Jim Cramer Highlights ASML's Unmet Shortage Amid Strong Demand
January 28, 2026, 3:08 AM EST. ASML Holding N.V. (NASDAQ:ASML), a key semiconductor equipment maker, faces a shortage of its advanced EUV chip machines that cannot be met, according to CNBC's Jim Cramer. The company's shares have surged 103% over the past year, boosted by strong demand for AI-related chips. Bernstein and UBS both reaffirmed bullish outlooks, citing higher earnings estimates and structural growth drivers. ASML's upcoming earnings report on January 28 is expected to surpass consensus forecasts. Despite its strengths, some investors are eyeing other AI stocks as potentially better investments with lower risks. ASML remains integral to the supply of next-generation semiconductor technology amid global chip demand.
Foresight Group completes share buyback, acquires 30,430 shares at average 431.94 GBp
January 28, 2026, 3:07 AM EST. Foresight Group Holdings Limited announced the purchase of 30,430 ordinary shares on 27 January 2026 under its existing buyback programme. The shares were acquired through Berenberg on the London Stock Exchange at prices ranging from 429.50 to 434.00 pence per share, with a volume weighted average price of approximately 431.94 pence. The buyback programme has so far seen 3,120,230 shares repurchased and placed into treasury, which means these shares do not carry voting rights while held. The total number of voting shares now stands at 114,879,257 out of 116,347,803 issued. This buyback reflects Foresight's ongoing strategy to manage capital and enhance shareholder value.
Live Cattle Futures Decline as Cash Trade Awaits Kickoff
January 28, 2026, 2:59 AM EST. Live cattle futures dropped 22 to 55 cents on Tuesday, with cash trade yet to begin after settling last week at $233-$236.50 live and $370 dressed. Feeder cattle futures fell 40 to 50 cents, except January which edged up 5 cents. The CME Feeder Cattle Index inched up 9 cents to $363.57 on January 23. USDA's boxed beef prices showed mixed results: Choice boxes rose 37 cents to $369.27, Select dropped $2.55 to $364.57. Monday's federally inspected cattle slaughter was 100,000 head, down 5,000 from last Monday and 13,256 from last year. Market watchers note ongoing pressure amid uncertain cash trade activity.
Bellway PLC Completes Share Buyback, Cancels 22,000 Shares
January 28, 2026, 2:58 AM EST.Bellway PLC executed a purchase of 22,000 ordinary shares on January 27, 2026, within its ongoing share buyback programme initiated in October 2025. The shares were acquired through Citigroup Global Markets Limited at an average price of 2,712.54 pence each, with prices ranging between 2,696 and 2,728 pence. These shares will be cancelled, reducing the total shares in issue to 117,307,120. This marks a cumulative buyback of 1,690,055 shares since the programme began. The buyback aims to enhance shareholder value by reducing share count, consistent with Bellway's capital allocation strategy. Detailed trade data was disclosed in compliance with Market Abuse Regulation (EU rules applied in the UK).
GreenX Metals Raises A$13.6 Million via Share Placement
January 28, 2026, 2:57 AM EST.GreenX Metals Limited has completed a placement of 16 million new shares at A$0.85 each, raising approximately A$13.6 million. The capital raised will fund exploration and development at its Tannenberg Copper Project in Germany and the Eleonore North Gold and Antimony Project in Greenland, alongside general working capital and arbitration costs related to Poland. Existing and new institutional investors, particularly from North America and Europe, supported the placement. The transaction is expected to settle on February 4, 2026, with shares issued on February 5 under ASX Listing Rule 7.1A. CEO Ben Stoikovich highlighted the strengthened balance sheet enabling a targeted exploration program to assess project potential.
Deluxe (DLX) Stock Viewed as Undervalued After Recent Gains
January 28, 2026, 2:56 AM EST. Deluxe (DLX) shares closed at $24.40, up strongly over recent periods, including a 33.19% rise in the past 90 days. Analysts peg its fair value at $28.67, suggesting a potential undervaluation. Growth in Deluxe's Data Solutions segment, driven by digital adoption and cloud-based marketing tools, underpins optimism. Investors watch closely as margin expansion and increased earnings multiples are key to reaching this valuation. Risks include slower growth in new payments and data services or margin pressure from competition. The stock's mixed return history-positive in the last three years but down over five-adds complexity. Simply Wall St advises evaluating several key rewards and risks before investing.
FactSet (FDS) Share Price Falls 42% in One Year – Is It Undervalued?
January 28, 2026, 2:55 AM EST. FactSet Research Systems (FDS) shares have plunged 42.2% over the past year, closing recently at $268.66. Despite this steep decline, valuation models suggest potential value. The Excess Returns model, comparing earnings power to the cost of equity capital, indicates an intrinsic value of $309.14 per share, about 13.1% above the current price. FactSet, a key financial data and analytics provider, maintains a strong average return on equity of 27.12%. This decline contrasts with longer-term performance dips over three and five years, raising questions about market expectations for data vendors. Investors should consider these factors when assessing whether FactSet's recent weakness signals a buying opportunity or a changing industry outlook.
UOB Shares Dip on SGX as JPMorgan Flags Asset-Quality Risks Ahead of Feb 24 Earnings
January 28, 2026, 2:53 AM EST. UOB shares slipped about 0.3% to S$38.35 on Wednesday, underperforming amid JPMorgan's downgrade to "underweight" despite holding a S$34 target price. JPMorgan flagged ongoing asset-quality risks, particularly in Hong Kong, U.S. commercial real estate, Thailand, and Indonesia, despite UOB's 13% gain this year. The bank's Feb 24 full-year 2025 results will be closely watched for updates on loan growth, provisions for bad debts, and capital return policies. Investors also monitor this week's U.S. Federal Reserve rate decision, as interest rates affect bank profitability through net interest margins-the difference between earnings on loans and costs on deposits. Market focus remains on asset quality amid macro uncertainties, with potential for further pressure if credit risks deepen.
Microsoft's Maia 200 AI Chip Set to Challenge Nvidia in 2026
January 28, 2026, 2:52 AM EST. Microsoft unveiled its Maia 200 chip, a 3-nanometer AI inference processor, aiming to compete directly with Nvidia's GPUs and cloud providers like Amazon and Google. The Maia 200 reportedly offers 30% better performance at the same price, potentially reshaping the AI chip market. This strategic move reduces Microsoft's dependence on third-party suppliers and opens new revenue streams through Azure cloud rentals. Despite a slight stock dip early in 2026, Microsoft's market capitalization exceeds $3.5 trillion, making it the world's fourth-largest company. Analysts expect Maia 200 to boost Microsoft's AI and cloud growth, with significant impact anticipated in the latter half of 2026. The development marks a crucial step in Microsoft's effort to contest Nvidia's dominance, signaling strong potential for growth in AI-related services and infrastructure.
Lean Hog Futures Rise Amid Mixed USDA Reports
January 28, 2026, 2:40 AM EST. Lean hog futures gained between a tick and 55 cents across front months on Tuesday, reflecting steady market interest. The USDA did not report its national base hog price due to low volume, while the CME Lean Hog Index rose 39 cents to $84.01 as of Jan 22. The pork carcass cutout value increased 62 cents to $97.88 per hundredweight, with most primal cuts stronger except for the loin. Hog slaughter estimates stood at 426,000 head Monday, slightly higher than last week but down year-on-year. February hog futures led gains, trading at $88.85, up 55 cents. Market watchers note the cautious optimism amid supply fluctuations, underscoring the importance of monitoring USDA reports for price signals. Austin Schroeder contributed analysis; he holds no positions related to this article.
ASML reports record profits, projects AI-driven growth
January 28, 2026, 2:39 AM EST. Dutch semiconductor equipment maker ASML reported a strong annual net profit of 9.6 billion euros ($11.5 billion) for 2025, up from 7.6 billion euros in 2024, driven by robust demand tied to artificial intelligence (AI). Fourth-quarter net bookings surged to 13.2 billion euros, more than doubling the previous quarter, signaling increased investor confidence. ASML forecasted 2026 net sales between 34 billion and 39 billion euros, expecting continued growth supported by AI developments. The firm navigates challenges amid a US-led tech export curbs to China, which it anticipates will significantly reduce China sales next year. CEO Christophe Fouquet described AI demand as a key driver for long-term sales potentially reaching 44 billion to 60 billion euros by 2030. Quarterly sales came in slightly above forecasts at 9.7 billion euros.
Dollar Index Hits Nearly 4-Year Low Amid U.S. Fiscal and Political Uncertainty
January 28, 2026, 2:38 AM EST. The U.S. dollar index fell to a nearly four-year low, dropping 0.86% on Tuesday, pressured by political risks and fiscal concerns. Uncertainty around Greenland access and President Trump's tariff threats against Canada have rattled investors. Speculation of coordinated U.S. and Japanese currency intervention to support the yen pushed the yen to a 2.75-month high. Economic data added to market jitters: consumer confidence hit an 11.5-year low, while private payroll growth slowed and manufacturing weakened. Threats of a government shutdown and worries about the Federal Reserve's independence, widening deficits, and political divisions further weighed on the dollar. Markets currently price a low probability of a Fed rate cut this week but expect looser policy later. The euro surged to a 4.5-year high versus the dollar, reflecting the dollar's vulnerability.
DBS Shares Near Record High as Singapore Bank Rally Pauses Ahead of Fed Decision
January 28, 2026, 2:34 AM EST. Shares of DBS Group Holdings edged up to S$59.40, just below a 52-week peak of S$59.57, reflecting strong investor interest amid a cooling Singapore bank rally. The Straits Times Index rose 1.3%, led by gains in DBS and OCBC, while UOB slipped slightly. Investors anticipate the U.S. Federal Reserve's policy decision, critical for bank interest rates and lending margins. Phillip Securities downgraded DBS and OCBC to "neutral" citing recent price rallies and a drop in Singapore Overnight Rate Average (SORA) to a 41-month low, potentially squeezing banks' net interest margins. DBS's upcoming full-year 2025 results, due Feb. 9, will be closely watched for dividend and guidance updates amid uncertain rate outlooks and margin pressures.
Should Long-Term Investors Sell Blue-Chip Stocks at 52-Week Highs? Examining Keppel and More
January 28, 2026, 2:24 AM EST.Blue-chip stocks on the Singapore market, including Keppel Corporation, ST Engineering, and CapitaLand Investment, recently hit 52-week highs, prompting questions among long-term investors about whether to sell. Investors often face a psychological tug-of-war between enjoying capital gains and fearing a reversal. However, price alone poorly signals when to exit. Instead, investors should assess earnings growth, cash flow durability, and capital allocation discipline. Keppel's recent rally to S$11.06 reflects its shift toward recurring, high-margin fee income and strong asset monetisation, including a major divestment of M1's telco business expected to unlock nearly S$1 billion in cash. Such corporate strategies and sustained dividends suggest long-term value rather than a peak, urging investors to focus on fundamentals rather than short-term price action.
Mining Stocks Surge as Gold Hits $5,000; Analysts Split on Future Moves
January 28, 2026, 2:23 AM EST. Mining stocks have soared amid record-breaking prices for gold and silver, with gold futures hitting $5,100 per ounce and silver reaching $115.5 per ounce. Copper and iron ore have also shown strong gains, boosting major miners like Rio Tinto and Fresnillo to multi-year highs. The rally is driven by safe-haven demand and industrial needs for electrification, but some analysts warn the rally may be unsustainable short-term due to the sector's cyclical nature. Citi reports a cooling appetite with 'Buy' ratings on mining stocks falling from over 70% to 60%, as iron ore prices stabilize and cautious investor sentiment rises. The sector's future remains divided among experts, balancing defensive appeal against cyclicality risks.
Teladoc Health (TDOC) Seen as Undervalued Amid Prolonged Price Weakness
January 28, 2026, 2:21 AM EST. Teladoc Health's share price has fallen 43.8% over the past year and nearly 98% over five years. Despite this, a Discounted Cash Flow (DCF) analysis estimates an intrinsic value of $14.13 per share, suggesting the stock is 58.2% undervalued compared to its current price of around $5.91. The DCF model uses projected future free cash flows, highlighting the company's potential recovery. Teladoc's valuation scores 5 out of 6 on key metrics, though investor sentiment has shifted as the telehealth sector matures. This mix of significant price declines and positive valuation signals makes Teladoc a stock to watch for potential opportunity amid ongoing sector reassessment.
FLSmidth Updates on Share Buy-Back Programme Transactions
January 28, 2026, 2:20 AM EST. FLSmidth & Co. A/S has reported new transactions under its ongoing share buy-back programme, initiated in June 2025. From January 21 to 27, 2026, the company repurchased an additional 101,500 shares at an average price ranging from DKK 526.32 to DKK 547.18. This brings the total shares bought back to 2,834,288, with a cumulative transaction value exceeding DKK 1.23 billion. The buy-back relates to up to 4.6 million shares, roughly 8% of company capital, aimed at enhancing shareholder value. Following these recent purchases, FLSmidth holds 3,401,290 treasury shares, representing 5.90% of its total share capital. The programme complies with EU Market Abuse Regulation rules, reflecting FLSmidth's strategic capital management and commitment to sustained shareholder returns.
Copper Rises as Alternative to Gold, Silver After Rally
January 28, 2026, 2:05 AM EST. Investors who missed the sharp rally in gold (up 95%) and silver (up 200%) are eyeing copper as a promising alternative metal investment. Copper surged 50% domestically in 2025, fueled by U.S. tariffs on copper products, mine outages, and supply constraints from labor unrest in Chile and Peru. Tariffs and tight inventories in China, Russia, and Europe have created scarcity and potential price volatility. Analysts predict copper's bull market will continue into 2026 amid ongoing supply challenges and rising demand. Copper's role as a critical industrial metal makes it an appealing candidate for investors wary of gold and silver's elevated valuations.
Crude Oil Prices Surge to Three-Month High Amid Dollar Decline and Middle East Tensions
January 28, 2026, 2:04 AM EST.Crude oil prices hit a three-month peak on Tuesday, driven by a sharp decline in the U.S. dollar and escalating geopolitical tensions involving Iran. March WTI crude rose 2.9%, while gasoline climbed 2.42% to an eight-week high. U.S. President Trump's announcement of a naval build-up in the Middle East amid threats of military action against Iran added to supply concerns. Additionally, Russia's firm stance on Ukraine peace talks raises prospects of prolonged conflict, sustaining restrictions on Russian crude exports. OPEC+ plans to pause production increases in early 2026, maintaining current output levels. Meanwhile, reduced crude oil inventory on tankers and Ukrainian attacks on Russian oil infrastructure tighten global supply. The combination of currency weakness and geopolitical risks is underpinning bullish energy market sentiment.
European Markets Set for Mixed Open as ASML Reports Strong Orders and Earnings
January 28, 2026, 2:03 AM EST. European stocks are poised for a mixed start on Wednesday, with the U.K.'s FTSE and Germany's DAX opening flat, while France's CAC 40 dips 0.15% and Italy's FTSE MIB climbs 0.3%. Attention centers on Dutch semiconductor leader ASML, which reported orders beating forecasts alongside upbeat 2026 sales guidance. Other notable earnings today include Volvo, Lonza Group, and KPN. LVMH posted stronger-than-expected results on Tuesday. U.S. tech giants Microsoft, Meta Platforms, and Tesla will announce earnings after market close, followed by Apple's on Thursday. Investors are also focused on the U.S. Federal Reserve's rate decision, expected to hold rates steady at 3.5%-3.75%, with markets eyeing potential rate cuts in 2026 as indicated by CME FedWatch Tool. Asia-Pacific markets opened mixed, while S&P 500 futures remained flat on Tuesday evening.
Coffee Prices Rise on Brazilian Real Strength and Export Dynamics
January 28, 2026, 1:50 AM EST. Coffee prices surged sharply with March arabica coffee climbing 3.09% and robusta up 1.86%. The Brazilian real strengthened to a 20-month high, discouraging exports from top producer Brazil and supporting prices. Brazil's December green coffee exports fell 18.4%, with arabica down 10% and robusta down 61%. Below-average rainfall in Minas Gerais shades supply outlook further. However, rising ICE coffee inventories and a forecasted record global production of 178.8 million bags by USDA temper gains. Vietnam's coffee exports rose 17.5% and production is expected to increase 6%, adding bearish pressure on robusta prices. The International Coffee Organization also noted a slight decline in global exports this year, signaling mixed supply factors influencing market direction.
Australian Shares Flat as Inflation Rises; Boss Energy Boosts Uranium Output
January 28, 2026, 1:48 AM EST. Australian shares closed flat at 8,933.90 amid rising inflation, with the consumer price index up 3.8% year-on-year to December 2025, exceeding expectations. Housing costs rose 5.5%, while food and recreation also contributed. Boss Energy's Honeymoon uranium project saw an 18% jump in quarterly production to 456,000 pounds of triuranium octoxide, pushing shares up 10%. AUB Group raised AU$400 million via a share placement to fund a UK acquisition but lost 5% at close. Coronado Global Resources' quarterly saleable coal production increased to 4.3 million tonnes, yet its shares fell 5%. Market sentiment remained cautious amid inflation pressures and mixed corporate results.
NY Sugar Edges Up as Brazilian Real Strengthens amid Global Surplus Outlook
January 28, 2026, 1:47 AM EST. March NY world sugar contracts rose modestly by 0.27%, recovering from early losses as the Brazilian real hit a 20-month high. The currency rally discourages Brazilian sugar exports, adding complexity to market dynamics. London white sugar prices fell to a 2.5-month low amid concerns about rising global supply. Reports indicate Brazil's 2025-26 sugar output increased 0.9% year-on-year to 40.222 million metric tons, with India also boosting production by 22% to 15.9 million metric tons. India's potential to expand sugar exports, following government allowances, pressures prices further. Market analysts raised the 2025-26 global sugar surplus estimate to 4.7 million metric tons, weighing on prices, despite expectations for lower production and exports from Brazil in 2026-27. The International Sugar Organization forecasts a 1.625 million metric ton surplus for 2025-26, marking a shift from last year's deficit, underscoring bearish sentiments on sugar prices.
Corn Futures Slide Amid Mixed Export Data and Lower Cash Prices
January 28, 2026, 1:34 AM EST. Corn futures edged lower Tuesday, with front-month contracts down 1 to 2 cents. The national average cash corn price dropped by 1.5 cents to $3.90 3/4. The U.S. Department of Agriculture reported private export sales of 110,000 metric tons of corn and 306,000 metric tons of sorghum, both to unknown destinations. Analysts anticipate a potential pullback in ethanol production for the week ending last Friday, according to upcoming Energy Information Administration (EIA) data. Meanwhile, Brazil's January corn export estimate stands at 3.39 million metric tons, slightly below last week's forecast and last year's figures. March 2026 corn futures settled at $4.26 1/2, May at $4.34 3/4, and July at $4.40 3/4, all posting small declines.
Soybeans Bounce Back with Higher Tuesday Close Amid Export Updates
January 28, 2026, 1:33 AM EST. Soybeans rebounded Tuesday, with nearby contracts rising 5 to 6 cents, closing at around $10.67 per bushel. The national average cash price increased 6 1/4 cents to $9.99 1/2. Soymeal futures showed mixed results, while soy oil futures gained 41 to 53 points. Brazil's January soybean exports were revised down to 3.23 million metric tons (MMT), still up from last year. Meanwhile, EU soybean imports fell to 7.06 MMT from July to January, compared to 8.15 MMT in the previous year. These figures reflect volatility in global demand and supply, influencing commodity prices. The market remains closely watched by traders for further developments.
Wheat Prices Gain Support Amid Weaker Dollar and Weather Outlook
January 28, 2026, 1:32 AM EST. Wheat prices ended Tuesday with modest gains supported by a weaker US dollar index, which dropped by 1.282 points to 95.575. Chicago SRW futures edged up a penny, Kansas City HRW futures climbed 2-3 cents, and Minneapolis spring wheat was up 2-3 cents at close. Weather forecasts indicate a drier week ahead with cooler temperatures persisting before warmer conditions return in February. European Commission data showed wheat shipments are slightly down by 0.06 million metric tons year-on-year, with SovEcon projecting Russian exports at 45.7 million metric tons for 2025/26. March CBOT Wheat closed at $5.23 1/4, May unchanged at $5.32 3/4. KC and Minneapolis wheat contracts posted gains of a few cents across front months, reflecting steady demand amid supply and weather considerations.
Cotton Futures Rebound Tuesday as Crude Oil Gains and Dollar Declines
January 28, 2026, 1:31 AM EST. Cotton futures rebounded Tuesday, with front-month contracts rising 71 to 86 points. March cotton closed at 63.83 cents per pound, up 86 points. Crude oil futures rose $1.96 to $62.56 a barrel, while the US dollar index fell to 95.575. The Seam's online auction showed cotton sales at 59.58 cents per pound on 12,326 bales. The Cotlook A Index held steady at 74.05 cents. ICE certified cotton stocks declined by 1,317 bales to 8,595. Meanwhile, the Adjusted World Price fell to 50.99 cents per pound last week, down 18 points. These moves reflect mixed market dynamics amid fluctuating commodity and currency conditions.
Annaly Capital Management (NLY) Shows 43% Undervaluation Amid Strong 3-Year Gains
January 28, 2026, 1:24 AM EST. Annaly Capital Management (NLY) has delivered 55.4% returns over three years and 40.3% returns over one year, attracting investor interest. Despite recent gains, its current share price of $24.36 appears undervalued. An analysis using the Excess Returns model reveals an intrinsic value of about $42.82 per share, implying the stock is undervalued by 43.1%. This model considers Annaly's 15.41% Return on Equity against a cost of equity of $1.90 per share, highlighting sustainable profitability. The stock's value aligns with fundamentals amid closer scrutiny of mortgage real estate investment trusts (REITs) and income-focused stocks. Simply Wall St rates NLY's value appeal at 4 out of 6, reflecting a mixed but generally positive valuation outlook for this mortgage REIT.
Hikari Tsushin's Stock Gains Driven by Strong Fundamentals and ROE of 13%
January 28, 2026, 1:23 AM EST. Hikari Tsushin (TSE:9435) saw a 5.3% stock price increase over three months, supported by solid fundamentals. The company's return on equity (ROE) stands at 13%, outperforming the industry average of 9%. ROE measures profitability relative to shareholder equity. With a 17% net income growth over five years, above the 14% industry average, Hikari Tsushin demonstrates effective capital reinvestment. The company retains 75% of earnings through a three-year median payout ratio of 25%, fueling future growth potential. Investors should consider if these growth expectations are reflected in the stock's valuation before investing.
Nissui Outperforms Earnings Growth with 195% Share Price Gain Over Five Years
January 28, 2026, 1:22 AM EST.Nissui Corporation (TSE:1332) has delivered a remarkable 195% rise in its share price over the past five years, outpacing its earnings per share (EPS) growth of 20% annually. The company's total shareholder return (TSR), which includes dividends, stands even higher at 238%, showing the impact of consistent dividend payments. Recently, the stock gained 24% in three months and achieved a 57% TSR in the last year, suggesting heightened investor optimism. While the EPS growth closely mirrors the share price increase, the latest momentum may indicate positive shifts in the company's business outlook. Investors should consider market sentiment alongside fundamental earnings and dividends when evaluating Nissui's performance.
Multiple Insiders Buy Panther Metals Stock, Signaling Confidence
January 28, 2026, 1:20 AM EST. Panther Metals PLC (LON:PALM) insiders have been net buyers of company shares in the last year, purchasing UK£66,000 worth while selling UK£46,000. Notably, Non-Executive Chairman Nicholas John O'Reilly bought shares at UK£0.98, above the current price of UK£0.86, suggesting confidence in the company. Insiders collectively hold about 52% of shares, valued at UK£3.2 million, aligning their interests with shareholders. Although no insider trades occurred in the last quarter, the trend over the past year indicates bullish sentiment. High insider ownership often points to a long-term commitment to company growth. Investors should also consider potential risks despite positive insider activity.
Dollar Weakness Drives Cocoa Futures Higher Amid Supply and Demand Pressures
January 28, 2026, 1:19 AM EST.Cocoa futures rose sharply as the U.S. dollar index slumped to a nearly four-year low, prompting short covering. March ICE cocoa contracts on the New York Exchange gained 1.95%, while London cocoa rose 0.42%. However, gains in London were limited by a stronger British pound hitting a 4.25-year high, making cocoa pricier in sterling terms. West African producers, particularly Ivory Coast-the largest cocoa grower-have cut shipments by 3.2% this season due to low prices. Despite this, global stockpiles increased 4.2% year-on-year per the International Cocoa Organization, pressuring prices. Demand remains weak; Barry Callebaut reported a 22% sales volume drop amid consumer resistance to high chocolate prices. Cocoa grindings fell sharply in Europe and Asia but remained stable in North America. Meanwhile, favorable weather boosts anticipated harvests, adding bearish supply pressure.
Live Cattle and Feeder Cattle Futures Drop Amid Weaker Wholesale Beef Prices
January 28, 2026, 1:18 AM EST. Live cattle futures fell by 35 to 60 cents on Tuesday, closing below last week's cash trade levels of $233 to $236.50 live and $370 dressed. Feeder cattle futures mostly declined 50 to 60 cents, except January contracts which rose 15 cents. The CME Feeder Cattle Index rose slightly to $364.73 on January 26. USDA reports showed weakened wholesale boxed beef prices; Choice boxes dropped 79 cents to $368.11, Select boxes fell $1.93 to $365.19. Federally inspected cattle slaughter was estimated at 112,000 head Tuesday, totaling 212,000 for the week, down 7,000 from last week and nearly 25,000 below last year's numbers. Market participants are watching for further signals amid fluctuating supply and demand.
Lean Hog Futures Rise as USDA Reports Higher Prices and Slaughter Numbers
January 28, 2026, 1:17 AM EST. Lean hog futures gained between 30 cents and $1.025 on Tuesday, with the national average base hog price rising $2.26 to $78.90. The CME Lean Hog Index fell 57 cents to $86.47 on August 29. USDA's pork cutout value increased $1.59 to $98.82 per hundredweight, led by a $2.91 rise in the ham primal. Hog slaughter was estimated at 484,000 head Tuesday, reflecting a weekly total slightly above last year's figure. October, December, and February lean hog contracts all closed higher, signaling positive movement in the market amid supply and price shifts.
Sensex and Nifty Rally on India-EU Trade Deal Conclusion; Investors Eye Upcoming Budget
January 28, 2026, 1:16 AM EST. The Sensex surged over 646 points to hit 82,503.97, boosted by the conclusion of the India-EU free trade agreement negotiations and anticipation of the upcoming Union Budget on February 1. The deal promises the EU tariff concessions on 93% of goods entering India, marking a long-term positive for investors, said V.K. Vijayakumar of Geojit Investments. The Nifty 50 rose more than 196 points, reaching 25,372.10. Key Sensex gainers included Bharat Electronics Limited, Powergrid, and Axis Bank, while shares of Asian Paints and Infosys declined. The FTA, expected to be implemented this year, along with potential customs tax updates in the Budget, are driving market momentum.
Pre-market: Global Bioenergies (ALGBE.PA) trades at €0.0185 ahead of Feb 2 earnings
January 28, 2026, 1:15 AM EST.Global Bioenergies (ALGBE.PA) shares trade at €0.0185 in pre-market European sessions, with a market cap of only €335,375. Investors await the company's February 2 earnings report for updates on revenue recognition, contract progress, and cash runway. Key fundamentals show a negative EPS of -€0.32, a debt-to-equity ratio of 3.34, and tight liquidity. Trading volumes remain low at 32,615 shares versus an average of 81,160, raising the risk of sharp price moves. Analyst consensus is limited, with a Meyka AI grade of B (68.53) and a HOLD recommendation. Risks focus on contract milestones and cash burn, while positive catalysts include scale-up progress and new commercial agreements. Market watchers should brace for continued volatility given the small market cap and weak financials.
HSBC Shares Surge Amid Conflicting Valuation Views
January 28, 2026, 1:10 AM EST. HSBC Holdings (LSE:HSBA) has seen strong share price momentum, with a 63.45% total return over one year and more than triple over five years. The stock closed at £12.77, above the average analyst target of £11.25, indicating a 13.5% overvaluation by that metric. However, a discounted cash flow (DCF) model values the stock at £17.65, suggesting a 27.6% discount and underlying growth potential. HSBC is investing heavily in Asian wealth management, aiming to capture rising affluence in Hong Kong and Southeast Asia. Investors face risks from Hong Kong's commercial real estate stress and escalating digital and restructuring costs. The contrasting valuations raise questions about market sentiment and the bank's long-term growth prospects.
Expeditors International of Washington (EXPD) Stock Evaluation Amid Strong Returns
January 28, 2026, 1:09 AM EST. Expeditors International of Washington (EXPD) has delivered strong returns, with total shareholder gains of about 40.4% over one year and 34.7% over three months. Despite a recent slight pullback, its 30-day return remains positive at 4.03%. Currently priced at $158.38, EXPD trades above the average analyst price target of $140.47, indicating a 20% premium. The company's price-to-earnings (P/E) ratio stands at 25.1x, higher than its estimated fair P/E of 14.4x and peer average of 20.6x, suggesting overvaluation. Additionally, discounted cash flow models suggest the shares may be priced above fair cash flow value at $131.45, hinting at investor optimism possibly baked in. Investors should weigh these valuations against risks like potential revenue and income growth slowdown around 1%.
Toll Brothers (TOL) Valuation Review After Recent Share Price Dip
January 28, 2026, 1:08 AM EST. Toll Brothers (TOL) shares slipped 0.6% recently, trading near $143, reflecting short-term softness after strong multi-year returns. The luxury homebuilder reports annual revenue of about $10.97 billion and net income around $1.35 billion, with steady single-digit growth. Its fair value estimate at $154.13 suggests modest undervaluation, supported by demand from affluent Millennials and Gen Z buyers amid housing shortages. However, risks include potential margin pressure if spec homes sell with discounts or increased incentives. A contrasting discounted cash flow (DCF) model values TOL near $128.22, indicating possible overvaluation. Investors face a key decision weighing growth prospects against cash flow fundamentals in this resilient but cautiously priced housing sector stock.
United Rentals Stock Valuation: Is the Rally Overpriced or an Opportunity?
January 28, 2026, 1:07 AM EST. United Rentals (NYSE: URI) shares ended recently at $911.16 after a strong multi-year run, including a 19.4% gain in the past year. The company's performance has been buoyed by robust U.S. construction and infrastructure activity. A Discounted Cash Flow (DCF) analysis estimates an intrinsic value of $1,143 per share, implying the stock is about 20% undervalued. This suggests potential upside despite recent price appreciation. The DCF model incorporates projected free cash flows rising to $5.5 billion by 2035. In contrast, short-term returns have been mixed, including a slight 1.1% dip last week amid sector-wide uncertainty over capital spending and financing conditions. United Rentals scores well on valuation checks, signaling attractiveness for investors eyeing equipment rental in a strong industrial cycle.
Philip Morris International Stock Analysis and Motley Fool Insights
January 28, 2026, 1:06 AM EST. Philip Morris International (NYSE: PM) is under review following a recent analysis on the Motley Fool Scoreboard episode. Despite the company's prominence, Motley Fool's Stock Advisor did not include PM in its top 10 stock picks, which historically have outperformed the market with average returns of 937% compared to 195% for the S&P 500. Notable past successes include Netflix and Nvidia, which yielded significant gains when recommended early. The Motley Fool continues to recommend Philip Morris, but investors are encouraged to explore other top-performing stocks. All stock prices referenced are as of Dec. 10, 2025, with analysis published on Jan. 23, 2026.
Etsy (ETSY) Stock Shows Undervaluation Despite Long-Term Declines
January 28, 2026, 1:05 AM EST. Etsy's stock closed at $58.63, reflecting modest gains year to date but a steep drop of over 72% in five years. Despite this, a Discounted Cash Flow (DCF) analysis values Etsy shares at $112.39, suggesting the stock is undervalued by nearly 48%. Etsy's Price-to-Earnings (P/E) ratio of 31.77x exceeds the industry average, indicating the market prices it at a premium on current earnings, possibly due to expected growth. While the company scores only 2 out of 6 on valuation checks, the DCF model signals potential investment value amid uncertainty in the broader e-commerce space. Investors eyeing differentiated marketplaces and long-term growth may find Etsy's current price attractive, despite mixed signals from traditional valuation metrics.
Asian Shares Mixed as U.S. Dollar Falls and Wall Street Hits Record
January 28, 2026, 1:04 AM EST. Asian shares showed a mixed performance after the S&P 500 reached a record high, driven by a sliding U.S. dollar. South Korea's Kospi hit a record, helped by technology firm SK Hynix, while Tokyo's Nikkei 225 fell amid pressure on exporters from a weaker yen. The dollar is near its lowest point since 2022 against key currencies, contributing to a surge in gold and silver prices as investors seek safe assets. Wall Street stocks fluctuated after mixed earnings, with major reports expected from Meta, Microsoft, Tesla, and Apple later in the week. The Federal Reserve is expected to keep interest rates steady in its upcoming announcement.
Stingray Group (TSE:RAY.B) Shares Edge Up 0.2% Amid Higher Trading Volume
January 28, 2026, 1:02 AM EST. Stingray Group's stock rose 0.2% to C$15.75 on Tuesday, with trading volume nearly doubling to 2,102 shares versus the average 1,070. The Canadian music and technology firm's market capitalization stands at C$1.07 billion. Its 50-day moving average is C$14.44, well above its 200-day average of C$12. Stingray maintains a price-to-earnings ratio of 20.72 and a beta of 2.34, indicating volatility relative to the market. The company operates primarily through its Broadcasting and commercial music segment, its main revenue source. Analysts currently rate Stingray as Hold, with other stocks seen as stronger buys despite recent stock momentum.
Real Matters Shares Drop 4.6% Amid Mixed Analyst Ratings
January 28, 2026, 1:01 AM EST. Shares of Real Matters Inc. fell 4.6% to C$6.57 on Tuesday, with trading volume sharply down 75% from the average. Despite the decline, several analysts raised price targets, including Canaccord Genuity increasing theirs to C$10.00 and TD Securities to C$9.00, both maintaining buy ratings. The company posted a quarterly loss with EPS at C($0.03) but generated C$67.99 million in revenue. Real Matters operates mainly in U.S. residential mortgage appraisals and carries a market cap of C$487.80 million. Current consensus rating is Moderate Buy, with an average target price of C$8.57, reflecting cautious optimism despite recent share price weakness.
Economic Investment Trust (EVT) Shares Dip 1.5% on Tuesday
January 28, 2026, 1:00 AM EST. Economic Investment Trust Limited (TSE: EVT) stock declined by 1.5% Tuesday, closing at C$23.45 after a day-high and last trade at the same level. Trading volume surged 135% to 3,975 shares compared to the average of 1,688. The firm holds a market capitalization of C$131.79 million, a price-to-earnings ratio of 0.46, and a beta of 0.75. Its 50-day and 200-day moving averages stand at C$21.72 and C$20.64 respectively. Investors recently received a quarterly dividend of C$0.03 per share, annualized to C$0.12 with a yield of 0.5%. Despite a Hold rating from analysts, EVT was not featured in top stock buy recommendations. The company aims for above-average returns through capital gains and dividend income.
Frontera Energy Shares Dip 0.3% Amid Moderate Trading Volume
January 28, 2026, 12:59 AM EST. Frontera Energy Co. (TSE:FEC) shares slipped 0.3% to C$6.43 during Tuesday's session, with 36,800 shares traded, slightly below its average volume of 41,352. The company reported strong quarterly earnings with C$0.38 earnings per share (EPS) and revenue of C$358.2 million, maintaining an 8.57% net margin. Its financial ratios include a quick ratio of 0.72 and a high debt-to-equity ratio of 29.63, indicating considerable leverage. Analysts hold a Hold rating, projecting 1.65 EPS for the year. Frontera Energy operates primarily in South America, engaged in crude oil and natural gas production. Despite steady fundamentals, the stock has yet to attract top-rated analyst recommendations for new buys.
3 Asian Stocks with High Insider Ownership Projecting 74% Earnings Growth
January 28, 2026, 12:47 AM EST.Trina Solar, Sharetronic Data Technology, and select Asian companies with significant insider ownership are forecasted to deliver robust profit increases, averaging up to 74% annual earnings growth. These firms align management and shareholder interests, a factor often linked to strong financial performance. Trina Solar, amid near-term losses and volatile shares, shows potential through a major buyback and expected revenue growth exceeding market averages. Sharetronic Data Technology's wireless IoT focus supports its forecasted rapid earnings and revenue growth outpacing broader market trends. Asian markets, challenged by geopolitical and economic shifts, offer opportunities in these fundamentally strong companies driven by internal investment and growth outlooks.
SpaceX Considers $1.5 Trillion IPO in June 2026, Reports FT
January 28, 2026, 12:46 AM EST. Elon Musk's SpaceX is reportedly planning an initial public offering (IPO) in mid-June 2026, aiming to raise up to $50 billion. The Financial Times, citing sources familiar with the matter, values the rocket company at approximately $1.5 trillion. Reuters has not independently verified this report. The proposed IPO would make SpaceX one of the largest public listings ever, reflecting its growth in space technology and commercial launch services.
First Tin Plc's Institutional Ownership Drives 38% Stock Surge in One Week
January 28, 2026, 12:45 AM EST. First Tin Plc (LON:1SN) saw its stock surge by 38% last week, propelled by high institutional ownership holding 44% of shares. A total of four investors control 53% of the company, highlighting significant influence on its market moves. Metals X Limited leads as the largest shareholder with 30% stake, followed by Arlington Group Asset Management and Baker Steel Capital Managers. Hedge funds own 8.6%, indicating potential active management involvement. The company's impressive one-year shareholder return stands at 260%, showcasing strong market confidence. Institutional investors' influence makes the stock sensitive to their trading actions, underscoring the need to monitor their moves closely.
Kooth Plc Shares Potentially Undervalued by 49% Against Intrinsic Value
January 28, 2026, 12:44 AM EST. Kooth plc (LON:KOO) trades at UK£1.24, indicating a potential undervaluation of 49% versus a calculated intrinsic value of UK£2.40, based on a two-stage Discounted Cash Flow (DCF) model. The DCF analysis forecasts the company's free cash flows over the next decade, applying a 7.1% discount rate to account for the time value of money. Analysts' price targets average UK£3.84, around 60% above the DCF-derived fair value. Kooth's terminal value factors in a 3.0% annual growth rate, aligned with the recent government bond yields. This valuation suggests significant upside potential amid a conservative cash flow growth outlook spanning shrinking to modest positive growth rates.
Pre-market Bounce Seen in Amundi Global Infrastructure ETF GINF.PA at €72.01
January 28, 2026, 12:43 AM EST. Amundi Global Infrastructure ETF (GINF.PA) opened pre-market at €72.01, down 1.42% but showing signs of an oversold bounce. Trading below its 50-day (€73.25) and 200-day (€76.33) moving averages, the ETF holds potential support near its yearly low of €66.83. Volume is light at 717 shares but relative volume stands elevated at 1.52, indicating short-term interest. The ETF tracks the Solactive Global Infrastructure Low Earnings Volatility Index, positioning it as a defensive play within Financial Services. AI rating gives it a hold with a 24% upside target to €89.35. Traders eye tactical buys between €71-€73.50 with targets at €75 and €83.20, placing stops below €68 to manage risk amid light liquidity.
Insulet (PODD) Stock Valuation Reflects Share Price Weakness and Growth Expectations
January 28, 2026, 12:31 AM EST. Insulet's stock has declined over recent periods, with a 7% drop in the past week and over 6% year to date. The company, known for insulin delivery technology, faces investor scrutiny over long-term adoption and competitive pressures in diabetes care. A Discounted Cash Flow (DCF) analysis values Insulet at $324.22 per share, suggesting it is about 18.3% undervalued compared to its last closing price of $264.91. However, its price-to-earnings (P/E) ratio stands at 75.69 times, markedly higher than the industry average of 31.67 and peer average of 46.07, indicating high growth expectations but also increased risk perception. Overall, Insulet scores a low 2 out of 6 on valuation checks, reflecting mixed signals for investors assessing its market position and future prospects.
European Growth Stocks Stage a Comeback Amid Market Shifts
January 28, 2026, 12:30 AM EST. European growth stocks are making a notable comeback as investors recalibrate their portfolios. After a period of underperformance relative to value stocks, growth-oriented sectors in Europe have started to regain momentum. This resurgence is driven by improving economic indicators and renewed confidence in technology and consumer discretionary firms. Market participants are watching closely as this shift could signal broader changes in investment trends across the region. The revival of growth stocks highlights evolving dynamics in European equity markets, offering fresh opportunities despite lingering uncertainties.
3 Asian Stocks Trading at Discounts Up to 45.1%, Highlighting Investment Opportunities
January 28, 2026, 12:12 AM EST. Amidst global market volatility, select Asian stocks present notable discounts to their estimated fair values, offering potential entry points for investors. Foxconn Industrial Internet (CN¥60.97) trades 45.1% below its future cash flow value (CN¥111.08), reflecting undervaluation despite a modest 1.08% dividend yield not fully covered by free cash flows. Plover Bay Technologies Limited (HK$7.02) trades 17.8% below fair value estimates, with projected revenue growth of 15.3% annually, outperforming Hong Kong's market average. Other stocks including TLB, Takara Bio, and Plus Alpha Consulting also show discounts exceeding 48%, signaling possible opportunities amid economic uncertainties in Asia. Investors should consider these undervalued equities while factoring in associated risks and market conditions.
Sensex Climbs on India-EU Free Trade Agreement Optimism
January 28, 2026, 12:04 AM EST. India's Sensex surged 646 points to 82,503.97, and Nifty rose 196 points to 25,372.10 as investors reacted positively to the India-EU Free Trade Agreement (FTA). The deal, covering nearly a quarter of global GDP, aims to eliminate tariffs on 99% of Indian exports to the EU and over 97% of EU exports to India. Key gainers included Axis Bank, Reliance Industries, and ICICI Bank. Asian Paints fell nearly 6% following a profit decline linked to labor code changes. Foreign institutional investors sold stocks worth Rs 3,068.49 crore while domestic investors bought Rs 8,999.71 crore. Markets now turn to the Union Budget expected on February 1 for further direction. Global markets showed mixed moves with gains in South Korea and China but a decline in Japan's Nikkei. Brent crude rose 0.52% to $67.92 per barrel.
Signet Jewelers (SIG) Valuation Look Amid Volatile Share Price
January 28, 2026, 12:03 AM EST. Signet Jewelers (SIG) saw a modest 0.6% gain recently but a 3.1% weekly drop, reflecting volatility. The stock delivered a strong 56.9% total return over the past year, driven by revenue and profit growth. Current valuation contrasts a $90.56 share price with a $113.38 estimated fair value, suggesting possible undervaluation. Investments in digital marketing and omnichannel sales aim to boost margins and conversions. However, risks include tariff hikes and fluctuating demand. SIG's price-to-earnings (P/E) ratio stands at 25.4, above sector and peer averages, highlighting limited earnings margin for error. Investors should weigh these conflicting signals carefully before deciding.
Sensex and Nifty Likely to Open Higher Amid India-EU Trade Deal and Global Optimism
January 28, 2026, 12:02 AM EST. The Indian stock market is poised to open higher Thursday, building on gains from Tuesday's session bolstered by a significant India-EU trade deal removing tariffs on 90% of Indian goods. The Nifty 50 futures at Gift City indicated openings above 25,175.4. Global markets showed positivity with Asia-Pacific shares up 0.9%, influenced by easing US-South Korea trade tensions and the US dollar hitting a four-year low. However, foreign portfolio investors' continued heavy selling worth Rs 3,068.49 crore on Tuesday, totaling Rs 43,772.88 crore in January, raises concerns. Experts warn volatility will persist with the upcoming Union Budget on February 1, 2026, and the Nifty hovering near key technical support levels. Market sentiment remains cautiously optimistic amid mixed signals.
Wheat Futures Show Mixed Trading as Weather and Export Data Influence Markets
January 28, 2026, 12:01 AM EST. Wheat futures trading was mixed on Tuesday, with Chicago SRW (Soft Red Winter) futures steady and Kansas City HRW (Hard Red Winter) futures rising slightly. Minneapolis spring wheat traded steady to lower. After a cold weather event last weekend, a drier week is forecast across much of the U.S., with cooler temperatures expected before a warm-up in February. European Commission data indicated wheat exports at 12.38 million metric tons (MMT) since July 1, nearly unchanged from last year. SovEcon raised Russian wheat export forecast by 1.1 MMT to 45.7 MMT for 2025/26. Prices: March CBOT wheat at $5.22 3/4, May CBOT down 1/4 cent, KC wheat nearbys up 1 3/4 cents. Market participants remain cautious ahead of evolving weather and export trends.
Reece Limited (ASX:REH) Stock Climbs 15% Amid Moderate ROE and Earnings Growth
January 28, 2026, 12:00 AM EST. Reece Limited's (ASX:REH) stock increased by 15% over three months. The company's return on equity (ROE), a key profitability measure showing net profit relative to shareholders' equity, stands at 7.8%, below the industry average of 11%. Despite this, Reece's net income grew 8.5% over five years, lower than the industry's 32% growth average. The company retains 61% of its profits, indicating significant reinvestment for growth, with a stable dividend payout ratio of 39%. While ROE and earnings growth are modest, efficient management and earnings retention might underlie recent stock momentum. Investors should assess if the stock's current price reflects these fundamentals and prospects for future growth.
