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Latest reporting and analysis by Rick Kilback.
Global equity funds attracted $45.59 billion in net purchases for the week to January 14, the highest in 15 weeks, as world stocks neared record highs. U.S. equity funds led with $28.18 billion. Easing U.S. inflation boosted expectations for rate cuts.
Bitcoin's traditional four-year cycle is being overshadowed by political announcements and policy signals, with analysts noting its heightened sensitivity to liquidity expectations and regulatory developments ahead of the 2026 midterm elections.
The Federal Reserve reduced interest rates in 2024 and 2025, leading to lower money market account rates. The national average is 0.58%, but some banks offer over 4% APY. Online banks and credit unions provide competitive rates.
Bank of America kept its Buy rating on Utz Brands but lowered the price target to $14 after the company's preliminary Q4 results showed weak sales growth. Mizuho Securities also reiterated a Buy rating with a $16 target.
GCT Semiconductor shipped its first commercial 5G chipsets on January 6. H.C. Wainwright maintained a Buy rating with a $3 target on January 13.
Broadcom's market cap exceeds $1.6 trillion, with stock up nearly 700% over five years. Fourth-quarter net revenue increased 28% year over year. The company's chips are positioned for the AI inference phase, serving major tech firms.
BlackRock seeks regulatory clearance in India to invest $333.6 million in Aditya Birla Renewables, a 4.3GW portfolio company, while also confirming a stake in Avadel Pharmaceuticals.
Fenimore Asset Management released its Q4 2025 investor letter, detailing fund performance and citing Markel Group as a top performer in its value strategy.
Evercore Inc. saw price target increases from Keefe Bruyette and Wolfe Research in early January. The firm also announced progress on its Middle East expansion, receiving a license and planning a Riyadh office.