(Jaque Silva/Getty Images) |
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One-time Pizza Hut pitchman Ringo Starr, who's better known for other work, confessed that he's never once eaten pizza. Stocks hit the skids on Friday, reversing gains after the White House press secretary confirmed that President Trump would enact tariffs of 25% on imports from Mexico and Canada, as well as 10% on China. This sent the S&P 500 down to end 0.5% lower after having been up 0.8% earlier in the day. On Saturday, Trump signed three executive orders implementing the tariffs, which will go into effect on Tuesday. In response, Canada announced retaliatory tariffs on more than $100 billion worth of US goods and Mexico readied financial countermeasures which will be announced today. Wondering what goods will be hit? Here's every single thing America imports from Canada and Mexico. Let's get quizzical: Try going 7 for 7 in this week's Snacks Seven quiz. Can you fill in the blank here? |
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Last year Palantir Technologies was the single best-performing stock in the S&P 500, rising 340%. The software company has been on a tear lately, too, in no small part because key backers like Peter Thiel, who cofounded the company and is its largest individual shareholder, have Trump's ear. As tech analyst Dan Ives straightforwardly put it: |
- "The stepped up AI investments now being seen under the Trump Administration with Project Stargate should benefit Palantir on the government vertical as more focus within the Beltway heads down the strategic AI infrastructure build-out stage. In essence, Palantir is in the sweet spot to benefit from a tidal wave of federal spending on AI."
- Enthusiasm around the company's friends in high places sent the share price to a new high as of Friday, finishing January at $83.49, which is 5x its closing price of $16.09 on the same day last year.
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With the company reporting earnings after the bell today, now's a good moment to check in on why people think Palantir is, much like its inspiration in "The Lord of the Rings," full of great and terrible potential. |
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They're flipping a $1.3T market |
It didn't take long for Spencer Rascoff and Austin Allison to see the $1.3T vacation home market1 was full of untapped potential. It didn't take long for Spencer Rascoff and Austin Allison to see the $1.3T vacation home market1 was full of untapped potential. As a co-founder and executive at Zillow, Austin and Allison know a thing or two about real estate. Together they founded Pacaso to disrupt vacation real estate with co-ownership. And by handing keys to 1,500+ happy homeowners, Pacaso has earned $100M+ in adjusted gross profits in four years.2 No wonder top firms like SoftBank and Maveron invested. Now, they're focused on international expansion – boasting impressive sales in Paris and new properties in Cabo and London. Pacaso's new UK lending partnership proves they're preparing to open new doors in additional markets. You can join them as an investor – but with this expansion underway, the current share price won't last long. Invest at $2.70/share by 2/27.3 |
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They're flipping a $1.3T market |
It didn't take long for Spencer Rascoff and Austin Allison to see the $1.3T vacation home market1 was full of untapped potential. As a co-founder and executive at Zillow, Austin and Allison know a thing or two about real estate. Together they founded Pacaso to disrupt vacation real estate with co-ownership. And by handing keys to 1,500+ happy homeowners, Pacaso has earned $100M+ in adjusted gross profits in four years.2 No wonder top firms like SoftBank and Maveron invested. Now, they're focused on international expansion – boasting impressive sales in Paris and new properties in Cabo and London. Pacaso's new UK lending partnership proves they're preparing to open new doors in additional markets. You can join them as an investor – but with this expansion underway, the current share price won't last long. Invest at $2.70/share by 2/27.3 |
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The DeepSeek freak turns down to a leak... While the Nasdaq 100 managed to briefly erase the losses incurred from the market panicking over the news of DeepSeek's R1 model being made faster and cheaper in China than its American competitors, Nvidia is still very much down this week, and CEO Jensen Huang's reassurance that they just did the easy part didn't do much to bolster investors' confidence. On the other hand, stocks in the AI software trade are doing just fine and OpenAI fast-tracked the release of its next, cheaper model, o3-mini, which is definitely not the end of this story.
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AI in focus for Amazon and Google earnings... Two of the major players in the Magnificent 7, Amazon and Alphabet, report earnings this week and all ears will be tuned to how much they mention AI. Amazon, which reports on Thursday, recently upped its estimate from $10 billion to $16 billion for how much its Mississippi data center will cost, and analysts expect capex for its AWS division to just keep rising. Google, which reports Tuesday, has also seen skyrocketing year-over-year figures for its capex expenditures, with projections putting its capex spend at $76 billion by 2026. |
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America's love affair with credit cards is paying off — at least for American Express. 2024 was its best-ever year and as usual, Amex made a fortune from merchant fees, but its recent growth isn't just about people swiping; it's more about signing up cards and stacking debt. |
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- Monday: Manufacturing PMI. Earnings expected from Tyson, Palantir, and Clorox
- Tuesday: Job openings. Earnings expected from Merck, Estée Lauder, PayPal, Pfizer, PepsiCo, Fox Corp, Alphabet, Match Group, AMD, Electronic Arts, Chipotle, Prudential, and Mondelez
- Wednesday: Services PMI. Earnings expected from Uber, Disney, MicroStrategy, Qualcomm, New Corp, Allstate, Robinhood*, and Ford
- Thursday: Q4 productivity and unit labor costs. Earnings expected from Amazon, AstraZeneca, Eli Lilly, Bristol-Myers Squibb, ConocoPhillips, Hershey, Hilton Worldwide, Yum! Brands, Phillip Morris, Ralph Lauren, Take-Two Interactive, and Expedia
- Friday: Jobs report. Earnings expected from CBOE
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*Robinhood Markets Inc. is the parent company of Sherwood Media, an independently operated media company. |
Advertiser's disclosures:
1 This is the U.S. Total Addressable Market. Source: All US housing data based on National Association of Realtors, Redfin and MLS data U.S. Census 2021; 24M U.S. households earn greater than $150K per year, equating to 19% of total U.S. households. US serviceable based on transactions greater than $500K per home sold per period. 2 We calculate Adjusted Gross Profit as gross profit under GAAP adjusted for amortization of developed technology, inventory valuation adjustment in the current period, inventory valuation adjustment in prior periods and share-based compensation. Please see management discussion of the financial condition section of the offering circular for more details. 3 The minimum investment is $1001.70. This is a paid advertisement for Pacaso's Regulation A offering. Please read the offering circular and related risks at invest.pacaso.com. Investing in private company securities is not suitable for all investors because it is highly speculative and involves a high degree of risk. It should only be considered a long-term investment. You must be prepared to withstand a total loss of your investment. Private company securities are also highly illiquid, and there is no guarantee that a market will develop for such securities. DealMaker Securities LLC, a registered broker-dealer, and member of FINRA | SIPC, located at 105 Maxess Road, Suite 124, Melville, NY 11747, is the Intermediary for this offering and is not an affiliate of or connected with the Issuer. Please check our background on FINRA's BrokerCheck. |
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Sherwood Media, LLC produces fresh and unique perspectives on topical financial news and is a fully owned subsidiary of Robinhood Markets, Inc., and any views expressed here do not necessarily reflect the views of any other Robinhood affiliate... See more |
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