US stocks are mixed premarket after a solid jobs report and a stronger earnings season. Investors are weighing resilient growth against fewer Fed rate cuts. Value is outperforming growth early in the year as traders reassess positioning.

Software names like Salesforce (CRM), Workday (WDAY), and ServiceNow (NOW) are sliding, even as some argue the sell-off looks overdone. Meanwhile, Nvidia (NVDA) remains central to the AI trade, with expectations building into earnings.

Consumer staples are rotating higher, but McDonald's (MCD) is leaning on value menus to drive traffic while watching GLP-1 risk. In crypto, Robinhood (HOOD) and bitcoin face a catalyst vacuum amid investor debate over regulation and tokenization.

Trending Tickers: AB InBev (BUD) on steady profit growth; McDonald's (MCD) on value momentum; Nvidia (NVDA) into earnings.

Takeaways:

Retail is buying beaten-down software, institutions stay selective

Value and cyclicals are leading as growth lags

AI leaders remain core despite volatility

McDonald's sees value as a defense against consumer pressure

Bitcoin lacks a clear near-term catalyst

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