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𧿠Bad Omen or Buying Opportunity?
Plus, 30-second Super Bowl ads are going for... how much?!


Happy Wednesday 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.
đĽ | US stocks fell today on the heels of the Fedâs first interest rate decision of 2025: a pause.
đ | One Notable Gainer: Starbucks (SBUX) was piping hot, with its stock adding 8.1% an earnings beat and optimism for new CEO Brian Niccolâs âback to Starbucksâ strategy.
đ | One Notable Decliner: NVIDIA (NVDA) shares gave up much of yesterdayâs bounce-back gains, shedding another 4%, just two days after notching the worst single-day market cap hit in US history.
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S&P 500 Heatmap. Credit: Finviz

All Stock Heatmap. Credit: Finviz

Global ADR snapshot. Credit: Finviz
MARKET MOVERS
Trump Media, Moderna, Frontier
DJT (+6.8%) Trump Media Announces New Push Into Finance to Support the âPatriot Economyâ (WSJ)
MRNA (-9.4%) Moderna Stock Falls After Goldman Downgrade. Vaccine Sales Are a Worry. (Barronâs)
ULCC (+5.3%) Frontier Airlines proposes merging with bankrupt Spirit â again. Spirit says no (CNBC)
TMUS (+6.3%) Starlink connectivity is coming to iPhone via T-Mobile (Mashable)
FFIV (+11.4%) F5 rockets on software expansion, AI emerges as potential catalyst (SeekingAlpha)
OVERHEARD ON THE STREET
WSJ: The Federal Reserve held rates steady, with Chair Jerome Powell adding, âWe do not need to be in a hurry to adjust our policy stance.â
CNBC: The White House rescinded a memo ordering a freeze on federal grants and loans but confirmed that a "federal funding freeze" remains in effect.
Reuters: Waymo, Alphabet's self-driving unit, plans to expand testing of its autonomous technology to over 10 new cities in 2025.
TOMORROWâS TRADE IDEA, TODAY

DeepSeek Panic: Bad Omen or Buying Opportunity?
Canât Slow the Bulls
Investors woke this week to a market rocked by Chinese AI company DeepSeek.
The firmâs open-source LLM, reportedly developed for just $6 million in around 2 months, jumped ahead of ChatGPT as the most downloaded free app in the Apple (AAPL) app store. Many tech and AI-adjacent stocks went tumbling as a result. Could this rout signal the AI bubble is finally bursting?
Many analysts are confident thatâs not the case. Guggenheimâs Shahriar Pourreza argued these stocksâ fundamentals remain strong, while Stifelâs Erik Rasmussen said investors panic-sold AI stocks.
In fact, the overwhelming sentiment from Wall Street following the selloff was that some stocks may actually benefit from DeepSeekâs emergence â and now could be the perfect time to buy the dip.
Buy the Dip?
NVIDIA (NVDA) shares are down nearly 13% since Fridayâs close, which could potentially be a rare discount for the mega-cap. But this snafu may be a chance to snap up more than just blue chips.
Amid Mondayâs market chaos, JPMorgan (JPM) analyst Samik Chatterjee upgraded networking company Cienaâs stock to Overweight and lifted his price target to $88 per share.
The stock dropped around 21% during Mondayâs trading, and closed today at just over $81. But the analyst views the price drop as a great entry point for investors and believes DeepSeek will have a negligible impact on the company's fundamentals.
Chatterjee also added Cienaâs capex is recovering faster than others in its industry, which should drive further growth. The analyst has a 61% success rate, per TipRanks.
Buy the Rip?
Unlike many tech stocks yesterday, Apple (AAPL) was actually up more than 3% on the day. According to Bank of America (BAC), thatâs for good reason.
The bank said iPhone users have an âLLM in their pocketâ. Because of this, analyst Wamsi Mohan thinks DeepSeek could actually boost Appleâs bottom line.
According to Mohan, if DeepSeek is truly able to lower the cost of AI while creating better models, Appleâs devices could benefit. Baird analyst William Power added that Apple should be less affected by AI competition than its peers. After all, its AI products havenât exactly gone over gangbusters.
DeepSeek may be the most sought-after app in the world right now. But investors might not have to dig deep to seek other stocks that could benefit.
Will DeepSeek ultimately prove a headwind or a tailwind for the US tech sector? |
Sponsored by NanoViricides
Fears of a bird flu outbreak are rising. But even the mercurial H5N1 Influenza A virus would not be able to escape NanoViricidesâ (NYSE: NNVC) NV-387 drug.
The broad-spectrum antiviral drug has already been found to be able to cure lethally RSV-infected mice, and now the company has engaged a CRO to conduct a Phase II clinical trial and advance it further into the regulatory pipeline.
NNVCâs treatment could solve the greatest problem in antiviral countermeasures at the perfect time. Yet it remains an oft-overlooked small-cap â with an unbelievably low stock price to boot.
It doesnât get more ground floor than this.
But can NanoViridices live up to its sky-high potential?
ON OUR RADAR
BBC: President Trump offered federal workers the option to resign by Feb. 6 and receive up to eight months of pay.
AP: Trumpâs Transportation Secretary Sean Duffy ordered a reversal of federal fuel economy standards for cars and pickups, in place since the 1970s.
CNN: Fox has sold out Super Bowl ad spots for February 9, with over 10 commercials going for a record $8M each.
TUESDAYâS POLL RESULTS
Are you bullish or bearish on Twilio (TWLO) over the next 12 months?
đŠđŠđŠđŠđŠđŠ đ Bullish
đ¨đ¨đ¨đ¨đ¨âŹ đť Bearish
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