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🤔 Why Investors Should Prioritize Flexibility in 2025
Plus, intriguing stocks that the smart money is quietly buying, and more.
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Happy Monday! Fund manager Stanley Druckenmiller warns that rising bond yields could complicate stock market gains, even as pro-business policies spark optimism among CEOs. Discover how strategic stock-picking and a focus on innovation could help investors navigate this complex landscape — and prepare for the Trump administration's market impact. Also, check out these underappreciated stocks quietly gaining traction.
—Josh Enomoto
Plus, if you’re looking to invest in a new standard of diabetes management, check out today’s sponsor.
MARKET RECAP
Last Week: Stocks edged lower Friday, though markets posted a second consecutive weekly gain, with mixed sector performance as communication and utilities led. Bond yields dipped slightly, and manufacturing PMI returned to growth, offsetting weaker-than-expected services activity. Investors remain focused on broadening earnings growth and potential tailwinds from Fed rate cuts and pro-growth policies.
On Our Radar: New home sales data to be released later this morning may reveal additional clues about broader economic health. On the earnings front, several regional banks will disclose their financials this week.
TOP STORY
Stanley Druckenmiller highlights the delicate balance between economic growth driving bond yields higher and the challenges it poses for stock valuations.
SPONSORED CONTENT
Glucotrack, Inc. (NASDAQ: GCTK) is hard at work rewriting the rules of diabetes care with its Continuous Blood Glucose Monitor (CBGM). In 2024, the company reports it achieved several milestones, including preclinical results proving unmatched accuracy and strategic partnerships to build scalable and high quality manufacturing operations. Each step brings their innovative implantable device closer to the company’s goal of transforming diabetes management.
Looking ahead to 2025, Glucotrack is doubling down on clinical validation, regulatory progress and strategic collaborations. With key trials underway and plans to unveil a robust commercialization strategy, the company believes it is poised to make waves in the healthcare industry.
This is a paid ad. Please see 17b disclosure here for more information.
FIVE ZINGERS
Next Gen: Software specialist OpenAI released a research preview of a new AI agent called "Operator." Learn about the groundbreaking capacities this innovation offers.
Hard Numbers: An internal document from Microsoft revealed its personnel decisions and it's centered on AI. Discover the thought process behind who stays and who goes.
Called Out: Rep. Alexandria Ocasio-Cortez caused a stir by denouncing the stock trading activities of fellow lawmakers. Listen to what she had to say regarding the underlying hypocrisy.
Crack Down: Following President Trump's executive order temporarily overriding the TikTok ban, users are noticing increased censorship. Read about the key changes causing an uproar.
Marching On: Michigan's EV industry is holding to its optimistic outlook despite less-than-favorable Trump policies. Here's why proponents believe the investments made were not ill-spent.
SPECIAL OFFER
Each week, Benzinga’s Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention.
Investors are constantly on the hunt for undervalued, under-followed and emerging stocks. With countless methods available to retail traders, the challenge often lies in sifting through the abundance of information to uncover new opportunities and understand why certain stocks should be of interest.
Hilton Worldwide (HLT): The hotel company saw strong interest from readers during the week, which comes ahead of the company's fourth-quarter earnings report set for Feb. 6. Analysts expect the company to report earnings per share of $1.67, down from $1.68 in last year's fourth quarter. The company has beaten earnings per share estimates in four straight quarters and nine of the last 10 quarters overall. Analysts expect the company to report fourth-quarter revenue of $2.76 billion, up from $2.61 billion in last year's fourth quarter.
The company has beaten analyst revenue estimates in seven of the last 10 quarters. In the third quarter, the company reported higher adjusted EBITDA, higher number of rooms under ownership and other key metrics. Investors will be closely watching if the quarterly results show additional growth. Barclays recently maintained a Buy rating on the stock and raised the price target from $268 to $270. Argus Research also maintained a Buy rating on the stock and raised the price target from $270 to $290.
Hilton shares were up slightly over the last five days and are up over 30% over the last year.
To keep reading, and get the other four Whisper Index stocks, sign up for Benzinga Edge here.
SPECIAL OFFER
Join Tim Melvin and Ryan Faloona on Tuesday, January 28, at 6 PM ET for an exclusive webinar to learn actionable strategies to screen for hidden value, leverage insider buying trends, and build a resilient portfolio. Reserve your spot now.
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