Good MorningThe S&P 500 inched closer to a record high on Thursday after a deluge of earnings reports affirmed the outlook for AI services growth. Reports from Microsoft to Amazon, Meta Platforms, IBM, and others reveal the positive impact of AI on their core businesses and demand for services outside of infrastructure. The critical takeaway is that AI services are expected to grow larger and faster than infrastructure, a boom worth trillions in stock market value.
Next week, the real test begins. The market has normalized to the new Fed outlook but needs to see the trends continue. Feruary's critical data and earnings reports include the labor, retail sales, inflation data, and earnings from roughly half of the S&P 500. The key reports include retailers and NVIDIA, which report at the month's end. Analysts have set a high bar for NVIDIA, expecting growth to sustain above 70%, but whisper estimates wonder if the company will outperform the consensus and raise guidance as it has for the last two years. Featured: The 7 Stocks Quietly Gaining Attention Right Now (Ad) 
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Industrials | |
The market has been worried about the potential implications of President Trump's new tariffs on some of the United States’ biggest trading partners. The latest announcements were made for Colombia after a clash between presidents over an immigration issue. However, there are a few stocks th... Read the Full Story |
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From Our Partners | | More than 25 candidates were screened for share price between $1 and $5, market cap above $100 million, daily volume over 500,000 shares, and over $10 million in trailing revenue.
Only five stocks cleared every filter, spanning five different sectors. Two are profitable today, and one pays a substantial dividend.
The report also flags what could go wrong with each pick, including dilution and convertible debt. | | See the five stocks that survived this strict revenue screen |
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Consumer Discretionary | |
Starbucks' (NASDAQ: SBUX) outlook is improving, with Brian Niccol at the helm, and new all-time highs will likely be achieved by the end of this year. Now, more than a full quarter into the transition, the signs are clear that he was the right choice. His efforts include refocusing on the core i... Read the Full Story |
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Markets | | Saying that growth investing is all about short-term profits is a misnomer. Just ask anyone who has spent the last 20 years invested in Apple Inc. (NASDAQ: AAPL) or Amazon Inc. (NASDAQ: AMZN) if short time frames were the only path to success.
The definition of growth investing varies depending on ... Read the Full Story |
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From Our Partners | | Tobacco, telecom, pipelines, and healthcare real estate trade at 10 to 15 times earnings while the index yields about 1 percent.
A free report highlights seven cash-generating stocks with a 5 percent forward yield floor and roughly 6.5 percent average cash yield, capped at two picks per sector.
Each pick includes coverage numbers and an honest bear case. Five of the seven have raised payouts for 17 to 56 straight years. | | Get the seven high-yield dividend stocks free now |
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Communication Services | |
Meta Platforms' (NASDAQ: META) uptrend will continue because the business is evolving into an enduring, blue-chip consumer technology leader akin to Apple (NASDAQ: AAPL). Among the highlights from the Q4 report is the growing momentum with the Ray-Ban smart glasses. CEO Mark Zuckerburg says that... Read the Full Story |
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Technology | |
NVIDIA Corp. (NASDAQ: NVDA) stock returned to its lows of the week on January 30. Down more than 16% for the week, the question on many investors' minds is what will it take to stop the slide?
The most recent news causing NVDA stock to slide comes from rumblings that the Trump administratio... Read the Full Story |
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Technology | |
Microsoft's (NASDAQ: MSFT) stock price plunged more than 6% following its FQ2 earnings report and broke the uptrend, but it doesn’t matter. The results were strong, and the long-term opportunity offsets the weak guidance. The critical detail in the report is the accelerating growth of AI s... Read the Full Story |
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Markets | | You can't mention value investing without mentioning legendary value investor Warren Buffett. You may have heard one of his most famous quotes: "Price is what you pay. Value is what you get." This is important for value investors to remember because there are often good reasons a stock is heavily di... Read the Full Story |
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Healthcare | |
Clinical-stage biopharmaceutical company Tonix Pharmaceuticals (NASDAQ: TNXP) is gaining significant attention from investors and market participants. The company develops therapies for conditions with high unmet needs, with a focus on pain management, CNS disorders, and public health vaccines. ... Read the Full Story |
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Markets | |
The stock market's response to emerging technologies can sometimes be as volatile as the innovations themselves. A recent example of this occurred on January 27, 2025, when a sharp sell-off hit the nuclear energy sector. This sudden downturn was triggered by news surrounding DeepSeek, a new artifi... Read the Full Story |
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Technology | |
One of the chip industry giants just posted financial results that helped assuage the fears of many when it comes to AI investing. That company is ASML (NASDAQ: ASML), a Dutch equipment manufacturer vital to the semiconductor industry. Shares of ASML dropped nearly 6% on Jan. 27 after news surro... Read the Full Story |
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Friday's Early Bird Stock Of The Day ALERIAN MLP ETF seeks investment results that correspond (before fees and expenses) to the price and yield performance of its underlying index, the Alerian MLP Infrastructure Index (the Index). The Index is a rules based, modified capitalization weighted, float adjusted index intended to give investors a means of tracking the overall performance of the United States energy infrastructure Master Limited Partnership (MLP) asset class. The Index is comprised of 25 energy infrastructure MLPs. The fund will invest at least 90% of its total assets in securities, which comprise the Index (or depositary receipts based on such securities). ALPS Advisors, Inc. is the investment adviser to the fund. | | View Today's Stock Pick |
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