Stocks

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.

On January 10, 2026, officials said they had fallback legal routes ready if the Supreme Court rejects President Trump's emergency tariff powers. Kevin Hassett cited planning to keep tariffs in place; Treasury Secretary Scott Bessent said collections would continue, while Kalshi put the odds at 31% and Treasury figures show $195 billion in FY2025 plus $62 billion so far in 2026.

In the third quarter of last year, U.S. workers received 53.8% of GDP through wages and salaries, the lowest share since the BLS labor share series began in 1947. Over the same period, labor productivity registered its fastest increase in two years, while employers added 50,000 jobs last month and the unemployment rate eased to 4.4% amid subdued hiring. Richmond Fed President Tom Barkin highlighted that firms are leaning on productivity gains, keeping hiring modest even as GDP and corporate profits expand.

On 9 January 2026, tokenized equities were described as moving from theory into early real-world deployment, hinting at a deeper shift in how stocks might trade and settle through blockchain infrastructure. Two main models are forming, one focused on tightly controlled, compliance-heavy environments and another enabling broader onchain movement and DeFi integration. Despite still modest scale compared with other tokenized real-world assets, market activity in 2025 and ongoing regulatory engagement suggest tokenized stocks could become an important link between traditional markets and digital finance going into 2026.

On Thursday, Terry Smith said his £16 billion Fundsmith Equity fund returned 0.8% in 2025, lagging the 12.8% global benchmark and 4.2% cash deposits. He cautioned investors not to expect annual outperformance and noted a 1.7% average yearly beat since 2010. Peer funds averaged 10.8%, according to Investment Association figures he cited.

TSMC reported NT$1.05 trillion ($33.1 billion) in revenue for the quarter ended December, surpassing the NT$1.02 trillion forecast and marking about a 20% increase. Demand for Nvidia's AI chips and Apple processors contributed to the strength. The company will hold its earnings call on January 15, when it is expected to outline a 2026 spending budget of at least $48 billion.

D-Wave Quantum said Wednesday it will acquire Quantum Circuits in a $550 million deal, split between $250 million cash and $300 million in QBTS stock. The move adds error-corrected, gate-model capabilities to D-Wave’s annealing portfolio and marks its first acquisition since listing in August 2022. Shares have risen sharply over the past year.