CNBC's "Fast Money" GM Drives Higher… And Opportunities Overseas As The Dollar Falls 1/27/26
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Jan 27, 2026 David Harrow, Co-CIO of International Equities at Oakmark, offers views on dollar weakness and overseas valuation gaps. Katie Stockton, founder of Fairlead Strategies, provides chart-based technical signals and levels. They discuss GM’s earnings surge, buyback and dividend moves. They also explore which foreign markets and sectors could benefit from a falling dollar.
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GM Revaluation Under Mary Barra
- General Motors is being revalued as a fundamentally different company under Mary Barra's leadership.
- Large buybacks and consistent cash generation drove investor reassessment and share gains.
Favor Cash Returns In Cyclicals
- Consider companies that return cash via buybacks and dividends when valuing cyclicals like automakers.
- Buying into GM's move may reward investors as buybacks continue to reduce float and boost per-share metrics.
TI Signals AI-Linked Analog Recovery
- Texas Instruments' guidance beat matters because data-center power chips and industrial recoveries lifted the outlook.
- Management emphasized sustainability and cautious optimism despite seasonal noise from Chinese New Year.