HAPPY TUESDAY TO THE STREET
Air taxis are changing course… toward the courtroom. Archer Aviation (ACHR) is suing Vertical Aerospace (EVTL), alleging its new Valo aircraft copies Archer’s Midnight design. New frontier, familiar battleground.
🟩 | US stocks rebounded today as sentiment on AI’s disruptive potential for the software sector seemed to turn a corner.
📉 | One Notable Decliner: Freight firm Expeditors International of Washington (EXPD) led the S&P 500 in declines after increased hiring led to higher-than-hoped Q4 expenses.
— Brooks & Cas
Sponsored by GACW
Global Air Cylinder Wheels is treading a new path.
Air Suspension Wheels (ASWs) replace rubber tires with an airless, steel-based system designed to eliminate dangerous explosions and reduce long-term costs.
With years of testing and 75+ patents, GACW is ready for the technology’s commercial launch in 2026.* The wheels are in motion. Are you along for the ride?
DISCLAIMER: *Statements made regarding planned release dates, planned contracts, and estimated results are based on current expectations and assumptions and involve risks and uncertainties that could cause actual results to differ materially. **Dates are subject to change without notice. ***The amount raised may include insider investments, which may go toward meeting the minimum offering amount. This Reg CF offering is made available through StartEngine Primary, LLC, member FINRA/SIPC. This investment is speculative, illiquid, and involves a high degree of risk.
MARKET SNAPSHOT
All Stock Heatmap. Credit: Finviz
PREDICTION MARKET SNAPSHOT
Prime time. High stakes. President Donald Trump delivers the first State of the Union of his second term tonight. Expect economic posturing. Expect tariff threats. But most of all, when it comes to 47, expect the unexpected.
Market Movers
ADOBE, DILLARD’S, HOME DEPOT
Adobe (ADBE) and other software stocks rebounded after Anthropic updated Claude Cowork to integrate with a host of enterprise apps.
Dillard’s (DDS) posted holiday-quarter revenue below expectations, citing winter storms.
Home Depot (HD) delivered a Q4 earnings and revenue beat.
Planet Fitness (PLNT) issued full-year earnings growth guidance below consensus.
Vir Biotechnology (VIR) surged more than 30% on positive Phase 1 data for its prostate cancer treatment.
Tomorrow's Trade Idea, Today
PARTS AND PARCELS
Stock Spotlight
Value Unlock Ahead
Raymond James double upgraded GPC to Strong Buy ahead of its planned split of NAPA and Motion Industries.
The analyst sees shares trading below implied fair value based on conservative sum of the parts math.
The separation is targeted for completion in 1Q27, with investor days set for the second half of 2026.
Near-term auto softness remains a risk, but the firm views the setup as constructively asymmetric.
Sponsored by GACW
TIME named Air Suspension Wheels one of the Best Inventions of 2023.
But don’t worry. You’re not too late to the party. Yet.
GACW’s patented technology is poised to disrupt the $262 billion tire industry, with a $6 million pipeline of pending purchase orders, ahead of its planned commercial launch in 2026.* This is the moment before the moment.
DISCLAIMER: Statements made regarding planned release dates, planned contracts, and estimated results are based on current expectations and assumptions and involve risks and uncertainties that could cause actual results to differ materially. *Dates are subject to change without notice. ***The amount raised may include insider investments, which may go toward meeting the minimum offering amount. This Reg CF offering is made available through StartEngine Primary, LLC, member FINRA/SIPC. This investment is speculative, illiquid, and involves a high degree of risk.
OVERHEARD ON THE STREET
🛰️ Microsoft (MSFT) partnered with SpaceX Starlink to expand global internet access, including 450 community hubs in Kenya.
Before April: 8%
Before May: 19%
Before June: 49%
Before July: 65%
Before August: 72%
✈️ Spirit Airlines (FLYYQ) plans to cut flights and shrink its Airbus (EADSY) fleet to exit bankruptcy by late spring.
🚢 Panama canceled CK Hutchison (CKHUY) port contracts and transferred canal terminal operations to Maersk (AMKBY) and MSC (MSM).
🏦 JPMorgan (JPM) CEO Jamie Dimon said AI has displaced workers as the bank plans a huge internal redeployment.
💉 Novo Nordisk (NVO) will cut US list prices for Wegovy and Ozempic by up to 50% to $675 monthly starting 2027.
MONDAY’S POLL RESULTS
Are you bullish or bearish on CBRE Group (CBRE) over the next 12 months?
▇▇▇▇▇▇ 🐂 Bullish
▇▇▇▇▇▇ 🐻 Bearish
And, in response, you said:
🐂 Bullish — “I would say bullish; all things being relatively 'unequal'.”
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