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Source document· January 6, 2026

Motley Fool Money: Stock Market Naughty and Nice List

View original at nasdaq.com
Motley Fool Money: Stock Market Naughty and Nice List In this podcast, Motley Fool contributors Travis Hoium, Lou Whiteman, and Rachel Warren discuss: Stocks on their Nice List.Stocks on their Naughty List.Discount stocks on their shopping list…
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What we drew from this source

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  • The Trade Desk has a lot of work to do to stay off naughty list in 2026 despite still believing in the company

    80% confidence
  • Alphabet is tops on nice list, stock up almost 70%, best return among MAG 7

    80% confidence
  • Looking for turnaround at Target and Starbucks going into 2027 rather than 2026

    80% confidence
  • TJX's off-price treasure hunt model thrives in various economic conditions

    80% confidence
  • Target shares are down about 30% year to date, about half of sales come from discretionary items

    80% confidence
  • Buy now pay later is not a fad and will be one of many tools in consumer's toolkit

    80% confidence
  • Antitrust regulators are on naughty list, saw high profile defeats in big tech cases

    80% confidence
  • MercadoLibre has 27 consecutive quarters of 30% or more year over year revenue growth

    80% confidence
  • About 60% of Walmart's revenue comes from grocery sales which is non-discretionary

    80% confidence
  • Alphabet is the biggest name in autonomous, the biggest name in streaming, and Gemini looks like the big winner

    80% confidence
  • China is Starbucks' second largest market outside the US

    80% confidence
  • Peter Beck is tops on CEO nice list for engineering mindset and not letting investor excitement change timetable

    80% confidence
  • There are many opportunities in financials and REITs that have been ignored while focused on AI

    80% confidence
  • Stock Advisor's total average return is 966% compared to 194% for S&P 500

    80% confidence
  • Costco makes most of their profits from membership dues

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
The Agentic Takeover of the CFO's Office
Enterprise finance software vendors—BlackLine, OneStream, Numero AI, and Oracle—are racing to embed autonomous AI agents into core financial operations (close, consolidation, reporting), backed by consolidation M&A (Numero-Royu, BlackLine-WiseLayer), fresh leadership hires, and survey data showing nearly a quarter of CFOs plan to boost AI spending over 50%. Adoption momentum is strong even as at least one bellwether (Oracle) sees its stock lag year-to-date, suggesting the market hasn't yet fully priced in the shift from AI-as-feature to AI-as-agent in finance.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
We flag conflicts openly ›
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