🎭 Two-Faced

Plus, what do Swiss cheese and Google's AI Super Bowl ad have in common?

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 fell sharply today, erasing previous gains and bringing all three major indexes into the red for the week, as more tariff comments from Trump reignited inflationary fears.

  • 📈 | One Notable Gainer: Take-Two Interactive’s (TTWO) stock shot up 14% after reiterating its financial forecast — and a Fall 2025 release date for GTA VI, its sequel to the second-biggest video game in history.

  • 📉 | One Notable Decliner: Shares of Amazon (AMZN) fell more than 4% on a disappointing outlook for the first quarter — but more than a few analysts are advising investors to buy the dip.

Plus, read to the bottom to see whether y’all considered yesterday’s trade idea “trash” or “treasure”…

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Brazil Potash (GRO) has identified a unique opportunity to supply that insatiable demand — and, naturally, capitalize on it. Could this be the next NVIDIA-sized pick-and-shovel play?

S&P 500 Heatmap. Credit: Finviz

All Stock Heatmap. Credit: Finviz

Global ADR snapshot. Credit: Finviz

MARKET MOVERS

Expedia, Alphabet, Uber

EXPE (+17.3%) Expedia Jumps Most in Over a Year on Holiday Bookings Beat (Bloomberg)

GOOGL (-3.3%) Google Kills Diversity Hiring Targets (WSJ)

UBER (+6.6%) Bill Ackman reveals he’s been building a more than $2 billion stake in Uber (CNBC)

MRVL (-7.2%) Peering Into Marvell Tech's Recent Short Interest (Benzinga)

SMCI (+%) Super Micro Computer: Anticipating A Game-Changer Next Week (SeekingAlpha)

OVERHEARD ON THE STREET

WSJ: In January, the economy added 143,000 jobs, while unemployment dipped to 4%, signaling a solid labor market as layoffs stay at historic lows.

Bloomberg: President Trump's coming tax cuts could cost the federal government $5T to $11T in lost revenue over the next decade.

Reuters: Trump also plans to announce reciprocal tariffs on many countries next week, with higher tariffs to fund 2017 tax cuts.

CNN: Allstate expects a $1.1B loss from the January wildfires in Southern California, though it limited losses by pulling back from the market.

The Street: 30-second Super Bowl ads cost upwards of $7 million. Are they worth it?

TOMORROW’S TRADE IDEA, TODAY

Wall Street’s Two-Faced Janus Takes

Gaining Traction

The Greek God Janus had two faces — and so do Wall Street analysts when it comes to Janus Henderson (JHG).

The consensus on the asset management firm is largely cautious. But the biggest bank in America has a different take.

JPMorgan (JPM) analyst Kenneth Worthington recently upgraded his rating on the stock to Overweight and lifted his price target to $53. That represents nearly 17% upside from current prices.

Headed in the Right Direction

JPM was impressed by JHG’s recent Q4 earnings, which beat expectations by a double-digit percentage. Worthington also pointed to confidence in CEO Ali Dibadj efforts toward increasing the firm’s market share and maximizing its strong balance sheet as cause to be bullish. 

According to the analyst, Janus has been able to set itself apart from its competition by both outright outperforming and through innovation. Worthington added that it should be able to maintain organic growth and continue to bring in new assets.

Not All of Wall Street is Convinced

The stock has gained nearly 50% over the past twelve months and about 35% over the past six. Despite the momentum, 9 of 10 analysts covering it have given it a Hold rating.

Worthington acknowledged that Janus Henderson still has a long way to go in its transformation, but reiterated confidence in its management team, and believes that early progress has been promising. 

Analysts are of two minds on JHG. So which side of the Street are you on?

Are you bullish or bearish on Janus Henderson (JHG) over the next 12 months?

Login or Subscribe to participate in polls.

Sponsored by Centurion Publishing

This isn’t some AI data center, government facility, Tesla factory or Amazon plant… But the technology being implemented here could soon begin to usher in $24 trillion of new wealth.

ON OUR RADAR

WSJ: The Trump-era boost in consumer confidence has faded as tariff threats, market volatility, and reversing executive orders lead to growing pessimism.

Reuters: Trump delayed tariffs on low-cost packages from China until the Commerce Department confirms the systems are in place to process them.

AP: A federal judge is considering whether to block Elon Musk's DOGE from accessing systems at the Labor Department, following a lawsuit from labor unions.

Forbes: The magazine sat down with billionaire Chiefs owner Clark Hunt ahead of Kansas City’s potential Super Bowl three-peat.

CNN: Google's AI-generated Super Bowl cheese ad is like a slice of Swiss Cheese — easily digestible, but full of holes.

THURSDAY’S POLL RESULTS

Are you bullish or bearish on GFL (GFL) over the next 12 months?

🟩🟩🟩🟩🟩🟩 🐂 Bullish

🟨🟨🟨🟨⬜⬜ 🐻 Bearish

And, in response, you said:

  • 🐂 Bullish — “Trash is trash.”

  • 🐻 Bearish — “The people leading the business are not of the highest ethical standards even considering it is the waste industry.”

Last Words From Our Sponsors

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This message contains a paid advertisement for Brazil Potash Corp (NYSE: GRO). The Street Sheet (SS) receives a flat fee totaling up to $7,500 from West Coast Media LLC. Other than the compensation received for this advertisement sent to subscribers, The Street Sheet and its principals are not affiliated with Brazil Potash Corp. The Street Sheet and its principals do not own any of the stocks mentioned in this email or in the article that this email links to. The Street Sheet is a research service not owned or managed by registered brokers and therefore this site does not make any investment recommendations. The information provided in this newsletter is not guaranteed as to the accuracy or completeness. Each user of SS chooses to do trades at their sole discretion and risk. SS is not responsible for gains/losses that may result in the trading of these securities. This newsletter includes paid advertisements. The source of all third-party content in which SS receives some sort of compensation is clearly and prominently identified herein as "ad", "Sponsored", or “Together With”. Although we have sent you these advertisements, SS does not specifically endorse any third-party product nor is it responsible for the content, the accuracy, or the completeness of the advertisement or the experience with the third-party advertiser. Furthermore, we make no guarantee or warranty about what is in the advertisement. All investments involve risk, losses may exceed the principal invested, and the past performance of a security, industry, sector, market, or financial product does not guarantee future results or returns. This communication from The Street Sheet is for informational purposes only. It is not intended to serve as a recommendation to buy, sell, or hold any security and is not an offer or sale of a security. Information contained within should not be perceived as a research report and is not intended to serve as the basis for any investment decision. Any third-party views reflected herein do not reflect the opinion of The Street Sheet. All investments involve risk and the past performance of a security does not guarantee future results or returns. There is always the potential for financial loss when investing in securities or other financial products. The information contained in this newsletter is subject to change without notice, and we do not undertake any obligation to update it. Readers are encouraged to conduct their own research and due diligence and seek advice from licensed professionals regarding their specific financial needs and circumstances. By reading this newsletter, you agree to hold us harmless from any and all losses, liabilities, costs, or expenses arising from your use or reliance on the information provided. There is no warranty as to the accuracy or completeness of the factual matters included in any advertisement or sponsored content in the newsletter. You have not performed any research on any entity, or its business, that advertises or submits any sponsored content. The Street Sheet is reader-supported. When you buy through links on our site, we may earn a commission.

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