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Trump Embraces Idea of 'DOGE Dividend' Tax Refund

President Trump endorses the idea of a "DOGE dividend" that could give Americans a $5,000 tax refund. However, data shows the challenge DOGE faces to fulfill Trump's dividend promise. While cost-cutting efforts have generated savings, they fall short of the trillion dollars needed for a substantial dividend. The proposal has sparked debate amid doubts about its feasibility and potential impact on government programs.

DTE's Q4 Profit Drops on Lower Electricity Prices

DTE Energy reports a decline in fourth-quarter profit due to lower electricity pricing, despite cost savings from a rate case that also reduced customer rates.

Meta's Strong Fundamentals Fuel Stock Surge Despite Trump Relationship

Morgan Stanley analyst Brian Nowak believes Meta's (META) fundamentals, rather than its relationship with President Trump, are driving its stock to record highs. Meta's earnings and revenue have beaten analyst estimates, and its app family has seen sales growth of $7 billion year-over-year. Nowak also sees TikTok's uncertain future as a potential catalyst for Meta shares.

Amazon Bulls Fight Off Risk-Off as Analysts Uncover Misunderstood Opportunities

Despite a weak Q4, analysts remain bullish on Amazon (AMZN) due to strong AWS performance and promising generative AI investments. Investors should watch for upcoming catalysts like the Alexa event and Kuiper-1 launch.

Trump's Reciprocal Tariffs: Friends and Foes in the Crosshairs

Trump's focus on reciprocal tariffs could impact global trading relationships. Some countries with high tariffs could face retaliation, while others may argue for lower US tariffs under a reciprocal system. Trump's plans will be announced this week, raising questions about implementation challenges and the possibility of lowering US tariffs.

January Jobs Report: Hiring Slows, Unemployment Rate Flat

The January jobs report is expected to show that hiring slowed to start 2025, with non-farm payrolls rising by 170,000 and the unemployment rate holding steady at 4.1%. Economists say the report will likely send a positive signal about the health of the economy despite recent tariff concerns.

Ford's Earnings Beat, Muted Guidance as EV Losses Linger

Ford Q4 earnings beat estimates, but cautious outlook sends shares down. Revenue of $48.2 billion exceeds estimates, while adjusted EPS of $0.39 surpasses expectations. Company predicts lower sales and unfavorable product mix in Q1 2025, leading to breakeven adjusted EBIT. Full-year 2025 guidance includes adjusted EBIT of $7.0 billion to $8.5 billion and adjusted free cash flow of $3.5 billion to $4.5 billion.

Australia Bond Demand Surges to Record on Easing, Inflation

Australia's new bond issuance sees record demand as global rush for yield amid easing policy, moderating inflation, and trade tensions pushes bids to A$83 billion.

Trans Mountain to See Increased Shipping Interest if U.S. Tariffs Imposed

Trans Mountain pipeline expects increased demand if US imposes tariffs on Canadian oil imports. The pipeline currently operates at 80% capacity, with 20% available for spot shipping. Trans Mountain anticipates more interest in shipping on its system due to tariffs, but it's too early to predict volumes. Deliveries to Asia are also expected to increase, and the company is exploring ways to improve throughput efficiency and capacity of the expanded system.

Atkore Stock Plummets 20% on Weak Q4 Results

Shares of electrical safety company Atkore (ATKR) fell 19.3% following weak fourth quarter results. Its full-year EBITDA guidance missed significantly, and its revenue fell short of estimates. Despite beating EPS expectations, the overall quarter was weaker. Access our full analysis for free.