Happy Monday afternoon to everyone on The Street. Here's a snapshot of where markets ended the trading session, plus tomorrow's trade idea delivered to you today.

• 🟨 | US stocks were mixed today. The S&P 500 and Nasdaq rebounded after a lackluster start to the week, as chipmakers rallied on a record earnings report from Foxconn, but the Dow finished just below the flatline.

• 📈 | One Notable Gainer: Shares of FuboTV popped a whopping 251% on news Disney will merge its Hulu+ Live TV bundle with the streamer.

• 📉 | One Notable Decliner: Palantir Technologies’ stock slid 5% after Morgan Stanley renewed coverage and rated the stock Underweight.

Plus, meet today’s partner TuneGO, a new company transforming the future of music…

Sponsored by TuneGO

Connecting with Your Favorite Musicians Just Got Easier

Music fans are more eager to engage with their favorite stars than ever before. Unfortunately, standard streaming platforms and middlemen limit these connections, leaving fans in the dark and revenue opportunities untapped…

Until now. 

A new company is changing the game — and you have an opportunity to take part in the revolution as an early investor.  

TuneGo empowers artists and labels to sell music and merchandise directly to fans through its B2C SaaS platform. With 15 granted patents, TuneGo is positioned to capitalize on the underserved $4.5 billion superfan industry, or those who spend 80% more than the average fan. 

Interested in joining this cutting-edge company on the ground floor? Click here to schedule a Zoom meeting directly with a member of TuneGo’s team.

MARKET MOVERS

NVIDIA, Paycor, Plug Power

NVDA (+3.4%) / MU (+10.5%) Nvidia nears high, chip stocks soar after Foxconn reports record revenue (CNBC)

PAYX (-2.6%) / PYCR (+23.3%) Paychex Is Said to Be in Talks to Buy Smaller Rival Paycor (Bloomberg)

PLUG (+19.8%) / BE (+4.8%) Plug Power and Bloom Energy Stocks Jump on New Hydrogen Rules (Barron’s)

OVERHEARD ON THE STREET

WaPo: President-elect Donald Trump is considering a major revision to his proposed tariff policies.

CNBC: Congress certified Trump's 2024 election victory over Vice President Kamala Harris on the anniversary of the Jan. 6 Capitol riot by his supporters.

WSJ: US Steel and Nippon Steel officially challenged President Joe Biden’s move to block their $14.1B deal.

CNN: The US government sued Berkshire Hathaway’s Clayton Homes, alleging it pushed borrowers into unaffordable loans to drive sales.

AP: CES 2025, the annual Las Vegas tech trade show, kicks off this week, with a strong focus on AI innovations.

TOMORROW’S TRADE IDEA, TODAY

Barclay’s Sees Bounceback for Boeing

Darkest Before the Dawn

Boeing (BA) has had a turbulent few years. But Barclays (BCS) believes it could be clear skies ahead.

The company’s high-profile struggles stem from several fatal and near-fatal incidents involving its aircraft, most recently the Jeju Air crash in South Korea. Boeing’s stock slid more than 30% in 2024, and has already fallen another 3% in the first few days of the new year.

However, Boeing has been taking steps to review and reconfigure its safety procedures and production process for years now, and Barclays believes the winds are finally blowing in the right direction.

Trending Up

The bank’s analyst David Strauss upgraded the company to Overweight, his first positive rating for the aerospace manufacturer since 2019. He also raised his price target to $210, implying upside of 23% from today’s close.

The analyst noted that he does not “see an overwhelmingly compelling upside case on typical valuation metrics”. Nevertheless, he predicts Boeing’s long-delayed production and deliveries will continue to gain momentum in 2025, potentially carrying its stock price higher too.

Safety Precautions

Beyond the production momentum, Strauss pointed to Boeing’s improved balance sheet, leadership changes, and reasonable outlook for free cash flow as tailwinds.

At the same time, he stressed the importance of monitoring any developing headwinds for the stock as well. Boeing is still in a precarious position in the eyes of investors and consumers. Risks like an ill-timed regulatory approval for a production cap or further delays to certification could lead to a decline of more than 26% this year, he warned.

It’s important to heed the safety information at the beginning of each flight. But Barclays believes Boeing will have a smooth ride in 2025.

Sponsored by TuneGO

Transforming the Music Industry, One Fan at a Time

TuneGo helps musicians and record labels connect with their top fans — but that’s not all. This new company is prepared to transform the entire music industry, one fan and artist at a time. 

TuneGo’s 15 granted patents have ensured its competitive advantage in the global music industry, which is poised to grow to $163 billion by 2030. Its proprietary Vault technology protects artists’ assets while facilitating fan-to-fan sales and collectibles. 

Want to know the best part? You have an opportunity to be a part of the revolution as an early investor. 

Tap this link to schedule a Zoom meeting directly with a member of TuneGo’s team.

ON OUR RADAR

AP: Canada's PM Justin Trudeau will step down amid declining popularity, US trade tariff concerns, and political turmoil.

CBS: Biden signed legislation yesterday expanding Social Security benefits for millions of retired Americans, including firefighters, police officers, and teachers.

Reuters: Elon Musk offered to provide secure Starlink services to Italy, but the Italian PM denied discussing SpaceX with Trump.

CNBC: Sierra Space CEO Tom Vice departed at year’s end as the $5B company faces delays in launching its Dream Chaser spaceplane.

Barron’s: Bluesky CEO speaks on the platform’s rising usership, fueled by Twitter’s shifting politics under Elon Musk.

FRIDAY’S POLL RESULTS

Are you bullish or bearish on REITs in 2025?

🟩🟩🟩🟩🟩🟩 🐂 Bullish

🟨🟨🟨⬜⬜⬜ 🐻 Bearish

Last Word From Our Partners

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