Despite the <a href="https://oninvest.com/article/ceny-na-zoloto-za-nedelu-vzleteli-i-upali-bolee-cem-na-500-cto-budet-dal-se">collapse in precious metals prices</a> at the end of last week and the beginning of this week, JPMorgan expects gold to rise to $6300 per ounce by the end of 2026. This estimate implies a 33% increase from current levels. Deutsche Bank did not change its target for gold either, its analysts expect gold at $6000 per ounce.

JPMorgan, despite price collapse, expects gold to rise to $6300. Will the rally recover?

NVIDIA Corporation

Oracle Corporation

Alphabet Inc.

Ford Motor Company

Exxon Mobil Corporation

Chevron Corporation

Verizon Communications Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: investors fleeing risk

The dollar does not look like a reliable defense against Donald Trump's unpredictable actions, DoubleLine Capital states

"Not volatility, but devaluation": the market is waiting for the dollar to decline despite the rebound

SPDR S&P 500 ETF Trust

SPDR Gold Shares

iShares Biotechnology ETF

On January 28, the S&amp;P index <a href="https://oninvest.com/article/s-p-500-vpervye-v-istorii-prevysil-7000-punktov">hit the</a> 7,000 mark for the first time, fueled by optimism around artificial intelligence and expectations of corporate results. Two days later, a 10% drop in Microsoft shares triggered a large-scale sell-off. Oninvest asked Alexei Primak, founder of the Institute of Financial and Investment Technologies, what trends await us in February and where $10000 should be invested. His choice: the technology market (S&amp;P 500), gold ETFs, and a biotechnology fund.

Where to invest $10,000 in February: an example of a simple investment portfolio

Gold and silver on February 2 continue the large-scale sell-off that began last week. The correction has spilled over to bitcoin, which hit a ten-month low. Financier Sergey Romanchuk writes in his <a href="https://web.telegram.org/k/#@sergey_romanchuk">Telegram channel</a> that bitcoin was once positioned by the cryptocommunity as digital gold, but in the end, gold became a substitute for cryptocurrencies. We publish his post without bills.

Gold instead of bitcoin: how precious metals have become the new speculative game

Oil prices on Monday, February 2, were down more than 5% at the moment, marking their biggest one-day drop in more than six months, Seeking Alpha <a href="https://seekingalpha.com/news/4545131-oil-hits-six-month-low-as-iran-de-escalation-talks-spur-selloff">pointed out</a>. This is how investors reacted to US President Donald Trump's reports that Iran is in "serious talks" with Washington over the nuclear deal. This could be taken as a signal of a potential de-escalation of the conflict between the US and OPEC member Iran.

"Geopolitics masks 'bearish' trend": oil suffered its worst drop in six months

The value of silver collapsed 12% and bitcoin approached its lowest since Trump's return to the White House

The sell-off in gold and silver has spilled over into bitcoin and equities: what's happening in the market?

Alibaba Group Holding Limited

Oracle is preparing a large-scale capital raise to build data centers to meet the demand from its largest customers, and Alibaba and its competitors are rolling out multi-billion dollar campaigns to promote AI applications in China. About these and other topics - in our review of key events by the morning of February 2.

Top story for the morning: Oracle to raise up to $50 billion, gold and silver continue to fall

Amazon.com, Inc.

Palantir Technologies Inc.

The main economic event this week for Wall Street will be the release of January's US jobs report - assuming there is no government shutdown (shutdown). Current funding expired on January 30. The White House and Democrats have reached an agreement that will avoid a shutdown, but the parliament will be able to vote on the funding bill only on February 2, Barron's <a href="https://www.barrons.com/articles/jobs-report-amazon-disney-alphabet-palantir-and-more-to-watch-this-week-237b1b53?mod=RTA#:~:text=This%20week%E2%80%99s%20economic,midnight%20on%20Friday.">notes</a>.

Google and Amazon earnings, US employment: what investors need to know this week

York Space Systems, Inc.

PicS N.V.

Robinhood Markets, Inc.

Elon Musk wants to time the biggest IPO in history to coincide with his birthday and a parade of planets. The developer of ChatGPT has accelerated preparations for the listing for fear that investors' funds will go to a competitor. The European IPO market had its best start of the year. The main events on the IPO market during the week - in our selection.

SpaceX and the parade of planets, OpenAI is afraid of the competitor: the main thing about IPO by February 1

The Japanese market has played a crucial role in international investment for decades as a source of ultra-cheap loans. But the situation is changing. Interest rates in Japan are rising, long-term bond yields are approaching the level of other developed countries, and the country's authorities are trying to support the yen. All of this could lead to a large-scale outflow of funds from global markets.

A supplier of shocks: why Japan's market problems threaten investors around the world 

In a year into his second term, US President Donald Trump has forced new trade deals on many of Washington's allies. After he declared the first trade war last April, investors <a href="https://www.marketwatch.com/story/u-s-stocks-poised-for-biggest-two-day-wipeout-in-history-as-marketloses-9-6-trillion-since-inauguration-day-430919f6">lost</a> about $6.6 trillion in the U.S. stock market in two days. When he backtracked in negotiations, indexes <a href="https://www.reuters.com/markets/us/stocks-rally-trump-tariff-pause-after-market-rout-2025-04-09/">soared</a>, with the S&amp;P 500 up 7% and the Nasdaq <a href="https://www.reuters.com/markets/us/stocks-rally-trump-tariff-pause-after-market-rout-2025-04-09/">up</a> more than 9%. For investors, Trump's negotiating strategy has become a significant market risk factor.