10 things to watch Thursday, Feb. 13 1. Wall Street was heading for a higher open Thursday despite the government’s January read on wholesale inflation coming in hotter like the previous day’s consumer inflation report. Bond yields, which have been moving higher lately, took a breather after the PPI numbers. The market is also on tariff watch, with President Donald Trump expected to announce reciprocal levies Thursday. 2. GE Healthcare reported a tiny quarterly miss on sales but a big, adjusted earnings per share beat (EPS), thanks to great margins. Order growth accelerated to 6%. The Club name guided 2025 organic revenue growth to a range of 2% to 3%. The midpoint of adjusted EPS forecast slightly beat. The outlook includes impact estimates on China tariffs. The stock jump 5.5%. 3. Cisco Systems delivered a strong quarterly top and bottom line beat and a big raise to the full-year outlook. Product orders up 11% year over year, excluding Splunk. The computer networking equipment maker is on track to exceed over $1 billion of artificial intelligence orders in fiscal 2025. The Dow stock jumped 6%. 4. Deere shares slumped 4.5% after the heavy equipment maker reported a fiscal 2025 first quarter beat. However, Jefferies said it was driven by higher “other income” and a lower tax rate. 5. Reddit shares lost nearly 8% after the online message board platform’s daily active users missed quarterly estimates due to a Google algorithm change. However, revenue, adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization), and average revenue per user (ARPU) were all better than expected. 6. Trade Desk shares plunged roughly 30% after the online ad company missed guidance and gave a weak first-quarter outlook. Evercore downgraded the stock to an in line hold rating and cut its 2025 EBITDA estimate by 11%. The analysts said it was the first time Trade Desk missed guidance in 33 quarters. 7. Dutch Bros shares soared 25% after the drive-thru coffee chain’s strong fourth quarter. Same-store sales were up 6.9%, along with a big, adjusted EBITDA beat. Cowen raised its price target to $89 per share from $65. We own the much larger Starbucks but Jim Cramer has been a long-term fan of Dutch Bros. 8. Club name DuPont was upgraded to a hold-equivalent equal weight from an underweight sell at Barclays, which also raised its price target on the stock to $89 per share. The analysts said spin limbo is ending and electronics has momentum through the spin. 9. Alibaba ‘s Joe Tsia confirms it is working with Club name Apple to bring Apple Intelligence to devices, including the iPhone, in China. 10. Applovin delivered a quarterly beat and raised guidance. Ad revenue was up 73% to about $1 billion versus estimates of 55% growth. Jefferies raised its price target on the stock to $600 per share from $460. Shares soared 30%. Sign up for my Top 10 Morning Thoughts on the Market email newsletter for free (See here for a full list of the stocks at Jim Cramer’s Charitable Trust.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.
10 things to watch Thursday, Feb. 13
1. Wall Street was heading for a higher open Thursday despite the government’s January read on wholesale inflation coming in hotter like the previous day’s consumer inflation report. Bond yields, which have been moving higher lately, took a breather after the PPI numbers. The market is also on tariff watch, with President Donald Trump expected to announce reciprocal levies Thursday.
2.GE Healthcare reported a tiny quarterly miss on sales but a big, adjusted earnings per share beat (EPS), thanks to great margins. Order growth accelerated to 6%. The Club name guided 2025 organic revenue growth to a range of 2% to 3%. The midpoint of adjusted EPS forecast slightly beat. The outlook includes impact estimates on China tariffs. The stock jump 5.5%.
3.Cisco Systems delivered a strong quarterly top and bottom line beat and a big raise to the full-year outlook. Product orders up 11% year over year, excluding Splunk. The computer networking equipment maker is on track to exceed over $1 billion of artificial intelligence orders in fiscal 2025. The Dow stock jumped 6%.
