Daily Market Wrap
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.
S&P 500, Nasdaq Drop Amid AI Spending Concerns
Stocks were mixed on Thursday, as S&P 500 and Nasdaq fell. AI spending pressures Meta’s (META) profitability.
Wall Street Rallies as Nasdaq Leads Gains on Wednesday
AI and tech stocks drove market gains on Wednesday. Oracle (ORCL) stock is a laggard in the AI space on concerns of high debt.
Beat the Street
WM 2026 Q4
Waste Management (WM) reports earnings:
Profit: $2.05 vs. $1.98 = +4%
Profit Est: $2.19 vs. $1.98 = +11%
Missed the street by $0.14
Revenue: +6%
Revenue Est: +6%
V 2026 Q4
Visa (V) reports earnings:
Profit: $3.48 vs. $2.98 = +17%
Profit Est: $3.44 vs. $2.98 = +15%
Beat the street by $0.04
Revenue: +13%
Revenue Est: +13%
SPGI 2026 Q4
S&P Global (SPGI) reports earnings:
Profit: $4.58 vs. $4.73 = -3%
Profit Est: $4.43 vs. $4.73 = -6%
Beat the street by $0.15
Revenue: +7%
Revenue Est: -6%
ECL 2026 Q4
Ecolab (ECL) reports earnings:
Profit: $2.18 vs. $2.07 = +5%
Profit Est: $2.17 vs. $2.07 = +5%
Beat the street by $0.01
Revenue: +13%
Revenue Est: +13%
SHW 2026 Q4
Sherwin-Williams (SHW) reports earnings:
Profit: $3.63 vs. $3.59 = +1%
Profit Est: $3.69 vs. $3.59 = +3%
Missed the street by $0.06
Revenue: +8%
Revenue Est: +7%
CDNS 2026 Q4
Cadence Design Systems (CDNS) reports earnings:
Profit: $2.11 vs. $1.93 = +9%
Profit Est: $2.04 vs. $1.93 = +6%
Beat the street by $0.07
Revenue: +22%
Revenue Est: +23%
AXP 2026 Q4
American Express (AXP) reports earnings:
Profit: $4.68 vs. $4.14 = +13%
Profit Est: $4.53 vs. $4.14 = +9%
Beat the street by $0.15
Revenue: +9%
Revenue Est: +9%
BE 2026 Q4
Bloom Energy (BE) reports earnings:
Profit: $0.94 vs. $0.15 = +527%
Profit Est: $0.67 vs. $0.15 = +347%
Beat the street by $0.27
Revenue: +138%
Revenue Est: +102%
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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