This Biopharma Stock Just Doubled

Tech stocks are tumbling as a disruptive Chinese AI startup is shaking up the industry. A telecom leader has shown strong holiday-quarter growth, and a biotech stock just doubled itself. Read on to find out more.

Stock to Watch

This Stock Could Cash In on Disaster Recovery

As wildfires and hurricanes wreak havoc across the U.S., one company is turning recovery into opportunity.

With $15M-$35M contracts and soaring scrap metal demand, they’re positioned for significant growth in a booming industry.

Click here to learn more about this potential breakout stock.

Futures 📈

What to Watch

Earnings:

• Brown & Brown [BRO]: Aftermarket

• Nucor [NUE]: Aftermarket

• W.R. Berkley [WRB]: Aftermarket

• Alexandria Real Estate Equities [ARE]: Aftermarket

• Graco [GGG]: Aftermarket

• Equity Lifestyle Properties [ELS]: Aftermarket

Economic Reports:

• New home sales [Dec]: 10:00 a.m.

Artificial Intelligence

Global Tech Stocks Plunge as Chinese AI Startup Rattles the AI Applecart

Nvidia [NASDAQ: NVDA] is crashing nearly 12% in premarket trading today, leading a widespread decline in the technology sector following the emergence of Chinese AI startup DeepSeek. The company's recent advancements have sparked fears over the competitiveness of U.S. firms in the artificial intelligence space.

DeepSeek recently introduced an open-source AI language model, reportedly developed within two months for under $6 million—a fraction of the investment typically required by Western companies.

The startup's latest reasoning model has also outperformed OpenAI's offering in various third-party benchmarks, raising concerns about major tech firms' efficiency and cost-effectiveness of current AI investments.

The sell-off has extended globally, with European chipmakers ASML and ASM International seeing declines of 9% and 13%, respectively. Japanese semiconductor-related stocks also traded lower.

Analysts believe DeepSeek’s progress could push U.S. tech giants like Amazon and Microsoft to leverage their access to advanced GPUs, where Nvidia maintains a dominant position.

Despite concerns, some analysts remain skeptical about the claimed development costs of DeepSeek’s models. They argue that the figure may exclude significant research and development expenses. Experts also suggest that while U.S. dominance in cutting-edge AI models could face challenges, access to advanced semiconductor technology remains a crucial advantage.

Meanwhile, the recent announcement of Donald Trump’s $500 billion Stargate AI initiative is seen as a strategic move to maintain the U.S. lead in AI, emphasizing the importance of continued investment in advanced chips and computing infrastructure.

Telecommunications

AT&T Shares Climbing Upon Strong Holiday-Quarter Growth

AT&T’s [NYSE: T] fourth-quarter results are better than analyst expectations, driven by strong demand for its bundled 5G and fiber internet plans. The telecom giant added 482,000 net monthly bill-paying wireless subscribers during the holiday period, surpassing projections of 424,550, according to Visible Alpha.

Shares of the company are trading nearly 2% higher in premarket trading.

AT&T’s strategy of combining high-speed fiber with mobile services has fueled growth as the U.S. market for new wireless customers becomes increasingly saturated. The company’s fiber division added 307,000 new subscribers in the quarter, a significant jump from the 226,000 added in the previous quarter, marking its strongest fourth-quarter fiber performance.

The holiday season typically drives higher customer acquisitions for telecom firms, with Black Friday promotions, trade-in deals, and Christmas-related spending contributing to subscriber growth. Competitor Verizon recently posted its best quarterly wireless growth in five years, adding 568,000 new subscribers.

For 2024, AT&T is forecasting an annual adjusted profit between $1.97 and $2.07 per share, excluding contributions from its planned $7.6 billion DirecTV stake sale. The company is also keeping its projection of over $18 billion in free cash flow by 2027 and plans to expand fiber coverage to more than 50 million locations by 2029 intact.

Quarterly revenue is up 1%, reaching $32.3 billion and going beyond the expected figure of $32.04 billion. Adjusted earnings per share are at 54 cents, higher than the anticipated 50 cents.

Technology

Wall Street’s Secret AI Innovator

Wall Street is taking note of a Nasdaq-listed company transforming the $124 billion smart glass industry.

With top clients like Airbus and BMW, a 59% revenue surge in 2023, and energy-saving products, this company could be the next big thing.

Discover the symbol here before the market catches on.

Financial Services

SoFi Crashing Despite Beating Earnings Expectations

SoFi Technologies [NASDAQ: SOFI] fourth-quarter earnings are better than Wall Street’s expectations. However, shares are crashing by 11% in premarket trading as investors focus on the company’s cautious outlook for 2025.

For the fourth quarter, SoFi’s net earnings of 29 cents per share, with adjusted earnings of 5 cents, are higher than analyst estimates of 4 cents. The company’s adjusted net revenue of $739 million is also better than the expected $675 million.

Despite the strong performance, SoFi’s guidance for the first quarter and full year 2025 is what is causing the crash. While the company’s anticipated adjusted net revenue of between $725 million and $745 million for Q1 is higher than the forecasted $688 million, its projected earnings per share of 3 cents is below Wall Street’s expectation of 5 cents.

For the full year, SoFi forecasts revenue between $3.2 billion and $3.275 billion, with earnings per share estimated at 25 to 27 cents—below analysts' expectations of 28 cents per share.

SoFi, which began as a student loan refinancing firm, has expanded into lending, financial services, and technology. The company’s financial services and tech platform divisions contributed a record 49% of total adjusted net revenue in the fourth quarter, up from 40% a year ago.

Akero Therapeutics, Inc. [AKRO] - Last Close: $26.18

Akero Therapeutics is a clinical-stage biopharma company developing treatments for serious metabolic diseases, including metabolic dysfunction-associated steatohepatitis (MASH).

Akero's shares are surging over 100% in premarket trade after it announced statistically significant results from its Phase 2b SYMMETRY study, which revealed that 39% of patients treated with 50 mg of EFX experienced reversal of cirrhosis without worsening MASH.

Tevogen Bio Holdings Inc. [TVGN] - Last Close: $1.35

Tevogen Bio Holdings Inc. is a clinical-stage specialty immunotherapy company.

The company’s announcement that it is expanding its partnership with Microsoft to enhance its immunotherapy treatments using AI is causing its shares to rise 40%+ in premarket trading.

Logility Supply Chain Solutions, Inc. [LGTY] - Last Close: $11.32

Logility Supply Chain Solutions is a major player in the AI-powered supply chain management software space.

Its stock is up ~25% in premarket trade on the news that Aptean, an enterprise software firm, is acquiring the company for $14.30 per share in cash. This price represents a 27% premium over Logility's January 23, 2025, closing price.

AI-Driven Gaming

iGaming’s Breakout Star in a $2.4 Billion Market

New Jersey's record-breaking $2.4 billion iGaming revenue last year is proof: the iGaming market is booming.

And at the forefront of this growth is a standout company that's redefining the industry.

While competitors focus on low-margin sports betting, this company is targeting high-margin VIP players—the whales who spend big and stick around. With $2.13 earned for every $1 spent on marketing, a 20% player retention rate (double the industry average), and 60% revenue growth in 2023, the numbers speak for themselves.

Couple this with a proprietary AI-powered platform and a bold move into the lucrative Latin American market, and this company is poised to capture even more market share.

As NJ's iGaming milestone shows, this is a sector with no signs of slowing down.

Click here to uncover the company positioned to lead the charge in iGaming's next big wave.

Everything Else

• Ryanair cuts traffic targets for 2026 as Boeing struggles to meet delivery schedule.

• China’s economy faces renewed pressure as factory activity dips and U.S. tariffs loom.

• Blockchain startup Humanity Protocol raised $20 million to expand its palm scan ID system.

• Emerson expands stake in AspenTech with a $7.2 billion acquisition.

• PureHealth will take majority control of Greece’s Hellenic Healthcare Group in a major expansion move.

• The U.S. and Colombia resolve their migrant dispute, avoiding immediate tariffs and sanctions.

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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