💥 Dow 50K, AI Panic, Gold Surge: Are You Buying Into the Chaos? 🔥
In under 5 minutes, let us introduce you to investing opportunities found in recent market analysis. Grow your portfolio with knowledge.
Edition #143
Investing Unlocks: How to Capitalize on the Hot Topics From The Last 7 Days
We analyze recent trends and opportunities, offering strategic insights that help you manage risks and identify growth opportunities for your portfolio.
🎯 Dow Breaks 50,000, Markets Find Their Footing
The Dow Jones Industrial Average (DJIA) topped the 50,000 mark for the first time ever on Friday, marking a major psychological milestone for markets. Investor sentiment has improved, though stocks are softer today as caution lingers around parts of the AI trade after a strong run. Goldman Sachs expects a surge in IPO activity, citing higher equity prices, easier financial conditions, and renewed demand for software and tech companies. Gold rebounded toward record territory after an exceptionally volatile week for precious metals.
Investors are now focused on key economic data ahead, including the January jobs report and inflation readings later this week, which could shape expectations for interest rates and market direction.
PRESENTED BY CANTERRA MINERALS CORP.
Canterra Minerals (TSX-V: CTM, OTCQB: CTMCF) is advancing a fully-funded 10,000-metre drill program across its 55 km copper-gold corridor in Newfoundland.
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Hot Topics
Transocean to acquire Valaris to create world’s largest drilling contractor
Lilly Strikes Deal for Orna Therapeutics for Up to $2.4 Billion
Bessent sees ‘unruly’ Chinese trading behind gold price swings
Novo Nordisk sues Hims & Hers over copycat weight-loss drugs
Investing Data Story
These companies, including NVIDIA and Coinbase, posted impressive revenue growth—over 100% in some cases—highlighting strong sector momentum.
Find out who are the Top 10 Stocks With The Fastest Revenue Growth
💥 Software Shock Tests the AI Narrative
The S&P Software & Services index shed roughly $1 trillion in market value in a single week. Public names including Adobe, Salesforce, Intuit, ServiceNow, Snowflake, and LegalZoom slid sharply, driven by fears that generative AI tools from Anthropic and Google can automate coding and erode demand for traditional enterprise platforms. Yet some analysts argue the reaction may be overdone. NVIDIA CEO Jensen Huang rejected the idea that software tools are in structural decline, calling it “the most illogical thing in the world” and arguing that AI systems, like humans, rely on tools rather than reinventing them. He added that the latest breakthroughs in AI increasingly emphasize tool use precisely because those tools are explicitly designed for structured tasks.
The deeper debate centers on the durability of entrenched platforms like SAP and Oracle, or sector leaders such as Epic Systems and Cerner in healthcare, Yardi and RealPage in property and real estate management, Autodesk in engineering and CDK Global in auto retail. These businesses thrive on high switching costs, bundled ecosystems, and limited interoperability. While some firms report using Claude or Gemini to replace incumbents, most enterprises remain locked into complex systems that take years and significant capital to replace. For investors, the key question is whether AI meaningfully disrupts these durable cash flow engines, or simply reshapes workflows without displacing the core.
Earnings Performance
Shell PLC (NYSE: SHEL)
Shell reported softer fourth-quarter results as lower oil prices weighed on earnings, with adjusted Q4 profit of $3.3 billion and full-year adjusted earnings of $18.5 billion, down from $23.7 billion in 2024. Brent averaged $69 in 2025 versus $81 a year earlier, but cash flow from operations remained robust at $42.9 billion for the year, supported by more than $5 billion in structural cost reductions and disciplined spending.
Despite the weaker backdrop, Shell announced a further $3.5 billion share buyback, its 17th consecutive quarter of repurchases above $3 billion, alongside a 4% dividend increase. The group returned 52% of cash flow from operations to shareholders in 2025, above its 40–50% target range, while keeping capex within its $20–22 billion framework and reiterating its goal of more than 10% annual growth in normalised free cash flow per share through 2030.
Other Earnings Updates
PepsiCo (NASDAQ: PEP): Posts Q4 Revenue and EPS Beat as Shares Rise
Ares Management (NYSE: ARES): Announces Record Q4
Thermon Group (NYSE: THR): Reports Q3 Fiscal 2026 Results
Investing Data Story
In 2025, gold demand flipped. As consumer appetite faded, investors and central banks took control—and miners started betting on higher prices.
The Great Gold Pivot: Why Miners Are Betting on Higher Prices
Analyst Strong Buy Ratings This Week! 📈
Looking for stocks with strong analyst backing? These companies have earned top-tier "Strong Buy" ratings from analysts, signaling potential upside for investors.
Whether you’re eyeing small-to-mid cap opportunities in the U.S. and Canada or want to stick with trusted S&P 500 blue-chip picks, this list highlights stocks that experts believe could outperform.
🔍 Do your research and see if any of these fit your portfolio!
The OTCQX Signal Smart Money Watches
Most retail investors spend their time watching the same crowded parts of the market. Mega caps, ETFs, and headline-driven trades dominate attention. Meanwhile, quieter parts of the market can reveal signals that are easier to miss.
The OTCQX Best 50 2026 captures the signals and investing themes that shaped OTCQX market behavior over the past year, showing where investor interest intensified, stabilized, or began to fade.
Rather than predicting what comes next, the list helps retail investors understand what has already mattered to the market, and what may still be relevant as those trends evolve.
The OTCQX Best 50 shows where trading volume and investor focus held steady in OTC markets, signaling consistent market interest beyond the headlines.
Explore the full breakdown: