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Plus, Zuck pulls a Musk...


Happy Friday afternoon to everyone on The Street. Here's a snapshot of where markets ended the trading session, plus tomorrow's trade idea delivered to you today.
đ„ | US stocks fell to end the week following another sticky inflation report and news that President Donald Trump plans to proceed with his long-promised tariffs tomorrow.
đ | One Notable Gainer: Collaboration software company Atlassianâs (TEAM) stock popped nearly 15% to a 52-week high on a big earnings beat showing strong cloud and data center growth from AI demand.
đ | One Notable Decliner: Walgreens (WBA) shares tumbled more than 10% after the pharmacy chain paused dividend payments as part of its turnaround efforts.
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S&P 500 Heatmap. Credit: Finviz

All Stock Heatmap. Credit: Finviz

Global ADR snapshot. Credit: Finviz
MARKET MOVERS
Deckers, AbbVie, Chevron
DECK (-20.5%) Deckers hikes its yearly outlook. Wall Street still has questions about demand. (MarketWatch)
ABBV (+4.7%) AbbVie forecasts 2025 profit above estimates on newer immunology drugs (Reuters)
CVX (-4.6%) / XOM (-2.5%) Chevron, Exxon Yearly Profits Down as Investor Payouts Hit Fresh Highs (WSJ)
BEN (+10.4%) Franklin Resources Q1 earnings beat as outflows remain elevated (SeekingAlpha)
GWW (-5.6%) W.W. Grainger Posts Q4 Sales In Line With Estimates But Stock Drops (YF)
OVERHEARD ON THE STREET
Reuters: PCE inflation saw its largest monthly increase since April in December, signaling the Fed may delay interest rate cuts further.
CNBC: President Trump said he would proceed with tariffs on goods from Canada and Mexico starting tomorrow, but oil imports may not be included.
WSJ: The fatal collision between an American Airlines flight and Army helicopter near DC reignited safety concerns about the regionâs congested airspace.
CNN: About 18,000 Teamsters are poised to strike at 56 Costco stores across six states tomorrow, potentially the largest retail strike in US history.
TOMORROWâS TRADE IDEA, TODAY

Barronâs Says Itâs Time To Plug Into Amphenol
Market Overreaction
Amphenol (APH), an industry leader in connectors and sensors for DI-driven industries, has seen its stock soar nearly 180% over the past five years thanks to the AI boom.
However, the success of Chinaâs DeepSeek AI model recently caused the stock to drop sharply. It finished down by more than 8% this week.
Notably, the falloff came days after the company delivered outstanding Q4 results, which were quickly overshadowed by the broad rout. But Barronâs argues that the market is overreacting â and now is a great time to buy the stock.
More To Offer Than Just AI
TD Cowen analyst Joe Giordano thinks Amphenolâs AI sales alone will reach more than $1 billion this year. However, the company is much more than just an AI stock.
While much of its recent growth was delivered by data centers, it also operates in the commercial aerospace, mobile devices, and defense spaces. It is also likely to continue expanding through acquisitions, which has been a big part of its success over the last ten years, Barronâs reports.
For instance, it is expected to close on a deal to purchase CommScope Holdingâs mobile networks business in the first half of this year, which should add another $1 billion in annual sales.
Expanding Revenue and Margins
The company currently has around $2 billion in annual free cash flow and $3.3 billion in cash, with just around $6.8 billion in debt. This suggests that it could be debt-free in around three years, allowing it to continue to prioritize acquisitions.
FactSet data shows that Amphenol should be able to increase its revenue by 13% annually through 2026, and is likely to expand its margins to 23% over the same period. Thanks to its buyback programs, analysts believe its EPS will hit $2.54 in 2026.
Analyst William Stein has given the stock a price target of $102, representing around 44% upside from todayâs close. Amphenolâs bumpy start to the year might just mean now is the perfect time to plug in.
Are you bullish or bearish on Amphenol (APH) over the next 12 months? |
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The $95 billion global music ecosystem is evolving. You deserve a front-row seat for the show.
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ON OUR RADAR
CNBC: Trump Media gifted shares to six board members, including FBI director nominee Kash Patel, raising concerns of political conflict of interest.
AP: Shell is shuttering an offshore wind farm project in New Jersey, marking the first significant consequence of Trumpâs actions against the industry.
Bloomberg: JPMorgan plans to deliver $4B in gold bullion next month as concerns over import tariffs drive a global rush to ship metal to the US.
WSJ: Meta Platforms is in talks to reincorporate in Texas or another state, following a similar move by Elon Musk with his companies.
THURSDAYâS POLL RESULTS
Are you bullish or bearish on MicroStrategy (MSTR) over the next 12 months?
đ©đ©đ©đ©đ©đ© đ Bullish
đšđšđšđšâŹâŹ đ» Bearish
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