00:00futures are mixed ahead of wednesday's open here but all of them are near unchanged
00:14s&p futures up 0.09 percent ahead of wednesday's open dow futures actually leading the way higher
00:21plus 0.18 percent and the nasdaq actually dragging here today minus 0.23 percent let's take a look at
00:30some cues from last session information technology communication services health care stocks led
00:38losses on tuesday as most s&p sectors declined though materials and energy shares managed to
00:45higher energy obviously a big theme uh for us here in 2026 and so far so good on that uh president
00:53trump signed a funding deal to end the four-day partial government shutdown though the brief
00:58closure has already triggered delays for critical economic indicators if the last shutdown was any
01:05indication this is nbd no big deal we should be able to make it through that meanwhile the 10-year
01:10treasury bond yielded 4.27 percent and the two-year bond was at 3.58 percent the cme group's fed watch
01:16tool projections so the market pricing in a 91.1 percent chance that the federal reserve holds
01:22interest rates steady at the next meeting in march this has slowly crept up since we got our first
01:28reading from the last meeting we have several stocks in focus here for you today and the first
01:35one is going to be amd perhaps the biggest report of the evening last night amd plunged six point excuse
01:42me 7.63 percent in the pre-market on wednesday despite reporting better than expected uh fourth
01:49quarter financial results and really quickly those fourth quarter results uh advanced micro devices q4
01:55adjusted eps of 153 beat the 132 estimate and sales of 10.27 billion beat the 9.66 billion estimate so a
02:03nice beat across the board there advanced micro devices cq1 sales at 9.5 to 10.1 billion that's
02:10versus the 9.3 billion estimate so even a guide higher there i suspect what's going on here is
02:17that because it's the ai theme and we've seen other eye-popping numbers when it comes to ai reports
02:23this just simply wasn't enough to instill enough confidence to take the next leg higher so despite a
02:29beat despite a guidance raise look like they're executing here i suspect the street wanted a
02:35little bit more and didn't get it and that's why you're seeing it pull back here today we'll continue
02:39to check in on amd here today the next stock on our list is going to be super micro computer the
02:44ticker here is smci uh shares jumped 12.27 percent after its fourth quarter earnings report which beat
02:51estimates on the top and bottom lines it expected third quarter revenue eps of 60 cents or excuse me it saw
02:58third quarter uh third quarter adjusted eps of 60 cents versus the 53 cent estimate and revenue of
03:0312.3 billion versus the 10.15 billion estimate also um smci has been one of those stocks that we've
03:13kind of talked about quite a bit here uh i know that the accounting stuff has really kind of scared
03:17people away it does look like maybe they're putting some things together here and if you take a look at
03:22the benzinga rankings 92nd percentile in growth 78 percentile in value and 98 percentile in quality
03:30with an intact short-term trend and an out of or and we're not in a medium or long-term trend so
03:36maybe smci um has a little bit room to run here i'd be curious on how you folks think about this
03:42especially after uh especially after what happened before with the accounting issues that it had
03:48the next stock on our list here is going to be alphabet the ticker is g-o-o-g or g-o-o-g-l
03:54depending on which one you like to trade shares rose 0.55 percent ahead of its earnings scheduled to
03:59be released after the closing bell here today analysts are expecting earnings of 263 per share
04:05on revenue of 111.31 billion um that also scores very well on the momentum and quality score by the
04:13way the next stock on our list is going to be enphase energy so it comes from the solar sector
04:18here the ticker is enph and that surged 23.39 percent after the company released its fourth
04:24quarter earnings report which beat estimates on the top and bottom line for completeness for
04:30completeness here enphase q4 adjusted eps of 71 cents beat the 58 cent estimate sales of 343.32
04:38million beat the 340.59 million estimate and enphase sees q1 sales of 270 to 300 million that was
04:47versed the 262 million estimate so a really good report there for enphase plus 20 percent here in
04:53the pre-market giddy up if you were in that uh solar might also have some more room uh to move here
04:59again that fits into our energy theme for 2026 the last stock on our list is going to be eli lily
05:06the ticker here is lly and it was 0.046 percent lower ahead of its earnings prior to them getting
05:13released this morning uh analysts were expecting 6.93 per share on revenue of 17.93 billion and as
05:20the chat has already alluded at least uh eli lily excuse me smoked those numbers eli lily q4 adjusted
05:27eps 754 beat the 667 estimate and sales of 19.3 billion beat the estimate of 17.9
05:369 billion uh eli lily sees full year 26 adjusted eps of 33.50 to 35 that was versed the 33.23 estimate
05:45so that was above the range it also sees sales of 80 to 83 million that excuse me 80 to 83 billion
05:51i beg your pardon that was versed the 77.62 billion estimate
05:56um
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