Good morning.
Buy alert: Rezolve AI (RZLV) has increased its job postings by 1,250%, and institutions just bought $250 million of new stock at $4.00/share… while the market price is $2.60. What do they know that the market doesn’t?
Meanwhile, the AI industry is extra dystopian this week: Anthropic's senior AI safety leader resigned, stating that "the world is in peril.” Does he think they’ve created a monster?
More concerning: Anthropic’s newest model (Opus 4.6) made a mess of its safety testing in a number of concerning ways, which include helping create chemical weapons of destruction and performing sneaky sabotage.
We don’t love any of that.
But good news: the new jobs report blew expectations out of the water by 160%, and unemployment came in at 4.3% instead of the expected 4.4%.
Today:
Rezolve AI notches key bullish indicators, gets buy signal
xAI co-founders leave after SpaceX mega-merger, before IPO
Anthropic’s new model is scaring people in the AI world
An amazing job report + optimistic unemployment data
Let's get into it.
This is not financial advice. Always do your own research. Past performance doesn’t guarantee future results.
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📰 Market Headlines
Markets are up this morning in response to a massive jobs report:
The Dow is up 200 points, S&P 500 futures are up 0.4%, and Nasdaq 100 futures are up 0.4%.
AltIndex gave Rezolve AI (RZLV) a “buy” rating based on several key signals:
Increased hiring (open job listings) by 1,250%
Raised $250 million at $4.00/share (stock currently only sits at $2.60/share)
Web traffic rose by 33% in the past 3 months
→ The fact that institutions paid $4.00/share just to get more exposure to RZLV likely means they think the stock will rise far above its current value of $2.60 in the long term.
→ Get all of these signals right as they happen with AltIndex. Start your free 7-day trial now.
Anthropic’s senior AI safety leader has stepped down, sharing a very intriguing post where he stated that “the world is in peril” because of a “poly-crisis” (see footnotes in his letter). The next day, Anthropic released a risk report for its newest model, Opus 4.6, and there were some disturbing notes. In testing, Opus:
Supported chemical weapon efforts (in small ways)
Engaged in sneaky sabotage
Was aware of testing and altered behavior accordingly
Performed hidden reasoning
Accomplished unauthorized tasks
→ Concerning, all as the company barrels toward a 2026 IPO. We’ll keep you updated on any new developments.
Two of xAI’s co-founders left the company, meaning that six of the twelve founding members are now gone. The timing is worrisome, as SpaceX, which now owns xAI, eyes a public listing in June. Once the company is public, any technical and performance-related issues will become extremely obvious.
One of the co-founders, Jimmy Ba, stated that recursive self-improvement loops will likely go live in the next 12 months. This is huge news, as self-improving AI has long been viewed as the point at which AI development will hit warp speed, as it were.
January’s jobs report was much better than expected, coming in at 130,000 new non-farm payroll jobs as opposed to the expected 50,000 jobs. That’s a 160% higher outcome than experts predicted! What’s strange is that the White House even cautioned that the jobs numbers might be a bit lower than expected. Markets are loving it, with all three major indices up 0.4-0.5% at the time of writing.
December retail sales came in flat, a big miss versus the 0.4% growth economists expected. The flatline signals consumer spending hit the brakes through the holiday season after November's 0.6% jump. Eight of 13 spending categories contracted.
Two Fed voting members made it clear: rates aren't moving anytime soon. Cleveland's Beth Hammack said policy could stay on hold "for quite some time," citing sticky inflation near 3%. Dallas Fed's Lorie Logan echoed those concerns, saying she's "more worried about inflation remaining stubbornly high" than job losses.
Wealth management stocks tanked after AI startup Altruist unveiled a tool that lets advisers auto-generate personalized tax strategies. Charles Schwab, Raymond James, and LPL Financial all sold off more than 6% on fears the industry could face the same AI disruption that's been hammering software stocks.
Cisco threw its hat into the AI chip ring, launching its Silicon One G300 switch chip to compete with Broadcom and Nvidia in the $600 billion AI infrastructure market. Built on TSMC's 3nm process, the chip promises to speed up AI jobs by 28% by automatically rerouting data around network bottlenecks.
Robinhood tumbled 7% after hours following a revenue miss. Fourth-quarter revenue hit a record $1.28 billion, but fell short of the $1.35 billion Wall Street wanted. Crypto revenue came in at $221 million, well below the $248 million expected.
Coca-Cola sank nearly 2% after issuing a "prudent" 2026 outlook. Organic sales are forecast to grow just 4%-5%, below the 5% analysts expected. CEO James Quincey pointed to pressure in China, India, and Mexico, where a new soft drink tax just kicked in.
🤖 AI/Future/Tech News
Spotify hit 751 million monthly users in Q4, up 11%, with "Wrapped" driving 300 million engaged users and 630 million social shares.
Autodesk sued Google over its Flow AI video generator, claiming the name confuses customers with Autodesk's Flow platform.
🪙 Crypto
Goldman Sachs disclosed $1.1 billion in Bitcoin ETF holdings, mostly BlackRock's IBIT.
LayerZero launched blockchain "Zero" backed by Citadel and Ark, with Google Cloud, DTCC, and ICE as partners.
SwissBorg added Withdrawal Protection, a 90-day withdrawal lock to deter physical attacks.
🚚 Market Movers
December retail sales were flat, missing the 0.4% forecast. Annual sales rose 2.4%, trailing December's 2.7% inflation
Ford posted its worst quarterly earnings miss in four years, 13 cents versus 19 cents expected, on $900 million tariff costs and supplier fire damage.
Washington ranked third in the nation for January layoffs with 19,526 cuts, up from under 2,670 last year, led by Amazon's 2,599 state cuts.
🎙 Make Your Voice Heard
Is Anthropic using risk reports to drum up hype, or are we really in AI danger?
🎤️ What you said last time

🧠 The Missing (Market) Links
USDA's corn acreage estimate jumped 3.8%, the largest revision ever, tanking corn futures 5.4% after mass staff cuts.
Canada's crude exports to Asia surged from 112k to 549k barrels daily since the Trans Mountain expansion.
US plant-based beverages will double by 2031 as Danone, Califia, and Oatly scale production.
President Trump's EPA will rescind the 2009 endangerment finding that classified CO2 as a public health threat.
US olive oil spending will double to $6 billion by 2033 from $2.99 billion in 2024.
📜 Quote of the Day
Courage taught me no matter how bad a crisis gets… any sound investment will eventually pay off
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Cheers,
Brandon & Blake of Invested Inc
The information provided in Stocks & Income is for informational and educational purposes only and should not be construed as financial advice, investment advice, or a recommendation to buy or sell any securities. Stocks & Income is not a registered investment advisor, broker-dealer, or licensed financial planner. Always do your own research and consult with a licensed financial advisor before making any investment decisions. We may hold positions in or receive compensation from the companies or products mentioned. Disclosures will be made where applicable. Past performance doesn’t guarantee future results.
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