Another "earnings season" is upon us... For those of you who don't know, earnings season is exactly what it sounds like.

Watch These Two 'Bullish' Stocks During 'Earnings Season' By Vic Lederman, editorial director, Chaikin Analytics Another "earnings season" is upon us... For those of you who don't know, earnings season is exactly what it sounds like. Every quarter, publicly traded companies need to report their financial results to investors. And about two weeks after a quarter ends, a large chunk of companies do just that. This time, earnings season is coming at a key moment for the market... In short, 2025 has gotten off to a rocky start. The S&P 500 Index is down roughly 4% from its mid-December peak. And the tech-heavy Nasdaq 100 Index has fallen about 6% over a similar period. A lot of investors are worried. And just about everyone is wondering... Will we endure a long downturn? Or is the market about to bounce back once again? As I'll explain today, I'm watching two companies to help answer those questions... Both companies will report earnings over the next few weeks. And in my view, the market's next move depends on their results. The Power Gauge is "bullish" or better on both stocks right now. But that could change if they release poor reports. And if that happens, it could mean bad news for stocks in general. Let's dive in... Recommended Links: 'I Want to Help Make 2025 Your Best Year Yet...' Dr. David Eifrig's readers have had the chance to collect extra cash on 95% of the trades he has recommended over the last 15 years... with win streaks of 135, 108, and 211 trades in a row. Now, he's launching a "New Year Money Challenge" so he can teach you ALL the details of his No. 1 favorite strategy, too... including a $2,500 bonus... a special, expanded credit policy... and one of the cheapest offers ever. This could set you up for the best year of your investing life in 2025. But you must click here before it's gone forever. But you must click here before it's gone forever By Tomorrow, Log Into Keith's $5,000 Website This website shows you the biggest potential jumps on 5,000 different stocks – to the day – weeks before they occur. It was built by a firm whose work nailed the 2023/2024 bull market to within 60 days. In 2024 alone, you would've doubled your money 15 different times according to our study, with 83% back-tested accuracy. By Wednesday, January 15 at midnight, you can claim one free year of access through this special offer. Regular readers know that Chaikin Analytics founder Marc Chaikin and I believe stocks will have another great year in 2025. But we both expect to see some volatility. That's happening right now. Wall Street wants the economy to thread a small needle... You see, traders want to see lower inflation. But at the same time, these same traders are looking for continued consumer strength. That sounds contradictory. But if the economy can thread that needle, the Federal Reserve can keep cutting interest rates. And in turn, that would means continued corporate profits ahead. Because of that, I'm watching two financial-related companies closely... The first company is credit-card giant Visa (V). It's due to report earnings on January 30. And the second is PayPal (PYPL). The digital-payments leader will report on February 4. These two businesses have their fingers on the pulse of U.S. consumer spending... Just about everything I buy touches either Visa or PayPal. That's true for millions of Americans as well. Put simply... If these two companies are struggling, we know that consumer spending is slowing. Today, both companies earn at least a "bullish" overall rating in the Power Gauge. But as you can see below, that doesn't mean they tell the same earnings-related story... PayPal gets a "bullish" grade in the Earnings category today. But Visa's rating for that category is currently "neutral." Looking closer in the Power Gauge, it's clear why... PayPal receives "bullish" grades for earnings growth, earnings surprise, and earnings trend. Meanwhile, Visa gets "neutral" ratings for earnings trend and earnings surprise. In other words, PayPal has a history of beating Wall Street analysts' expectations. But recently, Visa has struggled to produce positive results. Strong results from these two financial titans could mean more smooth sailing for the next quarter or two. On the flip side, a rocky performance would likely signal a longer downturn. We're also looking for signs that the Fed has inflation under control. But ultimately, this earnings season, we need PayPal and Visa to show that consumer spending is strong. That's why I'll be watching these two companies closely in the weeks ahead. Good investing, Vic Lederman Market View Major Indexes and Notable Sectors     # Hld:     Bullish     Neutral     Bearish Dow 30 +0.87% 7 14 9 S&P 500 +0.16% 52 269 177 Nasdaq -0.32% 11 53 36 Small Caps +0.19% 271 1125 505 Bonds -0.04% Materials +2.23% 0 8 20 — According to the Chaikin Power Bar, Small Cap stocks and Large Cap stocks are Bearish. Major indexes are mixed. *  *  *  * Sector Tracker Sector movement over the last 5 days Energy +3.65% Health Care +1.76% Materials +1.68% Industrials +0.33% Staples -1.34% Real Estate -1.49% Financial -1.61% Utilities -1.99% Discretionary -2.07% Communication -3.12% Information Technology -4.85% *  *  *  * Industry Focus Innovative Technology Services 25 64 8 Over the past 6 months, the Innovative Technology subsector (XITK) has outperformed the S&P 500 by +11.23%. Its Power Bar ratio, which measures future potential, is Very Strong, with more Bullish than Bearish stocks. It is currently ranked #2 of 21 subsectors. Top Stocks BILL BILL Holdings, Inc. ANET Arista Networks Inc EPAM EPAM Systems, Inc. *  *  *  * Top Movers Gainers MOS +8.01% RVTY +7.74% CF +7.59% CVS +7.31% HUM +6.81% Losers MRNA -16.8% EIX -11.89% CEG -8.5% PCG -5.53% SMCI -4.66% *  *  *  * Earnings Report Earnings Surprises KBH KB Home Q4 $2.52 Beat by $0.08 *  *  *  * You have received this e-mail as part of your subscription to PowerFeed. If you no longer want to receive e-mails from PowerFeed, click here. You're receiving this e-mail at indra21poetra@gmail.com. For questions about your account or to speak with customer service, call +1 (877) 697-6783 (U.S.), 9 a.m. - 5 p.m. Eastern time or e-mail info@chaikinanalytics.com. Please note: The law prohibits us from giving personalized investment advice. © 2025 Chaikin Analytics, LLC. All rights reserved. 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