Hot or Not, Stock Market Edition: 01/16/2026

Here’s what’s hot and what’s not in the market this Friday…

• Hot: Walmart (WMT) is suddenly turning heads; Travere Therapeutics  (TVTX) surges on biotech momentum
• Not: Walt Disney (DIS) stalls amid streaming headwinds; Enphase Energy (ENPH) underperforms.

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🔥 HOT: Despite a 20% pullback in the past week, Travere Therapeutics (TVTX) just got upgraded to an A (Strong Buy) in our Zen Ratings system. We dug in to find the story — turns out, the pullback appears to be driven by an FDA delay, which pushed back the decision on the company’s label expansion for its lead drug Filspari to April 2026. However, the fundamentals indicate it’s a stock worth watching, and that this pullback could be an opportunity. As previously noted, TVTX earns an outstanding A (Buy) rating from Zen Ratings, ranking in the 98th percentile of stocks we track. Digging into the Component Grades, TVTX boasts an exceptional A grade for Growth and B grades for Momentum, Sentiment, and Financials. Its Value and AI scores land at C, while Safety comes in at D, reflecting the inherent risk in biotech. The bottom line? The FDA delay could be a speed bump, not a roadblock, and the longer-term trajectory remains compelling. 

🥶 NOT: Solar equipment maker Enphase Energy (ENPH) is down 44% in the past year, and the near-term outlook isn’t great. The solar industry is facing headwinds from potential policy changes under the Trump administration that could reduce federal incentives like the Inflation Reduction Act's tax credits, combined with high interest rates that make financing solar installations more expensive for consumers and developers. Even more alarming: insiders have been net sellers over the past year, with recent transactions showing the Chief Financial Officer and Directors unloading shares. Now, there are a variety of reasons why insider selling might happen, but the industry headwinds and fundamentals suggest caution as well. The stock was recently downgraded to a Zen Rating of C (Hold), with middling Cs in several Component Grade areas like Growth, Sentiment, and Safety, and a disappointing D for Momentum. The bottom line? If you’re looking for solid fundamentals and growth potential, look elsewhere.

🔥 HOT: Let’s be real: Walmart (WMT) isn’t generally considered a sexy stock. But all of a sudden, it’s turning heads. Slowly, quietly, It’s quietly gained 30% in the past year — but recent catalysts have amped up its appeal. Momentum appears to be accelerating since its inclusion in the Nasdaq-100 index, an indicator that WMT is no longer just a discount retailer — it's becoming a tech-forward juggernaut. Additionally, WMT recently announced a landmark partnership with Google's Gemini AI platform. Wall Street is taking notice. It just got upgraded from a C (Hold) to a B (Buy) Zen Rating, and it currently ranks #2 in the Discount Store Industry, which has an Industry Rating of A. It looks like the transformation is real: Walmart has embraced AI, robotics, and cloud computing across every aspect of its business, driving productivity gains and margin expansion. 

🥶 NOT: Walt Disney (DIS) has struggled to gain traction, with relatively flat price action over the past few months. The entertainment behemoth is stuck in neutral, caught between its legacy media challenges and its evolving streaming ambitions — Netflix's ad-tier growth and competitive pressures in streaming, where Disney+ is battling for market share. DIS was just downgraded from a B (Buy) to a C (Hold) rating from our Zen Ratings, and the ho-hum Component Grades will help you see why: Cs across Value, Momentum, Sentiment, Financials, and AI, with a D in Growth. It only ranks #16 out of 37 stocks in the Entertainment Industry — which itself earns an alarming F grade. While the company is trying to innovate with AI-driven ad tools and vertical video formats, these initiatives haven't yet translated into meaningful upside. Our take? It’s not compelling right now. Wait for clearer signs of streaming profitability and ad revenue acceleration before deploying capital.

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