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 case for trading fewer setups, not more (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 | | Oracle runs 15,000 stocks through the same filter every single day, scanning for precise setups before the opening bell - no emotion, no guesswork.
Tim Bohen, Lead Trainer at StocksToTrade, is walking through this week's flagged setups and showing exactly how the scanner works in a live training right now. | | Watch the scanner in action and join the live training 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 | | Every morning before the market opens, a scanner called Oracle runs through 15,000 stocks and scores the setups — so there's already a plan in place by 6:15 a.m.
Lead Trainer Tim Bohen of StocksToTrade is walking through exactly how Oracle works and how regular traders are using it in a training running right now. | | Watch the Oracle training now and see how the scanner works |
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Technology | |
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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Construction | |
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 | | The U.S. government has taken roughly a 10% stake in Intel, negotiated a 15% cut of Nvidia and AMD chip sales to China, and reportedly received a 5% ownership offer - worth around $40 billion - from the most valuable AI company on earth.
Porter Stansberry calls it the New U.S.A.I. - a state-backed arrangement where Washington and a handful of tech giants are fused at the balance sheet. A small number of companies get pulled inside. Everyone else gets frozen out, including names sitting in your index fund right now. | | Watch the documentary to see which companies are on the right side |
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Energy | |
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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Consumer Discretionary | |
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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Energy | |
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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