Good MorningA broad, cyclical upswing looks to be taking shape as tax relief, improving profitability, resilient economic conditions, and still-reasonable valuations support a rally that is widening beyond mega-caps. The more powerful setup is the potential for positive feedback loops, where steady labor markets support confident consumers and spending, and that strength feeds back into growth and earnings.
On the macro side, the Atlanta Fed’s GDPNow points to Q4 GDP accelerating to above 5.25%, while weekly jobless claims have trended near long-term lows. Inflation leaned constructive, with headline CPI at 2.7% and core CPI at 2.6%, versus expectations for a firmer print. Rate-cut odds remain muted near term, with CME data implying a 5% chance of a January cut, about 65% of a cut by June, and roughly 70% of two cuts by year-end.
Earnings remain the key catalyst, and the outlook has strengthened, with consensus tracking roughly 15% growth and acceleration expected into the back half of the year. The small-cap setup is notable too, with Russell 2000 earnings forecasts averaging 15% to 20% and some estimates running higher, alongside a longer-term upside target near 3,650. This week’s watchlist includes 3M on Tuesday, Johnson & Johnson and Halliburton on Wednesday morning, Abbott on Thursday, and Intuitive Surgical on Thursday after the close. Featured: The options guide that actually starts at the beginning (Ad) 
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Markets | |
With the S&P continuing its upward climb into 2026 despite broad economic uncertainty, investors who feel bullish may be able to capitalize on ascending stocks and commodities with the help of leveraged exchange-traded funds (ETFs).
At the same time, these ETFs present an unusually high level... Read the Full Story |
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Technology | |
Penny stocks attract speculative investors looking for high-risk/high-reward opportunities. That means looking for companies with disruptive technologies, that are part of an emerging trend, or ones that have a compelling turnaround story. Many of these companies will never survive or scale, but i... Read the Full Story |
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Communication Services | |
In the middle of January, Spotify Technology (NYSE: SPOT) made a decisive move in the U.S. streaming market. The company announced it will raise the price of its Individual Premium plan from $11.99 to $12.99 per month. This change, effective in February, marks the third price adjustment in recent ... Read the Full Story |
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From Our Partners | | Palantir, Micron and SanDisk show how fast a stock can become the trade everyone suddenly wants. That's often when investors make their costliest mistake: arriving after the easy part of the move is gone.
A new premium eBook flags 7 stocks that may be worth knowing about before the broader crowd catches on. You don't need to buy any of them - just knowing what's quietly gaining attention can be useful. | | See the 7 stocks on the watchlist while it's still free |
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Markets | |
Since Amazon (NASDAQ: AMZN) launched Amazon Web Services, or AWS, in the early 2000s, tech companies have been jockeying for cloud computing market share.
But over the past year, for the stocks of companies involved in cloud computing, the results have been mixed at best. For investors looking t... Read the Full Story |
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Technology | |
The software sector has already seen more carnage this month than the finale of Game of Thrones, and we’re still only halfway through January. While many stocks in this industry have been suffering extended drawdowns since early 2025, big software companies received even more bad news this w... 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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Markets | |
For investors focused on building long-term, compound returns, the strategy has shifted in recent years. Whilst buying a high-quality S&P 500 ETF still remains a Buffett-approved approach, several new options have recently become available for compound-focused investors.
Investors can now ca... Read the Full Story |
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Real Estate | |
Affordability is the key issue in 2026, which, to many Americans' chagrin, is another election year. Housing is front and center in this debate. Home prices remain stubbornly high, and mortgage rates, though easing slightly, are still challenging for first-time buyers.
The larger issue comes do... Read the Full Story |
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Healthcare | |
Unusual market activity is often the first sign that big changes are coming to a stock. Professional traders and large institutions frequently use the options market to place high-conviction bets before major news becomes public. On Jan. 15, 2026, AbbVie Inc. (NYSE: ABBV) experienced one of thes... Read the Full Story |
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Finance | |
When it comes to long-time behemoths in the financial sector, The Goldman Sachs Group (NYSE: GS) put up a standout performance in 2025. Overall, the stock’s total return was nearly 57%. Among more than 20 U.S. financial stocks with market capitalizations above $100 billion, Goldman provided ... Read the Full Story |
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Technology | |
When Taiwan Semiconductor Manufacturing Company (NYSE: TSM) (TSMC) released its fourth-quarter earnings in mid-January 2026, most mainstream financial news outlets focused entirely on the bottom line. While a net profit of $16 billion is an impressive figure, it is not the data point that sophisti... Read the Full Story |
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Monday's Early Bird Stock Of The Day Twilio Inc., together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. It operates through two segments, Twilio Communications and Twilio Segment. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, flex, marketing campaigns, and user identity and authentication. It also offers software products to build direct, personalized relationships with their end users, such as segment, a platform that provides tools for first-party data by unifying real-time information collected; and engage, an automation platform for the delivery of omnichannel campaigns. Twilio Inc. was incorporated in 2008 and is headquartered in San Francisco, California. | | View Today's Stock Pick |
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