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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 Nasdaq limped to small losses, and small caps, once the life of the party, spent the week nursing a hangover. The Russell 2000, which had recently been the market’s over‑caffeinated overachiever, cooled notably as investors rotated back toward quality and earnings visibility ahead and after the first Fed meeting of the year.

Macro data and Fed watch

Macro data gave the market just enough good news to stay constructive and just enough “sticky” inflation to keep everyone slightly irritated. Inflation gauges tied to the Fed’s preferred PCE measure hovered near 2.8% year over year, reinforcing the view that the disinflation victory lap will have to wait. Real GDP for the latest reported quarter was revised up to roughly 4.4% annualized, underlining that the U.S. economy has not yet received the memo about imminent recession. Weekly jobless claims hovered near 200,000, signaling a labor market that is cooling politely rather than cracking outright. Durable‑goods orders and related manufacturing indicators sat in the “good enough to avoid panic, not good enough to declare a boom” zone, leaving investors to focus more on earnings than on any single data print.

Fed decision and yield curve

The week’s main event was the January FOMC meeting, where the Federal Reserve did exactly what markets expected—and still managed to keep everyone talking. Policymakers left the federal‑funds rate unchanged in a 3.5% to 3.75% target range, pausing after three straight cuts late last year and signaling that the bar for additional easing has crept higher. The decision was not entirely unanimous: two governors dissented in favor of another 25‑basis‑point cut, underscoring the internal debate over how quickly to ease policy with inflation still “somewhat elevated” and growth described as “solid” rather than merely “moderate.” Chair Powell used the press conference to lean slightly hawkish, emphasizing that the economy is on “firm footing” and that future cuts will depend on inflation’s willingness to keep cooperating, even as he left the door open to modest easing later in 2026.

Treasury markets took the decision with what passes for good manners these days. The 10‑year yield hovered in the mid‑4.2% range after the meeting, while the 2‑year hung around the mid‑3.5% area, preserving a still‑pinched but less alarming inversion as investors penciled in fewer than two quarter‑point cuts for the year.

President Trump’s Fed pick: Warsh enters the stage

Late in the week, monetary policy acquired a distinctly political accent as President Trump moved to nominate former Fed Governor Kevin Warsh as the next chair of the central bank, putting markets on notice that the Powell era may be entering its final act. The choice of Warsh, long viewed as more skeptical of ultra‑easy policy, was read by bond traders as a tilt toward a somewhat more hawkish stance over time, even though the formal rate path remains in the hands of the current committee for now. In practical terms, the announcement helped nudge Treasury yields higher and lent fresh support to the dollar, as investors began to game out a future in which rate cuts arrive more slowly and balance‑sheet policy is managed with a firmer hand. Equity markets, already digesting an on‑hold Fed and a still‑resilient economy, treated the news with wary respect: not an immediate reason to sell, but a reminder that the “central‑bank put” may be priced a bit too generously in some corners of the tape.

Policy, politics, tariffs, and shutdown

Policy and politics provided the week’s more theatrical moments beyond the Fed. On the fiscal front, Washington spent the week inching toward another funding deadline, as a continuing resolution set to expire January 30 kept shutdown odds uncomfortably elevated and introduced the perennial question of whether economic data will arrive on time or fashionably late. While there were no new, market‑moving tariff salvos, trade policy remained an ever‑present risk factor, especially given prior episodes in which fresh tariff threats quickly pressured equities and boosted the dollar. Against that backdrop, investors found themselves not only data‑dependent but also headline‑dependent, forced to track central‑bank statements, budget negotiations, and trade hints with equal vigilance.

Earnings, sectors, and single‑stock highlights

Pharam

Eli Lilly extended its reign as the market’s GLP‑1 monarch, with the stock grinding higher as investors leaned into the still‑towering demand for obesity and diabetes therapies and the company’s expanding manufacturing build‑out. Taiwan Semiconductor added to its AI‑supply‑chain credentials, with shares buoyed by continued strength in advanced node demand and its status as the indispensable foundry behind nearly every marquee chip roadmap. Nvidia traded like a sentiment gauge for the entire AI complex, wobbling on profit‑taking but remaining firmly elevated after another stretch of blistering data‑center demand and expectations for outsized earnings later in the quarter. Apple’s week was more measured, as the stock reflected a tug‑of‑war between cautious iPhone and hardware expectations and investor optimism that services and AI‑related features will keep the ecosystem’s cash machine humming.​

Chips, connectivity, and industrial infrastructure

Micron spent the week riding the memory‑cycle upswing, with investors betting that AI servers and high‑bandwidth‑memory demand would keep pricing power intact through 2026. Corning’s shares benefitted from its role as a quiet enabler of next‑gen displays, fiber, and optical components, a “picks‑and‑shovels” story that gained renewed attention as hyperscalers stepped up capex. Broadcom continued to trade as an AI‑infrastructure bellwether, with the stock edging higher on the combination of custom accelerators, networking silicon, and software‑driven recurring revenue that many strategists now view as a more diversified way to play the AI build‑out than single‑product GPU exposure. Nokia, meanwhile, saw more modest moves as it remained tethered to the slower, but still necessary, 5G and network‑equipment upgrade cycle that underpins the data‑and‑AI traffic boom.

Consumer, commodities, and legacy tech

McDonald’s provided its usual dose of defensive comfort, with the stock reflecting steady global traffic, pricing power, and the chain’s ability to thread the needle between value and margin expansion. Rio Tinto had a choppier ride, as the miner’s shares moved with every incremental data point on China’s growth outlook and industrial‑metals demand, leaving the stock as a liquid proxy for the global capex and infrastructure cycle. Oracle maintained its position as a sleeper AI and cloud beneficiary, with investors increasingly focused on its infrastructure‑as‑a‑service growth and the company’s ability to convert database incumbency into higher‑margin recurring revenue. Intel’s week was more conflicted: the stock still rode the broader semiconductor tide, but every headline on process‑node execution and foundry ambitions kept the valuation tethered to the market’s patience for a lengthy turnaround.

High‑beta growth, housing, and nuclear

Tesla once again traded like a leveraged bet on both EV adoption and macro liquidity, with the shares swinging around earnings expectations, price‑cut chatter, and the market’s appetite for long‑duration growth stories after the Fed’s latest hold. Meta drifted lower from recent highs as investors digested its heavy AI‑ and data‑center capex plans, balancing robust revenue growth against the question of how long markets will indulge “spend now, monetize later” strategies. Palantir cooled after a spectacular 2025 run, as fresh commentary highlighted that, while the company’s AI and data‑analytics franchises remain in demand, its valuation leaves little room for missteps and may lag more diversified AI hardware winners this year. Opendoor, by contrast, saw bursts of strength earlier in the month tied to improving housing‑liquidity hopes and policy tailwinds for mortgage markets, keeping the stock firmly in the high‑beta camp whenever rate‑cut narratives resurface.

Speculative energy and AI power plays

OKLO remained a poster child for speculative AI‑powered nuclear energy, with the stock giving back some ground this week but still up sharply year‑to‑date as investors weighed outsized long‑term upside against very real regulatory and execution risk. The company’s positioning at the intersection of small modular reactors, data‑center power demand, and national‑security themes kept it in the news flow and on watchlists, even as near‑term earnings are absent and volatility remains extreme. Across this group—spanning pharma, semis, platforms, and nuclear upstarts—the unifying thread was clear: the market continued to pay a premium for credible exposure to AI, data, and structural growth, while quietly punishing any story that could not match ambitious narratives with equally convincing fundamentals.

Cross‑asset moves: gold, oil, and bitcoin

In the background, the cross‑asset picture told its own story about investor psychology. Gold continued to benefit from demand for scarce assets amid expectations that the Fed will eventually pivot toward cuts, with prices holding near record levels around 4,900 dollars an ounce and drawing in investors who increasingly see the metal as the “sensible adult” in the portfolio despite Friday’s selloff. Silver and other precious metals followed suit, albeit with their traditional extra dose of volatility and a significant selling off occurred on Friday, while oil prices drifted near the low‑60s per barrel as traders trimmed exposure ahead of the week’s Fed and inventory signals. Bitcoin, for its part, managed a modest gain on the week but continued to lag the spectacular rise in gold, as enthusiasm for crypto ETFs cooled and the asset’s once‑legendary volatility oddly found itself competing with central‑bank watching for drama. If there was a unifying theme, it was that across equities, bonds, commodities, and digital assets, investors spent the week balancing FOMO against fatigue—waiting, as ever, for the Fed, the data, and Washington to finally agree on the same story.

Vista Partners Watchlist Updates

Modular Medical, Inc. (Nasdaq: MODD., $.4510), a leader in innovative insulin delivery technology targeting the $3 billion adult “almost-pumpers” diabetes market with user-friendly, affordable patch pumps, announced (Dec. 10) that it had priced an underwritten public offering (the “offering”) of 12,173,000 shares of its common stock and accompanying warrants to purchase 6,086,500 shares of its common stock. Each two shares of common stock are being offered and sold together with one accompanying warrant at a combined offering at a price of $0.77, yielding an effective price of $0.38 per share and $0.01 per warrant. The warrants will have an exercise price of $0.45 per share, are exercisable immediately upon issuance and will expire five years following the date of issuance. In connection with the offering, Modular Medical has granted the underwriter a 30-day option to purchase up to an additional 15% of common shares and/or warrants at the public offering price, less underwriting discounts and commissions. The over-allotment option may be elected with respect to, at the underwriter’s sole discretion, shares and warrants together, solely shares, solely warrants, or any combination thereof. Newbridge Securities Corporation is acting as the sole bookrunner for the offering. Assuming no exercise of the over-allotment option, the gross proceeds to the Company from the offering are expected to be approximately $4.68 million, before deducting underwriting discounts, commissions, and estimated offering expenses payable by the Company. The Company intends to use the net proceeds from the offering to fund operations and for working capital and general corporate purposes, including capital expenditures.

On Nov. 17, Modular announced Institutional Review Board (“IRB”) approval to conduct an in-house study of its next-generation Pivot™ insulin delivery system using insulin on people with diabetes (the “Study”). Pursuant to U.S. Food and Drug Administration (“FDA”) regulations, an IRB is a group that has been formally designated to review and monitor biomedical research involving human subjects. The Study will simulate real-world conditions by delivering insulin to adult participants to gather critical data on device function and usability and obtain user feedback. Modular Medical’s Pivot tubeless patch pump aims to enhance accessibility for underserved patients with diabetes and drive market penetration and expansion.

On Nov. 14, Modular Medical announced the 510(k) premarket submission of its next generation Pivot™ tubeless patch pump to the U.S. Food and Drug Administration (the “FDA”). The Company expects to commence the commercial launch of its Pivot pump in Q1 2026. On Nov. 3, Modular Medical the successful validation of its Pivot controller line, a critical milestone in preparing for the commercial launch of its Pivot patch pump targeted for Q1 2026. The Pivot controller line validation further demonstrates manufacturing readiness for high-volume production, positioning Modular Medical to meet the growing demand in the diabetes treatment market for advanced technology.

Eupraxia Pharmaceuticals Inc. (NASDAQ: EPRX, $8.28), a clinical-stage biotechnology company leveraging its proprietary Diffusphere™ technology to optimize local, controlled drug delivery for diseases with significant unmet need, announced (Nov. 13) the second set of 52-week follow up data from its ongoing Phase 1b/2a RESOLVE trial evaluating a single administration EP-104GI for the treatment of eosinophilic esophagitis (“EoE”). James A. Helliwell, Chief Executive Officer of Eupraxia stated,“These data further highlight the strong durability and tolerability profile of EP-104GI, reinforcing its potential to become a convenient, once-a-year treatment that fits seamlessly into routine disease management by aligning with annual patient endoscopies. The Cohorts 5 & 6 patients – the only groups to have reached 52 weeks in the trial – are demonstrating levels of symptom relief that is durable and clinically meaningful – we are very encouraged by this outcome. We’re also pleased that our previously announced 52-week data were presented as a late-breaking presentation at the American College of Gastroenterology Annual Scientific Meeting (ACG). These new results build on that momentum. Given that current EoE therapies often struggle with long-term adherence, we believe a durable, once-yearly treatment could meaningfully improve patient outcomes and establish EP-104GI as a preferred option for both physicians and their patients.”

GeoVax Labs, Inc. (Nasdaq: GOVX, $2.80), a clinical-stage biotechnology company developing multi-antigen vaccines and immunotherapies for infectious diseases and cancer.

GeoVax is heading into the 44th Annual J.P. Morgan Healthcare Conference week (“JPM2026”) in San Francisco, CA Jan. 12-15 with the kind of narrative biotech investors typically like to hear: a differentiated platform, large funded trials lining up, and multiple shots on goal in both infectious disease and oncology. The company is leaning into its MVA platform as a potential franchise engine rather than a one‑product science experiment. Specifically, investors can meet David Dodd, Chairman & CEO of GeoVax, during his presentation at the Hilton Union Square, 333 O’Farrell Street, Yosemite A (Ballroom Level), San Francisco, CA on January 13, 2026, 2:30 pm PST.

GeoVax announced (Dec. 19) that it has entered into definitive securities purchase agreements with several institutional and individual investors for the purchase and sale of approximately 13.2 million units, each comprised of one share of the Company’s common stock and warrants, as described below, to purchase shares of the Company’s common stock, at a price of $0.245 per unit in a public offering. The Company will issue warrants to purchase up to approximately 26.5 million shares of common stock. The warrants will have an exercise price of $0.245 per share, will be exercisable immediately following the date of issuance and will have a term of five years following the date of issuance. Roth Capital Partners is acting as the exclusive placement agent for the offering. The gross proceeds to the Company from this offering are expected to be approximately $3.2 million, before deducting the placement agent’s fees and other offering expenses payable by the Company. The Company intends to use the net proceeds from this offering for working capital and general corporate purposes. The closing of the offering is expected to occur on or about December 22, 2025, subject to the satisfaction of customary closing conditions.

GeoVax announced (Dec. 18) the publication of a peer-reviewed article in Frontiers in Immunology titled: “Multi-antigen MVA-vectored SARS-CoV-2 vaccine, GEO-CM04S1, induces cross-protective immune responses to ancestral and Omicron variants.” The study provides definitive preclinical evidence that GeoVax’s multi-antigen COVID-19 vaccine candidate, GEO-CM04S1, delivers full cross-variant protection, driven predominantly by robust T-cell responses, even in the absence of neutralizing antibodies. The findings reinforce the design philosophy behind GeoVax’s MVA-based, multi-antigen platform and provide mechanistic insight that is increasingly relevant for immunocompromised individuals, who often fail to respond optimally to the first-generation COVID-19 vaccines.

GeoVax announced (Dec. 17) the successful completion of fill-finish for the initial clinical batch of GEO-MVA, its next-generation Mpox/smallpox vaccine. The product has now entered final release evaluation, the concluding quality-control and compliance process required before shipment for clinical use, positioning the Company for Phase 3 immunobridging trial start-up activities in Q1 2026. Fill-finish – the sterile, cGMP-regulated process of filling, sealing, and packaging vaccine vials – marks the last manufacturing step before a vaccine may enter clinical study supply channels. With fill-finish complete and GEO-MVA now undergoing final release evaluation, GeoVax has moved into the final pre-clinical-deployment phase of its EMA-aligned clinical program. In June 2025, the European Medicines Agency (EMA) Scientific Advice confirmed that a single Phase 3 immunobridging study demonstrating immune comparability to the approved MVA vaccine, Imvanex(R), would be sufficient to evaluate GEO-MVA’s efficacy. This provides a clear, accelerated regulatory path to licensure. This milestone coincides with increasing Mpox activity globally – including expanding Clade I outbreaks in Africa and emerging cases in the United States – exposing vulnerabilities associated with global dependence on a sole foreign MVA vaccine supplier. GEO-MVA is designed to expand supply, diversify sources, and strengthen biodefense infrastructure.

Volato Group, Inc. (NYSE American: SOAR, $.6440, +43.11% over the last 5-days) and M2i Global, Inc. (MTWO, $.0477, +.21% over the last 5-days), a company specializing in the development and execution of a complete global value supply chain for critical minerals, reaffirmed, on Tuesday, Jan. 20, their expectation to complete their targeted first-quarter 2026 closing timeline for the previously announced business combination, citing steady advancement through the SEC review process alongside continued progress in operational planning and integration readiness. Subject to the effectiveness of the registration statement on Form S-4, stockholder approvals, and other customary closing conditions, the companies continue to expect the merger to close in the first quarter of 2026. To align the transaction timeline with the current stage of the SEC review process, the companies have mutually agreed to extend the end date of the merger agreement through March 31, 2026. This extension reflects disciplined execution and provides additional runway to complete the remaining regulatory steps in an orderly manner, while maintaining transaction commitment and protecting stockholder interests. Amendment No. 1 to the Form S-4 was filed on Monday, January 12, 2026, to respond to SEC comments and advance the registration statement through the review process. The review timeline was affected in part by a temporary slowdown in SEC operations following the recent federal government shutdown. With the amendment now on file, the companies are focused on completing the remaining steps of the SEC review process.

On Jan. 9, M2i Global and Volato Group announced that they have entered into a strategic collaboration agreement with Australian company Titanium X to advance critical mineral development in the US. This partnership represents a significant move towards enhancing domestic refining capacity and strengthening the critical materials supply chain that underpins US industry and national security. Titanium X and M2i Global will work together on the financing, development and commercialisation of the former’s critical mineral assets. M2i Global will apply its global experience in delivering mineral projects to support these initiatives. The companies are also in talks to conclude an exclusive titanium concentrate supply agreement.

On Jan. 7, M2i Global, Inc. (MTWO , $,05) along with Volato Group, Inc. (NYSE American: SOAR, $.45), a technology-driven company, announced a strategic collaboration agreement with Titanium X, marking a major step forward in advancing domestic refining capabilities and securing the critical materials supply chain essential to U.S. industry and national security.

Volato Group, Inc. today (Dec. 29) announced the appointment of Alan D. Gaines to its Board of Directors, effective immediately. Mr. Gaines will also serve as Chairman of the Audit Committee.

On Dec. 23, Volato Group, Inc. announced preliminary financial guidance for the fourth quarter and full year ending December 31, 2025, reflecting continued execution against its strategic and balance sheet objectives. For the fourth quarter of 2025, Volato expects to report revenue between $27 million and $28 million. For the full year 2025, the Company anticipates total revenue between $78 million and $79 million, with net income of $6 million to $8 million. These results reflect a year of meaningful progression aligning operational performance with Volato’s long-term growth initiatives and advancing its pending merger with M2i Global, Inc. (OTC: MTWO). During 2025, Volato also made substantial progress strengthening its balance sheet. As of September 30, 2025, the Company reduced total liabilities to $9.5 million, satisfying the debt reduction condition required under its pending merger agreement with M2i Global, Inc. (OTC: MTWO). Volato expects continued improvement in its capital structure as it advances toward a targeted first-quarter 2026 closing of the transaction. “Our 2025 results reflect a year of transformation and disciplined balance sheet execution,” said Mark Heinen, Chief Financial Officer of Volato. “We made significant progress reducing liabilities while sharpening our focus on scalable, technology-driven businesses that are designed to complement and strengthen the M2i Global platform over the long term.”

Serina Therapeutics (NYSE American: SER, $3.25, +13.24% over the last 5-days), Alabama-based biotech is betting its proprietary POZ platform and reimagined approach to apomorphine delivery may redefine the treatment paradigm for patients who have exhausted standard oral therapies.

On Jan. 29, The U.S. Food and Drug Administration cleared Serina Therapeutics’ investigational new drug (IND) application for SER‑252, the company’s POZ‑enabled formulation of apomorphine being developed for patients with advanced Parkinson’s disease. This clearance allows Serina to move ahead with a registrational‑intent clinical program under the 505(b)(2) NDA pathway, leveraging existing data on apomorphine while aiming to improve its dosing profile and tolerability for patients who need more consistent symptom control. In practical terms, the FDA’s feedback and subsequent clearance provide Serina with a more capital‑efficient route to a potential new drug application, shortening the distance between preclinical promise and commercial reality. For Parkinson’s patients and their clinicians, the stakes are high: SER‑252 is designed to offer a more predictable therapeutic profile, potentially smoothing out some of the daily volatility, patient caregiver burden that has long defined advanced disease management.

On Dec. 11, Serina announced the appointment of Joshua Thomas, Ph.D., as Vice President and Head of Chemistry. He will oversee internal and external chemistry efforts to optimize POZ-based candidates, supporting efficient translation from discovery through development.

The InterGroup Corporation (NASDAQ: INTG, $30.75, +2.95% over the last 5-days) announced (Jan. 6) that on December 29, 2025, it completed the sale of a non-core 12-unit apartment complex in Los Angeles County for a gross sales price of approximately $4,850,000. InterGroup expects to report a GAAP net gain on sale of approximately $3,509,000, which will be reflected in the Company’s Form 10‑Q for the quarter ended December 31, 2025. The transaction is expected to result in federal and state income tax liability, the amount of which will be determined based on the Company’s final tax position and applicable tax rules.

DoubleVerify Holdings Inc. (DV) closed at $10.82. DoubleVerify, which built its franchise on media verification and ad performance analytics, is now the first badged TikTok Marketing Partner focused specifically on attention measurement, tapping impression-level signals from the platform. Brands gain a granular view of how exposure and user interaction come together across TikTok formats, ad sets, creatives, and objectives, effectively treating every swipe as a tiny A/B test.

flyExclusive, Inc. (NYSE American: FLYX, $2.96), one of the nation’s largest private jet operators and a certified Part 145 Repair Station, today announced it has signed an authorized dealership agreement with Starlink, becoming a certified dealer and installer for Starlink’s high-speed, low-latency aviation connectivity system.

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    https://www.nuveen.com/en-us/insights/investment-outlook/fed-update
40. Bloomberg – “Trump’s Fed Pick Eases Bond Market Fears, Sending Dollar Higher”[bloomberg]​
    https://www.bloomberg.com/news/articles/2026-01-30/treasury-yields-rise-on-expectations-warsh-will-be-fed-chair
41. Reuters – “Investors bet on later Fed cuts to support markets after pause”[reuters]​
    https://www.reuters.com/business/investors-bet-later-fed-cuts-support-markets-after-pause-2026-01-29/
42. Reuters – “Fed leaves rates unchanged, sees ‘somewhat elevated’ inflation and …”[reuters]​
    https://www.reuters.com/business/fed-expected-hold-rates-steady-rate-cut-pause-begins-2026-01-28/
43. Wall Street Journal – “Treasury Yields Lose Steam as Powell Talks to Reporters”[wsj]​
    https://www.wsj.com/finance/investing/jgb-futures-edge-higher-focus-on-40-year-auction-f9d7f8fc
44. Yahoo Finance – “Stock Market News for Jan 29, 2026”[finance.yahoo]​
    https://finance.yahoo.com/news/stock-market-news-jan-29-132100714.html
45. Yahoo Finance – “Federal Reserve leaves interest rates unchanged after 3 straight cuts …”[finance.yahoo]​
    https://finance.yahoo.com/news/federal-reserve-leaves-interest-rates-unchanged-after-3-straight-cuts-as-2-officials-vote-against-190000555.html

Wall Street tiptoed through Thursday’s session like a tightrope walker over Times Square: plenty of wobble, very little actual fall. The major indexes finished mixed, with Big Tech nursing a post-earnings hangover while old‑economy names politely pretended not to notice.

Indexes: Tech Nurses the Migraine

The S&P 500 slipped 0.13% to 6,969.01, a modest decline that belied the drama beneath the surface as tech heavyweights dragged while value and defensives played chaperone. The Dow managed a 0.11% gain to 49,071.56, quietly higher despite a tech selloff, underscoring how industrials and classic blue chips are enjoying their moment in the policy sun. The Nasdaq fell 0.72% to 23,685.12, pulled down by megacap tech in what’s becoming a recurring reminder that earnings gravity still functions, even in the age of AI. The Russell 2000 inched up by less than 0.05% to 2,654.78, signaling that smaller companies are more spectators than protagonists in this phase of the macro drama.

Macro, Fed, Yields and Tariffs

Weekly jobless claims edged lower, reinforcing a picture of a labor market that is softening at the edges but still far from recessionary, and keeping talk of imminent rate cuts in the “not yet” bucket. Revisions to manufacturing productivity showed stronger gains in durable goods and slightly lower unit labor cost growth, supporting the Fed’s emerging narrative that productivity can carry some of the load in cooling inflation without crushing growth. The latest FOMC decision left the federal funds rate unchanged at 3.50%–3.75%, with policymakers signaling a pause in the rate‑cutting cycle as they assess tariff‑related inflation risks and generally solid growth. Fed officials and the Trump administration are converging on a view that tariff‑driven price increases are largely one‑off rather than a persistent inflation engine, giving both sides some cover to sound hawkish in speeches while staying patient in practice.

On the yield curve, traders continued to price a “later, fewer” profile for rate cuts, with forward markets now leaning toward mid‑year before the next move, keeping longer yields capped but not collapsing. Tariff rhetoric remained more about interpretation than fresh action, as policymakers emphasized temporary inflation effects and productivity offsets, a stance that markets interpret as “no new tariff shock today, just the old ones aging in the barrel.”

Commodities and Crypto: Gold Steals the Show

Gold continued to dominate the safe‑haven narrative, trading above 5,500 dollars an ounce and sitting near fresh record highs after an extraordinary January surge of roughly 30%, a move that makes most equities look underachieving by comparison. Silver at $115.70, having logged an eye‑watering gain of around 300% over the past year, eased from recent records of $121.575 as some investors finally decided that trees—and metals—do not grow to the sky in a single month. Oil prices shot up to close at $65.41, +3.48% today, with benchmark crude holding near recent multi‑month highs as energy markets leaned into the narrative of sticky inflation pressure and geopolitical risk i.e U.S vs Iran turmoil, rather than imminent disinflation. Bitcoin, meanwhile, slipped to the $84.3L range as it failed to hold the higher end of the recent range, trading well below prior highs near 90,000 to 126,000 and leaving macro traders to quietly re‑file it under “volatile risk asset” rather than “digital gold.”

A Few Corporate Updates

Eli Lilly (LLY) traded modestly higher, as investors continued to reward the company’s obesity and metabolic‑disease franchise, keeping the stock in the “quality growth at any price” bucket even on a tech‑weak tape.
​
Taiwan Semiconductor (TSM) eased slightly, with the market treating the name as a high‑beta proxy on AI spending and remaining sensitive to any sign of hesitation in chip‑capex commentary from U.S. megacaps.
​
NVIDIA (NVDA) rose by .52% to $192.51, as investors question just how fast hyperscaler AI spending will translate into visible earnings.

Micron Technology (MU) edged up .12% to $435.78, with traders locking in gains after a strong run on AI‑driven memory demand and bracing for the usual volatility around pricing and inventory commentary later in the quarter.

Apple (AAPL) traded nervously ahead of earnings but still up .72% to $258.28, with the stock drifting rather than breaking as investors weighed iPhone and services resilience against an already demanding valuation. after the bell Apple is up again as they logged an earning beat as exceeded holiday quarterly goals.

Tesla (TSLA) fell 3.32% today.

Broadcom (AVGO) held up relatively well but edged down .75%, with its reputation as a cash‑generating AI infrastructure toll‑collector helping cushion the downdraft.

Meta Platforms (META, $738.31, +10.40%) outperformed sharply, extending an 8–9% post‑earnings jump as investors cheered strong guidance and a massive planned ramp in AI‑related capital expenditures, apparently deciding that this particular spending spree is worth funding.

Nokia (NOK) fell 7.77% to $6.29 despite recent upgrades demo Morgan Stanley.
​
McDonald’s (MCD, $315.51, +.87%) provided its usual defensive ballast, with the shares roughly flat as investors continued to prize steady traffic and pricing power over any near‑term excitement.
​
Rio Tinto Group (RIO) tracked the broader materials and metals complex rising 1.88% to $95.13, with gold and industrial‑metal volatility keeping the mining giant on traders’ radars but not delivering a dramatic single‑day move.

Oracle (ORCL) traded with a slight positive bias but fell 2.19% as the Street leaned back into the company’s swelling cloud and AI‑infrastructure backlog, treating it as a more patient way to play data‑center build‑out.

Intel (INTC) gave back some recent AI‑optimism gains falling .25% today, as investors digested a mix of turnaround hopes, foundry ambitions, and the uncomfortable memory that chip cycles do sometimes still exist.

Oklo (OKLO, $86.04, -8.85%), the advanced‑nuclear upstart, stayed in speculative territory with choppy trading and more attention on its long‑dated reactor commercialization story than on today’s tape action.
​
Opendoor (OPEN, $5.58) remained volatile but directionally tied to the rate and housing narrative, with the stock drifting as investors balanced improving transaction volumes against still‑fragile housing affordability.
​
Palantir Technologies (PLTR) edged 3.49% lower as profit‑taking met a drumbeat of skeptical analyst commentary about rich AI valuations, though the underlying story of sticky government and enterprise data‑analytics demand remains intact.

Vista Partners Watchlist Updates

Modular Medical, Inc. (Nasdaq: MODD., $.4260), a leader in innovative insulin delivery technology targeting the $3 billion adult “almost-pumpers” diabetes market with user-friendly, affordable patch pumps, announced (Dec. 10) that it had priced an underwritten public offering (the “offering”) of 12,173,000 shares of its common stock and accompanying warrants to purchase 6,086,500 shares of its common stock. Each two shares of common stock are being offered and sold together with one accompanying warrant at a combined offering at a price of $0.77, yielding an effective price of $0.38 per share and $0.01 per warrant. The warrants will have an exercise price of $0.45 per share, are exercisable immediately upon issuance and will expire five years following the date of issuance. In connection with the offering, Modular Medical has granted the underwriter a 30-day option to purchase up to an additional 15% of common shares and/or warrants at the public offering price, less underwriting discounts and commissions. The over-allotment option may be elected with respect to, at the underwriter’s sole discretion, shares and warrants together, solely shares, solely warrants, or any combination thereof. Newbridge Securities Corporation is acting as the sole bookrunner for the offering. Assuming no exercise of the over-allotment option, the gross proceeds to the Company from the offering are expected to be approximately $4.68 million, before deducting underwriting discounts, commissions, and estimated offering expenses payable by the Company. The Company intends to use the net proceeds from the offering to fund operations and for working capital and general corporate purposes, including capital expenditures.

On Nov. 17, Modular announced Institutional Review Board (“IRB”) approval to conduct an in-house study of its next-generation Pivot™ insulin delivery system using insulin on people with diabetes (the “Study”). Pursuant to U.S. Food and Drug Administration (“FDA”) regulations, an IRB is a group that has been formally designated to review and monitor biomedical research involving human subjects. The Study will simulate real-world conditions by delivering insulin to adult participants to gather critical data on device function and usability and obtain user feedback. Modular Medical’s Pivot tubeless patch pump aims to enhance accessibility for underserved patients with diabetes and drive market penetration and expansion.

On Nov. 14, Modular Medical announced the 510(k) premarket submission of its next generation Pivot™ tubeless patch pump to the U.S. Food and Drug Administration (the “FDA”). The Company expects to commence the commercial launch of its Pivot pump in Q1 2026. On Nov. 3, Modular Medical the successful validation of its Pivot controller line, a critical milestone in preparing for the commercial launch of its Pivot patch pump targeted for Q1 2026. The Pivot controller line validation further demonstrates manufacturing readiness for high-volume production, positioning Modular Medical to meet the growing demand in the diabetes treatment market for advanced technology.

Eupraxia Pharmaceuticals Inc. (NASDAQ: EPRX, $8.35), a clinical-stage biotechnology company leveraging its proprietary Diffusphere™ technology to optimize local, controlled drug delivery for diseases with significant unmet need, announced (Nov. 13) the second set of 52-week follow up data from its ongoing Phase 1b/2a RESOLVE trial evaluating a single administration EP-104GI for the treatment of eosinophilic esophagitis (“EoE”). James A. Helliwell, Chief Executive Officer of Eupraxia stated,“These data further highlight the strong durability and tolerability profile of EP-104GI, reinforcing its potential to become a convenient, once-a-year treatment that fits seamlessly into routine disease management by aligning with annual patient endoscopies. The Cohorts 5 & 6 patients – the only groups to have reached 52 weeks in the trial – are demonstrating levels of symptom relief that is durable and clinically meaningful – we are very encouraged by this outcome. We’re also pleased that our previously announced 52-week data were presented as a late-breaking presentation at the American College of Gastroenterology Annual Scientific Meeting (ACG). These new results build on that momentum. Given that current EoE therapies often struggle with long-term adherence, we believe a durable, once-yearly treatment could meaningfully improve patient outcomes and establish EP-104GI as a preferred option for both physicians and their patients.”

GeoVax Labs, Inc. (Nasdaq: GOVX, $2.83), a clinical-stage biotechnology company developing multi-antigen vaccines and immunotherapies for infectious diseases and cancer.

GeoVax is heading into the 44th Annual J.P. Morgan Healthcare Conference week (“JPM2026”) in San Francisco, CA Jan. 12-15 with the kind of narrative biotech investors typically like to hear: a differentiated platform, large funded trials lining up, and multiple shots on goal in both infectious disease and oncology. The company is leaning into its MVA platform as a potential franchise engine rather than a one‑product science experiment. Specifically, investors can meet David Dodd, Chairman & CEO of GeoVax, during his presentation at the Hilton Union Square, 333 O’Farrell Street, Yosemite A (Ballroom Level), San Francisco, CA on January 13, 2026, 2:30 pm PST.

GeoVax announced (Dec. 19) that it has entered into definitive securities purchase agreements with several institutional and individual investors for the purchase and sale of approximately 13.2 million units, each comprised of one share of the Company’s common stock and warrants, as described below, to purchase shares of the Company’s common stock, at a price of $0.245 per unit in a public offering. The Company will issue warrants to purchase up to approximately 26.5 million shares of common stock. The warrants will have an exercise price of $0.245 per share, will be exercisable immediately following the date of issuance and will have a term of five years following the date of issuance. Roth Capital Partners is acting as the exclusive placement agent for the offering. The gross proceeds to the Company from this offering are expected to be approximately $3.2 million, before deducting the placement agent’s fees and other offering expenses payable by the Company. The Company intends to use the net proceeds from this offering for working capital and general corporate purposes. The closing of the offering is expected to occur on or about December 22, 2025, subject to the satisfaction of customary closing conditions.

GeoVax announced (Dec. 18) the publication of a peer-reviewed article in Frontiers in Immunology titled: “Multi-antigen MVA-vectored SARS-CoV-2 vaccine, GEO-CM04S1, induces cross-protective immune responses to ancestral and Omicron variants.” The study provides definitive preclinical evidence that GeoVax’s multi-antigen COVID-19 vaccine candidate, GEO-CM04S1, delivers full cross-variant protection, driven predominantly by robust T-cell responses, even in the absence of neutralizing antibodies. The findings reinforce the design philosophy behind GeoVax’s MVA-based, multi-antigen platform and provide mechanistic insight that is increasingly relevant for immunocompromised individuals, who often fail to respond optimally to the first-generation COVID-19 vaccines.

GeoVax announced (Dec. 17) the successful completion of fill-finish for the initial clinical batch of GEO-MVA, its next-generation Mpox/smallpox vaccine. The product has now entered final release evaluation, the concluding quality-control and compliance process required before shipment for clinical use, positioning the Company for Phase 3 immunobridging trial start-up activities in Q1 2026. Fill-finish – the sterile, cGMP-regulated process of filling, sealing, and packaging vaccine vials – marks the last manufacturing step before a vaccine may enter clinical study supply channels. With fill-finish complete and GEO-MVA now undergoing final release evaluation, GeoVax has moved into the final pre-clinical-deployment phase of its EMA-aligned clinical program. In June 2025, the European Medicines Agency (EMA) Scientific Advice confirmed that a single Phase 3 immunobridging study demonstrating immune comparability to the approved MVA vaccine, Imvanex(R), would be sufficient to evaluate GEO-MVA’s efficacy. This provides a clear, accelerated regulatory path to licensure. This milestone coincides with increasing Mpox activity globally – including expanding Clade I outbreaks in Africa and emerging cases in the United States – exposing vulnerabilities associated with global dependence on a sole foreign MVA vaccine supplier. GEO-MVA is designed to expand supply, diversify sources, and strengthen biodefense infrastructure.

Volato Group, Inc. (NYSE American: SOAR, $.6414, +10.61%) and M2i Global, Inc. (MTWO, $.0426), a company specializing in the development and execution of a complete global value supply chain for critical minerals, reaffirmed, on Tuesday, Jan. 20, their expectation to complete their targeted first-quarter 2026 closing timeline for the previously announced business combination, citing steady advancement through the SEC review process alongside continued progress in operational planning and integration readiness. Subject to the effectiveness of the registration statement on Form S-4, stockholder approvals, and other customary closing conditions, the companies continue to expect the merger to close in the first quarter of 2026. To align the transaction timeline with the current stage of the SEC review process, the companies have mutually agreed to extend the end date of the merger agreement through March 31, 2026. This extension reflects disciplined execution and provides additional runway to complete the remaining regulatory steps in an orderly manner, while maintaining transaction commitment and protecting stockholder interests. Amendment No. 1 to the Form S-4 was filed on Monday, January 12, 2026, to respond to SEC comments and advance the registration statement through the review process. The review timeline was affected in part by a temporary slowdown in SEC operations following the recent federal government shutdown. With the amendment now on file, the companies are focused on completing the remaining steps of the SEC review process.

On Jan. 9, M2i Global and Volato Group announced that they have entered into a strategic collaboration agreement with Australian company Titanium X to advance critical mineral development in the US. This partnership represents a significant move towards enhancing domestic refining capacity and strengthening the critical materials supply chain that underpins US industry and national security. Titanium X and M2i Global will work together on the financing, development and commercialisation of the former’s critical mineral assets. M2i Global will apply its global experience in delivering mineral projects to support these initiatives. The companies are also in talks to conclude an exclusive titanium concentrate supply agreement.

On Jan. 7, M2i Global, Inc. (MTWO , $,05) along with Volato Group, Inc. (NYSE American: SOAR, $.45), a technology-driven company, announced a strategic collaboration agreement with Titanium X, marking a major step forward in advancing domestic refining capabilities and securing the critical materials supply chain essential to U.S. industry and national security.

Volato Group, Inc. today (Dec. 29) announced the appointment of Alan D. Gaines to its Board of Directors, effective immediately. Mr. Gaines will also serve as Chairman of the Audit Committee.

On Dec. 23, Volato Group, Inc. announced preliminary financial guidance for the fourth quarter and full year ending December 31, 2025, reflecting continued execution against its strategic and balance sheet objectives. For the fourth quarter of 2025, Volato expects to report revenue between $27 million and $28 million. For the full year 2025, the Company anticipates total revenue between $78 million and $79 million, with net income of $6 million to $8 million. These results reflect a year of meaningful progression aligning operational performance with Volato’s long-term growth initiatives and advancing its pending merger with M2i Global, Inc. (OTC: MTWO). During 2025, Volato also made substantial progress strengthening its balance sheet. As of September 30, 2025, the Company reduced total liabilities to $9.5 million, satisfying the debt reduction condition required under its pending merger agreement with M2i Global, Inc. (OTC: MTWO). Volato expects continued improvement in its capital structure as it advances toward a targeted first-quarter 2026 closing of the transaction. “Our 2025 results reflect a year of transformation and disciplined balance sheet execution,” said Mark Heinen, Chief Financial Officer of Volato. “We made significant progress reducing liabilities while sharpening our focus on scalable, technology-driven businesses that are designed to complement and strengthen the M2i Global platform over the long term.”

Serina Therapeutics (NYSE American: SER, $3.54, +30.15% on 66.17 million shares of trading), Alabama-based biotech is betting its proprietary POZ platform and reimagined approach to apomorphine delivery may redefine the treatment paradigm for patients who have exhausted standard oral therapies.

On Jan. 29, The U.S. Food and Drug Administration cleared Serina Therapeutics’ investigational new drug (IND) application for SER‑252, the company’s POZ‑enabled formulation of apomorphine being developed for patients with advanced Parkinson’s disease. This clearance allows Serina to move ahead with a registrational‑intent clinical program under the 505(b)(2) NDA pathway, leveraging existing data on apomorphine while aiming to improve its dosing profile and tolerability for patients who need more consistent symptom control. In practical terms, the FDA’s feedback and subsequent clearance provide Serina with a more capital‑efficient route to a potential new drug application, shortening the distance between preclinical promise and commercial reality. For Parkinson’s patients and their clinicians, the stakes are high: SER‑252 is designed to offer a more predictable therapeutic profile, potentially smoothing out some of the daily volatility, patient caregiver burden that has long defined advanced disease management.

On Dec. 11, Serina announced the appointment of Joshua Thomas, Ph.D., as Vice President and Head of Chemistry. He will oversee internal and external chemistry efforts to optimize POZ-based candidates, supporting efficient translation from discovery through development.

The InterGroup Corporation (NASDAQ: INTG, $30.92) announced (Jan. 6) that on December 29, 2025, it completed the sale of a non-core 12-unit apartment complex in Los Angeles County for a gross sales price of approximately $4,850,000. InterGroup expects to report a GAAP net gain on sale of approximately $3,509,000, which will be reflected in the Company’s Form 10‑Q for the quarter ended December 31, 2025. The transaction is expected to result in federal and state income tax liability, the amount of which will be determined based on the Company’s final tax position and applicable tax rules.

DoubleVerify Holdings Inc. (DV) closed at $11.09, +1.09%. DoubleVerify, which built its franchise on media verification and ad performance analytics, is now the first badged TikTok Marketing Partner focused specifically on attention measurement, tapping impression-level signals from the platform. Brands gain a granular view of how exposure and user interaction come together across TikTok formats, ad sets, creatives, and objectives, effectively treating every swipe as a tiny A/B test.

flyExclusive, Inc. (NYSE American: FLYX, $3.32,+2.15%), one of the nation’s largest private jet operators and a certified Part 145 Repair Station, today announced it has signed an authorized dealership agreement with Starlink, becoming a certified dealer and installer for Starlink’s high-speed, low-latency aviation connectivity system.

The Sources

1. Reuters – Fed and administration policy outlook on rates and tariffs
   https://www.reuters.com/world/us/amid-policy-clash-over-rates-fed-administration-share-key-points-about-outlook-2026-01-29/[reuters]​
2. Federal Reserve – FOMC statement
   https://www.federalreserve.gov/newsevents/pressreleases/monetary20260128a.htm[federalreserve]​
3. BBVA Research – Fed pauses rate‑cutting cycle
   https://www.bbvaresearch.com/en/publicaciones/us-fed-pauses-the-rate-cutting-cycle-as-the-outlook-improves/[bbvaresearch]​
4. RSM – Market Minute: revising Fed rate call and growth scenarios
   https://realeconomy.rsmus.com/market-minute-revising-our-fed-rate-call-and-our-growth-scenarios/[realeconomy.rsmus]​
5. Washington Post – How major US stock indexes fared Thursday, 1/29/2026
   https://www.washingtonpost.com/business/2026/01/29/wall-street-stocks-dow-nasdaq/45cc9252-fd5a-11f0-954b-b80c7ed67fc7_story.html[washingtonpost]​
6. Yahoo Finance – How major US stock indexes fared Thursday, 1/29/2026
   https://finance.yahoo.com/news/major-us-stock-indexes-fared-213315787.html[finance.yahoo]​
7. Barron’s – Stock Market Today: Dow, S&P 500, Nasdaq Fall
   https://www.barrons.com/livecoverage/stock-market-news-today-012926[barrons]​
8. Investor’s Business Daily – Stock Market Today: Dow Cuts Losses; Defense Firms, Meta Up
   https://www.investors.com/market-trend/stock-market-today/dow-jones-sp500-nasdaq-microsoft-earnings-meta-stock-tesla-stock-apple/[investors]​
9. U.S. Bureau of Labor Statistics – Productivity and Costs News Release
   https://www.bls.gov/news.release/archives/prod2_01292026.htm[bls]​
10. U.S. News – US Weekly Jobless Claims Fall
    https://money.usnews.com/investing/news/articles/2026-01-29/us-weekly-jobless-claims-fall-slightly-prior-weeks-data-revised-up[money.usnews]​
11. Trading Economics – United States Initial Jobless Claims
    https://tradingeconomics.com/united-states/jobless-claims[tradingeconomics]​
12. Reuters – Gold falls as investors take profits after record high
    https://www.reuters.com/world/india/gold-extends-record-run-races-past-5400oz-2026-01-28/[reuters]​
13. Forbes – Gold Sets Record Above $5,500, Leaving Crypto In The Dust
    https://www.forbes.com/sites/digital-assets/2026/01/29/gold-sets-record-above-5500-leaving-crypto-in-the-dust/[forbes]​
14. Yahoo Finance UK – Gold tumbles to $5,200, silver sinks from record
    https://uk.finance.yahoo.com/news/gold-tumbles-to-5200-silver-sinks-from-record-as-precious-metals-rally-enters-dangerous-phase[uk.finance.yahoo]​
15. Deriv – Why Bitcoin can’t hold $90K while Gold and Oil surge
    https://deriv.com/fr/blog/posts/bitcoin-weakness-amid-gold-oil-surge[deriv]​
16. MarketPulse – Bitcoin under price pressure: fails to hold the $88,000 level
    https://www.marketpulse.com/markets/bitcoin-under-price-pressure-btcusd-fails-to-hold-the-88000-level-is-a-recovery-on-the-way/[marketpulse]​
17. Economic Times – Bitcoin price slips as Fed holds rates
    https://economictimes.com/news/international/us/btc-usd-crash-today-why-is-crypto-down-today-bitcoin-price-slips-as-fed-holds-ra[economictimes]​
18. MarketBeat – New York State Common Retirement Fund sells Eli Lilly shares
    https://www.marketbeat.com/instant-alerts/filing-new-york-state-common-retirement-fund-sells-eli-lilly-and-company-lly-shares/[marketbeat]​
19. Public.com – Trade Eli Lilly (LLY) stock pre‑market
    https://public.com/stocks/lly/pre-market[public]​
20. Yahoo Finance – Why Taiwan Semiconductor Manufacturing Stock Could Be the Best …
    https://finance.yahoo.com/news/why-taiwan-semiconductor-manufacturing-stock-112000820.html[finance.yahoo]​
21. MarketBeat – TSMC shares acquired by institutions
    https://www.marketbeat.com/instant-alerts/filing-taiwan-semiconductor-manufacturing-company-ltd-tsm-shares-acquired-by-td-waterh/[marketbeat]​
22. Morningstar – Taiwan Semiconductor Manufacturing Co. ADR quote
    https://www.morningstar.com/stocks/xnys/tsm/quote[morningstar]​
23. StockAnalysis – TSMC stock price history
    https://stockanalysis.com/stocks/tsm/history/[stockanalysis]​
24. MarketBeat – NVIDIA stock position increased by Janney Montgomery Scott
    https://www.marketbeat.com/instant-alerts/filing-nvidia-corporation-nvda-stock-position-increased-by-janney-montgomery-scott-llc/[marketbeat]​
25. Morningstar/MarketWatch – How Nvidia’s stock can get back to its winning ways
    https://www.morningstar.com/news/marketwatch/20260129167/how-nvidias-stock-can-get-back-to-its-winning-ways-after-an-underwhelming[morningstar]​
26. NVIDIA Investor Relations – Stock quote and chart
    https://investor.nvidia.com/stock-info/stock-quote-and-chart/default.aspx[investor.nvidia]​
27. CNBC – Monday stocks from analyst calls like Nvidia
    https://www.cnbc.com/2026/01/26/monday-stocks-from-analyst-calls-like-nvidia.html[cnbc]​
28. CNBC – S&P 500 closes at a record Tuesday as tech giants rally
    https://www.cnbc.com/2026/01/26/stock-market-today-live-updates.html[cnbc]​
29. Business Insider – Stock Market This Week: Big Tech Earnings, Fed Meeting Loom
    https://www.businessinsider.com/stock-market-fed-decision-tech-earnings-tsla-meta-msft-appl-2026-1[businessinsider]​
30. StockInvest.us – Red day on Wednesday for Apple
    https://stockinvest.us/stock-news/red-day-on-wednesday-for-apple-2026-01-28[stockinvest]​
31. Investors.com / Nasdaq – Intel, Oracle among market cap stock movers on Monday
    https://www.investing.com/news/stock-market-news/intel-oracle-among-market-cap-stock-movers-on-monday-93CH-4465814[investing]​
32. Nasdaq – Eli Lilly and Company common stock historical data
    https://www.nasdaq.com/market-activity/stocks/lly/historical[nasdaq]​
33. Yahoo Finance – 3 AI Stocks That Will Trounce Palantir in 2026
    https://finance.yahoo.com/news/3-ai-stocks-trounce-palantir-100400493.html[finance.yahoo]​
34. Nasdaq / MarketWatch – 3 AI Stocks Will Trounce Palantir in 2026, According to Wall Street
    https://www.nasdaq.com/articles/3-ai-stocks-will-trounce-palantir-2026-according-wall-street[nasdaq]​