RJ Hamster
🐤 Vertiv Earnings Prove the AI Infrastructure Boom Is…
THURSDAY, FEBRUARY 12th
GOOD MORNING
The headline economic data was mixed: the U.S. added a surprisingly strong 130,000 jobs last month, but downward revisions trimmed 2024-25 payrolls by hundreds of thousands. That contradiction keeps markets and the Fed on edge as they weigh whether labor-market cooling will take hold and how that influences rate expectations.
Corporate news added flash points. Kraft Heinz said it is pausing a planned split to focus on profitable growth, and the stock tumbled about 5.2% on the move and the company’s disappointing outlook. Earnings season remains front and center, with several large caps reporting this week and investors watching guidance for signs that can move the S&P 500, which has shown only modest YTD gains.
Geopolitical and supply-chain headlines also mattered for market risk. A Dutch court ordered an investigation into chipmaker Nexperia, raising fresh concerns for semiconductor and auto supply chains, while U.S. authorities briefly closed then reopened El Paso airspace after reported cartel drone activity—events that could spur short-term volatility for airlines and industrials.
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TECHNOLOGY
Cloudflare: Another AI-Disrupted Stock You Might Want to Buy
Fears of AI disruption have set up a buying opportunity in Cloudflare (NYSE: NET) stock that may quickly evaporate, as the Q4 2025 results and 2026 guidance were robust. AI is disrupting the Internet, flooding it with agents, and, in the words of Cloudflare’s CEO, it is driving a virtuous fl…READ THE FULL STORY
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TECHNOLOGY
Shopify Defies Logic: AI Disruption Is a Good Thing
Shopify’s (NASDAQ: SHOP) Q4 2025 earnings report is a thing of beauty, revealing that AI disruption is a good thing, at least for companies positioned to monetize it as effectively. Shopify, a leading provider of eCommerce solutions for businesses of all sizes, has implemented AI throughout …READ THE FULL STORY
TECHNOLOGY
Dynatrace’s Earnings Win Makes One Thing Clear: This Software Is Essential
In a market sector recently defined by volatility and skepticism, Dynatrace (NYSE: DT) has effectively separated itself from the pack. While many software companies struggle to justify their valuations amid slowing IT budgets, the observability leader delivered a decisive beat-and-raise report for…READ THE FULL STORY
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TECHNOLOGY
Vertiv Earnings Prove the AI Infrastructure Boom Is Intact
If there’s an AI bubble, the memo never got to Vertiv (NYSE: VRT) or the companies with which it does business. The company delivered an earnings report and guidance that shows demand for its cooling systems is strong. That supports the idea that in this, or in any market, it pays to buy the…READ THE FULL STORY
CONSTRUCTION
Simpson Manufacturing: A Mid-Cap Rally With New Highs in Sight
Simpson Manufacturing (NYSE: SSD) is a mid-cap stock in rally mode and on track to set fresh all-time highs this year. While 2026 growth is expected to be tepid, the company’s earnings quality is improving, cash flow is healthy, and capital returns are flowing. Capital return is a critical d…READ THE FULL STORY
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ENERGY
GE Vernova Rallies on the AI Grid Supercycle: Turbines, Transformers, and Cash Returns
While the stock market has spent the last two years obsessed with microchips and artificial intelligence (AI) software, a quiet revolution has taken place in the physical world. The massive data centers required to run AI models have an insatiable appetite for electricity, and the aging global pow…READ THE FULL STORY
ENERGY
Williams Companies Stock Climbs as Investors Focus on Gas Demand
Williams Companies (NYSE: WMB) stock is up about 1.8% in midday trading after the company reported its fourth quarter and full-year 2025 earnings. The headline numbers were mixed. Adjusted earnings per share of 55 cents came in 2 cents below the forecast of 57 cents. However, revenue of $3.2 bi…READ THE FULL STORY
CONSUMER DISCRETIONARY
Strategic Masterstroke: Paramount Adds a Ticking Fee to Warner Bros. Bid
Warner Bros. Discovery (NASDAQ: WBD) is currently the most-watched stock on Wall Street. After spending much of the last two years trading in the single digits, the entertainment sector giant has staged a recovery. As we enter the middle of February, shares are hovering near $28. This resurgence…READ THE FULL STORY
ENERGY
AI Power Crunch: Why Bloom Energy Is the Hidden Winner
For the past two years, the stock market has been obsessed with the brains of the artificial intelligence (AI) revolution. Investors poured billions into companies designing advanced chips and building large language models, driving valuations to historic highs. However, while the market focused o…READ THE FULL STORY
TECHNOLOGY
AI Disruption Overblown! 4 Software Stocks to Buy on the Dip
Software stocks got hammered in 2025 and early 2026 because of AI disruption fears. However, as legitimate as the concern may be, the corresponding sell-off was driven by emotions. The depth of the declines was an overreaction, and as a result, software stocks have overextended and are primed to r…READ THE FULL STORY
THURSDAY’S EARLY BIRD STOCK OF THE DAY
A Stock With Recent Earnings Beat:UMH Properties (NYSE:UMH)
UMH Properties, Inc., which was organized in 1968, is a public equity REIT that owns and operates 135 manufactured home communities containing approximately 25,800 developed homesites. These communities are located in New Jersey, New York, Ohio, Pennsylvania, Tennessee, Indiana, Michigan, Maryland, Alabama, South Carolina and Georgia. UMH also has an ownership interest in and operates two communities in Florida, containing 363 sites, through its joint venture with Nuveen Real EstateVIEW TODAY’S STOCK PICK
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Check This Out: Trump’s Final Shocking Act Begins February 24 (From Banyan Hill Publishing)
