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š Got That DOGE In Him
Plus, how Levi's leveraged tech to predict the rise of baggy jeans...


Happy Monday 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.
š„ | US stocks fell sharply today, after Chinese startup DeepSeek released a reasoning model that reportedly outperformed ChatGPT ā developed in a fraction of the time, at a fraction of the cost.
š | One Notable Gainer: Shares of AT&T (T) added more than 6% after beating subscriber growth expectations thanks to its discounted premium plans.
š | One Notable Decliner: NVIDIA (NVDA) took the brunt of the DeepSeek fiasco. Its stock plummeted 17%, erasing nearly $600B in market cap, by far the biggest single-day drop for a US company in history.
Plus, read to the end to see what you said about this week in earningsā¦
Sponsored by Cadiz
This year, Cadiz, Inc. (NASDAQ: CDZI) is set to break ground on the Southwestās largest water pipeline. The Mojave Groundwater Bank will send affordable, reliable, and clean water to much of the region, including historically underserved communities.
Cadiz made news in November when it purchased 180 miles of steel pipe from the failed Keystone XL project. And investorsā heads turned again shortly thereafter when the Lytton Rancheria tribe announced it would invest $50 million in the project.
Itās a groundbreaking partnership (see what we did there?) that marks the first major investment by a Native American tribe in large-scale water infrastructure off tribal lands.

S&P 500 Heatmap. Credit: Finviz

All Stock Heatmap. Credit: Finviz

Global Heatmap. Credit: Finviz
MARKET MOVERS
Constellation Energy, Vistra, GE Vernova
CEG (-20.9%) / VST (-28.3%) / GEV (-21.5%) Constellation Energy, Vistra, and GE Vernova Plunge. Why AI Energy and Infrastructure Stocks Are Sliding. (Barronās)
AWK (+6.8%) American Water Works Shares Up - Here's What Happened (MarketWatch)
TSM (-13.3%) / MRVL (-19.1%) / ANET (-22.4%) Why Artificial Intelligence (AI) Hardware Winners Taiwan Semiconductor, Marvell, and Arista Networks Plunged by Double Digits Today (The Motley Fool)
OVERHEARD ON THE STREET
CNBC: The aforementioned DeepSeek temporarily limited user registrations, citing large-scale cyberattacks, after recently knocking out ChatGPT as the top free app on the Apple App Store.
WSJ: The Wall Street Journal compiled everything else you need to know about DeepSeek.
Bloomberg: The wealth of NVIDIAās CEO has dropped by $21B due to DeepSeekās record stock rout.
AP: The Federal Reserve is expected to maintain its key interest rate this week, despite President Donald Trumpās recent calls for cuts.
TOMORROWāS TRADE IDEA, TODAY

This Companyās Got That DOGE In It
New DOGE, Old Tricks
Elon Muskās new Department of Government Efficiency (DOGE) is in full swing, and Bank of America (BAC) thinks one stock in particular could benefit from its efforts: CACI International (CACI).
CACI provides services to various US federal government branches, including defense, homeland security, intelligence, and healthcare. And the six-decade-old IT firm has a knack for streamlining operations, says Bank of America.
Thatās why the bank recently reiterated its Buy rating on CACI. Its $625 price target represents around 48.5% upside from current prices.
Canāt Beat āEm? Join āEm
Some investors view CACI as a company that could potentially be on DOGEās proverbial chopping block. But BoA analyst Mariana Perez Mora believes CACI could actually help DOGE achieve its goals.
CACI is currently helping the federal government modernize its information technology systems, and Perez Mora believes utilizing its expertise could become key for DOGE to accomplish its goals.
Strong Fundamentals
Perez Mora is also bullish on CACIās recent quarterly results, which beat analyst expectations and the top and bottom lines. As a result, the company lifted its EPS projections to $24.76 per share, adding that a long backlog of projects should help earnings.
The stock is up nearly 23% over the past twelve months, but less than 5% in 2025 to date. If Bank of America analysts are correct, it could pick up steam as DOGE continues its war on government spending.
But are they all bark ā or CACI have bite?
Are you bullish or bearish on CACI (CACI) over the next 12 months? |
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ON OUR RADAR
CNN: Feeding a Super Bowl party will cost about the same this year ā unless you opt for healthier options.
AP: A trade dispute with Colombia, sparked by President Trumpās threat to impose a 25% tax, threatens flower imports just ahead of Valentineās Day.
Reuters: Prior to Trumpās anti-DEI campaign, top US firms like Meta and Walmart were already scaling back diversity efforts.
WSJ: Leviās leveraged new data infrastructure to analyze trends and predict the growing demand for looser styles, including the return of baggy jeans.
FRIDAYāS POLL RESULTS
Next week [i.e. this week], there will be more...
š©š©š©š©š©š© Earnings beats
šØā¬ā¬ā¬ā¬ā¬ Earnings misses
And, in response, you said:
Earnings misses ā
āThe current administration's attack on the way that business has been conducted by trying to get it to fit an unpopular ideology is going to be extremely disruptive and will cause instability. ā
āThe market has turned.ā
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