Stocks

On January 15, 2026, London Stock Exchange Group introduced a Digital Settlement House, according to Bloomberg. The platform aims for instant settlement across independent payment networks while interoperating with traditional systems. Built on LSEG’s Digital Markets Infrastructure with Microsoft Azure, it targets the trade‑to‑settlement lag that typically spans one to three days.

New readings show inflation still above the Fed’s 2% goal, with November wholesale prices up 3% and December core CPI at 2.6%. Policymakers are assessing implications for 2026, and rates are widely expected to remain at 3.5%–3.75% later this month amid differing views on how quickly to cut without exacerbating pressures on lower‑income households.

BitMEX co-founder Arthur Hayes said Bitcoin's chance of setting new all-time highs in 2026 hinges on expanding dollar liquidity, not short-term price swings. He noted 2025's tight liquidity coincided with Bitcoin falling more than 14% while gold rose over 44%. On January 13, 2026, he also flagged a first-quarter trade idea in a tweet.

On January 14, 2026, Peter Schiff called Bitcoin’s surge to $97,000 a “huge sucker’s rally,” urging traders to favor mining stocks over Bitcoin and MSTR. Within the past 24 hours, BTC briefly crossed $97,000 before retracing to about $96,200, while U.S. spot Bitcoin ETFs saw roughly $1 billion in net inflows and MSTR gained over 3% then slipped more than 1% after-hours.

On January 15, 2026, TSMC reported fourth-quarter results with net income of NT$505.74 billion, up 35% year over year, topping LSEG SmartEstimates' NT$478.37 billion. Revenue reached NT$1.046 trillion (US$33.09 billion), and chips at 7nm or smaller made up 77% of wafer revenue.

China is drafting rules to cap domestic purchases of Nvidia's H200 AI chips, opting for quotas and approvals rather than a full ban. Local firms have ordered over two million units at about $27,000 each, while Nvidia's inventory is roughly 700,000. The U.S. has cleared H200 sales to China, and Beijing will determine which companies receive chips and in what quantities.

On Wednesday, BitMEX co-founder Arthur Hayes said Bitcoin could regain momentum and set new highs in 2026 as U.S. dollar liquidity expands. He cited potential Fed balance-sheet growth, lower mortgage rates, and more bank lending to strategic industries; in 2025, Bitcoin fell 14.40% while gold rose 44.40%, according to Curvo.

Bitpanda is preparing for a Frankfurt listing in 2026, seeking a valuation of €4–5 billion. The Austria-based platform is reportedly working with Citigroup, Goldman Sachs, and Deutsche Bank, and could launch as early as the first quarter. Recent European approvals, including a MiCA license in Germany and FCA clearance in the UK, bolster its case.

On January 15, 2026, TD Cowen lowered Strategy's 12-month price target to $440 from $500, citing dilution from ongoing share issuance. In the week ending January 11, 2026, the firm raised around $1.25 billion by selling approximately 6.8 million common and 1.2 million STRC preferred shares to buy 13,627 Bitcoins; analysts project roughly 155,000 BTC in fiscal 2026 with a 7.1% yield.

On January 14, 2026, Nvidia's NVDA was down 2.6% year to date, with Q4 earnings slated for February 26. Analysts from Freedom Capital Markets, Wolfe Research, Baird, and Bernstein cited weak AI sentiment, competition, and rotation from growth stocks, while still highlighting price targets and valuation. According to TradingView, Alphabet (+77% YTD), AMD (+91%), and Broadcom (+51%) have outperformed.