Uncategorized Archives - Vista Partners LLC

Rotating, Not Crashing: What This 2026 Market Shake‑Up Signals for Investors -( $SPY $QQQ $DIA $VIX )

by John F. Heerdink, Jr. 8 hours ago 64Views 0Likes

Investors currently navigating choppy markets may feel like they accidentally signed up for the roller coaster instead of the scenic tour, but the underlying track still appears pointed in the right direction. Volatility Takes Center Stage In early February, major U.S. indexes…

Stock Market Trades Like a Slightly Over-Caffeinated & Negative Economist – February 5, 2026 -( $MODD $PAHC $VIX Rise!)

by John F. Heerdink, Jr. 13 hours ago 4970Views 0Likes

US stocks spent Thursday behaving like a slightly over-caffeinated, negative economist: plenty of motion & an overall negative conviction, as investors digested another wave of tech volatility, macro cross-currents, and a busy new-issue calendar heading into Friday’s jobs data. As evidence the…

Gold & Silver Glittered, AI Wobbled, & Eli Lilly Powered Double Digits – February 4, 2026 -( $DV $GLD $GOVX $INTG $LLY $MCD $NOK $RIO $SLV Rise!)

by John F. Heerdink, Jr. 2 days ago 4958Views 0Likes

In a fitting summary for the day, hard assets glittered, AI narratives wobbled, and Eli Lilly proved that in 2026, the market’s favorite growth story is just as likely to come from the medicine cabinet as from the data center. Broadly on…

New FDA Era 2026: Live Tribe Public CEO Webinar With Serina Therapeutics (NYSE: $SER )

by John F. Heerdink, Jr. 3 days ago 106Views 0Likes

The FDA has rarely been accused of moving quickly, but the life sciences industry is suddenly acting as if it might. On Wednesday, February 4, 2026, at the reliably early hour of 8:30 a.m. Pacific (11:30 a.m. Eastern), TRIBE PUBLIC will host…

Small Caps Move Higher While AI Large Caps Tumble – February 3, 2026 -( $INTC $KMB $MCD $MTWO $NOK $OKLO $OPEN $PLTR $RIO $SOAR $TSLA Rise!)

by John F. Heerdink, Jr. 3 days ago 4926Views 0Likes

U.S. stocks lost a bit of altitude on Tuesday, as the AI trade paused for breath and investors briefly remembered that prices can, in fact, go down. But that is not all of the story as the small caps on the Russell…

Market Rally Today: AI Giants, Blue Chips, and Small Caps Kick Off February in Style -( $AAPL $FLYX $GOVX $INTC $LLY $MCD $MODD $MU $NOK $RIO $TSM Rise!)

by John F. Heerdink, Jr. 4 days ago 4876Views 0Likes

U.S. stocks launched February with a flourish, as major indexes shrugged off weekend volatility in commodities and crypto to end Monday sharply higher. S&P 500: Brushing Past Its Nerves The S&P 500 spent the day flirting with record territory, ultimately closing just…

IonQ’s $1.8 Billion SkyWater Deal: Building America’s First Vertically Integrated Quantum Chip Powerhouse

by John F. Heerdink, Jr. 4 days ago 255Views 0Likes

IonQ’s (IONQ) decision to buy SkyWater Technology for $1.8 billion reads like a quantum-age industrial policy love story: a fast‑growing quantum upstart marries a scrappy U.S. chip foundry, and the honeymoon is scheduled right onshore. For investors, the deal is a bet…

Leidos’ $2.4 Billion Power Play: Why the ENTRUST Deal Could Supercharge Its Energy Future ( $LDOS $SPY )

by John F. Heerdink, Jr. 4 days ago 248Views 0Likes

Leidos (LDOS) is betting that the future of power isn’t just about electrons—it’s about engineering, data and a lot of capital expenditure, and it’s writing a $2.4 billion all‑cash check for ENTRUST Solutions Group to prove it. The deal doesn’t just bulk…

Senate’s Last-Minute Funding Victory Dodges At Least One Shutdown Bullet -( $DIA $SPY $QQQ $GLD $SLV )

by John F. Heerdink, Jr. January 31, 2026 208Views 0Likes

Lawmakers pulled off a bipartisan high-wire act, passing a massive funding package that secures most federal operations through September. While a brief partial shutdown looms over the weekend, the deal signals Washington's knack for threading the needle at deadline's door. Bipartisan Sprint…

Weekly Market Wrap January 30, 2026: S&P Edges Higher as Warsh Nomination, Earnings, and Gold & Silver Surge & Selloff -( $MODD $MTWO $SER $SOAR $SPY $VIX Rise!)

by John F. Heerdink, Jr. January 31, 2026 4825Views 0Likes

Wall Street closed the week ending January 30, 2026 looking like a marathoner who technically finished in positive territory but clearly felt the hill at the end. The S&P 500 managed a modest weekly gain of about 0.3%, while the Dow and…

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