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- 3 Commodities To Watch This Year — And Why The Biggest Tax Refund May Be Coming
3 Commodities To Watch This Year — And Why The Biggest Tax Refund May Be Coming
Plus, Cathie Wood's latest picks, stock of the day, and more
Justin Giles
January 09, 2026
Happy Friday! Missed silver’s 145% gain last year? Bank of America says another rare commodities setup may be taking shape as policy, power, and pricing begin to collide. Here’s a look at the Top 3 picks.
Also, get ready for what should be the biggest tax refund in U.S. history. See why millions of Americans could see record payouts this year.
And after soaring more than 50% last year, see why this prominent hedge fund continues to lowers it stake in Taiwan Semiconductor.
TOP STORY
Opportunities like this don’t come around often. After silver surged nearly 150% last year, Bank of America believes the commodity market is entering another moment where policy, power and pricing collide.
According to the firm, a new set of strategically critical metals could be next — setting the stage for outsized returns before the broader market catches on. Click here to see the plays Bank of America says could be setting up for the next big run.
SPECIAL OFFER
Venezuela is back in focus — oil is moving, gold is reacting, and volatility is rising. While others chase headlines, Matt’s Inner Circle members trade the setup.
Get the exact playbook from a 35-year Wall Street veteran.
MARKET RECAP
| Averages & Assets | ||||
| Asset | Close 01/08/26 | Price Change | ||
| $6,921.46 | +0.01% | ||
| $23,480.02 | -0.44% | ||
| $49,266.11 | +0.55% | ||
| 4.17% | +0.03 bps | ||
| $302.95 | +7.66% | ||
| $130.68 | -7.61% | ||
| $91,106.94 | -0.16% | ||
| $3,116.07 | -1.54% | ||
| $2.13 | -1.39% | ||
Yesterday: U.S. indexes ended mixed Thursday as investors rotated out of tech, causing the Nasdaq to fall. On the flip side, the Dow benefited as the index surged 270 points thanks to energy and consumer staples. Trading activity was subdued as investors await today’s jobs report and a potential Supreme Court decision on the legality of President Trump’s tariffs. In commodities, oil prices rose more than 3%, rebounding from recent losses amid concerns over supply disruptions involving Venezuela, Russia, Iraq, and Iran. Despite the mixed session, equities remain on track for a winning week.
On Our Radar: Analysts will be watching today’s employment report, hourly wage data, and consumer sentiment readings for fresh clues on labor market strength, inflation pressures, and the outlook for consumer spending. On the earnings front, all eyes will be on the banks next week as the busy earnings season is set to kickoff. JPMorgan (JPM) and the Bank of New York Mellon (BK) will get things started when they report before the market opens on Tuesday.
MARKET HEATMAP
Defense stocks surged after President Trump floated a sharp increase in U.S. military spending. Small-cap contractors led the charge with Kratos (KTOS), Red Cat (RCAT), and Karman (KRMN) rising by double digits. On the flip side, the selloff continued for Sandisk (SNDK), Seagate (STX) and Western Digital (WDC) after soaring by triple digits last year. But those weren’t the only companies making big moves. Here’s a look at some of the biggest winners and losers on Thursday.
Discover how the market is moving with our interactive heatmap. Filter by market cap, or click on any box to explore specific sectors or assets in more detail.
FIVE ZINGERS
Ark Shuffle: Ark Invest, led by Cathie Wood, recently made some big moves in Palantir, Broadcom, and Joby just to name a few. Read on to see which stocks she’s been buying and selling.
Cannabis Climb: Tilray’s stock is flying high after beating earnings estimates with a record quarter. Dive in for all the details and see how their recent push might grow your portfolio.
Compute Crunch: Forget the AI bubble scare, industry insiders warn the real threat is this. See how this bottleneck could make or break the multi-decade AI boom.
Options Corner: QuantumScape, one of the most traded stocks in the market, may be primed for a sharp move, and options traders are positioning for a potential breakout. See what could come next.
Stock Of The Day: After a sharp drop, shares of Universal Health are flirting with a key support level — and traders are taking notice. Could this oversold stock be poised for a surprise bounce? See the chart that’s turning heads.
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MARKET HISTORY
On This Day In 2024…
Hewlett Packard announced its $14 billion acquisition of Juniper Networks, marking a major consolidation in the enterprise networking and AI infrastructure space. The all‑cash deal was designed to combine Juniper’s AI‑native networking technologies with HPE’s edge-to-cloud portfolio, strengthening HPE’s position in hybrid cloud and AI-enabled solutions. The announcement triggered a sharp rally for Juniper shareholders of 25% and drew attention from investors and regulators alike. It took some time, but the deal was eventually given the green light and closed in July.
QUOTE OF THE DAY
“In life and business, there are no guarantees, only opportunities.“
— Carl Icahn
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