Hot or Not, Stock Market Edition: 02/05/2026

Happy Thursday. Here are the stock stories we're following today:

• Hot: Comfort Systems USA (FIX) rides the AI wave; Brinks (BCO) brings its A game  
• Not: Intel Corporation (INTC) faces manufacturing questions; Cipher Mining (CIFR) tumbles on broader crypto concerns.

P.S. For more stocks making moves, check out our Zen Ratings Upgrades & Downgrades screener.

🔥 HOT: While digital payments continue their march forward, Brinks Company (BCO) is proving that cash isn't going anywhere — and neither is the need for armored transport and secure logistics. The stock is quietly enjoying an impressive run — it’s up 13% in the past month, and signs point to continued momentum. The company's strategic positioning in high-security logistics — serving banks, retailers, and ATM networks — creates recurring revenue streams that are difficult to disrupt. BCO earns an A (Strong Buy) Zen Rating, with an excellent A Component Grades for Growth and Safety, alongside a B grade for Value and an impressive A grade for Growth.With a sky-high Zen Rating and strong fundamentals across the board, BCO represents a rare combination of quality and growth in an often-overlooked sector.  

🥶 NOT: Crypto winter is getting particularly chilly for Cipher Mining (CIFR) – the Bitcoin mining and data center infrastructure play has tumbled around 14% this week. Despite attempts to pivot toward AI data center services with deals involving hyperscalers like Google and Amazon, the stock is struggling to escape its cryptocurrency mining roots during a volatile period for digital assets. CIFR earns a D (Sell) rating from WallStreetZen, ranking in just the 19.9th percentile of stocks we track overall. The Component Grade breakdown tells a stark story: an F grade for Safety, a D grade for Value, and weak D grades for both AI exposure and Financials. The only bright spot is a B grade for Growth, reflecting the company's 1 GW expansion plans and pivot toward AI infrastructure. However, its low grades for Value and Safety, the fundamentals paint a picture of high risk and uncertain returns. The bottom line? The stock’s volatility and weak financial foundation make it a tough sell for risk-averse investors.

🔥 HOT: Heating and cooling are always in demand — as evidenced by the fact that Comfort Systems USA (FIX) has surged roughly 180% over the past year. (We featured it about a year ago, by the way — don’t you wish you were listening then?) The HVAC and mechanical systems provider is catching serious attention from institutional investors who are reframing the company as more than just a traditional contractor as it gains ever-more exposure to AI infrastructure and data center projects. The company also recently announced a dividend hike, signaling management's confidence in its growth trajectory. FIX earns a B (Buy) rating from our Zen Ratings, landing in the 93rd percentile of stocks we track. The stock posts impressive A grades for Growth and Financials, alongside B grades for Momentum and Sentiment. While it’s run quite a bit already, FIX is still watchlist worthy — with data center demand showing no signs of slowing and FIX positioned as a key pick-and-shovel play in the AI infrastructure build-out, the fundamentals appear to support the momentum.  

🥶 NOT: Semiconductor giant Intel Corporation (INTC) is battling uncertainty. The narrative around Intel is shifting as the company pursues foundry deals and seeks to reclaim relevance in advanced chip manufacturing. However, even reports of potential manufacturing partnerships with Apple and Nvidia haven’t dampened doubts about whether Intel's foundry ambitions can truly compete with TSMC and Samsung. INTC was recently downgraded to a C (Hold) Zen Rating, ranking below the median for its sector. The stock shows relative strength in Momentum with a B grade, but struggles across other key metrics with C grades for Value, Growth, Sentiment, and Financials, and a concerning D grade for Safety. Verdict: Hold. Wait for clearer evidence that Intel's foundry strategy is gaining real traction before committing capital.

What to Do Next?

• 77 Best Stocks NOW! >
• See All “A” Rated Stocks with +32.52% Average Annual Return >
• 2 New Stocks to Buy from Steve Reitmeister >

Want to get in touch? Email us at news@wallstreetzen.com.