You’ve got one story about making more stuff, one story about people watching more stuff, and one story about selling the picks and shovels for the AI gold rush. Great. Now the question is when. We’ll give you the cleanest way to play each move without buying into the excitement.
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Futures at a Glance📈
Futures are a little shaky this morning after yesterday’s selloff, with everyone basically holding their breath for the CPI print. Tech took a bruising, and the market’s still sorting out AI “winners” and “uh-oh” names. After hours was a mixed bag too: a chip-tool beast popped on strong results, while a social-shopping favorite got whacked on guidance.
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What to Watch
Earnings (Premarket):
• Enbridge Inc. [ENB]
• NatWest Group plc [NWG]
• TC Energy Corporation [TRP]
• Cameco Corporation [CCJ]
• Magna International, Inc. [MGA]
• Moderna, Inc. [MRNA]
• Colliers International Group Inc. [CIGI]
• Essent Group Ltd. [ESNT]
• Atmus Filtration Technologies Inc. [ATMU]
• Sensient Technologies Corporation [SXT]
Economic Reports:
• Consumer price index (Jan): 8:30 am
• CPI year over year: 8:30 am
• Core CPI (Jan): 8:30 am
• Core CPI year over year: 8:30 am
Autos
Rivian Turns The Corner, But The Tank Still Isn’t Full
Rivian Automotive Inc (NASDAQ: RIVN) just dropped a quarter that was better than feared, and the stock did what it always does when expectations are low. It sprang up like someone finally found the charger that actually works.
The headline is simple: deliveries are supposed to jump a lot this year, helped by the upcoming R2 launch. That is the model everyone’s been waiting for because it aims at a broader crowd and a friendlier price point. Think less luxury adventure toy, more real-world driveway decision.
But here’s the catch: Rivian is still telling you it will keep losing money while it ramps. That is not shocking, but it matters. This is a progress story, not a finished product. The market is cheering the plan, but the plan still has to show up on time and on budget.
My Take For You: If you’re not in, let the pop cool and watch for a calmer entry ahead of the next R2 details. If you’re in, take a little off the table on strength and keep the rest small and disciplined.
My Verdict: High-upside rebuild. Worth a starter position only if you can handle speed bumps on the road to the R2.
Media & Streaming
Roku Beat The Numbers, Then Hit The Nitro
Roku Inc (NASDAQ: ROKU) didn’t just beat expectations; it spiked hard after hours. This is the market’s way of saying: okay, fine, we believe you again.
The setup is pretty simple. The quarter came in strong, and the company is pointing to better momentum ahead. Roku lives and dies by platform growth and ad dollars, so when results look clean and the outlook feels sturdy, traders treat it like a comeback season.
Still, don’t confuse a one-night pop with a full new era. After-hours moves can be a little dramatic, and the morning crowd will decide if this is a real rerate or just a sugar rush that fades by lunch.
My Take For You: If you’re not in, don’t chase the first spike. Let the open happen, then look for either a pullback entry or a steady hold above key levels before starting small. If you’re in, consider skimming a little into strength and keep the rest for a potential trend.
My Verdict: Momentum is back, but buy it like an adult. Starter position only unless it holds the gains.
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Semiconductors
Applied Materials Got A Fresh Gold Star, And Traders Hit The Gas
Applied Materials Inc (NASDAQ: AMAT) caught an upgrade to Buy, and the stock started acting like it just got invited to the cool table. When the biggest tool supplier in chip-land gets a vote of confidence, traders tend to pile in fast.
The story is basically a demand wave. More AI, more devices, more everything, which usually means more spending on the gear that helps make the chips. You do not need to memorize the plumbing. Just know that when chipmakers expand, Applied often gets paid.
The only thing to watch is timing. After a big run, upgrades can become a little like showing up late to the party with chips. Useful, but the good seats might already be taken. The stock can also wobble if the market decides tech is scary again for five minutes.
My Take For You: If you missed it, don’t sprint after a green candle. Put it on your list and look for a pullback or a boring day to start small. If you own it, hold but consider trimming a slice into strength.
My Verdict: Quality leader. Best as a patient buy on dips, not a chase on hype days.
Poll: If housing prices fell 30% tomorrow, who panics most?
Movers and Shakers
Pinterest Inc [PINS]: Premarket Move: −20%
Users hit a record, but the outlook didn’t. Pinterest basically said growth is fine, but next quarter might be a little lighter than Wall Street wanted.
That’s why the stock’s getting sent to timeout even though the platform is still adding people. This one usually needs a clean guide to rally, and today it didn’t get it.
My Take: Don’t catch it mid-fall. Let it base, then consider a small starter only if it holds a level for a full morning.
DraftKings Inc [DKNG]: Premarket Move: −15%
DraftKings grew fast, missed earnings, and then guided 2026 below expectations. That’s a triple whammy for a stock that needs confidence, not questions.
The prediction markets push could be a real opportunity, but near-term it reads like more spending and more uncertainty.
My Take: Wait for the next setup. If it stabilizes after the open, starter size only. If it keeps sliding, stay on the sidelines.
Arista Networks Inc [ANET]: Premarket Move: +10%
Arista beat earnings, beat revenue, and guided higher. That’s the market’s favorite three-course meal.
Data center buildouts stay busy, and Arista is one of the clean ways to ride that without the daily drama.
My Take: Don’t chase the first spike. Start small on a dip or a calm open, add only if it holds gains into late morning.
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Everything Else
Trade truces are back as the U.S. signs a Taiwan deal that dials down tariff heat.
Baidu is trying to make search feel less like homework by baking AI search deeper into its app after the Lunar New Year.
Amazon’s Ring hit pause on its Flock partnership after a Super Bowl ad blowback turned the vibe sour.
ByteDance is reportedly talking about selling its gaming unit for north of $6B, according to people close to the process.
Anthropic just got priced like the AI economy’s favorite new condo, landing a $380B tag in a fresh round.
That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.
Best Regards,
— Adam Garcia
Elite Trade Club
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