10-Year Treasury Yield Falls Below 4%

3 "Strong Buy" Stocks Under $10

Most investors think stocks under $10 are junk. Meanwhile, institutional analysts are quietly slapping "Strong Buy" ratings on three specific companies trading around $5.

These aren't pump-and-dumps. They are real businesses with massive revenue figures:

• The Fintech: Handling $270M+ quarterly revenue across 190 countries.
• The Biotech: Flagship product posted 92% YoY sales growth.
• The Super-App: Generated $873M in revenue in Q3 alone.

By clicking this link you agree to receive emails from us and our affiliates. You can opt out at any time. - Privacy Policy

Good Morning,

– Truly yours, Fred Frost

📉 Yesterday's Market Recap

Yesterday, global markets painted a mixed picture with a tech-heavy undercurrent. U.S. indices took a hit as Nvidia’s 5.5% drop dragged the Nasdaq down 1.2%, despite blockbuster earnings, while Block’s 40% workforce cut raised eyebrows about AI’s cost to human capital. Across the pond, European and Asian markets largely held firm, with Tokyo’s Nikkei touching record highs—proof that not all boats sink in the same storm.

• Nvidia’s Earnings High, Stock Low: Despite reporting $68.13B in Q4 revenue against a $66.21B forecast, Nvidia shares fell over 5% as investors fret over an AI bubble. → Benzinga


• Block Cuts 4,000 Jobs: Jack Dorsey’s Block slashed 40% of its staff to pivot to AI-driven operations, sending shares up 24% in after-hours despite a 75% five-year decline. → Financial Samurai


• Netflix Bounces Post-WBD Exit: Netflix shares jumped nearly 8% after ditching its bid for Warner Bros. Discovery, avoiding a pricey bidding war with Paramount Skydance. → ABC News

📉 Daily Performance Snapshot

🔭 What to Watch Today

Today’s calendar isn’t just about earnings—it’s about policy and geopolitics that could ripple through markets. Keep your radar on these developments for potential volatility or opportunity.

💡 Opportunity Watch

Amidst the noise of layoffs and geopolitical maneuvers, a few sectors and stocks stand out as potential winners. Here’s where sharp investors might find an edge in the current landscape.

• Amazon (AMZN) on AI Infrastructure: Bank of America raised its price target to $275, citing AWS’s capacity growth to 31.4 GW by 2027 as a revenue precursor—AI infrastructure could be a long-term play. → The Street
• Digital Assets in Personal Finance: Blockchain and DeFi are reshaping wealth management—consider diversified exposure as advisors integrate crypto into mainstream portfolios. → Finance Monthly
• Neurogene (NGNE) Gene Therapy: NGNE surged 25% on FDA Breakthrough designation for Rett syndrome treatment—a speculative biotech pick with a $200 price target from Canaccord. → Stocktwits

Early 2026 Market Themes Are Taking Shape

The start of a new year brings a market reset. While headlines move fast, the most important signals—capital rotation and volume shifts—often emerge quietly.

To help you navigate 2026, we’ve released a Free Early-Year Market Outlook. We analyze budget discussions, returning tariff talks, and the specific sectors (Tech, Energy, Healthcare) attracting early attention.

By clicking the link you will automatically be subscribed to the Market Crux Newsletter Privacy Policy

The Big Bullet

Bond buying pushes the 10-year Treasury yield below 4%

What happened: U.S. government bonds rallied, and the 10-year Treasury yield fell below 4% for the first time since autumn. When bond prices rise, yields usually drop. This kind of move often happens when investors want safety or expect slower growth. It can also happen when traders think interest rates may fall later this year. Stocks reacted too, with investors watching which companies were moving the most. In early trading, several big names led the premarket action. The bond move was the main signal: money was flowing into safer assets. It was a clear shift in mood compared with periods when investors chase risk.

Why it matters: The 10-year yield is a key “base rate” that influences many other rates, including borrowing costs for companies and households. When yields fall, it can ease pressure on things like corporate loans and new debt deals. It also changes how investors value stocks, especially companies whose profits are expected far in the future. That matters in a market where AI-linked stocks have been swinging sharply and CEOs are adjusting how they talk about AI. Lower yields can support stock prices, but they can also be a warning sign if the drop is driven by fear about the economy. Bond moves can also shift demand across funds, including popular ETFs, which is why some crowded strategies may not fit well inside an ETF wrapper. For conservative investors, big yield drops can be both a chance (better bond prices) and a caution (maybe slower growth ahead). The key is that rates set the “price of money,” and that price just moved lower. Markets often re-price quickly when that happens.

What’s next: Watch whether the yield drop holds for more than a day or two, or if it snaps back fast. If yields keep sliding, investors may be signaling they expect slower growth or easier policy ahead. Stock traders will keep reacting to company news, especially firms tied to big themes like AI and cost cutting. For example, Block’s stock jumped after an AI-related job-cut headline, showing how quickly narratives can move prices. Earnings and guidance can also change the tone, and after-hours movers are still setting up the next day’s trading. If bonds keep rallying, defensive areas of the market may stay in favor. If yields rise again, it could mean investors are less worried or that inflation fears are returning. Either way, the next round of headlines could decide whether this rate move becomes a trend or just a brief scare.

• How falling long-term yields often reflect weaker economic expectations and how investors interpret these signals about growth and inflation. – morningstar.com
• How low yields can make stocks more attractive and what that means for portfolios. – Investopedia

🧭 Policy & Market Ripples

• Ford-BYD Battery Talks: Ford’s potential deal with Chinese EV giant BYD for hybrid batteries has U.S. lawmakers crying foul over security risks—watch for fallout in auto and trade policy. → Global Finance Magazine
• China’s Yuan Policy Shift: The PBOC scrapped reserve requirements on FX forwards to ease offshore yuan liquidity, a move to curb currency strength that could impact global trade balances. → Seeking Alpha
• NYSE’s 24/7 Tokenized Trading: The NYSE is pushing a blockchain platform for round-the-clock trading and instant settlement—a game-changer for liquidity if regulators greenlight it. → GFMag