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

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

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

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

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

    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 the biggest name in autonomous, the biggest name in streaming, and Gemini looks like the big winner

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Enterprise Software Races to Govern and Consolidate Around Agentic AI
Enterprise software vendors are repositioning around autonomous AI agents. Salesforce is acquiring Braze, ServiceNow is launching agent governance tools (AI Passport, Super Intelligence Control Tower), SAP is pushing its 'Autonomous Enterprise', and Zeta is launching AthenaOS and its own inference model. Palantir is embedding itself in banking, aviation and sovereign AI infrastructure through partnerships with Customers Bank, Surf Air, Ondas and Armada. Governance, data sovereignty and enforced policy are emerging as preconditions for regulated sectors like finance. Investors such as Norwest see room to disrupt ERP and finance software, and they caution that AI should not be trusted with financial calculations. Consolidation and shareholder disputes (Salesforce/Braze, Tiny/Oso Cloud, ZenaTech/Boardwalktech) show the market reshaping.
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 ›
Recently verified
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