Tech Selloff Hits Hard – Silver Swings Wild, Gold Holds 

Ulli Market Commentary Contact

[Chart courtesy of MarketWatch.com] The major indexes opened sharply lower, dragged down hard by Microsoft after its latest earnings miss. The stock tanked 11%—its worst day since March 2020—on slower cloud growth and soft margin guidance for the next quarter. That sparked fresh worries that AI might disrupt even Microsoft’s core business model, so software names got hit too: ServiceNow …

Fed Holds Steady – Stocks Flat, Silver & Gold Surge

Ulli Market Commentary Contact

[Chart courtesy of MarketWatch.com] The S&P 500 finally touched 7,000 for the first time intraday—nice milestone! —but the broader rally ran out of steam by the close. Chip stocks gave us an early boost after some upbeat earnings: Seagate soared more than 17% on strong AI data storage demand, and ASML reported record orders with solid 2026 guidance. That juiced …

Fed Week Begins – Stocks Up, Gold & Silver Keep Shining

Ulli Market Commentary Contact

[Chart courtesy of MarketWatch.com] The S&P 500 and Nasdaq jumped early, powered by solid gains in Big Tech, as traders positioned for a packed week of earnings reports and the Fed’s first policy meeting on Wednesday. The Dow, however, stumbled out of the gate and stayed under pressure. Big Tech names led the charge: Apple climbed nearly 2%, Microsoft added …

Stocks Rally, Silver Blasts To $117 – Metals Steal The Show Again

Ulli Market Commentary Contact

[Chart courtesy of MarketWatch.com] The major indexes opened strong and kept the upward momentum rolling all session long, even as traders kept one eye on political headlines and braced for a busy week ahead (big earnings wave + the next Fed meeting). Over the weekend, President Trump threatened a 100% tariff on Canadian goods if Ottawa strikes a trade deal …

Trump Backs Off Europe Tariffs – Stocks Rally, Gold Nears $5k

Ulli Market Commentary Contact

[Chart courtesy of MarketWatch.com] Stocks picked up right where they left off yesterday, riding a wave of relief after President Trump dialed back the heat on Europe. He announced he’s scrapping the new tariffs on imports from eight NATO nations that were set to kick in Feb. 1. Instead, he said he and NATO Secretary General Mark Rutte have “formed …

Davos Drama: Trump’s Greenland Flip‑Flop Sends Traders Spinning 

Ulli Market Commentary Contact

[Chart courtesy of MarketWatch.com] Stocks bounced higher Wednesday after President Trump assured global leaders at the World Economic Forum in Davos that he would not use force to acquire Greenland—a geopolitical worry that had been unsettling markets and pressuring the dollar. His comments sparked relief across risk assets, helping equities catch a bid and calming some of the week’s tension.  …