HAPPY WEDNESDAY TO THE STREET
Amazon’s (AMZN) warehouse robot is clocking out. Blue Jay, unveiled in October, is already paused. The company is shifting focus to a smaller, modular same-day system built for flexibility and grocery runs. Turns out, robots might not scale as easily as chatbots.
🟩 | US stocks rose today, buoyed by a slight bounce-back in tech sector trading activity.
📈 | One Notable Gainer: Wingstop’s (WING) stock grew wings after posting an upbeat FY 2026 outlook.
📉 | One Notable Decliner: Palo Alto Networks (PANW) tumbled after slashing its forecast for the current quarter.
— Brooks & Cas
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MARKET SNAPSHOT
All Stock Heatmap. Credit: Finviz
PREDICTION MARKET SNAPSHOT
Political fallout now trades in real time. After a heated hearing over the Epstein files, Pam Bondi’s chances of leaving the Cabinet have climbed on prediction markets. Trump is praising her. Lawmakers are not.
In modern politics, reputation moves fast. So do the betting lines.
Market Movers
NVIDIA, MOODY’S, AXCELIS
Moody’s (MCO) delivered a Q4 earnings and revenue beat.
Axcelis Technologies (ACLS) plummeted on lackluster Q1 earnings and revenue guidance.
Madison Square Garden Sports (MSGS) surged on news that it is exploring a spinoff of the New York Knicks from the New York Rangers.
Republic Services (RSG) issued 2026 earnings and revenue forecasts that trailed consensus.
Tomorrow's Trade Idea, Today
RESILIENT BY DESIGN
Stock Spotlight
AI Fears Overdone
Cadence Design Systems is a provider of electronic design automation (EDA), a set of software, hardware, and services essential for designing semiconductors.
It’s among the many software stocks that took a hit on AI disruption fears. But Bank of America believes Cadence remains protected by design.
The firm sees no signs that customers are reducing EDA usage. Instead, it argues, rising AI-driven chip complexity could actually increase R&D spending and the share allocated to design software.
Cadence’s deep integration with customers and years of chip design data create high switching costs. Recent earnings beat and strong guidance reinforce the bank’s long-term case.
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OVERHEARD ON THE STREET
🏦 FOMC minutes showed Federal Reserve officials split on rate policy, with some favoring a pause while others are open to hikes if inflation stays elevated.
Kalshi Odds: “Fed decision in March?”
🟨 | Fed maintains rate: 92%
🟥 | Cut 25bps: 7%
⚖️ Mark Zuckerberg testified that Meta no longer sets time spent goals, defending against allegations that his platforms harmed underage users.
🔋 A coalition of health and environmental groups sued the EPA over its repeal of the 2009 endangerment finding underpinning US climate rules.
TUESDAY’S POLL RESULTS
Are you bullish or bearish on AeroVironment (AVAV) over the next 12 months?
▇▇▇▇▇▇ 🐂 Bullish
▇▇▇▇▇▇ 🐻 Bearish
And, in response, you said:
🐂 Bullish — “The thesis for them seems strong; I don't see the drone 'environment' going anywhere but 'up', at least for the foreseeable future.”
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