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đ 2 Sneaky Ways To Play Stargate
Plus, Tom Brady looks to screen pass his "billionaire bunker" mansion...


Happy Thursday 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.
đ© | US stocks rose again today, bringing the S&P 500 to another new record, after President Trumpâs Davos address â specifically his âdemandâ that the Fed cut interest rates immediately.
đ | One Notable Gainer: GE Aerospaceâs (GE) stock added 6.6% after flying over sky-high earnings expectations.
đ | One Notable Decliner: Shares of Madden-maker Electronic Arts (EA) fell faster than a dropped catch on a series of demand-related downgrades, fumbling nearly 17%.
Plus, read to the end to see what you said about yesterdayâs Tomorrowâs Trade Idea, Today. (Try saying that five times fast.)
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S&P 500 Heatmap. Credit: Finviz

All Stock Heatmap. Credit: Finviz

Global ADR snapshot. Credit: Finviz
MARKET MOVERS
Netflix, United Airlines, Union Pacific
NFLX (+3.2%) Netflix stock secures all-time closing high as Wall Street cheers 'near flawless' earnings (YF)
UAL (-4.6%) United Airlines CEO calls pullback in domestic seats a durable trend (Reuters)
UNP (+5.2%) Union Pacific Beats Estimates on Workforce Productivity Gain (Bloomberg)
MU (-4%) How This NVIDIA Supplier Has Micron Shares Reeling Today (AOL)
MRNA (+10.1%) Moderna Surges After Larry Ellison Calls Out The Potential Of AI In Cancer Vaccines (IBD)
OVERHEARD ON THE STREET
CNBC: In his Davos address, President Trump criticized European regulators, big banks, and oil producers, and pledged to make the US a global leader in manufacturing, crypto, and AI.
WSJ: CNN will lay off some 200 employees, but plans to offset the cuts with new digital hires as it prepares for a streaming rollout.
Reuters: The US labor market remained stable to start 2025, with jobless claims ticking up just slightly last week.
AP: The Supreme Court reinstated a rule requiring small business owners to register with the Treasury Department to combat money laundering.
Bloomberg: Purdue Pharma and the Sackler family have reached a new $7.4B settlement to resolve lawsuits over the opioid epidemic.
TOMORROWâS TRADE IDEA, TODAY

A Sneaky Way To Play the Stargate AI Announcement
Turbulent Launch
President Donald Trumpâs reveal of a $500 billion AI project, Stargate, sent shares of related stocks soaring yesterday â in particular, Oracle (ORCL), one of the three main investors in the joint venture, as well as chipmakers like NVIDIA (NVDA) and Arm Holdings (ARM), named as partners for the initiative.
But it wasnât long before the luster wore off. Trumpâs work buddy Elon Musk claimed in a tweet that another principal Stargate investor, SoftBank, doesnât have $10 billion to its name. And today, many of those stocks gave up their gains. ARM, for example, shed more than 7% on the day.
Just goes to show that the best way to play this new initiative may not be through the blue-chip names involved, but the little-known names needed to make it a reality.
Set in Cement
Data centers are typically characterized by the massive amount of energy they need to produce for AI systems to operate properly. But they also require âan awful lot of building materialsâ themselves, according to RBCâs (RY) Anthony Coding.
The analyst points to two construction companies that could see increased demand due to the deal: CRH (CRH) and Heidelberg Materials (HDLMY).
Coding said that CRH specifically should be the âbiggest beneficiary of the global cement playersâ, assuming Stargate lives to the later stages and leads to data center investments across the US.
Shopping for a Bargain
Another quiet name could see a âderivative positiveâ from the deal.
Oracle is a major customer of Arista (ANET), a company that designs and sells key components of high-powered computers and networks. Wells Fargo (WFC) analyst Aaron Rakers foresees a surge in activity for Arista, should Oracle live up to its side of the bargain.
Given the number of tech CEOs in the new president's inner circle, it could pan out to be a big four years for blue-chip stocks. For investors who prefer bargain shopping, however, the better bet might not be the pricey gold, but the picks and shovels.
What do you believe is the best way to play the Stargate AI announcement? |
Sponsored by Banzai International
This micro-float growth stock is bouncing back from its 52-week low. Its growth might just be getting started.
Banzai International (BNZI) is a SaaS company developing an AI-powered marketing technology platform to help businesses of all sizes grow. Lately, itâs been on a buying spree, scooping up two video product startups in December alone.
The pay-off could come sooner than expected. In Q3, the Banzai beat the consensus EPS estimate by a whopping $1.82 per share. If it turns a surprise profit in Q4, it could be another potential catalyst for the stock.
On top of that, several signs suggest Banzai may be due for a turnaround, including a double bottom and bullish crossing signal on MACD. Plus, managementâs bullish Bitcoin buying strategy â which recently earned it a spotlight from the New York Times â could position it well under the coming Trump administration.
Banzaiâs stock has soared nearly 17% in the past 5 days. But it might just be taking root.
ON OUR RADAR
WSJ: A federal judge temporarily blocked President Trumpâs executive order to end birthright citizenship, delaying its planned Feb. 19 implementation.
LA Times: A new LA fire ignited late last night in Bel-Air, amid red flag weather conditions set to peak today.
CNBC: US store closures reached a post-pandemic high in 2024. Retail giants like Walmart and Costco gained market share, while smaller names lost ground.
Reuters: Russiaâs President Putin is reportedly concerned about the countryâs struggling economy, fueling his desire for a negotiated end to the war.
Bloomberg: Tom Brady is seeking to sell his "billionaire bunker" mansion for $150M, as property prices on the Florida island have risen since Jeff Bezos' purchase.
WEDNESDAYâS POLL RESULTS
Are you bullish or bearish on Apple (AAPL) over the next 12 months?
đ©đ©đ©đ©đ©đ© đ Bullish
đšđšđšâŹâŹâŹ đ» Bearish
Plus, in response, you said:
đ Bullish â
âApple's ecosystem generates huge user loyalty and the current price is temporary and and for long term investors an additional buying opportunity.â
âI could see a drop in the near term of the stock, and slower than usual growth, but it will still rise over the next 12 months and prove to be a good long-term investment.â
âFor the past 30 years it always paid to buy Apple when the bad news is flowing.â
âItâs Apple!â
đ» Bearish â
âNothing is new.â
Last Words From Our Sponsors
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