbers.
Via Talk Markets · January 17, 2026
Long Tesla? What You Don’t Know Can Hurt Youtalkmarkets.com
Someone recently dropped $238,000 on far out-of-the-money puts for Tesla stock. Specifically, the $250 strike that expires Jan. 31. This is a pattern we've seen before. And it preceded major selloffs in other mega-cap names. Let's take a look.
Via Talk Markets · January 17, 2026
ETF Sloptalkmarkets.com
The phrase, 'ETF slop,' was the focal point of an episode of the Rational Reminder podcast. It's a long one, but the key point was to question whether newer ETFs actually benefit customers or not. Today, I'd like to add to the discussion.
Via Talk Markets · January 17, 2026
Housing Stocks & Credit Cards: What Policy Changes Mean For Investorstalkmarkets.com
In this video, we break down two headline-driven market shocks tied to Trump policy pressure—and what they could mean for investors.
Via Talk Markets · January 17, 2026
3 Beaten Down AI Stocks Gaining Momentum (Iren, Nebius, CoreWeave)talkmarkets.com
As risk appetite cooled, some AI stocks experienced steep pullbacks in 2025. Yet, with investor interest in more niche AI infrastructure once again reemerging, these previously beaten down names are showing early signs of renewed momentum.
Via Talk Markets · January 17, 2026
Weekly Commentary: 2025 Year In Reviewweekly-com
At the end of a historic super cycle, it’s either Bubble bursts or Bubble excess that goes to even crazier extremes. Crazier extremes owned 2025 – at home and abroad.
Via Talk Markets · January 17, 2026
Canada Breaks With The U.S., Cuts Tariffs On Some Chinese EVstalkmarkets.com
Congrats to Trump for moving Canada and China closer together.
Via Talk Markets · January 17, 2026
Week Ahead: Dollar's Upside Correction Since Around Christmas May Be In The Final Phasetalkmarkets.com
The U.S. dollar mostly consolidated against the G10 currencies last week
Via Talk Markets · January 17, 2026
We’re Paying The Tariffstalkmarkets.com
Non-fuel import prices rose 0.1% for the month and 0.7% over the last year. It doesn’t look like exporters are eating the tariffs.
Via Talk Markets · January 17, 2026
Government Sponsored Enterprises QEtalkmarkets.com
The real solution to the affordability crisis and frozen real estate market is to allow interest rates to rise, which will cause home values to fall more in line with incomes.
Via Talk Markets · January 17, 2026
3 Key Earnings Releases To Watch Next Weektalkmarkets.com
​​​​​​​The 2025 Q4 earnings season is in full swing, with results from the big banks this week kicking the period into a much higher gear.
Via Talk Markets · January 17, 2026
Chart Of The Week: The New Capitals Of AItalkmarkets.com
AI gives regions and companies a chance to upgrade productivity before competitive disadvantages become locked in.
Via Talk Markets · January 17, 2026
Rotation Continues As Markets Remain Bullishtalkmarkets.com
U.S. equity markets delivered mixed performance last week. Major indices generally held near record levels even as volatility increased and macro and policy risks surfaced.
Via Talk Markets · January 17, 2026
How Weight-Loss Drugs Are Destroying Big Snacking, Erasing Billions In Salestalkmarkets.com
The weight-loss drug boom didn’t just spark a health revolution—it’s triggering a retail earthquake.
Via Talk Markets · January 17, 2026
Winter 2025 Investor Letter: A Broadening Markettalkmarkets.com
The total return for the S&P 500 Index in 2025 equaled 17.88%, and excluding the Mag 7 stocks, the index’s total return equaled 10.36%.
Via Talk Markets · January 17, 2026
Without Government-Subsidized Industries, Employment Growth Would Be Negativetalkmarkets.com
The average number of jobs added per month over the past year was only 48,000. That’s less than a third of average monthly job growth reported during the previous year.
Via Talk Markets · January 17, 2026
Google Stock; Dips Slightly As Company Appeals U.S. Search Monopoly Rulingtalkmarkets.com
Alphabet challenges U.S. ruling, seeking to preserve search defaults amid legal and market uncertainty.
Via Talk Markets · January 17, 2026
Important Scenes From The (Recessonary?) December Jobs Report; Was July A Cycle Peak?talkmarkets.com
Since last April, the total number of jobs in the economy (pending benchmark revisions) has grown by a whopping 93,000.
Via Talk Markets · January 17, 2026
Trump Takes Responsibility For Post-Pandemic Inflationtalkmarkets.com
Job growth had slowed to a trickle in the last three months of the Trump administration, the strong bounce back from the spring shutdown was over.
Via Talk Markets · January 17, 2026
Google Buys 1.2 GW Of Carbon-Free Energy To Power Data Centers Across UStalkmarkets.com
Clean energy developer and operator Clearway announced a series of new long-term power purchase agreements with Google, providing the tech giant with nearly 1.2 GW of carbon-free energy to power its data centers
Via Talk Markets · January 17, 2026
Top Picks 2026: Pfizer Inc.talkmarkets.com
As we head into 2026, healthcare stands out as one of the most dislocated areas of the market. One of our favorite ideas within the sector is Pfizer Inc., which has climbed its own crowded wall of worry on top of the broader healthcare exodus
Via Talk Markets · January 17, 2026
I Analyzed 150 Years Of Silver, Here's What Happens Nextcontent/com
Silver has broken out of a historic 45-year base with a $96 near-term target and far higher long-term potential. Ratios versus the S&P 500 and MAG 7 signal a major capital rotation into silver, gold, and mining ETFs.
Via Talk Markets · January 17, 2026
Strongest Small-Cap Market IWM Vs The SPX Since 2008talkmarkets.com
In this video lesson, I review the overall market and three new swing setups ahead of Tuesday's session.
Via Talk Markets · January 16, 2026
Prudent Strategy For Mag-7 Concentration Anxietytalkmarkets.com
In this week's video, we'll review the latest charts and data to help us better understand a prudent strategy for MAG 7 concentration risk anxiety.
Via Talk Markets · January 16, 2026
Decoding Price Gaps And What Each Gap Meanscontent/com
If you are staring at a gap and wondering whether to chase it or sell it, you are missing the bigger picture. To master swing trading, you have to understand the psychology behind gaps.
Via Talk Markets · January 16, 2026
AI And Jobs: Interview With David Autortalkmarkets.com
Sara Frueh interviews David Autor on the subject: “How Is AI Shaping the Future of Work?”. Here are some snippets that caught my eye, but it’s worth reading the essay
Via Talk Markets · January 16, 2026
EUR/USD Slips To 1.1600 As Firm U.S. Data Dampens Fed Easing Hopestalkmarkets.com
EUR/USD weakens as solid US jobless claims and factory inflation lift Treasury yields.
Via Talk Markets · January 16, 2026
Stock Analysis: Omega Healthcaretalkmarkets.com
Omega Healthcare Investors Inc is a real estate investment trust, which provides financing and capital to the long-term healthcare industry
Via Talk Markets · January 16, 2026
Own Small Caps Or Get Left Behind In 2026talkmarkets.com
The last time small caps broke out of a multi-year base like this, they crushed large caps by over 20% in the following year. That same setup is forming right now. And almost nobody is paying attention.
Via Talk Markets · January 16, 2026
Stocks And Precious Metals Charts - A Lamentation For The Chastisement Of The Lordcontent/com
Stocks popped and flopped. Gold and silver were under pressure, as is typical for a monthly stock market option expiration. VIX is subdued.
Via Talk Markets · January 16, 2026
Making Sense Of Early Q4 Earnings Resultstalkmarkets.com
Plenty of results are still to come. But at this early stage, the revenue beats percentage is tracking below the historical average, with all the other metrics in the historical range.
Via Talk Markets · January 16, 2026
Broadcom Inc. Stock: Rises As $4.5B Debt Issue And Wi-Fi 8 Push Reinforce AI Strategybroadcom
The market appeared to view the financing as strategic rather than defensive, given Broadcom’s strong cash generation and profitability profile.
Via Talk Markets · January 16, 2026
Industrial Production Up 0.4 Percent Led By 2.6 Percent Surge In Utilitiestalkmarkets.com
AI Boom. Utilities provided 88.8% of the increase in IP this month.
Via Talk Markets · January 16, 2026
Stocks Finish Quietly Lower Amid Fed Independence Questionscontent/com
The S&P 500 and Nasdaq settled slightly below breakeven on Friday, as all three major benchmarks succumbed to weekly losses.
Via Talk Markets · January 16, 2026
Challenge To Israel's Two Speed Economytalkmarkets.com
One of the hallmarks of the Israeli economy is its great resilience during the past two years as it dealt with wars on all its borders.
Via Talk Markets · January 16, 2026
Wall Street’s Wild Cards: Ten Surprises That Could Shake 2026content/com
​​​​​​​While Wall Street’s consensus forecasts often grab the headlines, it’s the unexpected twists - the “black swan” events and outlier scenarios - that can truly upend markets.
Via Talk Markets · January 16, 2026
Silver’s Extreme Parabolacontent/com
​​​​​​​Silver’s vertical moonshot has accelerated into a dangerous extreme parabola. This popular speculative mania fueling frenzied fear-of-missing-out buying will end badly, like all before it.
Via Talk Markets · January 16, 2026
Top 3 Reasons To Sell AST SpaceMobile Stock As It Soars On New SHIELD Contracttalkmarkets.com
AST SpaceMobile pushed meaningfully higher to print a record high of nearly $120 this morning after being picked as a prime contractor for the SHIELD program.
Via Talk Markets · January 16, 2026
Industrial Production Sets New Post-Pandemic High In December - But Mainly Due To Utilitiestalkmarkets.com
Despite the influence of utility production, this was a positive report.
Via Talk Markets · January 16, 2026
Robinhood Stock Is Stuck In A Bear Market: Will It Rebound Soon?talkmarkets.com
Robinhood stock price is stuck in a bear market after falling by nearly 30% from its highest level in 2025.
Via Talk Markets · January 16, 2026
S&P 500 Earnings Dashboard 25Q4 - Friday, Jan. 16talkmarkets.com
25Q4Y/Y earnings are expected to be 9.0%. Excluding the energy sector, the Y/Y earnings estimate is 9.4%.
Via Talk Markets · January 16, 2026
Update On The Late Stage Silver And Gold Rallycontent/com
Gold and gold stocks are only beginning an era of out-performance when considering a big picture view.
Via Talk Markets · January 16, 2026
NVDA’s Signal For Stocks And Precious Metalscontent/com
When we zoom out and check what’s happening with stocks that used to be market leaders, it’s clear that a storm is brewing.
Via Talk Markets · January 16, 2026
Stock Analysis: Choice Propertiestalkmarkets.com
Choice Properties Real Estate Investment Trust is a real estate investment trust, which owns, manages, and develops real estate portfolios of commercial and residential properties.
Via Talk Markets · January 16, 2026
Gold Slides Below $4,600 As Profit-Taking Grows, Fed Cut Doubts Risecontent/com
Gold drops over 0.70% on Friday as investors take profits amid skepticism over multiple Fed rate cuts.
Via Talk Markets · January 16, 2026
Are We At The Start Of A Massive Bitcoin Rally?talkmarkets.com
Crypto now has clearer rules, more big buyers and steady demand from ETFs. Plus, the current economic backdrop is favorable for a rally.
Via Talk Markets · January 16, 2026
The Debt Black Hole Claims Another Victimtalkmarkets.com
This is a story illustrating how government policy, coupled with central bank mechanizations, incentivized bad decisions.
Via Talk Markets · January 16, 2026
Ripple XRP Set To Lead Real-World Asset Tokenization By 2030talkmarkets.com
Ripple XRP is gaining institutional traction as a top blockchain for tokenizing real-world assets across global financial markets.
Via Talk Markets · January 16, 2026