Good MorningEquity markets showed some resilience on Thursday, hovering near record highs after a batch of mixed earnings reports. The takeaway is that earnings remain strong, although growth is shy of expectations in some cases. This leads to accelerated rotation in some stocks, including names like NVIDIA, Microsoft, and other leading blue-chip tech companies. What this means for the S&P 500 is that a new set of leaders could emerge over the next few weeks; the question is who they will be. Thursday's percentage gain leaders included key consumer names like Ralph Lauren and Phillip Morris, which reported better-than-expected results.
Earnings and economic data will drive next week's action. Today's NFP report underscores the financial outlook for healthy conditions and expansion to continue. Inflation is unlikely to abate in this environment, and interest rates will not change, but it won't matter if the S&P 500 continues to make money and pay its shareholders. Featured: Elon’s big $266,000 per second purchase (Ad) 
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Consumer Discretionary | |
Roblox's (NYSE: RBLX) price plunge is an opportunity for robust gains because there is no good reason for the 20% decline, and the fundamental factors driving the business remain intact. The only bad news is that revenue growth failed to beat the high bar set by analysts, and the outlook confirm... Read the Full Story |
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From Our Partners | | Bill Poulos is offering his Smart Trade Options Checklist at no cost today - normally priced at $29.97.
It's a single-page, seven-point filter designed to help traders identify weak setups before placing any options trade. Print it, keep it at your desk, and run it before every trade. The download link expires soon. | | Download your free copy of the Smart Trade Options Checklist now |
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Business Services | |
These four large-cap stocks recently announced buyback programs that are moderate to massive in size when compared to their market capitalizations. I’ll break down these new programs, as well as other important developments around these firms looking to return capital back to shareholders. A... Read the Full Story |
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Basic Materials | |
Investors have had to deal with a lot of uncertainty lately in the stock market as President Trump has rolled out the latest rounds of tariffs, targeting goods traded with China, Mexico, and Canada first. These policies have created a common view for investors that leans on inflation coming back a... Read the Full Story |
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From Our Partners | | Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 is orchestrating what analyst Porter Stansberry calls a total U.S. money reset, bypassing conventional legal channels under the guise of national security.
The last time America reset its currency - under Nixon in the 1970s - it created an average of 1,300 new millionaires a day for over 50 years. Stansberry has identified three asset categories connected to Trump's initiative that could surge, plus his single top investment move. | | Watch the documentary briefing and find out which side you land on |
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Markets | |
Alphabet Inc (NASDAQ: GOOGL), the parent company of tech giant Google, has been on a remarkable upward trajectory over the past year, with its stock climbing as much as 40%. However, yesterday’s 8% dip following the latest earnings report has caught the attention of savvy investors.
With t... Read the Full Story |
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Finance | |
In recent weeks, the stock market has seen a spike in volatility due to the latest round of tariffs being implemented by President Trump. With these sorts of geopolitical events, timing is entirely uncertain, and so are the reactions that might come from the broader financial markets worldwide. Th... Read the Full Story |
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From Our Partners | | Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the digital dollar. They gave us the timeline… 2025 to 2030. We're in that window right now.
Once the digital dollar launches, every transaction you make will be tracked. Your spending could be controlled. Your accounts could be frozen.
Over 4,500 investors have already used this legal backdoor to hold assets CBDCs can't freeze and generate yields the Federal Reserve can't touch. | | Watch how to access the legal backdoor before it closes. |
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Markets | |
BigBear.ai Holdings, Inc. (NYSE: BBAI) provides artificial intelligence (AI)-powered decision-intelligence solutions. On February 5, 2025, its stock price climbed to a 52-week high. This coincides with a climb of over 60% since the start of 2025, the appointment of a new CEO with strong governme... Read the Full Story |
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Utilities | |
The market leaves investors with plenty of hints when volatility spikes, and recently, after the technology sector’s shaky price action, it looks like the sentiment is clear. Not only that, but the tariffs being implemented by President Trump have created a volatile environment for the fores... Read the Full Story |
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Technology | |
Mid-cap fabless semiconductor company Cirrus Logic, Inc. (NASDAQ: CRUS) saw its stock climb nearly 7% on Wednesday following an impressive earnings beat reported in the after-hours on Tuesday. The strong results prompted multiple analyst upgrades, including one from Benchmark, which cited a solid ... Read the Full Story |
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Aerospace | |
RTX (NYSE: RTX) and Lockheed Martin (NYSE: LMT) are both high-quality companies that can deliver shareholder value over the long term and drive their share prices ever higher. However, business trends and analysts' sentiment indicate that RTX is a Buy for 2025 and Lockheed Martin for tomorrow. RTX... Read the Full Story |
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Industrials | |
The first quarter of 2025 is already underway, and investors across the market are probably wondering where the best place to put their capital to work is. With this in mind, a few economic and fundamental themes will point out a clear path to a particular area of the market that poses a potential... Read the Full Story |
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Friday's Early Bird Stock Of The Day Airship AI Holdings, Inc. offers AI-driven video, sensor, and data management surveillance platform in the United States. The company provides Airship Acropolis OS, an IP and analog video surveillance; Airship Command, a suite of visualization tools that allows users to view data and evidence ingested from the edge; and Airship Outpost for high-definition recording with user defined low-bit rate video stream encoding. It serves government, public sector, law enforcement, military, and commercial enterprise organizations. The company was formerly known as Super Simple AI, Inc. and changed its name to Airship AI Holdings, Inc. in March 2023. Airship AI Holdings, Inc. was founded in 2006 and is headquartered in Redmond, Washington. | | View Today's Stock Pick |
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