Uber Technologies (UBER) showed strong growth in trips and deliveries, though the company missed on EPS. Jamie Meyers tells investors to ignore the headline figure and look at Uber's long-term potential. While noting headwinds in transportation slowdowns, Jamie believes Uber is "still doing well" everywhere else. David Clement sees the company's "most interesting" potential in Uber One, especially as Americans use ride-share and delivery services more.

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TheoTrade's Don Kaufman is watching "manic" moves in stocks and leans bearish on today's Big 3 options trades. He calls Caterpillar (CAT) an "overcooked turkey" following its significant rally. Don adds that "nobody wants to buy bonds" and will add pressure to the iShares 20+ Year Treasury Bond ETF (TLT). As for Exxon Mobil (XOM), he calls it "the mother of all rotation trades." Rick Ducat backs Don's analysis by looking at technical trends in all three names.

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Per Hong gives his takeaways from Davos 2026: “it wasn’t about a crisis, it was about constraint.” The widening disconnect between performance and perception was in mind, as well as continued geopolitical uncertainty and fragmentation. He cites multiple examples of business struggles and disruptions, including tariffs and the risk of volatility becoming “structural.” The old assumption that markets work separately from the state is beginning to “blur,” he argues, creating a new paradigm.

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Brett Feldman spotlights AT&T (T) 4Q results, calling them a “strong finish to a strong year.” Sustained growth in core customer categories drove results, allowing them to meet full-year goals. It was their best year “in a decade” for internet subscriber growth, which he attributes to continued company investment in fiber and cutting-edge tech. Brett notes that customers who bundle options are the happiest, stay longer, and spend more. He sees plenty of growth in fiber ahead.

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Alphabet (GOOGL) will prove that it's the "best in class" when it comes to tech earnings, says Jawad Hussain. He believes the company's wide reach in the industry, from AI to Waymo to YouTube, all build a tech fortress that reinforce revenue. Jawad adds that it's okay for Alphabet to be "aggressive" with CapEx spending so it can hold its leadership position and innovate. Tom White offers an example options trade for the Mag 7 giant.

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Supermicro's (SMCI) self-described "near-term margin pressure" didn't stop investors from buying shares of the company. Marley Kayden turns to the earnings drawing Wall Street back to the beaten-down tech stock. However, as Marley explains, analysts remain mixed on Supermicro's outlook. Prosper Trading Academy's Scott Bauer offers an example options trade for the stock.

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Market breadth is improving, says Charles Schwab's Kevin Gordon, though he says not many people can't tell because of red arrows in the indices. He explains why investors need to look away from the Mag 7 and toward the other 493 names in the SPX. Nate Peterson adds that much of the tech weakness came from software. He explains the "DeepSeek moment" software is experiencing as software ETFs hit near-record low RSIs.

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Bart Smith covers stablecoins and the banking industry. The good news for the latter is that margins are up and “we haven’t had a credit cycle for a long time.” The gap between small and large banks will remain unless smaller banks find more aggressive growth. Stablecoins, smart contracts, and blockchain are “the future:” the question is who will use the tech to make a better offer. Bart thinks banks can win over fintech here.

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The latest PMI composite report came in better than expected but ISM services was below estimates. Kevin Green warns the latter is "stagflationary" in nature. He later turns to Enphase Energy's (ENPH) rally which KG himself predicted was likely. He recaps his analysis and turns to call-filled options activity fueling the AI and energy beneficiary.

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Nancy Prial sees multiple catalysts for broad market growth, including Fed policy. Industrials are “the key growth area” for the future and AI is the “next Industrial Revolution.” In megatrends she looks for the suppliers: in the gold rush, miners still needed to eat and buy tools, after all. She highlights Patrick Industries (PATK), Sterling Infrastructure (STRL), Cohu (COHU) and Exzeo (XZO).

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