HAPPY PRESIDENT’S DAY TO THE STREET

The markets are closed in honor of George Washington’s birthday. But we’re still here to share everything you need to know to start the shortened trading week… including (but not limited to) a very exciting announcement.

We’ve partnered with Kalshi to incorporate prediction markets into our daily coverage. The sector has quickly become one to watch for self-directed investors, and we believe its influence over how money moves through our modern economy will only continue to grow.

We hope you enjoy the extra coverage on a light news day, and alongside our usual programming moving forward. We’re happy to have you along for the ride.

— Brooks & Cas

Presented by North American Niobium

Every modern rocket engine relies on extreme-performance materials. But there’s a limited global supply supporting a rapidly expanding space industry.

Read the full report to see why it matters… and which player might matter most.

PREDICTION MARKET SNAPSHOT

The markets are closed today. And so is the government. Or part of it, anyway.

US lawmakers failed to reach a deal to fund the Department of Homeland Security (DHS) over the weekend, leading to a partial shutdown for the division, which oversees the CBP, Coast Guard, Secret Service, TSA, and ICE. With both sides seemingly dug in, there’s no end yet in sight.

The last shutdown (in October 2025) stretched for 43 days, an all-time record. The average Kalshi trader currently sees this one lasting 24. Not quite so dramatic… but not exactly a vote of confidence for bipartisan dealmakers either.

Disclaimer: This is a paid partnership with Kalshi Inc.

Tomorrow's Trade Idea, Today

STALLED, NOT SCRAPPED

Stock Spotlight

  • Stock: Stellantis (STLA)

  • Firm: Barron’s

  • Current Price: $7.75

  • Price Target: $10

  • Implied Upside: 29%

Bar Reset Lower

Stellantis recently cut its dividend, lowered profit guidance, and booked €22 billion in charges. Shares subsequently fell, sharply.

Wolfe Research’s response? Upgrade the stock.

The firm argues that expectations have been reset. It also projects modest earnings improvement in 2026 and 2027 as new products roll out.

The company currently trades at just 0.15x sales, well below Ford (F) and General Motors (GM).

If management executes on its turnaround plan, even stabilization could drive a substantial re-rating.

Are you bullish or bearish on Stellantis (STLA) over the next 12 months?

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OVERHEARD ON THE STREET

🤖 Anthropic daily active users jumped 11% after its Super Bowl ad mocking OpenAI, outperforming ChatGPT and Gemini (GOOGL) user gains.

🪙 Elon Musk confirmed X will launch crypto trading features soon, sending dogecoin up nearly 20%.

⚖️ The US Supreme Court could rule as soon as Feb. 20 on Trump’s tariffs, potentially invalidating the steep levies worldwide.

Disclaimer: This is a paid partnership with Kalshi Inc.

FRIDAY’S POLL RESULTS

Are you bullish or bearish on Mitek Systems (MITK) over the next 12 months?

▇▇▇▇▇▇ 🐂 Bullish

▇▇▇▇▇▇ 🐻 Bearish

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The questions will only take one minute.

The answers could save you lots of money.

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