THURSDAY, FEBRUARY 5th
GOOD MORNING
U.S. trading saw heavy activity in tech and small-cap names, with NVIDIA among the most active and trading near $174.39, down about $5.96 on the session. Media and information sectors grabbed attention as The Washington Post announced it is cutting roughly one-third of its staff across departments and eliminating its sports section and several foreign bureaus.
Commodities helped set the tone for markets: March crude rose about $1.93 to settle near $65.14 a barrel on the New York Mercantile Exchange, while gold futures advanced across contracts. Agricultural and industrial metals futures showed mixed moves, underscoring continued investor focus on growth and inflation dynamics.
Policy and corporate developments added to the market backdrop. The U.S. extended the African Growth and Opportunity Act only through Dec. 31, creating short-term trade certainty. Vice President Vance said the administration is forming a trading bloc for critical minerals with price floors and financing. Meanwhile, Syria signed a memorandum with Chevron and a Qatari investor to develop its first offshore oil and gas field, a notable shift in energy geopolitics.
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TECHNOLOGY
Can Waystar Still Stand Up to Rising Competition?
At the intersection of healthcare and cloud computing, Waystar Holding Corp. (NASDAQ: WAY) has built a reputation for its powerful software-as-a-service (SaaS), helping to integrate payer networks with electronic health records. However, as the AI and cloud field has become increasingly crowded ov…READ THE FULL STORY
FROM OUR PARTNERS
What’s Changing Beneath Crypto Prices
Crypto prices are beginning to stabilize well below prior cycle highs.
Instead of sharp spikes or panic selling, major digital assets are trading in tighter ranges — a pattern that often emerges when markets start shifting from speculation toward structure.
At the same time, regulatory clarity is improving, institutional participation is rebuilding, and capital is becoming more selective. Many analysts are referring to this phase as a crypto reset, not a replay of the last cycle.CLICK HERE TO REVIEW THE FULL RESEARCH NOW
RETAIL/WHOLESALE
Is Chipotle’s 2026 Playbook the Secret Sauce for a Reversal?
Chipotle Mexican Grill (NYSE: CMG) faces hurdles, but it appears on track to sustain and accelerate growth, setting its stock price up for a major reversal. Critical details from the Q4 release and conference call include the confident tone set by CEO Scott Boatwright and the 2026 strategy outline…READ THE FULL STORY
TECHNOLOGY
Palantir and Woodward Jumped on Earnings Beats—Here Are 3 More Setups to Watch
Earnings season keeps sending the same signal: companies that beat expectations and raise guidance are being rewarded aggressively by the market. Palantir Technologies (NASDAQ: PLTR) and Woodward Inc. (NASDAQ: WWD) offered two recent examples of that dynamic—moves that help explain why inves…READ THE FULL STORY
FROM OUR PARTNERS
A Practical Options Playbook for Volatile Markets
Markets don’t move in straight lines — especially in 2026.
Policy headlines, political uncertainty, and global developments are creating sharp reactions across stocks and indexes. For options traders, those reactions can translate into income if you know how to approach them correctly.
That’s why we’ve released a new trading briefing designed specifically for this environment:TRADE THE TURBULENCE: OPTIONS STRATEGIES FOR 2026’S MARKET REACTIONS
TECHNOLOGY
SMCI Soars Post-Earnings: Head Fake, Or Sign of True Recovery?
After a precipitous slide, artificial intelligence (AI) server giant Super Micro Computer (NASDAQ: SMCI) just got some much-needed good news. Since hitting its 52-week closing high near $61 back in July of 2025, Super Micro shares had fallen around 50% through the close on Feb. 3, 2026. However, …READ THE FULL STORY
TECHNOLOGY
T-Mobile: The Buyback King’s Safe Haven Strategy
Investors are currently navigating a market field filled with landmines. Headlines are dominated by speculation about the Federal Reserve, Treasury yields that refuse to settle, and gold prices swinging wildly. The growth-at-all-costs mentality that powered the tech sector for the last decade has …READ THE FULL STORY
FROM OUR PARTNERS
CETX: Diversified Exposure to Security, Defense, and Federal Spending
Cemtrex, Inc. (NASDAQ: CETX) has completed a multi-year transformation and is now entering a phase where growth directly translates into earnings power.
Revenue has expanded from roughly $45 million to more than $76 million in just three years, gross margins have climbed above 42%, and the company has returned to operating profitability. Powered by its Vicon security platform and Advanced Industrial Services (AIS) segment, CETX is capitalizing on accelerating demand for AI-driven surveillance, cloud-based security, and mission-critical industrial execution across government and enterprise customers.SEE WHY CETX IS POSITIONING ITSELF AS A COMPELLING SMALL-CAP OPPORTUNITY FOR INVESTORS
INDUSTRIALS
Caterpillar Is Riding the Data Center Boom—But Is It Too Expensive Now?
Amid a strong year for the industrials sector, U.S. machinery giant Caterpillar (NYSE: CAT) was among the most notable standouts of 2025. Using the Industrial Select Sector SPDR Fund (NYSEARCA: XLI) as a proxy, the sector delivered a total return of around 19% last year. This ranked third among th…READ THE FULL STORY
TECHNOLOGY
The Memory Supercycle Is Here—2 Winners From 1 Breakup
While the broader stock market has spent years fixated on the processors that allow artificial intelligence (AI) to think, a massive rotation is occurring into the hardware required to provide AI with a memory. Approximately one year ago, Western Digital (NASDAQ: WDC) spun off its flash memory bus…READ THE FULL STORY
FINANCE
2 REITs That Look Attractive in a Stable Rate Environment
The Trump administration may have unintentionally thrown a bone to the real estate investment trust (REIT) industry. President Trump’s nomination of Kevin Warsh to be the next chair of the Federal Reserve provides more clarity, and more importantly, predictability to the course of rate cuts …READ THE FULL STORY
TECHNOLOGY
Why NXP Semiconductors’ Post-Earnings Dip Could Be a Buying Window
A Dutch semiconductor company reported strong Q4 2025 earnings early this week, but it’s not the one most investors think of first. ASML Holdings NV (NASDAQ: ASML) often captures market headlines due to its near-monopoly on extreme ultraviolet (EUV) light systems, but NXP Semiconductors NV…READ THE FULL STORY
TECHNOLOGY
Amphenol Stock Dropped 17% After Earnings: Opportunity or Trap?
With share prices rising nearly 107% in the last 12 months, electronic and fiber optic component manufacturer Amphenol Corp. (NYSE: APH) has increasingly presented valuation concerns for investors. At the end of January, though, APH shares quickly reversed course following the company’s latest ea…READ THE FULL STORY
THURSDAY’S EARLY BIRD STOCK OF THE DAY
A Stock With Recent Earnings Beat:MP Materials (NYSE:MP)
MP Materials Corp., together with its subsidiaries, produces rare earth materials. The company owns and operates the Mountain Pass Rare Earth mine and processing facility in North America. It holds the mineral rights to the Mountain Pass mine and surrounding areas, as well as intellectual property rights related to the processing and development of rare earth minerals. The company was founded in 2017 and is headquartered in Las Vegas, Nevada.VIEW TODAY’S STOCK PICK
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RJ Hamster 