The Investing Club’s top 10 things to watch in the stock market Wednesday
The Club’s top 10 things to watch Wednesday, Feb. 11 — Today’s newsletter was written by Jeff Marks, the Club’s director of portfolio analysis. 1. Stock futures rose after the January jobs report showed the economy added 130,000 jobs lasts month, double the consensus estimate of 65,000. The unemployment rate ticked down to 4.3% from 4.4% in December, and average hourly earnings increased 3.7% year over year. 2. Vertiv shares surged more than 17% after a blowout quarter. Fourth-quarter organic orders increased 252% year over year and 117% from the third quarter. The company said the data center market is showing robust momentum, which could lead to another day of gains for the picks and shovel data center plays, Eaton included. 3. Cloudflare shares rallied over 13% after reporting better-than-expected fourth-quarter results. The company’s 2026 revenue forecast was above the Street. Baird upgraded the stock to a buy-equivalent outperform. 4. Lyft shares sank more than 15% after missing on fourth-quarter revenues and active riders, while giving a light adjusted EBITDA forecast. 5. Kraft Heinz shares slipped 6% after the packaged foods giant said it’s pausing its breakup plan and gauve weak 2026 guidance. New CEO Steve Cahillane said many of its problems are “fixable and within our control.” Kraft Heinz is investing $600 million across marketing, sales and R & D to boost its U.S. business. 6. Dick’s Sporting Goods was upgraded to a buy rating at Baird, with analysts expressing optimism in a multi-year recovery for its Foot Locker brand and continued momentum at its core stores. Could be positive for Club name Nike . 7. UBS raised its price target on Nvidia to $245 from $235 ahead of earnings later this month, implying about 30% upside from yesterday’s close. Analysts expect revenue will be $2.5 billion ahead of guidance. 8. There are a handful of price target increases on Club name DuPont after its better-than-expected earnings report yesterday . Mizuho goes to $52 (from $46), Citi to $59 (from $50) and Jefferies to $59 (from $51). 9. Activist firm Ancora tells Warner Bros. Discovery board it should reject Netflix’s offer and side with Paramount Skydance . Ancora has built a $200 million stake in WBD. 10. Robinhood shares tumbled 10% after the fintech app missed fourth-quarter revenue estimates. The recent weakness in crypto markets weighed on Robinhood. However, analysts remained generally upbeat on its future . Sign up for my Top 10 Morning Thoughts on the Market email newsletter for free (See here for a full list of the stocks at Jim Cramer’s Charitable Trust.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.
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