Stocks

On January 10, 2026, Wells Fargo Head of Macro Strategy Michael Schumacher said volatility across equities, FX, and rates has subsided, bolstering confidence in risk assets including cryptocurrencies. He added the Fed is likely to cut rates a few more times, but not immediately, preferring one or two months of additional data.

Meta secured 20-year nuclear power agreements with Vistra, Oklo and TerraPower to supply its Prometheus AI data center. On January 9, 2026, Vistra rose 10.5% to $166.38 and Oklo closed 7.9% higher, while Meta said the combined arrangements could support up to 6.6 GW of clean energy by 2035.

Venezuela's main stock benchmark, the IBVC, climbed 124% over five trading days last week following the removal of Nicolas Maduro by U.S. forces. Despite the dramatic move and renewed foreign interest, the market remains very small, with fewer than 40 listed firms and annual stock and bond trading barely exceeding $200,000 in 2026. A new ETF has been filed with the U.S. SEC to target companies linked to Venezuela, even as the bolivar slides and liquidity constraints persist.

On January 9, US spot crypto ETFs recorded $337.22 million in net outflows, led by redemptions in Bitcoin and Ethereum funds. Bitcoin ETFs offloaded 2,750 BTC, about $250 million, while Ethereum products saw 30,205 ETH out, near $94 million. Smaller inflows into XRP, Chainlink, Litecoin, and HBAR signaled selective reallocations.

U.S. spot Bitcoin ETFs are nearing a third straight month of net outflows, with $210 million withdrawn in the first 10 days of January 2026, according to SoSoValue. Redemptions totaled $4.7 billion across November–December 2025 and early January, while segment AUM is about $116 billion after peaking above $166 billion before Oct. 10.

Bitcoin is trading in a narrow band between $88,000 and $93,000 after an early 2026 surge faded, with its price recently fluctuating around $90,082. On-chain metrics and chart signals point to a tightening triangle pattern, making $93,000 a crucial resistance level and $88,000 a pivotal support area. At the same time, roughly $249 million in ETF outflows from the asset's latest session highlight weakening institutional appetite and heighten uncertainty over the next major move.

On January 7, spot XRP ETFs recorded $40.80 million in net outflows, breaking their longest daily inflow streak. Despite Wednesday's setback, weekly net inflows totaled $38.07 million, with positive days on Monday, Tuesday, Thursday, and Friday. XRP rallied nearly 30% after January 2, hit $2.41 on Tuesday, and hovers near $2.10, with supports at $2.00 and $1.90.

On 10 January 2026, Nasdaq and CME Group consolidated their crypto benchmarks into the joint Nasdaq-CME Crypto Index. The basket covers large, liquid assets including Bitcoin, Ether, XRP, Solana, Chainlink, Cardano, and Avalanche to provide market-wide exposure. The collaboration lays groundwork for ETFs and derivatives aimed at institutional investors.

On January 10, 2026, Jim Cramer urged investors not to chase Apple or Nvidia, citing a calm unemployment report and ongoing market rotation. He said money is moving toward storage and equipment names, and flagged near‑term catalysts including Tuesday's December CPI, the JPMorgan Healthcare Conference, and the start of earnings with JPMorgan Chase.

Mike Burry disclosed in a Substack post that he holds put options on Oracle and has also shorted the shares over the past six months. He points to the company's aggressive cloud and AI build-out, about $95 billion in total debt, and a stock that jumped 36% in September before ending the year roughly 40% below that peak.