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MarketBeat Week in Review – 01/19 - 01/23
Authored by MarketBeat Staff. Date Posted: 1/24/2026.
After dropping sharply on tariff fears at the start of the week, stocks rallied as most economic indicators point to a strongly growing economy. An in-line November PCE inflation reading, stronger-than-expected jobs data and a final Q3 GDP reading of 4.4% all point to expansion.
But precious metals may be signaling caution. Gold and silver pushed to new record highs — some forecasts even suggest gold could reach $5,000 and silver $100 by the time investors read this.
That suggests investors are seeking safe havens even as many stocks rise. Consequently, corporate earnings — and, importantly, forward guidance — will separate winners from losers. While earnings are expected to be strong, recent reports show guidance can matter more than headline figures.
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What You Need to Know
- Stocks rallied after a sharp early-week sell-off; most economic indicators show a growing economy.
- Gold and silver hit new highs, signaling that some investors are seeking safe havens.
- Next week, investors will get the next decision on interest rates as well as some of the Magnificent Seven earnings.
The Federal Reserve meets next week and is widely expected to hold interest rates steady; analysts will be listening closely for any guidance on the direction of future moves. Also, many of the largest technology stocks will report earnings next week. MarketBeat analysts will have every angle covered. Here are some of our most popular articles from this week.
Articles by Thomas Hughes
Chip stocks have been recovering from a year-end sell-off. Thomas Hughes explains why fundamentals, technical indicators and bullish analyst sentiment suggest the rally in Advanced Micro Devices (NASDAQ: AMD) still offers room for investors to get in.
Fastenal (NASDAQ: FAST) acts as a bellwether for the economy. After selling off in the back half of 2025, Hughes noted that FAST stock found support near its 52-week low, and institutions are buying on optimism that catalysts for FAST will materialize in 2026.
Among regional banks, one of the strongest reports came from Fifth Third Bancorp (NASDAQ: FITB). Hughes noted the company's strong quarter could be a solid lead-in to double-digit upside in 2026, largely driven by its acquisition of Comerica Bank.
Articles by Sam Quirke
Amazon.com Inc. (NASDAQ: AMZN) had a solid 2025, but the stock has yet to reclaim its late‑year all-time high. This week, Sam Quirke outlined two ways to trade AMZN stock around the company's upcoming earnings report.
Tesla Inc. (NASDAQ: TSLA) remains a retail favorite. Quirke notes the debate over Tesla will hinge on whether future growth justifies the current valuation — and that will determine the stock's direction after next week's earnings report. Read more on the battle between bulls and bears.
Apple Inc. (NASDAQ: AAPL) has been a market laggard to start 2026 and appears oversold heading into earnings. Quirke explains why that could be a condition investors may want to capitalize on in the lead-up to its report.
Articles by Chris Markoch
Palantir Technologies Inc. (NASDAQ: PLTR) won't report earnings until early February, but investors are already speculating on its trajectory. Markoch highlighted the one metric that suggests smart money is more bullish than it might appear.
Microsoft Corp. (NASDAQ: MSFT) is limping into earnings. Markoch explains what matters most when the company reports, the challenges to the thesis, and why the stock may present better value.
Markoch also wrote about three large-cap biotechnology stocks that illustrate ways investors can manage biotech risk while targeting catalysts for growth in 2026.
Articles by Ryan Hasson
Space stocks are expected to have a strong year in 2026, and Rocket Lab (NASDAQ: RKLB) should be among the leaders. Hasson noted that, despite RKLB trading near its all-time high, one analyst raised a price target, suggesting more upside could follow on a slight pullback.
Defense stocks are also expected to perform well in 2026. As Hasson wrote, the modern defense industry will expand drone use; he offered investors five defense and drone stocks with momentum to watch.
Articles by Leo Miller
Shares of Netflix Inc. (NASDAQ: NFLX) continue to slide despite what was, by many measures, a solid earnings report. This week, Miller explained why investors remain cautious about the streaming giant and why a long-term bull case may have to wait for clarity on the Warner Bros. Studios deal.
The data center demand debate persists. Miller highlighted three companies that have used the increased demand for data center infrastructure to boost dividends by up to 60%.
2021 feels like a long time ago for Moderna Inc. (NASDAQ: MRNA). Once a top COVID‑19 vaccine winner, the stock has been pummeled in recent years. Miller explained why there may be signs of life in MRNA stock after its best report in three years.
Articles by Nathan Reiff
Biotechnology stocks continue to attract speculative investors. This week, Nathan Reiff highlighted three under-the-radar biotech names with tangible catalysts that could drive growth in 2026.
Warren Buffett has retired, but investors still watch Berkshire Hathaway Inc. (NYSE: BRK.B). Reiff pointed to two "Buffett stocks" that look like good bets in 2026 and explained why Berkshire may have sold a well-known healthcare name.
D-Wave Quantum Inc. (NYSE: QBTS) has an impressive growth story. Reiff gave investors three reasons to believe the company can press its advantage in quantum computing.
Articles by Dan Schmidt
Dan Schmidt wrote about defense stocks this week, focusing on three blue‑chip defense stocks and why each is positioned for a new normal of geopolitical uncertainty and a rising Pentagon budget.
Software stocks stumbled after Anthropic's latest update to its "Claude Code" spooked investors. While it may not be wise to exit the sector entirely, Schmidt suggested three software stocks investors should avoid until things settle.
Articles by Jeffrey Neal Johnson
To shareholders' relief, Super Micro Computer Inc. (NASDAQ: SMCI) got a lift this week from positive AI demand signals. Jeffrey Neal Johnson explained how high short interest could set the stage for a short squeeze that pushes SMCI through a key resistance level.
Johnson also covered the partnership between Lemonade Inc. (NYSE: LMND) and Tesla to launch Lemonade's Autonomous Car Insurance offering. This innovation may be an early example of how AI can disrupt the auto insurance industry.
Riot Platforms Inc. (NASDAQ: RIOT) was another winner this week, signing a long-term lease with Advanced Micro Devices that validated its Power First high-performance computing strategy.
Articles by Jordan Chussler
Fund investors should pay attention to Jordan Chussler's coverage this week. The GLP‑1 weight-loss space is set to keep growing in 2026, but it's getting crowded. Chussler pointed to an ETF that acts as a one-stop shop for exposure to that sector.
Cloud computing can cause analysis paralysis for growth investors. Or, as Chussler wrote, investors can simply buy a cloud computing ETF that is up 48% since the market bottom in April 2025.
Gold and silver are creating full-blown FOMO (fear of missing out) for some investors. Chussler highlighted three ETFs that provide exposure to precious metals while offering the liquidity of equities.
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