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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

The claims Via News extracted from this document. We point to the source; we don't replace it.

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

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

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

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

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

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

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

    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
  • Costco makes most of their profits from membership dues

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

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Moves Into Devices, Security and Platforms: Physical AI Data, On-Device Compute and Agent Governance Drive a Late-October Product Wave
In late October 2026, vendors across hardware, enterprise software and security launched products built around AI moving out of the cloud and into devices, workflows and physical systems. Examples include NVIDIA RTX Spark laptops with Adobe, ASUS and Windows support for local and hybrid AI, and Harvest Praxis and Encord on embodied or physical AI. Enterprise software and security vendors (Salesforce–Braze, Fortinet, ServiceNow, Cisco, Intuit) are consolidating AI-driven customer data, adding inline AI security and agent governance, and embedding AI in financial and accounting workflows. The finance link is indirect: it rests on M&A, fintech-adjacent AI tooling and the capital flowing into physical AI. No regulatory driver appears in the facts.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
We flag conflicts openly ›
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