Nuclear stocks are to the fore in the US pre market as Meta Platforms META signs deals with OKLO OKLO and Vistra Energy VST the stocks are either side of +18.0% higher and the news has boosted other names among nuclear energy and uranium stocks.

URA US the GX Uranium ETF is up by +5.5% pre market

Stifel Canada wrote on Uranium stocks…[Read more]

Copper is in the headlines once again this morning JP Morgan writes on copper miners maintaining overweight recommendations on several stocks saying:

“JPM Commodities Research forecasts the global copper market to be in deficit from 2026 onwards ( link ) and our analysis indicates that demand destruction & substitution to alternative…[Read more]

Q4 2025 earnings season is fast approaching , in the US JP Morgan JPM US the world’s biggest bank, will unofficially kick off the process before the market open on January 13th.

Wall Street expects S&P 500 earnings to grow by an impressive +15.0% this year and though the Q4 25 reports aren’t directly part of that equation, the numbers and…[Read more]

We recently looked at the where Lloyds Banking shares would be in 5 years time https://invesdaq.com/forums/topic/what-will-lloyds-share-price-be-in-5-years/

I was/ am bearish based on macro factors, the UK economy and the bank’s almost exclusive domestic revenue exposure .

However, Barclays take a different view it seems (as you can see…[Read more]

A contrarian indicator in the S&P500 (?) at the same time that CNN’s Greed and Fear indicator goes to neutral ………..

A month ago I highlighted the upside potential in copper miner Freeport Mcmoran FCX US ( you can view the comments here https://invesdaq.com/members/fatdaz/activity/265/)

I am pleased to report that the stock has rallied by just under +25.0% in the intervening period and has even outperformed Antofagasta ANTO LN over the last 4 weeks.

Metal…[Read more]

Wall Street analysts are forecasting EPS growth for S&P 500 stocks in 2026 with EPS expected to hit $311 over the full year according to data from JPM AM ( see image one below) up from the $271 forecast for 2025.

Earnings season will be with us again soon enough , JP Morgan, JPM US, is set to report Q4 2025 earnings on 13/01/2026.

Coming back to European banks I notice that, one of the names I follow, has been moving higher again today, and that’s CBK GR Commerzbank AG .

Up by almost +3.0% on the day , not exceptional in itself (though pretty good on a dull pre- Xmas Friday) but good enough to put CBK “right and centre” on the European Financials Sector Smile -…[Read more]

Copper has tested to new highs today however looking at the candle chart it seems to have rejected that move as of now.

The weekly close will be the important one here I note Freeport Mcmoran FCX US are called +0.94% higher in the US pre market.

However they are down over the last the week -2.20%. and below both the 3monthj and 6…[Read more]

Sometimes the behaviour of the markets deviates from economic theory and that certainly seems to be what’s happening in the first chart below, as EU banks continue rise even as EU interest rates fall .

Of course, European interest rates haven’t fallen in isolation, as the tweet below from Julian Jessop reminds us. And perhaps that makes the…[Read more]

JP Morgan may not be publishing any more morning notes in the UK until Jan 5th 2026, but its US team has published an outlook for stocks in 2026.

Which includes a list of preferred stock in each sector a snapshot of which can be seen below.

The reports extends to 134 pages however the executive is as follows:

“!J.P. Morgan’s 2026 U.S. Equity Y…[Read more]

Is the S&P 500 Information Technology sector looking over sold in the short term?

With just 7.14% of stocks in the sector trading above their 5 D MA lines.

The two year chart below tracks this indicator – the magenta line is the low point during this term the indicator can go lower from here, but at least in the last 24 months it hasn’t hung…[Read more]