FRIDAY, JANUARY 30th
GOOD MORNING
As January comes to a close, the S&P 500 and other major indexes traded near record highs, pointing to a broadening rally beyond mega-cap tech. The Russell 2000 and several niche ETFs—ranging from drone-technology to precious metals plays—are outpacing the S&P so far this month.
Corporate moves and the economy offered mixed signals. Dow Inc. said it will cut about 4,500 jobs, citing a push into AI and automation and booking $600–$800 million in severance. Labor-market data stayed firm, with initial unemployment claims modestly down to 209,000. Mortgage rates ticked up to a 30-year average of 6.1% but remain near a three-year low, and the IRS expects higher average tax refunds this season, potentially boosting consumer spending.
Commodities and geopolitics added texture: crude oil and gold futures climbed, supporting energy and miners, while U.S. officials warned of China’s growing manufacturing dominance—a risk to global supply chains that investors are watching.
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TECHNOLOGY
Why Texas Instruments’ 2026 Outlook Has Wall Street Re-Rating It
Texas Instruments (NASDAQ: TXN) is on track to break out of a long-term trading range, set a new high, and embark on a significant rally. The company’s Q4 2025 earnings release and 2026 outlook not only affirmed the recovery in analog semiconductor markets but also the importance of those ma…READ THE FULL STORY
FROM OUR PARTNERS
Buy AES Immediately
A widely followed Wall Street analyst is highlighting AES Corp (AES) as a stock to watch right now, based on signals from his proprietary Power Gauge system. The model tracks factors like momentum, financial strength, and institutional activity across thousands of U.S. stocks.
He breaks down the full reasoning in a short briefing, including why AES is showing unusual strength at this stage of the market.SEE THE FULL ANALYSIS HERE
UTILITIES
NextEra Energy: Priced for Perfection, or Justified Premium?
Following a year that was generally good for utilities stocks, it is surprising that NextEra Energy Inc. (NYSE: NEE) is “only” up about 24% over the last 12 months. In fact, a significant amount of that growth has come in 2026. NEE stock is up 9.2% in the first month of the year, with about …READ THE FULL STORY
RETAIL/WHOLESALE
Carvana Drops 14% After $1B Accounting Allegations
Carvana Co. (NYSE: CVNA) shares experienced extreme volatility in trading during the last days of January 2026. The stock dropped approximately 14%, trading near $408 per share and erasing a significant portion of its gains from earlier in the year. This sharp decline creates a confusing picture…READ THE FULL STORY
FROM OUR PARTNERS
Elon Warns “America Is Broke”. Trump’s Plan Inside.
For the everyday American who’s worked hard to build their nest egg, Trump preserved a IRS loophole that allows you to protect your retirement savings before billions in American wealth are lost.
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AUTO/TIRES/TRUCKS
After +50% Return in 2025, GM Gets Off to a Strong Start in 2026
U.S. automotive giant General Motors (NYSE: GM) just saw its historic rally get another boost. In 2025, shares of GM delivered a total return of over 54%, marking the stock’s best calendar year performance since its 2010 relisting on the NYSE. The stock saw its latest surge on Jan. 27. Shar…READ THE FULL STORY
TECHNOLOGY
Microsoft Drops After Earnings—Why the Bull Case Holds
Microsoft Corp. (NASDAQ: MSFT) was one of the first “Magnificent 7” stocks to report earnings this season. Despite beating on the top and bottom lines, concerns about the return on investment from Microsoft’s robust capital expenditures (CapEx) plans have sent the stock plummetin…READ THE FULL STORY
FROM OUR PARTNERS
[URGENT!] SpaceX Going Public! – Pre-IPO Action!
A growing number of investors are paying attention to developments around private space companies and potential future public listings.
In a recent briefing, one research publisher outlines how some investors are seeking early exposure to the space economy through publicly traded assets — without waiting for a formal IPO. The presentation walks through the structure, risks, and mechanics behind this approach for those who want to understand how it works.READ THE FULL SPONSOR BRIEFING HERE
FINANCE
Capital One Stock Weak After Earnings, Brex Deal in Focus
Capital One Financial (NYSE: COF) stock is down approximately 6% one week after the bank’s earnings report on Jan. 22. For the fourth quarter of 2025, the company delivered $15.62 billion in revenue, beating expectations for $15.49 billion. However, the bottom line was a miss with earnings p…READ THE FULL STORY
TECHNOLOGY
5 Stocks to Buy in February: Last Year’s Winners Aren’t Done Yet
2026 is well underway and off to a bullish start. The S&P 500 and other major indices are ending January at record highs, and the Russell 2000 (INDEXRUSSELL: RUT), which tracks small-cap stocks, is leading the charge. The main point is that the sector rotation seen over the past 18 months is s…READ THE FULL STORY
TECHNOLOGY
Meta Soars After-Hours, Forecasting Fastest Growth Since 2021
After months of being down and out, Meta Platforms (NASDAQ: META) may have just changed the narrative around its business in a big way. In October, the Magnificent Seven stock tanked 11% after its Q3 earnings report, driven by fears of out-of-control artificial intelligence (AI) spending. However…READ THE FULL STORY
AUTO/TIRES/TRUCKS
Could Tesla’s Q4 Earnings Fuel the Next Rally?
Electric vehicle king Tesla Inc (NASDAQ: TSLA) looks set for fresh gains after its Q4 earnings report dispelled fears that its best days were behind it. With a major source of uncertainty removed, the bulls should now have more than enough ammunition to get this rally back on track. Shares of TS…READ THE FULL STORY
CONSUMER DISCRETIONARY
Is Take-Two Interactive the Last Pure-Play Gaming Stock?
European video game developer UbiSoft Entertainment (OTCMKTS: UBSFY) saw its stock plummet last week following a wave of cancellations, most notably of the “Prince of Persia: Sands of Time Remake.” UbiSoft cancelled six games in total and announced a major business reset to shrink its studio coun…READ THE FULL STORY
FRIDAY’S EARLY BIRD STOCK OF THE DAY
A Stock With Insider Buying:Wells Fargo & Company (NYSE:WFC)
Wells Fargo & Co. is a diversified and community-based financial services company, which engages in the provision of banking, insurance, investments, mortgage, and consumer and commercial finance products and services. It operates through the following segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth and Investment Management. The Consumer Banking and Lending segment offers consumer and small business banking, home lending, credit cards…
Should I Buy Wells Fargo & Company Stock? WFC Bull and Bear Case Explained
These insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of Wells Fargo & Company was last updated on Wednesday, January 28, 2026 at 6:13 PM.
Wells Fargo & Company Bull Case
- The current stock price is around $88, which may present a buying opportunity for investors looking for value in the financial sector.
- The company reported a strong earnings per share (EPS) of $1.76, exceeding analysts’ expectations, indicating robust financial performance.
- Wells Fargo & Company has shown a year-over-year revenue growth of 4.5%, suggesting a positive trend in its business operations.
- The firm has a solid return on equity of 12.90%, reflecting effective management and profitability relative to shareholders’ equity.
- With a dividend yield of 2.1% and a payout ratio of 28.71%, Wells Fargo & Company offers a reliable income stream for investors seeking dividends.
Wells Fargo & Company Bear Case
- The company’s revenue of $11.97 billion for the latest quarter fell short of the consensus estimate, raising concerns about future growth potential.
- Wells Fargo & Company has a debt-to-equity ratio of 1.05, which may indicate higher financial risk compared to its peers.
- Despite a positive EPS, the overall market sentiment towards bank stocks has been cautious, which could impact stock performance.
- Analysts have mixed ratings, with some maintaining a “hold” rating, suggesting uncertainty about the stock’s future trajectory.
- The stock has a 52-week high of $97.76, indicating that it may be trading closer to its peak, which could limit upside potential for new investors.
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