Daily Market Wrap
Wall Street Ends in the Red as Tech Stocks Drag Down the Market
Tech stocks led the market lower amid growing AI concerns. E-commerce sales fueled Walmart’s (WMT) 19% profit growth.
Stocks Rise as Fed Keeps Benchmark Interest Rate Unchanged
Stocks rose on Wednesday as Fed holds rates steady. Datadog (DDOG) saw revenue growth accelerate as companies monitor AI.
Tech and Chip Stocks Lift Market as Investors Await Earnings and Fed Decision
Stocks rose on tech gains on Tuesday as investors await Fed policy move. Costco (COST) stock has been stuck in neutral for years.
The Stock Market Rose Monday With Technology and AI Stocks Leading the Way
Technology and AI stocks rose today after Anthropic filed for an initial public offering. Lumentum (LITE) jumped more than 8%.
Stocks Sink Rising Oil Prices and Treasury Yields Weigh on Markets
Stocks fell on Friday amid rising oil prices and bond yields. Rubrik (RBRK) builds a new AI security business as bad AI agents exploit.
Beat the Street
AMZN 2026 Q4
Amazon (AMZN) reports earnings:
Profit: $1.89 vs. $1.95 = -3%
Profit Est: $1.96 vs. $1.95 = +1%
Missed the street by $0.07
Revenue: +12%
Revenue Est: +12%
MA 2026 Q4
Mastercard (MA) reports earnings:
Profit: $5.31 vs. $4.38 = +21%
Profit Est: $5.15 vs. $4.38 = +18%
Beat the street by $0.16
Revenue: +14%
Revenue Est: +12%
LLY 2026 Q4
Eli Lilly (LLY) reports earnings:
Profit: $7.48 vs. $7.02 = +7%
Profit Est: $9.78 vs. $7.02 = +39%
Missed the street by $2.30
Revenue: +39%
Revenue Est: +26%
STRL 2026 Q4
Sterling Infrastructure (STRL) reports earnings:
Profit: $7.58 vs. $2.97 = +155%
Profit Est: $5.60 vs. $2.97 = +89%
Beat the street by $1.98
Revenue: +127%
Revenue Est: +71%
NOW 2026 Q4
ServiceNow (NOW) reports earnings:
Profit: $1.00 vs. $0.96 = +4%
Profit Est: $1.03 vs. $0.96 = +7%
Missed the street by $0.03
Revenue: +21%
Revenue Est: +18%
MSFT 2026 Q4
Microsoft (MSFT) reports earnings:
Profit: $4.89 vs. $4.13 = +18%
Profit Est: $4.70 vs. $4.13 = +14%
Beat the street by $0.19
Revenue: +19%
Revenue Est: +17%
GOOGL 2026 Q4
Alphabet (GOOGL) reports earnings:
Profit: $2.12 vs. $3.10 = -32%
Profit Est: $3.01 vs. $3.10 = -3%
Missed the street by $0.89
Revenue: +25%
Revenue Est: +24%
APH 2026 Q4
Amphenol (APH) reports earnings:
Profit: $0.80 vs. $0.47 = +72%
Profit Est: $0.69 vs. $0.47 = +48%
Beat the street by $0.11
Revenue: +65%
Revenue Est: +49%
Stock of the Week
Lumentum (LITE) Is Seeing Profit Estimates Surge as AI Optical Demand Expands
Lumentum (LITE) is a key player in the buildout of datacenters as its light-based products help data travel longer distances.
TJX (TJX) Stock Free Falls, But Now the Stock is at its Biggest Discount in Years
TJX (TJX) stock has tanked following earnings as sales growth was slow at TJ Maxx and Marshalls. Is now the time to buy TJX? Yes.
Cadence Design Systems (CDNS) Helps NVIDIA and Tesla Design Electronics
Cadence Design Systems (CDNS) software helps companies design electronics, including semiconductors. Now the stock is on a dip.
Stock of the Week
Each week we highlight a stock that stands out from the crowd and give FREE access to the Research Report:
Lumentum (LITE) Is Seeing Profit Estimates Surge as AI Optical Demand Expands
Lumentum (LITE) is a key player in the buildout of datacenters as its light-based products help data travel longer distances.
Growth Stock Newsletter
David Sharek’s Top Ten Growth Stocks for 2025
Here’s my Top Ten growth stocks heading into 2025. This year’s list is dominated by big name tech stocks with some fresh ideas mixed in.
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