Despite tariff fears European stocks have outperformed Wall Street this year. Here’s why UBS thinks that will continue.

• 

  European stocks outpace Wall Street since Trump took office

  Surprise outperformance driven by lack of day-one tariffs on EU and prospect of end to Ukraine war
  
  Financial Times - 1h

• Intel’s stock is on a hot streak. Here’s why the rally could continue.

  The continued momentum for Intel’s stock could force hedge funds to start buying. Plus, Intel’s process technology is getting more respect.
  
  MarketWatch - Feb. 13

• AMD is doing better in AI than Wall Street thinks, this analyst says

  After Advanced Micro Devices Inc.’s disappointing earnings forecast last quarter, Wall Street soured a bit on the company’s potential in the artificial-intelligence-chip market, but Benchmark ...
  
  MarketWatch - 1d

• Software stocks are on fire. Here’s why the party can keep going this year.

  Smaller software stocks have been on a tear this year, and the sector broadly stands to benefit from lower costs for AI.
  
  MarketWatch - 3d

• Super Micro’s stock is its most overbought in a year. Here’s why that’s bullish.

  Super Micro’s stock has soared till it has become the most technically overbought in a year, but that hasn’t deterred bulls in the past.
  
  MarketWatch - 21h

• Expedia’s stock rallies 17% as Wall Street cheers the return of its dividend

  For the first time since the COVID-19 pandemic, Expedia will pay out a quarterly dividend of 40 cents a share.
  
  MarketWatch - Feb. 7

• Top Wall Street analysts pick these 3 stocks for attractive dividends

  TipRanks' analyst ranking service spotlights three dividend-paying stocks, including International Business Machines and Verizon.
  
  CNBC - Feb. 9

• Top Wall Street analysts are optimistic about the potential of these 3 stocks

  TipRanks' analyst ranking service reveals three stocks favored by Wall Street, including Pinterest and Amazon.
  
  CNBC - 4d
• 

  As Wall Street Chases Profits, Fire Departments Have Paid the Price

  Fire engine manufacturing is now largely controlled by three companies. Around the country, prices have soared, and orders can take years to fulfill.
  
  The New York Times - 3d

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• Stagflation-like trend can’t be ruled out, Fed’s Musalem says

  The U.S. economy is facing the potential risk of a period in which the labor market softens as inflation heats up, St. Louis Federal Reserve Bank President Alberto Musalem said on Thursday.
  
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• ‘I believe myself to be an honorable person’: Do I have the right to ask my husband what happens to his house if he dies?

  “I would really like things to be in order should anything happen to either one of us.”
  
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• The Chips Act may be dead. That’s another big hurdle for semiconductor stocks.

  Moves expected by the Trump administration to gut a key government scientific agency could bring another challenge for semiconductor and chip-equipment companies — and their stocks.
  
  MarketWatch - 1h

• Should you be worried about Elon Musk’s DOGE accessing your Social Security information?

  Attempts by the so-called Department of Government Efficiency, or DOGE, to seek access to the Social Security Administration’s database have sparked concern that it could compromise people’s ...
  
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• 

  Trump Tests Fed’s Independence With Order Expanding Authority Over Agencies

  A directive calling for oversight over the central bank’s regulatory and supervisory responsibilities has set off alarm.
  
  The New York Times - 32m
• 

  Airbus Says U.S. Tariffs Would Be ‘Lose-Lose’ for Airline Industry

  The European airline maker, which is Boeing’s chief rival, said it would adapt to any new tariffs, including passing on costs to its customers.
  
  The New York Times - 39m

• Stagflation-like trend can’t be ruled out, Fed’s Musalem says

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• Amazon surpasses Walmart in revenue for first time

  Walmart reported $180.5 billion in sales during the most recent quarter while Amazon reeled in $187.8 billion.
  
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