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🖥️ Why Trump 2.0 Could Usher in an AI Golden Age
Plus, how investors can leverage math for greater returns, and more
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It’s Hump Day! The launch of the $500 billion Stargate AI infrastructure venture signals a potential golden age for artificial intelligence, with unprecedented investment driving innovation and growth across the sector. Discover how this transformative initiative could reshape markets — and how to position your portfolio for the AI revolution. Also, investors can leverage time-tested formulas for enhanced market success.
—Josh Enomoto
Plus, if you’re looking for exposure to the emerging solar industry, check out today’s sponsor.
MARKET RECAP
Yesterday: Stocks climbed Tuesday, with small-cap stocks outperforming as the S&P 500 gained 0.9%, led by industrials and real estate. Bond yields fell, with the 10-year Treasury yield retreating to 4.56%, as markets reacted to a measured trade policy rollout and looked ahead to key earnings reports.
On Our Radar: Experts will next look to the U.S. leading economic indicators report, scheduled to be released in one hour from now. On the earnings front, several big companies, including Johnson & Johnson and Procter & Gamble will disclose their results ahead of the opening bell.
TOP STORY
A $500 billion commitment to U.S. AI infrastructure through the Stargate venture marks a pivotal moment in advancing artificial intelligence technologies, with companies like Nvidia poised to benefit.
SPONSORED CONTENT
In 2024, Ascent Solar Technologies, Inc. (NASDAQ: ASTI) solidified its position in thin-film photovoltaic innovation, with its lightweight, radiation-resistant CIGS technology gaining traction in space applications. Key partnerships with industry players and academic institutions advanced sustainable power solutions, while financial improvements strengthened its operational foundation, the company said.
Enhanced visibility through media engagements and industry events underscored Ascent’s commitment to innovation. Looking ahead, the company plans to refine its production capabilities and expand its role in space-based energy systems. To learn more about Ascent Solar’s pioneering advancements, visit its official website and stay informed on its journey into 2025.
This is a paid ad. Please see 17b disclosure here for more information.
FIVE ZINGERS
Ratings Hit: Streaming giant Netflix posted Q4 sales of $10.25 billion, up 16% from the prior year and also exceeding the consensus target. Read about the key catalysts driving optimism for the new year.
Snowed In: A fierce winter storm forced Gulf Coast weather forecasters to issue their region's first-ever snowstorm alert. Here are the implications for key utility stocks.
Smart Moves: SoundHound AI shares popped higher on Tuesday following the company's collaboration with Rekor Systems. Learn about the implications this partnership has for voice-recognition solutions.
Frequent Flyer: United Airlines disclosed Q4 revenue of $14.7 billion, beating the estimate of $14.4 billion. Discover the business segments that helped boost results.
Financial Tech: Bank of America CEO Brian Moynihan stated that the U.S. banking sector is willing to fully adopt cryptocurrencies. However, here's the pivotal condition the executive wants to see first.
SPECIAL OFFER
Editor’s Note: Every week, Benzinga Edge members receive the Insider Report. It’s a rundown of what to expect from the markets in the week to come, which sectors are outperforming and why, and most importantly, a selection of hand-picked stocks that are poised to move up because of that week’s trends. Here’s a sneak peek:
Last month, two European quants, one working for Robeco and the other for Allianz, published a paper asking (and answering) whether formulaic investing is possible. Marcel Schwartz of Allianz and Matthias X. Hanauer of Robeco are also associated with the Technical University of Munich.
The pair studied four formulas, including a conservative low-volatility strategy, The Acquirers Multiple, The Piotroski F-Score, and Joel Greenblatt’s Magic Formula.
Interestingly, people associated with developing these formulas, such as Tobias Carlisle of Acquirers Funds and Wes Gray and Jack Vogel of Alpha Architect, also consulted on the paper.
To make a long story short, all four formulas delivered excess returns.
To keep reading and to find out how investors can prepare for the coming oil price rollercoaster, sign up for Benzinga Edge here.
SPONSORED CONTENT
Older adults want to age in place, and they don’t want to slow down. They are on the go and seeking devices to help them stay safe at home or outside.
LogicMark Inc. (NASDAQ: LGMK) is answering that need with its suite of personal remote monitoring devices. The company uses advanced technology to offer a comprehensive suite of products aimed at protecting users from falls both at home and on the go.
Take LogicMark’s Freedom Alert Max for one example. This 4G LTE on-the-go device has all the bells and whistles including patented fall detection, two-way communication during an emergency, Bluetooth pairing and a battery that lasts 5 to 7 days on a single charge.
To learn more, check out LogicMark’s investment deck here.
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