This week, LevelFields alerts identified several major stock surges tied to dividend announcements. CTSDF saw a remarkable 55.33% single-day jump after announcing a dividend reduction, signaling a market revaluation. IDCC surged 16.05% in one day following a 33% dividend increase, while G gained 11.23% after unveiling an 11% dividend hike alongside a $500 million stock buyback program. YUMC also rallied 9% after announcing a 50% dividend increase, reinforcing the market's strong reaction to shareholder returns. These moves highlight the impact of dividend policies and capital allocation strategies on stock performance, presenting lucrative opportunities for investors tracking such catalysts.

Trump's Media Company (DJT) Files for ETFs
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Trump Media announced plans this week for the "Bitcoin Plus ETF," part of a new lineup of ETFs under its Truth.Fi brand. The company has filed to register trademarks for several ETFs, including the "Made in America ETF" and the "U.S. Energy Independence ETF."

“Our goal is to provide investors with opportunities to support American energy, manufacturing, and companies that offer an alternative to the woke funds and debanking issues prevalent in today’s market,” said Trump Media CEO Devin Nunes in a press release.

Nunes also noted that the company is exploring unique strategies to differentiate its products, including those focused on bitcoin. This is a show of cards, where Trump plans to make money by selling access to the very equities and cryptocurrencies his administration will invest in and prop up through policies and with a sovereign wealth fund. 

This is very bullish for Bitcoin and all commodity companies exporting American products. 

Amazon Earnings: Strong Results Overshadowed by Cloud Constraints

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Amazon (AMZN) reported Q4 revenue of $187.8B, a 10% YoY increase, and EPS of $1.86, surpassing estimates of $1.49. However, shares dipped 3% after the company issued lower-than-expected Q1 revenue guidance of $151B–$155.5B (vs. $158.6B expected). Amazon Web Services (AWS) revenue grew 19% to $28.8B, but CEO Andy Jassy warned that capacity constraints on power and AI chips could limit further acceleration until the second half of 2025. The company spent $26.3B in capex last quarter, primarily on AI and cloud infrastructure, and plans $100B in 2025 investments to maintain its leadership in AI computing.

Palantir Earnings: AI Growth Drives 22% Stock Surge

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Palantir (PLTR) posted Q4 EPS of $0.14, beating expectations of $0.11, with revenue surging 36% YoY to $828M (vs. $776M expected). The company also raised its 2025 revenue guidance to $3.74B–$3.76B, ahead of estimates ($3.52B). Shares soared 22% in response. CEO Alex Karp emphasized Palantir’s expanding role in AI-driven software, citing strong demand across commercial and government sectors. U.S. commercial revenue jumped 64% YoY to $214M, while government contracts climbed 45% to $343M.

Alphabet Earnings: AI Investments Overshadow Revenue Miss

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Alphabet (GOOGL) reported Q4 revenue of $96.47B, slightly missing estimates of $96.56B, while EPS of $2.15 beat expectations of $2.13. However, shares dropped 9% as the company announced $75B in 2025 capital expenditures—far exceeding forecasts of $58.8B. AI spending weighed on sentiment despite 12% YoY revenue growth. YouTube ad revenue rose to $10.47B, but Google Cloud revenue of $11.96B missed the expected $12.19B, raising concerns about its AI-driven expansion. 
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CFO Anat Ashkenazi defended the AI investments, stating that Alphabet is in a “tight supply-demand situation” for AI capacity and plans aggressive data center expansion. Analysts remain split—some see long-term AI leadership, while others cite rising costs and slowing ad growth as headwinds.

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