Solid Q4 holiday quarter from Urban Outfitters. Total comparables up 5.5% with Urban up 9.6%, Free People up 5.2% and Anthro up 3.7%. Wholesale also up 9.1% including 10.2% at Free People. #$URBN

Sterling beat and guided above consensus for 2026 in the range of $13.45-$14.05 compared to the Zacks Consensus of $12.25. #$STRL

Salesforce after the bell. Analysts believe one thing is going to happen with its earnings and the Street believes another due to AI disruption. Crazy chart. #$CRM (no position)

Sterling tonight. It has only missed twice in the last 5 years. Last earnings miss was in 2023. #$STRL (I own it)

NVIDIA is coming tonight. But I'll be watching Sterling Infrastructure instead. It is building data centers. I own it. #$STRL youtu.be/3AA7arknEXc?...

Don't try this at home, kids.

Construction companies doing work in data centers continue to kill it. Everus saw revenue up 33% in Q4 2025 and a record 2025. Backlog up 16%. Only went public in 2024 after being spun-off. Guided above Zacks Consensus on 2026 revenue. #$ECG

Manufacturing jobs are not coming back. But costs are up due to steel and aluminum tariffs. I'm glad for those steelworkers in Granite City whose good paying jobs are coming back but thousands of other businesses are being hit. Gift article: www.nytimes.com/2026/02/24/b...

NVIDIA reports earnings this week. But don't miss the AI infrastructure companies also reporting. They are also trading near their highs and have double digit growth. Consulting, construction, utilities, engineers. youtu.be/3AA7arknEXc?...

AI Infrastructure company Primoris is reporting tonight. It hasn't missed since 2022. #$PRIM (I own it in Zacks Value Investor and my own personal portfolio.)

Booking is finally splitting the shares. 25-1. Finally! It also raised the dividend 9.4%. #$BKNG (I own it)

Palo Alto Networks tonight. It has been perfect the last 5 years. Impressive. #$PANW

Cadence tonight. It is an earnings all-star. It has beat every quarter for 5 years. Impressive. #$CDNS

One of the largest silver miners is reporting tonight. Hecla Mining has beat 7 quarters in a row. Earnings expected to jump 250% this quarter on record high silver prices. #$HL

La-Z-Boy reports tonight. It had a big beat last quarter. It's not as impacted by tariffs as some others. But housing is not turning around this year so that will be a headwind. #$LZB

I'll be watching Builders FirstSource this morning. Is like Home Depot but only to the building industry. Earnings have gotten crushed but the stock remains elevated. #$BLDR

Happy President's Day from Chicago's Lincoln Park.

Yes, companies are raising prices again. Tariff impacts still hitting. Gift article. www.wsj.com/business/pri...

A "true" plunge protection team, only going the other way. A bubble cool down team. Lol.

Cool new feature on the toolbar on Zacks.com. When you go to put in a ticker, the page pops up, and it will give you the most viewed and the trending stocks. For a data geek like me, this is heaven.

Our data, that many in the economy rely on, is no longer reliable. What a disaster.

"I will end the war on Day One."

None of this is going to happen. The big oil companies are NOT going in. They will not do so until there is a stable government. And with oil at $65 a barrel, there is no incentive to go in. They are all in Guyana and Suriname next door to VZ. Both are stable and safe to drill.

A great quarter from Expedia. Wealthy consumer and also working class are traveling. They are booking in advance which is a sign of economic strength. 2/3rds come directly to the site. Strong brand. Yet shares tumbling again on imaginary AI fears. #$EXPE

You know what's coming tonight. Top gold miner Agnico Eagle. It hasn't missed on earnings since 2022. I'm expecting record free cash flow. #$AEM (no position)

Howmet is reporting in the morning. It's a red-hot aerospace stock. It hasn't missed in 5 years. Earnings chart is a beauty. #$HWM 5 Earnings Charts to Watch This Week url:https://www.zacks.com/stock/news/2857216/5-earnings-charts-to-watch-this-week?cid=sm-sharethis-hl-2857216

Vertiv reports in the morning. It's one of the top AI infrastructure stocks. Buy the companies that will be the beneficiaries of the $700 billion in spending this year. #$VRT (I own it)

Great article. A must read for writers. AI allows anyone to create "content." But that doesn't mean the content will sell.

Robinhood tonight. It has beat 4 quarters in a row. Shares have plunged. Is it a deal? #$HOOD

Think about what a huge stimulus this is to the economy. Just the purchase of these buildings. It's a billion dollars plus. But also takes them out of the circle for doing other things. Not going to be a distribution warehouse.

Ulta Beauty hit new highs yesterday. Here's Ulta versus Amazon since 2008. (I own both) #$ULTA #$AMZN

Everyone in publishing is talking about this article. Free gift link. Will all novels be written by AI eventually? www.nytimes.com/2026/02/08/b...

Nothing more beautiful than a crisp, sunny winter morning in Chicago's Loop. 14 degrees. Enjoy the day Chicago.

What a well-written article exploring the difficulty for immigrants leaving their lives behind in America to return to Mexico. 30 years! Mexico will not be the same Mexico they remember either. www.nytimes.com/interactive/...

e.l.f. Beauty tonight. It has been hit by tariffs and rising costs. Is the worst over? #$ELF

Some farmers aren't going to make it.

Chipotle tonight. Are the menu changes helping to turn it around? Only 1 miss in 5 years. #$CMG (no position)

Powell tonight. It manufactures custom-engineered equipment that distributes, controls and monitors the flow of electrical energy. Customers are oil/gas and data centers in the AI trade. Priced for perfection now. (My Value Investor portfolio owns it) #$POWL

Of course it doesn't make any "sense." xAI needs money desperately. SpaceX is about to get some.

Australian Central Bank is the first central bank to raise rates. Saw a spike in inflation late last year.

I'll be watching Eaton in the AM. It's an AI infrastructure stock. #$ETN (no position)

What a ruling. Worth reading.

Palantir tonight. Is the magic gone? #$PLTR (no position)

He's just unhinged here (again). Anyone who is out there saying they won a state they lost three times is not well.

Are you ready? Bitcoin could plunge to $40K: Zacks' John Blank #$IBIT @johnblank100.bsky.social cnb.cx/3MkAcjl

Disney reports earnings in the morning. 12 beats in a row. Iger on his way out. #$DIS

But don't worry. Nothing to see here.

I'm glad some media is covering this. Deadline is next week. 30,000 Haitians in central Ohio. 12,000 in Springfield. ‘The folks are fearful.’ Haitians living in Ohio may soon lose temporary protected status ohiocapitaljournal.com/2026/01/28/t...

Smart. Brides want to be comfortable and they love the brand.

Forget Microsoft, Meta and Tesla tonight. Watch United Rentals. Two misses in a row but shares near the highs again. #$URI