Someone asked me the other day, “What are the hot themes for the new year?” To start the year, we have seen some pretty impressive outsized performance from several key investment themes.

Meta Platforms maintains my "Buy" rating, driven by robust ad revenue growth and unmatched scale in social media impressions. Q4 revenue surged 24% y/y to $59.9 billion, outpacing consensus, with North American impressions accelerating despite macro headwinds. Ad pricing growth is decelerating, especially in the United States and Asia, reflecting a softer consumer economy and tougher comps.

Disney's new chief executive Josh D'Amaro is set to earn a $38 million pay package as he prepares to take over the House of Mouse from Bob Iger early next year.

GILD shares gain traction post Jan. 20 after NEJM data show Trodelvy plus Keytruda cut progression risk 35% in first-line PD-L1+ metastatic TNBC, signaling a new care standard.

MCK approaches third-quarter earnings with strong growth expectations, but limited visibility on margins and investments keeps the outlook cautious.

Gold miners' Q4 results are likely to reflect the benefits of higher realized prices and cost-cutting. AEM, KGC and NEM look set to beat earnings estimates.

DVN's deal for CTRA signals a new phase of U.S. shale consolidation, building a $58B Delaware-focused producer with scale-driven savings and cash discipline.

After gains in January, momentum investors should eye five picks, namely, APH, STX, ULTA, CDE and KLAC, for February.

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

Finding strong, market-beating stocks with a positive earnings outlook becomes easier with the Focus List, a top feature of the Zacks Premium portfolio service.

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

While the top- and bottom-line numbers for Pfizer (PFE) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

While the top- and bottom-line numbers for Illinois Tool Works (ITW) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Although the revenue and EPS for Willis Towers Watson (WTW) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Although the revenue and EPS for ATI (ATI) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Although the revenue and EPS for MSG Entertainment (MSGE) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

While the top- and bottom-line numbers for Capri Holdings (CPRI) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.