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good morning. America’s favorite groundhog, Punxsutawney Phil, saw his own shadow this morning, meaning there are six more weeks of winter ahead. After the recent series of cold temperatures, I can’t say I’m surprised.
Stock futures are falling this morning. The three major indexes have come out of the decline.
Here are five important things investors need to know to start their trading day.
1. Everything that shines
Gold extended its ferocious rally on Thursday as investors sought safety amid geopolitical and economic uncertainty, while silver hit nearly $120.
Latikuna | iStock | Getty Images
Despite the bitter end to January’s trading month, the three major indexes rose. Meanwhile, the sell-off in silver and cryptocurrencies has raised alarm in some of the more speculative areas of the market.
Here’s what you need to know:
2. Experience economy
The water tower at Walt Disney Studios on June 3, 2025 in Burbank, California.
Tama Mario | Getty Images
disney Shares rose 3% this morning after beating analyst expectations in both areas in the first quarter. Notably, CFO Hugh Johnston told CNBC that the company’s Experiences division, which includes theme parks, resorts and cruises, reached $10 billion in quarterly revenue for the first time.
As investors analyze this report, there is one question that lingers in everyone’s mind. The question is, who will replace CEO Bob Iger? Disney previously said it would announce its next leader in the first quarter of this year. The company’s board plans to meet this week to vote on Iger’s replacement, people familiar with the matter told CNBC.
The entertainment giant’s report is the start of a busy week for earnings, including releases from. pepsico, chipotle pepper, alphabet and Amazon.
3. Deja vu
Pedestrians jog through the East Front Plaza in the morning at the Capitol on November 10, 2025 in Washington, DC.
Tom Brenner Getty Images
The government partially shut down over the weekend after Congress ultimately failed to pass a funding bill. Although the Senate approved the package of bills ahead of the deadline, the deal also requires House approval, and approval in Washington was not expected until today.
House Speaker Mike Johnson said yesterday that he believes the government shutdown can be resolved by Tuesday. The House is scheduled to consider the Senate-approved spending package today. If passed by the House, it would go to President Donald Trump’s desk.
Meanwhile, the Justice Department on Friday released millions of pages of documents related to the late convicted criminal Jeffrey Epstein. Mr. Trump, tesla Among those named in the latest release are CEO Elon Musk and Commerce Secretary Howard Lutnick.
4. Skinny
Ben and Jerry’s ice cream on a grocery store shelf in San Anselmo, California, on March 19, 2025.
Justin Sullivan | Getty Images
Food producers are trying to cut back on fat.
As CNBC’s Amelia Lucas reports, companies in the industry are spinning off or shedding unprofitable businesses. The move comes amid increased regulatory scrutiny and shrinking consumer demand for processed goods.
Kraft Heinz and Keurig Dr Pepper While those two companies are planning to split up, unilever Last year, the ice cream business was spun off into a separate company. There may be more examples in the pipeline. A Bain study found that 42% of mergers and acquisition executives in the consumer products sector are preparing to sell assets in the next three years.
5. Movie night
A movie poster for the documentary “Melania” featuring First Lady Melania Trump is on display in New York, United States, on January 26, 2026.
Gina Moon | Reuters
“Melania” AmazonThe documentary about first lady Melania Trump earned $7 million at the domestic box office in its premiere this weekend. As CNBC’s Sarah Witten points out, this is the highest-grossing opening for a non-music documentary in more than a decade.
Women and people over 55 drive ticket sales, making up more than 70% of moviegoers combined. Regional theaters also accounted for a large share of box office revenue.
Amazon spent an estimated $40 million acquiring the film and reportedly spent another $35 million on marketing. Although there are many positive comments on review sites, the film has been largely panned by critics.
daily dividend
This week we will be following:
CNBC’s Fred Imbert, Chloe Taylor, Li Ying Xiang, Arjun Karpal, Lillian Rizzo, Julia Boorstin, Garrett Downs, Laura Kolodny, Amelia Lucas and Sarah Witten and The Associated Press contributed to this report. Josephine Rozzelle edited this version.
