CapEx spending and data center spending backs Nvidia (NVDA) CEO Jensen Huang's thesis that the AI buildout could be the "biggest in human history," says Clayton Allison. He tells investors to watch for stocks tied to power generation, cooling technology, and several other industries tied to the greater AI trade.

MercadoLibre stands out as the dominant e-commerce and fintech leader in Latin America with a robust business moat. MELI demonstrates exceptional long-term financial performance and remains comfortably profitable, even amid fluctuating profit margins. Short-term margin pressures from growth investments have led to a deep valuation discount, creating a compelling entry point.

A flood of negative headlines has pushed OWL into the penalty box. Two “bubble” fears are driving sentiment, but the data tells a different story. The valuation gap vs. peers has quietly reached extreme levels.

"Stayin' Alive" worked for John Travolta in "Saturday Night Fever" and it's a worthy investment goal for me, given the economic, financial, and geopolitical risks we face in 2026. Finding a single investment that combines an attractive, well-covered yield, solid multi-year total returns, quality management, and significant diversification is not easy. But Cohen & Steers' Closed End Opportunity Fund comes really close to filling the bill; I've described it previously as an "instant Income Factory"

Amazon is closing its Amazon Go and Amazon Fresh stores while adding more same-day grocery delivery services. “While we've seen encouraging signals in our Amazon-branded physical grocery stores, we haven't yet created a truly distinctive customer experience with the right economic model needed for large-scale expansion,” the company wrote in its announcement Tuesday (Jan. 27).

CoreWeave, Inc. is poised for significant AI-driven growth, bolstered by Nvidia's additional $2B investment at $87.20/share. The AI data center targets a massive AI data center buildout, apparently aiming for 7.9 GW capacity by 2030, with $25B+ in annual capex planned for 2026. CRWV only ended Q3 with 590 MW of connected power, so the additional Nvidia investment signals robust growth beyond the existing plans for ~2.9 GW of power by 2027.

Five Star Bancorp (FSBC) Q4 2025 Earnings Call Transcript

GM takes massive $7.2B charge to realign electric vehicle strategy following Trump administration policy changes and declining consumer demand for EVs.

Roblox (RBLX) – a platform for creating and managing 3D online experiences – has experienced a 5-day losing streak, with total losses during this time reaching -15%. The company's market capitalization has plummeted by approximately $9.3 billion in the last 5 days, and now sits at $52 billion.

UnitedHealth Group Inc (NYSE:UNH) stock is eyeing its worst single-day percentage loss since April, last seen down 19.8% to trade at $281.96.

Capital One Financial beat Q4 revenue expectations, driven by robust credit card lending and low default rates. COF's $5.15B Brex acquisition strengthens its Fintech capabilities and positions it for growth in corporate payments and high-margin services. The Discover Financial acquisition contributed to a 54% Y/Y surge in net interest income, but COF's outsized credit card exposure elevates risk if the U.S. economy contracts and defaults rise.

Cherry Hill Mortgage Investment Corporation preferred shares are downgraded to hold due to book value erosion and high leverage. CHMI's net interest income recently turned positive, aided by lower rates, but leverage has climbed from 3x to over 5x in four years. Short-term debt exposure and a historically low hedge ratio heighten CHMI's vulnerability to rising interest rates.

Amazon.com Inc. is shuttering its Amazon-branded grocery stores and automated grab-and-go markets, eliminating two centerpieces of its push into physical retail.

General Motors Co (NYSE:GM) stock is surging to record highs, last seen up 9.1% at $86.66, after the company's better-than-expected fourth-quarter earnings of $2.51 per share, though revenue of $45.29 billion came in slightly below estimates.

TikTok settled a high-profile lawsuit on Monday evening, which alleges that social media companies intentionally make their products addictive, causing harm to users. Snap settled the case last week, but Meta and YouTube — the other defendants — are now heading to trial, where jury selection begins on Tuesday.

Palantir's Q4 is a durability test, with valuation increasingly supported by shrinking downside risk rather than repeated earnings surprises. Rising retention, record backlog, and enterprise-wide deployments suggest a transition from discretionary AI spend to embedded infrastructure, compressing volatility and stabilizing multiples. As PLTR exits an event-driven regime, merely "solid" results may matter more than beats, signaling a shift from "show me acceleration" to "show me durability."

Price pullbacks in gold and silver are being treated as opportunities — and that says a lot about investor confidence.

Micron Technology, Inc. has continued to surge, closing in on $400 per share. The current upcycle appears to have more legs as new fabs are still a long way off. While I expect more upside ahead for MU stock, cyclicality is alive and well.

PACCAR Inc (PCAR) Q4 2025 Earnings Call Transcript

Synchrony Financial (SYF) Q4 2025 Earnings Call Transcript