Software stocks lead this week's Top 50 Liquid Momentum rankings with 14 additions, including $TENB, $MNDY, $HUBS, and $NOW. Meanwhile, AI-related pressure pushes $AMD, $SMCI, and $SNDK off the list. briefing.com/todays-free-fea… #software #electronics #AI #semiconductors #RelativeStrength #Top50 #momentumstocks #momentum #stocks #investing

$V: Visa's Q4 results point to resilient consumer spending, with payments volume up 9%, cross-border volume rising 14%, and e-commerce growth reaching 17%. Yet shares are slipping as FY27 guidance signals limited earnings acceleration. briefing.com/story-stocks/ar… #Visa #credit #Earnings #ConsumerSpending #payments #services #stocks

The AI trade has rediscovered its momentum, with the $SOXX up 6.5% this week as strong demand and major financing deals revive dip-buying. But with the Fed decision and $MSFT and $GOOGL earnings ahead, can the rally keep going? briefing.com/page-one?utm_ca… $SPY $QQQ $DIA $TNX $USO $SPCX $SKHY $AVGO $META #AI #FOMC #semiconductor #ratehike #buythedip #stockmarket #premarket #analysis #PageOne

$ENPH: Enphase Energy  downgraded to: *Perform from Outperform at Oppenheimer *Neutral from Buy at Roth Capital, tgt $30 briefing.com/calendars/updow…

$WHR: Whirlpool downgraded to Sell from Hold at Stifel, tgt $20 briefing.com/calendars/updow…

$V: Visa delivered fiscal Q4 EPS of $3.48, above expectations of $3.44, with revenue up 13% to $12.13 billion and payment volume up 9%. Expense discipline and strong value-added services growth were encouraging, although modest October transaction-volume cooling and largely in-line fiscal 2027 guidance limited enthusiasm.

$HOOD: Robinhood Markets reported EPS of $0.60 versus expectations of $0.57, while revenue of $1.42 billion narrowly missed estimates of $1.435 billion. Event-contract revenue surged to $173 million, but weaker net interest income and equity trading revenue overshadowed continued customer growth, pressuring shares before the open.

$SKHY: SK Hynix reported quarterly revenue of about KRW104.6 trillion, up 328% year-over-year, with operating profit reaching KRW83.3 trillion and exceeding expectations. Management expects memory demand to exceed supply through 2030 and HBM4 to surpass HBM3E in volume and revenue during the fourth quarter, helping fuel a sharp rally in semiconductor stocks.

$VRT: Vertiv beats by $0.39, beats on revs

$RAPP: Rapport Therapeutics priced a $175 million stock offering at $21 per share, $150 million convertible notes, and a $30 million private placement.

$ULBI: Ultralife agreed to be acquired by EnerSys for $16 per share in cash, valuing the deal at about $320 million.

Gapping up: $ULBI +144.6% $VRT +16.1% $PUMP +15.7% $UCTT +13.4% $FLEX +9.1% Gapping down: $RAPP -21.1% $ENPH -17.1% $INTA -15.8% $EDU -14.4%

$KO: Coca-Cola beat Q3 expectations and raised FY26 guidance as global volumes rose 5%, but shares are little changed. Strong international demand is offsetting softer North American trends. Can Coca-Cola sustain its momentum as consumers remain price-sensitive? briefing.com/story-stocks/ar… #cocacola #KO #beverages #earnings #consumer #spending

$PYPL: PayPal beat earnings expectations and raised FY26 guidance. But revenue missed estimates, and branded checkout growth slowed to just 1%. Cost discipline is improving profitability, but can PayPal reignite its core business? See the latest analysis: briefing.com/story-stocks/ar… #paypal #earnings #digital #Payments #venmo #credit #financial

$BA: Boeing's recovery remains uneven. A $252 mln asset-sale gain accounted for roughly half of defense operating profit, while commercial aircraft posted a $697 mln loss. With earnings quality under scrutiny, when will Boeing deliver sustainable profitability? briefing.com/story-stocks/ar… #BA #boeing #aerospace #earnings #aircraft #stocks #investing

Anthropic's IPO filing is reviving enthusiasm for the AI trade, while $AVGO's $63 bln financing deal shows capital is still available. But higher borrowing costs raise questions about who can afford the AI buildout. Is the rebound built to last? briefing.com/page-one?utm_ca… $SPY $QQQ $DIA $TNX $USO $NVDA $META $MSFT $KO $WHR $UPS #AI #IPO #anthropic #Earnings #premarket #analysis

$WHR: Whirlpool reported a Q3 loss of $0.21 per share versus expectations of a $0.76 profit, while revenue fell 8.8% to $3.67 billion from $3.91 billion expected. Management slashed its FY26 EPS outlook to a loss of $1.30 from a previous profit forecast of $2.50–$3.00, highlighting persistent weakness in appliance demand and consumer spending.

$CLS: Celestica reported Q3 EPS of $3.30 versus $2.97 expected, with revenue surging 83% to $5.83 billion versus $5.46 billion consensus and operating margins reaching 8.5%. Management raised its FY26 EPS outlook to $11.55 and projected 2027 EPS of $21.50 versus $19.85 expected, reinforcing the company's position as a major beneficiary of AI infrastructure investment.

$KO: Coca-Cola beat quarterly earnings and revenue expectations, raised its FY26 comparable EPS growth outlook to at least 11%, and lifted its free cash flow forecast.