US Govt Backs Rare Earth Rival, TMC Stock Dives 20%, Clouding NOAA’s Mining Permit

The Metals Company has returned to investor radar on regulatory optimism around U.S. deep-sea mining, but sharp price swings underline how fragile that optimism remains. Continue reading “US Govt Backs Rare Earth Rival, TMC Stock Dives 20%, Clouding NOAA’s Mining Permit”

Will USAR Stock Reach Record High at $44 on Prospect of Strategic U.S. Backing?

Shares of USA Rare Earth leapt after reports of impending U.S. government investment, highlighting renewed investor focus on strategic minerals and domestic supply chains. Continue reading “Will USAR Stock Reach Record High at $44 on Prospect of Strategic U.S. Backing?”

Forex Signals Jan 26: FED Decision This Week, Earnings from Tesla, Apple, MSFT, UNH, Meta, GM, Visa, IBM

Investors are now concentrating on forward guidance and a jam-packed earnings schedule that includes Microsoft, Apple, Meta, Tesla, and Boeing, even if the Federal Reserve is expected to keep interest rates on Wednesday.
Continue reading “Forex Signals Jan 26: FED Decision This Week, Earnings from Tesla, Apple, MSFT, UNH, Meta, GM, Visa, IBM”

MediaTek Stock Jumps 19% in 48 Hours on Reports of Google AI Collaboration

MediaTek shares saw their biggest two-day rally on record as investors flocked to the Taiwanese chip designer due to excitement over its partnership with Google.

 

The Taipei-listed stock closed at a new all-time high after rising 8.6 percent on Monday, capping a two-session surge of 19 percent.

Increased awareness of MediaTek’s work on Google’s tensor processing units—chips used in AI applications—led to a two-month rally. Additionally, it illustrates how fund managers had to deal with single-stock restrictions on the market leader, Taiwan Semiconductor Manufacturing are expanding into additional AI-related businesses.

MediaTek has established itself as a leading alternative by switching from its primary smartphone chip business to high-margin custom AI offerings. Charlie Chan and other Morgan Stanley analysts wrote in a note on Friday that “we see large potential” in MediaTek’s AI application-specific integrated circuits. However, Google collaborates with Broadcom Inc. as well. MediaTek might experience further growth in its TPUs.

Along with other well-known tech companies like chipmaker Nanya Technology Corp., MediaTek helped push Taiwan’s benchmark Taiex to a new high on Monday. Additionally, United Microelectronics Corp. TSMC dropped 0.9%.

According to Phelix Lee, a Morningstar analyst, MediaTek’s most recent guidance appears conservative because it only takes into account orders from Google and the outlook as of October. According to him, the market might be hoping that the business will surpass its goals.

President Trump Threatens 100% Tariffs on Canada Over Potential China Trade Deal

President Donald Trump cautioned Canada that a trade agreement with China would impose a 100% tariff on goods sold in the US. “Canada will immediately face a 100% tariff on all Canadian goods and products entering the United States if it strikes a deal with China. The president stated in a post on Truth Social.

 

Additionally, Trump hinted on Saturday that China might try to use Canada to avoid paying the United States.  Trump declared, “Governor Carney is gravely mistaken if he believes he is going to make Canada a ‘Drop Off Port’ for China to send goods and products into the United States.”

Prime Minister Mark Carney declared earlier this month that Canada and China had reached a preliminary agreement to lower tariffs and remove trade barriers. In accordance with the provisional agreement, Ottawa raised the quotas for imports of Chinese electric vehicles using the most-favored-nation tariff rate of 6.1 percent, and Beijing reduced tariffs on several Canadian agricultural products.

Trump increased the tariff on Canadian goods to 35 percent in August 2025. Under the Canada-US-Mexico Agreement (CUSMA), most Canadian exports are exempt from duties; however, some products, such as steel, copper, and some cars and auto parts, are subject to US tariffs.

Following Carney’s speech at the World Economic Forum in Davos, which warned against economic coercion by the world’s superpowers, Trump withdrew Canada’s invitation to join his “Board of Peace,” and the new tariff threat follows. Carney stated in his speech that in order to fend off pressure from the world’s biggest powers, the “middle powers”  must unite.

Carney stated last week that although the specifics had not yet been finalized, he planned to join the board. A $1 billion fee would be required for states to apply for a permanent board seat.

 

Wall Street Insider Turns Crypto Prophet: XRP Could Skyrocket to $1,000

A former Goldman analyst’s audacious prediction that  XRP will reach $1,000 by 2030 has sparked a firestorm on the X social media platform. The cryptocurrency supported by Ripple would need to rise more than 52,000 percent from its current levels to reach those levels.

Former Goldman Sachs analyst Dom Kwok projected an ambitious $1,000 per XRP for the end of 2030. In January, Kwok, a co-founder of EasyA, a Web3 education platform with direct XRPL grants, doubled down on his prediction. 23 times. Kwok wrote on X, “FYI, I did not go grey at the age of thirty for $XRP to be worth any less than $1,000 by 2030.” The analyst’s position supports the idea that short-term price spikes should not be used to evaluate XRP’s growth trajectory.

The native cryptocurrency on the XRP Ledger, a blockchain created to facilitate quick and inexpensive cross-border transactions, is called XRP. Ripple uses XRP to give banks, payment service providers, and cryptocurrency companies quick payment options. As of the time of writing, the price of XRP was approximately $1.91, keeping it as the fifth-largest cryptocurrency with a $116.3 billion market capitalization.

. A market capitalization of more than $100 trillion, or five times the current global GDP, would result from this price tag.

However, supporters of XRP think that token burns, institutional demand driven by spot ETF inflows, cross-border volume, strategic alliances, ongoing ecosystem development, and improved regulatory clarity will generate the demand shock and liquidity surge needed to cause a sharp price eruption toward quadruple-digit levels. As you may remember, Ripple formally resolved a protracted legal dispute.

Bitcoin “Very Bullish” as Fed Yen Support Could Trigger Massive Liquidity Boost

Arthur Hayes, a former CEO of BitMEX, claims that a potential intervention to support the Japanese yen may benefit Bitcoin.

Bitcoin is experiencing severe selling pressure right now.

His remarks come after reports that the New York Fed checked the dollar-yen exchange rate in January. However, there is no indication of liquidity expansion in the Federal Reserve’s current balance sheet data. Hayes stated in a post on X that the Fed would probably need to buy yen and sell dollars in order to provide support for the yen, which would increase financial system liquidity.

According to him, the Fed would be expanding its balance sheet if the line item for “foreign currency-denominated assets” increased. Bitcoin has historically performed better during times of balance sheet expansion. Following reports that the New York Fed checked dollar-yen rates yesterday, January 23, speculation increased.’

This month, Japanese officials have also repeatedly cautioned against making excessive currency movements. After a period of persistent weakness, the yen strengthened in response to these developments, momentarily trading close to 155.90 per dollar. Despite the signals, there has been no formal announcement of US or coordinated intervention.

. Foreign currency-denominated assets are stable at about $19 billion, with no discernible rise, according to 4.1 releases.

The Fed’s overall balance sheet is still shrinking and stands at about $6.58 trillion. According to Brain AI, the balance sheet estimate is declining by about $75 billion every month. The most recent data also showed a significant decline in bank reserves, suggesting a net drain rather than an increase in liquidity. The most recent report showed a slight increase in Treasury holdings, but the balance sheet did not grow overall

Intel Plunges 17% as CEO Lip-Bu Tan Flags Manufacturing Woes and Weak Outlook

Intel’s stock fell as much as 17.5% after CEO Lip-Bu Tan issued a poor forecast and cautioned that the chipmaker was having manufacturing issues.

Intel’s Rally Stalls as Resistance Levels Weigh on Recent Gains

Revenue and earnings forecasts for the first quarter were significantly below Wall Street expectations. Additionally, Tan’s statement during a conference call with analysts that it would require “time and resolve” to turn around the business caused the shares to drop.

Investors who were hoping for a greater boost from new products are disappointed by production issues. “We are on a multi-year journey,” the CEO declared. Low manufacturing yields, or the proportion of usable chips that leave its factories, are a problem for Intel, the biggest producer of personal computer processors. This has made fulfilling orders more difficult. This is yet another setback for the once-dominant semiconductor company, which has been working for years to recover from market share losses and regain its technological advantage.

Tan stated in an interview that the company is making  efforts to address its manufacturing issues and that demand is “quite strong.” However, he noted that Intel depleted a large portion of its stock during the fourth quarter. Tan declared, “Our production, manufacturing, and yield are not up to my standards.”

Chief Financial Officer Dave Zinsner stated during the conference call with analysts that the company won’t have more supply until the end of the first quarter, especially of profitable server computer chips. He clarified that it will take several months to produce more products because Intel has depleted its inventory.

According to Zinsner, supply will rise every quarter this year. In contrast to Intel’s recent attempts to reduce its budget, spending on new plants and equipment in 2026 will be comparable to that of the previous year. However, he stated that any increase in output from new equipment won’t occur until 2027.

Another difficulty, according to Zinsner, is that even though there is a strong market for server chips, the company cannot move production too quickly in that direction without endangering its PC clients.

According to Tan, there is also worry that rising memory chip costs will result in more costly laptops and decreased demand. Intel had been enjoying a surge of enthusiasm from Wall Street. In recent months, investors have poured money into the stock, wagering that new products would strengthen finances. Additionally, Nvidia Corp. and the US government made prominent investments in Intel. and SoftBank Group Corp.