Happy Friday 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 to end a week in which all three major indexes closed up, as investors got more clarity regarding Trump’s tariff plans.

• 📈 | One Notable Gainer: Airbnb (ABNB) shares soared 14.5% on an earnings beat — but Baird says it’s still not too late to check in.

• 📉 | One Notable Decliner: GoDaddy’s (GDDY) stock went down roughly the same amount after missing estimates, despite rising revenue.

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MARKET MOVERS

Coinbase, Roku, Applied Materials

COIN (-8%) Coinbase Stock Slips After Earnings Bump. People Are Interested in Crypto Again. (Barron’s)

ROKU (+14.1%) Roku forecasts annual revenue above estimates on strong ad sales; shares jump (Reuters)

AMAT (-8.2%) Applied Materials Stock Slips on Predicted China Sales Headwinds (Investopedia)

WYNN (+10.4%) Wynn Resorts Q4 Earnings and Revenues Top Estimates (Zacks)

DVA (-11.1%) Warren Buffett’s Berkshire Hathaway sells some DaVita, shares fall on disappointing guidance (CNBC)

OVERHEARD ON THE STREET

Reuters: US retail sales fell 0.9% in January, the largest drop in nearly two years, reflecting a slowdown in economic growth amid rising prices.

CNN: TikTok is back in Apple and Google’s US app stores, following President Trump's executive action delaying the app's ban.

Bloomberg: Meta announced a major investment in AI-powered humanoid robots, with GM’s former Cruise CEO Marc Whitten leading the new group.

AP: Nevada passed a law suspending its cage-free egg requirement to help lower egg prices, which have soared to nearly $5 a dozen due to bird flu.

WSJ: Escalating ICE raids are causing migrants to skip work, disrupting businesses that depend on foreign-born labor.

TOMORROW’S TRADE IDEA, TODAY

Fly DraftKings, Fly

More Than One Winner

The Super Bowl is over and the Philadelphia Eagles are on top of the NFL world. But they weren’t the only winner on Sunday.

Bank of America (BAC) is betting on DraftKings (DKNG), thanks to the high amount of wagers made on the big game.

Analyst Shaun Kelley said the company is set for a potential $25 million gain in EBITDA year-over-year — which could mean significant gains for the stock as well.

No Guidance Changes

The company saw double-digit betting growth on the biggest game of the year, and the analyst thinks that could go a long way toward quelling investors' fears surrounding a slowing betting handle.

DraftKings was already seeing handle growth in early 2025, and the Super Bowl certainly continued that trend. Its handle went up an average of 19% in the month of January alone. 

That being said, Kelley does not expect the company to raise its guidance for 2025. He believes it will stay relatively conservative, due to looming state tax increases and other regulatory uncertainty. If Kelley is right, it could mean a big earnings beat down the line.

Betting Big

32 of 37 analysts covering the stock have given it a Buy or Strong Buy rating. The other 5 have given it a Hold, according to LSEG. 

In other words, a lot of people are betting on DraftKings to succeed — and that’s typically a good sign for a betting company.

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ON OUR RADAR

CNBC: Several officials resigned after the DOJ dismissed the case against NYC Mayor Eric Adams and Trump’s border czar warned Adams to follow through on his pledge to allow federal immigration authorities into Rikers Island.

Reuters: Nokia is set to receive unconditional EU antitrust approval for its $2.3B acquisition of Infinera.

AP: The European Commission pledged to take firm action against Trump's steel and aluminum tariffs, stating US policy is harmful to free and fair trade.

WSJ: Vice President JD Vance said the US could impose sanctions and use military action if Russia refuses a peace deal guaranteeing Ukraine's independence.

Forbes: Tesla's Board has sold most of her shares in the company, earning $168M over the past year, including $43M in sales last week.

THURSDAY’S POLL RESULTS

Are you bullish or bearish on Compass Minerals (CMP) over the next 12 months?

🟩🟩🟩🟩🟩🟩 🐂 Bullish

🟨🟨🟨🟨⬜⬜ 🐻 Bearish

And, in response, you said:

• 🐂 Bullish — “It makes sense that we will need this stuff.”

• 🐻 Bearish — “Who really cares about Compass!”

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