Good MorningThe headline economic data was mixed: the U.S. added a surprisingly strong 130,000 jobs last month, but downward revisions trimmed 2024-25 payrolls by hundreds of thousands. That contradiction keeps markets and the Fed on edge as they weigh whether labor-market cooling will take hold and how that influences rate expectations.
Corporate news added flash points. Kraft Heinz said it is pausing a planned split to focus on profitable growth, and the stock tumbled about 5.2% on the move and the company’s disappointing outlook. Earnings season remains front and center, with several large caps reporting this week and investors watching guidance for signs that can move the S&P 500, which has shown only modest YTD gains.
Geopolitical and supply-chain headlines also mattered for market risk. A Dutch court ordered an investigation into chipmaker Nexperia, raising fresh concerns for semiconductor and auto supply chains, while U.S. authorities briefly closed then reopened El Paso airspace after reported cartel drone activity—events that could spur short-term volatility for airlines and industrials. Featured: The Calm Before the Rotation — What’s Quietly Building Now (Stock Wire News) (Ad) 
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Technology | |
Fears of AI disruption have set up a buying opportunity in Cloudflare (NYSE: NET) stock that may quickly evaporate, as the Q4 2025 results and 2026 guidance were robust. AI is disrupting the Internet, flooding it with agents, and, in the words of Cloudflare’s CEO, it is driving a virtual fly... Read the Full Story |
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From Our Partners | | Major banks have slashed their gold price targets - Morgan Stanley to $4450, JPMorgan to $4500 - after predicting $6000 gold earlier this year.
Ross Givens, a former Wall Street insider, says bank targets tend to follow price rather than lead it. He still expects gold to reach $10000 an ounce this cycle.
Givens points to a backdoor asset that gained 846%, 1668%, and 1915% in the last gold cycle. | | See the trade Ross Givens recommends for this gold cycle now |
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Technology | |
Shopify’s (NASDAQ: SHOP) Q4 2025 earnings report is a thing of beauty, revealing that AI disruption is a good thing, at least for companies positioned to monetize it as effectively. Shopify, a leading provider of eCommerce solutions for businesses of all sizes, has implemented AI throughout ... Read the Full Story |
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Technology | |
In a market sector recently defined by volatility and skepticism, Dynatrace (NYSE: DT) has effectively separated itself from the pack. While many software companies struggle to justify their valuations amid slowing IT budgets, the observability leader delivered a decisive beat-and-raise report for... Read the Full Story |
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From Our Partners | | MindWalk Holdings (NASDAQ: HYFT) is applying AI to drug discovery, and its customer base already includes 19 of the top 20 global pharmaceutical companies.
The company's HYFT technology maps roughly 660 million biological patterns and 25 billion relationships. Q1 fiscal 2027 revenue hit $3.8 million, with gross margin improving to 59 percent in its fifth consecutive quarter of year-over-year growth.
A new OpenFold3 deployment delivered about 5x faster antibody-antigen inference, and a $30 million revolving credit line, free of warrants or equity conversion, adds fuel for expansion. | | Take a closer look at HYFT before AI reshapes drug discovery. |
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Industrials | |
If there’s an AI bubble, the memo never got to Vertiv (NYSE: VRT) or the companies with which it does business. The company delivered an earnings report and guidance that shows demand for its cooling systems is strong. That supports the idea that in this, or in any market, it pays to buy the... Read the Full Story |
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Industrials | |
Simpson Manufacturing (NYSE: SSD) is a mid-cap stock in rally mode and on track to set fresh all-time highs this year. While 2026 growth is expected to be tepid, the company’s earnings quality is improving, cash flow is healthy, and capital returns are flowing. Capital return is a critical d... Read the Full Story |
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From Our Partners | | When Moonshot AI's new model rattled overnight markets, stocks gapped down 1 percent before the open, and history shows the story doesn't end there.
Between 9 30 and 9 50 AM, Wall Street settles nearly 25 percent of the day's total volume in a single 20 minute window, often revealing market direction for the rest of the morning.
A former money manager breaks down the floor data behind this pattern, including a June 25th session where inflation surged past 4 percent and the market moved just 0.3 percent afterward. | | Watch the full video breakdown before access is taken down |
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Industrials | |
While the stock market has spent the last two years obsessed with microchips and artificial intelligence (AI) software, a quiet revolution has taken place in the physical world. The massive data centers required to run AI models have an insatiable appetite for electricity, and the aging global pow... Read the Full Story |
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Energy | |
Williams Companies (NYSE: WMB) stock is up about 1.8% in midday trading after the company reported its fourth quarter and full-year 2025 earnings. The headline numbers were mixed.
Adjusted earnings per share of 55 cents came in 2 cents below the forecast of 57 cents. However, revenue of $3.2 bi... Read the Full Story |
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Communication Services | |
Warner Bros. Discovery (NASDAQ: WBD) is currently the most-watched stock on Wall Street. After spending much of the last two years trading in the single digits, the entertainment sector giant has staged a recovery. As we enter the middle of February, shares are hovering near $28. This resurgence... Read the Full Story |
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Industrials | |
For the past two years, the stock market has been obsessed with the brains of the artificial intelligence (AI) revolution. Investors poured billions into companies designing advanced chips and building large language models, driving valuations to historic highs. However, while the market focused o... Read the Full Story |
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Technology | |
Software stocks got hammered in 2025 and early 2026 because of AI disruption fears. However, as legitimate as the concern may be, the corresponding sell-off was driven by emotions. The depth of the declines was an overreaction, and as a result, software stocks have overextended and are primed to r... Read the Full Story |
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Thursday's Early Bird Stock Of The Day UMH Properties, Inc., which was organized in 1968, is a public equity REIT that owns and operates 135 manufactured home communities containing approximately 25,800 developed homesites. These communities are located in New Jersey, New York, Ohio, Pennsylvania, Tennessee, Indiana, Michigan, Maryland, Alabama, South Carolina and Georgia. UMH also has an ownership interest in and operates two communities in Florida, containing 363 sites, through its joint venture with Nuveen Real Estate | | View Today's Stock Pick |
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