Monday, January 5, 2026

Millions Facing 2026 Insurance Shock as ACA Subsidies Expire

Millions lose ACA subsidy help in 2026, pushing premiums up sharply, squeezing budgets, and risking another surge in the number of uninsured Americans.  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌
 

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RUBIO : Il s’agit de notre continent, et le président Trump ne permettra pas que notre sécurité soit compromise

Department of State United States of America

Traduction fournie par le département d'État des États-Unis à titre gracieux



La Maison-Blanche
Le 4 janvier 2026

Ce matin, le secrétaire d'État Marco Rubio a participé à plusieurs émissions d'actualités pour discuter de l'opération décisive menée par l'administration Trump qui a permis d'appréhender avec succès Nicolás Maduro, ancien dictateur vénézuélien illégitime et narcoterroriste inculpé. Le secrétaire Rubio a souligné l'engagement indéfectible du président Donald J. Trump à empêcher que le continent américain ne devienne un refuge pour les trafiquants de drogue, les mandataires iraniens ou les régimes hostiles qui constituent une menace à notre sécurité nationale. Il a déclaré qu'il en est fini de la faiblesse des États-Unis et que notre pays déploierait tous les moyens nécessaires pour éradiquer les menaces dans notre voisinage.

  • « Il n'y a pas de guerre. Nous sommes en guerre contre les organisations qui se livrent au trafic de drogue, pas contre le Venezuela. » (Visionner)
  • « Nous n'avons pas de forces américaines sur le terrain au Venezuela. Elles y étaient pendant environ deux heures lorsqu'elles sont allées capturer Maduro… Ce que dit le président est très simple : en tant que président des États-Unis, il ne va pas aller dire aux gens ce qu'il ne va pas faire. » (Visionner)
  • « Il s'agit du continent américain. C'est ici que nous vivons, et nous ne laisserons pas ce continent devenir une base opérationnelle pour les adversaires, les concurrents et les rivaux des États-Unis. » (Visionner)
  • « Les premières mesures consistent à garantir ce qui est dans l'intérêt national des États-Unis et également bénéfique au peuple vénézuélien, et c'est sur cela que nous nous concentrons actuellement. Plus de trafic de drogue. Plus de présence de l'Iran et du Hezbollah dans le pays. Plus d'utilisation de l'industrie pétrolière pour enrichir tous nos adversaires du monde entier. » (Visionner)
  • « Il ne s'agit pas d'une action nécessitant l'approbation du Congrès. En fait, elle ne pouvait pas nécessiter l'approbation du Congrès, car il ne s'agissait pas d'une invasion. Il ne s'agit pas d'une opération militaire prolongée… Nous demanderons l'approbation du Congrès pour les actions qui exigent son approbation. Sinon, le Congrès en sera informé. » (Visionner)
  • « L'ensemble de l'appareil de politique étrangère pense que tout est la Libye, tout est l'Iraq, tout est l'Afghanistan. Ce n'est pas le Moyen-Orient, et notre mission ici est très différente. Il s'agit du continent américain. » (Visionner)
  •  « Les changements les plus immédiats sont ceux qui servent les intérêts nationaux des États-Unis. C'est pourquoi nous sommes impliqués ici, car cela concerne les États-Unis et les affecte directement. » (Visionner)
  •  « Nous avons vu comment nos adversaires partout dans le monde exploitent et extraient les ressources de l'Afrique et de tous les autres pays. Ils ne le feront pas sur le continent américain. Cela n'arrivera pas sous la présidence de Trump. Lisez notre stratégie de sécurité nationale. Il prend cela très au sérieux. » (Visionner)
  • « Notre réaction sera très simple : que faites-vous ? Pas ce que vous dites publiquement, mais ce qui se passe réellement… Les drogues cessent-elles d'arriver ? Est-ce qu'il y a des changements ? Est-ce que l'Iran est expulsé ? Le Hezbollah et l'Iran ne sont-ils plus en mesure de nuire à nos intérêts depuis le Venezuela ? » (Visionner)
  •  « Il s'agit de la gestion de la politique, de la politique à cet égard. Nous voulons que le Venezuela évolue dans une certaine direction, car non seulement nous pensons que c'est bon pour le peuple vénézuélien, mais c'est aussi dans notre intérêt national. » (Visionner)
  • « Nous conservons toutes les options dont nous disposions avant ce raid, cette capture et cette arrestation… jusqu'à ce que des changements soient apportés. » (Visionner)
  •  « L'administration Biden avait promis une récompense de 25 millions de dollars pour la capture — nous avons donc une récompense pour sa capture, mais nous n'allons pas la mettre en œuvre ? C'est la différence entre le président Trump et tous les autres… Le président Trump a fait quelque chose. » (Visionner)
  • « Tant qu'ils n'auront pas réglé , ils continueront à faire face à cette quarantaine pétrolière. Ils continueront à subir la pression des États-Unis. Nous continuerons à cibler les bateaux transportant de la drogue s'ils tentent de se diriger vers les États-Unis. Nous continuerons à saisir les bateaux faisant l'objet de sanctions judiciaires. Nous continuerons à le faire et éventuellement à prendre d'autres mesures jusqu'à ce que les problèmes que nous voulons voir résolus le soient… Notre priorité absolue est la sécurité, le bien-être et la prospérité des États-Unis. » (Visionner)
  • « Maduro n'est pas seulement un trafiquant de drogue inculpé, c'était aussi un président illégitime. Il n'était pas le chef de l'État. Je continue de voir les médias le qualifier de « président Maduro » et de « chef de l'État ». Il n'était pas le chef de l'État. » (Visionner)

Voir le contenu d'origine : https://www.whitehouse.gov/articles/2026/01/rubio-this-is-our-hemisphere-and-president-trump-will-not-allow-our-security-to-be-threatened/

Nous vous proposons cette traduction à titre gracieux. Seul le texte original en anglais fait foi.

 


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Protect Your Bank Account with THESE 4 Simple Steps

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Just For You

5 Stocks Set to Start Strong in January and Lead Through 2026

Authored by Thomas Hughes. Originally Published: 12/29/2025.

Winter sunrise with glowing chart lines behind the text ‘5 Stocks to Start 2026 Strong.’

Key Takeaways

  • The AI bubble hasn't burst; it's still growing and will drive stocks higher in 2026.
  • AI spending is reflected in stocks adjacent to NVIDIA, providing competition, infrastructure, and services.
  • The stocks on this list present value to investors and are forecast to deliver double-digit upside in 2026.

2025 is quickly coming to an end, which means it's time to look ahead to January 2026 and the stocks most likely to pop. Because it's the first month of the year and trends suggest these names will continue moving higher throughout 2026, they are also good candidates to buy and hold through the end of next year. The critical factors for each are their positions in the AI ecosystem and the values presented in Q4 2025. Here's a look at why.

Advanced Micro Devices on the Brink of a Seismic Shift

Advanced Micro Devices (NASDAQ: AMD) is a compelling buy in January and for 2026 thanks to the impending launch of its MI450 product. The launch isn't expected until the back half of the year; however, between now and then existing business is accelerating, profitability is improving, and the deal pipeline for MI450 products should grow. What is MI450? It is AMD's AI-specific GPU lineup, including rack-scale solutions. The rack-scale capability matters because it is the current hurdle for many customers and the key to unlocking pent-up GPU demand.

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As it stands, NVIDIA (NASDAQ: NVDA) is the only GPU provider with rack-scale solutions. When AMD launches MI450, it will immediately move into a direct competitive position with NVIDIA — rather than occupying a niche role — and could drive a triple-digit surge in revenue growth likely sustained for several quarters.

AMD holds prior-high support, forming a base for a potential 2026 breakout.

Micron: The NVIDIA of AI Memory Chips

Micron (NASDAQ: MU) confirmed its role as the NVIDIA of memory chips in its Q1 fiscal 2026 (FY2026) earnings release. The quarter delivered hundreds of basis points of revenue outperformance, thousands of basis points of earnings outperformance, record free cash flow, and stronger-than-expected guidance, including an expectation for acceleration as the year progresses.

The critical takeaway is the impact on analysts' sentiment: upgrades and higher price targets that extend the current trends. Consensus sentiment has firmed to a Strong Buy, and the consensus price target — which implies new all-time highs — rose more than 30% overnight. The high end of the range points to another roughly 25% upside. Catalysts in 2026 will likely include continued business strength, ongoing outperformance, raised guidance, and the improving sentiment trend.

MU's accelerating uptrend and indicator convergence signal momentum toward new highs.

Oracle: This Market Still Hasn't Figured It Out—Oracle Is a Leading AI Provider

Oracle (NYSE: ORCL) experienced considerable volatility in 2025 driven by its AI-related business and market uncertainty about its AI strategy. The reality is Oracle is positioning itself as a one-stop AI shop for enterprises. It is embedding AI throughout its stack and focusing on chip-neutrality to give customers choice.

Importantly, Oracle will provide access to all major models, multiple GPU types, and agentic tools across hyperscale environments, enabling broad applications of those models. Another key metric for investors is the remaining performance obligation, which increased by more than 400% in the third quarter of calendar 2025. That metric is a leading indicator — it is swelling and accelerating — and points to meaningful revenue growth as Oracle's data centers come online. Oracle is in the process of doubling its data-center footprint, with completions expected periodically over the next four to eight quarters.

ORCL tests major support with oversold signals suggesting a strong rebound setup.

Salesforce: A Hard Bottom Is in Play for This Agentic AI Leader

Salesforce (NYSE: CRM) struggled through 2025, but a hard bottom emerged late in the year. While near-term sluggishness dented market appetite, results and guidance point to acceleration in 2026, and current forecasts look too conservative.

Its Einstein AI engine and Agentforce platform help businesses mine and monetize their data and build agentic applications that streamline operations and improve efficiency.

The Q3 FY2026 earnings release firmed sentiment and signaled a shift in market dynamics, increasing the likelihood of a rebound. The consensus forecast ticked up after the report and points to roughly 25% upside, with the high end adding about 30% to that figure.

CRM holds a firm bottom and regains the EMAs, signaling a shift toward accumulation.

Apple: The AI Outlier

Apple (NASDAQ: AAPL) is an AI outlier — a latecomer that has yet to announce major AI initiatives — but its core business remains strong. iPhone sales are outperforming expectations, and AI features are clearly in Apple's roadmap.

Rather than rushing products to market, Apple appears to be focused on developing polished, consumer-friendly AI applications. Siri is the obvious vector and has already been enhanced by integrations like ChatGPT, but Apple has multiple paths to deploy AI across its ecosystem.

Analyst sentiment and forecasts trended upward through 2025 with steady upgrades and price-target raises, making Apple one of December's Most Upgraded Stocks. Consensus estimates suggest roughly 25% upside and a potential new all-time high.

AAPL extends its breakout, signaling the uptrend still has room to run.


 
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Just For You

FDA Approves Novo Nordisk's Wegovy Pill: A Game Changer for 2026

Author: Leo Miller. Article Published: 12/31/2025.

Imaginative depiction of Novo Nordisk campus, as a hand holds a bottle of weight loss pills, highlighting GLP-1 drug innovation.

What You Need to Know

  • Novo Nordisk shares have come under immense pressure in 2025, losing more than a third of their value.
  • However, the company scored a huge win at the end of the year as U.S. regulators approved its weight-loss drug Wegovy in pill form.
  • The new drug could help change NVO's fortunes in 2026. However, Eli Lilly remains close on its tail.

After a year that was anything but smooth sailing, pharmaceutical giant Novo Nordisk A/S (NYSE: NVO) is closing out 2025 on a brighter note. Shares jumped about 7% on Dec. 23 after markets reacted to the U.S. Food and Drug Administration's (FDA) approval of Novo's oral Wegovy pill.

Despite that rally, Novo shares posted a total return of roughly -40% for 2025 as of the Dec. 30 close. The FDA approval, however, could catalyze stronger performance for NVO stock in 2026. Below we review the challenges Novo faced in 2025 and provide an updated outlook for the stock.

Q3 2025 Shows How Fast the Growth Narrative Changed

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Context is key. Novo took the weight-loss market by storm in 2021 with Wegovy (semaglutide). Tracking the company's sales growth over recent years shows how that narrative evolved.

Novo's Q3 2025 results are the company's most recent release, so we'll compare Q3 sales growth from 2021 through 2025.

Novo's Q3 Sales Growth by Year

  • 2021: 15%
  • 2022: 28%
  • 2023: 29%
  • 2024: 21%
  • 2025: 5%

After accelerating through 2023, sales growth collapsed in 2025. The inflection point came in November 2023, when the FDA approved Eli Lilly and Company's (NYSE: LLY) weight-loss drug Zepbound (tirzepatide). Zepbound helped drive Lilly's total sales growth of 54% in Q3 2025—a stark contrast to Novo's 5% figure.

By February 2025, Lilly had overtaken Novo in U.S. market share for the incretin-analogs category (see slide 10 of Lilly's Q3 earnings). "Incretin analogs" is a blanket term for GLP-1 and related drugs. Since then, Lilly's lead has grown, in part because injectable tirzepatide is roughly 50% more effective at inducing weight loss than injectable semaglutide. Novo's oral option, however, may help the company regain momentum.

NVO's Pill: Potential First Mover and Efficacy Advantages Over LLY

Oral weight-loss drugs are a new front in the competition between Novo and Lilly. Both companies want to reach patients averse to injectables and benefit from lower manufacturing costs. The FDA approval of oral Wegovy gives Novo several advantages.

First, Novo has a head start: it expects to begin selling the pill in January 2026. Lilly's oral candidate, orforglipron, is not yet approved; most analysts expect FDA action no earlier than late March. That timing should give Novo several months to capture oral-GLP-1 patients.

Second, efficacy data favor Novo. Novo's oral Wegovy showed average weight loss of 16.6% after 64 weeks, compared with Lilly's report that orforglipron patients lost an average of 12.4% after 72 weeks.

Accounting for placebo effects and patient dropouts narrows the gap—adjusted figures are about 11.2% weight loss for oral Wegovy versus roughly 9.1% for orforglipron.

Still, oral Wegovy produced greater weight loss in a shorter time frame. That could lead patients to remain on Novo's treatment after orforglipron launches and make physicians more likely to prescribe Novo's pill to new patients.

What FDA Approval of the Wegovy Pill Changes for 2026

Novo needs a product that can reaccelerate growth, and oral Wegovy could be precisely that. With shares down sharply, a solid rebound in 2026 would not be surprising.

Long-term success, however, will depend on continuing to deliver improved weight-loss therapies. One late-stage candidate, CagriSema, produced average weight loss of 22.7% at 68 weeks and could play an important role.

Overall, the outlook for Novo shares appears skewed to the upside, but oral Wegovy's sales performance in 2026 will be a key test of the company's ability to keep pace with Lilly over the long term.


 
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Sunday, January 4, 2026

The 3 AI stocks poised to join MAG 7’s trillion-dollar club:

Eric Fry's Smart Money

Dear Reader,

Here's your free report on the 3 AI stocks poised to join MAG 7's trillion-dollar club:

If you feel you have received this email in error, please click here to unsubscribe from the Smart Money and InvestorPlace Digest e-letters, as well as marketing from InvestorPlace.

In addition to this free report, you're now also a member of the free Smart Money newsletter. Nearly every Tuesday, Thursday, and Saturday, I'll hare insights on the latest market "megatrends," how to hedge against inflation, which stocks you should avoid, and more.

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Before you read up on those companies, I want to warn you about an even more urgent trend unfolding in the markets...

While everyone's celebrating a tech stock boom that feels unstoppable, I'm seeing massive warning signs that could wipe out millions of portfolios in the coming months.

I'm telling investors to SELL these three "too big to fail" stocks immediately:

  • Sell Nvidia (NVDA)
  • Sell Amazon (AMZN)
  • Sell Tesla (TSLA)

WATCH: See Why I'm Saying "SELL" These 3 Hot Tech Stocks

My track record on these warnings speaks for itself.

When I said, "Sell Twitter, Buy Ormat," Twitter crashed 64% while Ormat soared 100%.

When I called "Sell Lennar, Buy Valero," Lennar lost half its value while Valero tripled.

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✓ Why NVIDIA's AI chip dominance could be about to crumble (and why there's a better alternative to investing in chips altogether)

✓ Why you should swap out Bezos' ecommerce behemoth for an unknown retailer that could be more "like buying Amazon in 2005"

✓ Tesla's fatal robotics flaw (and the little-known company already outshining Tesla in this space)

We're entering a strange period I call "The Age of Chaos", where knowing which stocks to buy and which stocks to avoid will become more crucial than ever.

It's an age where investing missteps could turn millionaires penniless virtually overnight.

And where savvy stock pickers stand to multiply their wealth by 10X or more.

It's time to upgrade your stocks now for a shot at bigger, stronger wins.

Watch my "Sell This, Buy That" broadcast right here.

Sincerely,

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Editor, Smart Money

P.S. This video won't stay online forever. And I believe these companies won't stay this cheap for much longer. Watch now and get all 7 trade idea free. 

 

U.S. Department of Justice Attorney Vacancies Update

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