Shopify Rebounds on Buyback News, But Margin Concerns Linger
Earnings James Calloway

Shopify Rebounds on Buyback News, But Margin Concerns Linger

Shopify shares recovered some ground Friday, rising 1.6% after steep declines, as the company announced the start date for its $2 billion share repurchase program. However, investor focus remains on its cash-flow margin outlook following heavy AI and expansion investments.

SHOP
MSTR Surges as Bitcoin Rebounds, Investors Eye Funding and Dividends
Crypto Sarah Chen

MSTR Surges as Bitcoin Rebounds, Investors Eye Funding and Dividends

Strategy Inc shares climbed nearly 8% on Friday, mirroring bitcoin's advance toward $69,000, while crypto-linked equities also gained ground.

MSTR COIN MARA RIOT
JPMorgan Faces Class Action on Sweep Rates as Stocks Head for Weekly Loss
Regulation James Calloway

JPMorgan Faces Class Action on Sweep Rates as Stocks Head for Weekly Loss

JPMorgan Chase shares edged higher Friday as a U.S. judge permitted parts of a class action over low cash-sweep rates. The broader market declined, heading for its worst week since November.

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Walmart Gains as KeyBanc Boosts Target Ahead of Q4 Report
Earnings James Calloway

Walmart Gains as KeyBanc Boosts Target Ahead of Q4 Report

Walmart shares advanced Friday following a price target increase from KeyBanc Capital Markets. The retailer is set to report fourth-quarter results on February 19.

WMT
Earnings James Calloway

Watts Water Stock Pulls Back After Strong Earnings, 2026 Outlook in Focus

Watts Water Technologies stock retreated about 1% on Friday, giving back some of its post-earnings gains. The company reported record quarterly results but faces a mixed global market environment.

WTS
Netflix Shares Stagnate Amid Warner Deal Uncertainty, Insider Sales
Technology Sarah Chen

Netflix Shares Stagnate Amid Warner Deal Uncertainty, Insider Sales

Netflix shares showed little movement Friday as reports emerged of a possible shareholder challenge to a Warner Bros Discovery partnership. Insider stock sales and fresh inflation figures added to the market backdrop.

NFLX WBD
Goldman Sachs Legal Chief Exits Amid Epstein Scrutiny as Stocks React to CPI Data
Markets Daniel Marsh

Goldman Sachs Legal Chief Exits Amid Epstein Scrutiny as Stocks React to CPI Data

Goldman Sachs Group Inc. saw its stock dip following the resignation of Chief Legal Officer Kathy Ruemmler, linked to her past association with Jeffrey Epstein. The move coincided with a softer-than-expected inflation reading that influenced broader market sentiment.

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Palantir Stock Recovers as Defense Deal Counters Burry's Bearish Bet
Technology Sarah Chen

Palantir Stock Recovers as Defense Deal Counters Burry's Bearish Bet

Palantir stock rose 1.2% to $130.71, recovering from a sharp drop triggered by Michael Burry's bearish note. The company secured a key U.S. defense cloud authorization.

PLTR
Belden Shares Retreat Following Strong Earnings-Driven Rally
Earnings James Calloway

Belden Shares Retreat Following Strong Earnings-Driven Rally

Belden shares declined about 1.7% in morning trading, giving back some of the previous session's 6.1% gain driven by record quarterly results. The company reported Q4 revenue of $720 million and adjusted EPS of $2.08.

BDC
Apple Shares Slide Amid Regulatory Pressure and AI Development Delays
Technology Sarah Chen

Apple Shares Slide Amid Regulatory Pressure and AI Development Delays

Apple shares fell in Friday trading, extending losses after a sharp selloff. The decline follows an FTC warning about Apple News and reports of delays to new Siri AI capabilities.

AAPL XLK
Microsoft Gains on Cool Inflation Data, Aramco AI Partnership
Technology Sarah Chen

Microsoft Gains on Cool Inflation Data, Aramco AI Partnership

Microsoft shares advanced slightly Friday following cooler-than-expected inflation figures and a new AI partnership announcement with Saudi Aramco.

MSFT
PFG Shares Stabilize After Rally as Debt Refinancing Nears
Earnings James Calloway

PFG Shares Stabilize After Rally as Debt Refinancing Nears

Performance Food Group stock consolidated gains near $98 after a sharp rally, with investors focused on an upcoming debt refinancing and sector earnings.

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