Good MorningMarket activity was light last week despite an FOMC rate decision and President Trump’s pick for Fed Chair. Jerome Powell signaled less urgency to cut rates, pointing to expectations for solid growth, inflation that should eventually recede, and stable labor markets. Trump’s choice of Kevin Warsh adds a new wrinkle, since he’s widely viewed as more rate-cut friendly, though it’s still uncertain how much the broader committee would follow that lead.
The market’s response was muted. The S&P 500 notched an all-time high mid-week but didn’t hold it, finishing the week sideways near record levels and printing a small spinning top candle that reflects indecision. Beneath the surface, rotation remains the theme: many prior leaders are struggling as profits are taken, while other stocks advance. Mixed earnings have increased the divergence, rewarding outperformance and punishing weakness, as exemplified by Microsoft, which declined over 7.5% for the week.
This week’s spotlight is split between labor market data and a packed earnings calendar. Key reads include NFP, Challenger, JOLTs, and weekly jobless claims, alongside auto sales and ISM manufacturing and services reports. On the earnings watchlist, Disney, Rambus, PepsiCo, AMD, and Chipotle are all in focus, with investors paying close attention to guidance and AI-related demand signals, especially across semiconductors. Featured: 25 candidates screened. 5 made it. (Ad) 
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Consumer Discretionary | |
Investors have been waiting for that blowout earnings report. It just might have come in a place they weren’t expecting. Deckers Outdoor Corp. (NYSE: DECK) stock surged 14.2% in after-hours trading after the company posted record numbers on the top and bottom lines in its third-quarter earni... Read the Full Story |
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From Our Partners | | One fund holds Nvidia, CrowdStrike, Palantir and other major AI names, and pays a 34% annualized distribution rate.
Instead of guessing which AI stock wins, this fund delivers income every single Thursday, up to $1,051 a month.
Chief Income Strategist Tim Plaehn breaks down what's inside the fund and how the weekly payouts work. | | Watch the free video to see how the weekly payouts work |
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Energy | |
Chevron Corporation (NYSE: CVX) delivered mixed results in its fourth-quarter earnings report. The integrated oil giant had a slight miss on revenue, but earnings came in above expectations. Several metrics were also lower year-over-year, which coincided with lower oil prices in 2025.
However, ... Read the Full Story |
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Consumer Staples | |
Altria Group, Inc. (NYSE: MO) stock is off to a strong start in 2026, up more than 7.3%. However, MO stock was down nearly 3% in midday trading on Jan. 29, as the company’s earnings were flat year-over-year (YOY).
The setup heading into earnings was whether the company could shift investor ... 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.
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Markets | |
The market rotation out of stocks heavily leveraged to AI—such as the Magnificent Seven—and into defensive corners of the market has continued into the new year. In turn, those inflows have helped sectors such as energy, materials, and consumer staples lead the way over the past month.... Read the Full Story |
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Industrials | |
Power and electrification company GE Vernova (NYSE: GEV) was a standout performer in 2025, delivering a total return of approximately 99%.
Shares are already up by almost 10% in 2026, buoyed by the company’s latest earnings report.
GE Vernova continues to see explosive demand in its Pow... Read the Full Story |
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From Our Partners | | Rumors are circulating that Elon Musk is preparing to acquire three publicly traded companies.
Dr. Mark Skousen, who met Musk in person and called the SpaceX listing months early, says he has identified all three targets in what he calls Elon's $2.1 Trillion Hit List.
See the three companies before the rumors become headlines. | | Get the details on all three companies now |
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Technology | |
Valuation concerns capped ServiceNow (NYSE: NOW) price action in 2025, setting up a correction and buying opportunity unfolding in 2026. The Q4 release not only affirmed the company’s strengths but also its longer-term outlook and deepening value. Trading at approximately 30x earnings today,... Read the Full Story |
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Finance | |
While U.S. equities have struggled to gain meaningful traction this year, several emerging markets have delivered strong outperformance. A large part of that strength has come from renewed interest in commodities and non-dollar assets. Buying commodities, from gold to industrial metals, often acts... Read the Full Story |
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Markets | |
One year ago, President Donald Trump was being heralded as the United States’ first crypto president. His deregulatory platform was expected to be a boon for stocks in the financials sector as well as the crypto industry.
But things did not go quite as planned. In 2025, financials ranked ... Read the Full Story |
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Technology | |
Would you invest in a company that sells only about 40 units of its product annually? If it's a large defense contractor selling jets to the government, that is a substantial sales quota. But what about a machine that shoots lights onto semiconductors? That might not seem impressive at first, but ... Read the Full Story |
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Finance | |
SoFi Technologies Inc. (NASDAQ: SOFI) surged more than 5% in pre-market trading after delivering another strong quarter. Earnings per share (EPS) of 13 cents beat expectations for 11 cents by 18%. It was also a 160% improvement on a year-over-year (YOY) basis.
But the number generating the most... Read the Full Story |
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Monday's Early Bird Stock Of The Day Energy Transfer LP provides energy-related services. The company owns and operates natural gas transportation pipeline, and natural gas storage facilities in Texas and Oklahoma; and approximately 20,090 miles of interstate natural gas pipeline. It also sells natural gas to electric utilities, independent power plants, local distribution and other marketing companies, and industrial end-users. In addition, the company owns and operates natural gas gathering pipelines, processing plant, and treating and conditioning facilities in Texas, New Mexico, West Virginia, Pennsylvania, Ohio, Oklahoma, Arkansas, Kansas, Montana, North Dakota, Wyoming, and Louisiana; natural gas gathering, oil pipeline, and oil stabilization facilities in South Texas; and transports and supplies water to natural gas producer in Pennsylvania. Further, it owns 5,700 miles of natural gas liquid (NGL) pipeline; NGL fractionation facilities; NGL storage facilities; and other NGL storage assets and terminal. Additionally, the company provides crude oil transportation, terminalling, acquisition, and marketing activities; owns and operates approximately 14,500 miles of crude oil trunk and gathering pipelines in the Southwest, Midcontinent, and Midwest United States; and sells and distributes gasoline, middle distillate, and motor fuels and other petroleum products. It also offers natural gas compression services; carbon dioxide and hydrogen sulfide removal services; and manages coal and natural resources properties, as well as sells standing timber, leases coal-related infrastructure facilities, collects oil and gas royalty, and generate electrical power. The company was formerly known as Energy Transfer Equity, L.P. and changed its name to Energy Transfer LP in October 2018. Energy Transfer LP was founded in 1996 and is headquartered in Dallas, Texas. | | View Today's Stock Pick |
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