There's A Lot Of Turnover In The S&P 500 — Neutral

IVV  SPLG  SPXL  SPY  SSO  UPRO  VOO   Benzinga — January 12, 2026

“The good news for investors is that S&P has done a pretty good job of capturing the winners while weeding out the losers, as reflected by the fact that the index continues to trend higher.”

image for news There's A Lot Of Turnover In The S&P 500

3 Dividend Stocks With High Yields and a Triple-Digit Upside Potential — Positive

HPQ  HRL  VZ   24/7 Wall Street — January 12, 2026

You don't have to settle for a moderate yield with moderate upside if you like dividend stocks.

image for news 3 Dividend Stocks With High Yields and a Triple-Digit Upside Potential

Rise in Fee Income, NII Likely to Aid BNY Mellon's Q4 Earnings — Neutral

BK   Zacks Investment Research — January 12, 2026

Rising fee income and higher net interest income are expected to lift BK's Q4 earnings.

image for news Rise in Fee Income, NII Likely to Aid BNY Mellon's Q4 Earnings

Inflows, AUM Growth Likely to Support BlackRock's Q4 Earnings — Neutral

BLK   Zacks Investment Research — January 12, 2026

Inflows and AUM growth are set to lift BlackRock's Q4 results as revenues and earnings are expected to rise year over year.

image for news Inflows, AUM Growth Likely to Support BlackRock's Q4 Earnings

Q4 2025 Earnings Preview: Can Corporate Profits Sustain S&P 500 Record Highs? — Neutral

IVV  SPLG  SPXL  SPY  SSO  UPRO  VOO   Seeking Alpha — January 12, 2026

Earnings season gets underway this week, with reports from major banks providing the first look at corporate performance. The technology sector is expected to be the standout performer with over 25% projected earnings growth, driven by the ongoing "AI arms race." Sectors that rely on lower-end consumer spending are expected to be squeezed again by "value-conscious” shoppers, making the consumer discretionary sector a laggard this season.

image for news Q4 2025 Earnings Preview: Can Corporate Profits Sustain S&P 500 Record Highs?

WisdomTree U.S. LargeCap Dividend Fund ETF (DLN) offers a compelling alternative to SCHD for dividend investors seeking growth participation without sacrificing defensiveness. DLN's methodology favors absolute dividend dollars and broader sector exposure, enabling greater upside in growth regimes and resilience during drawdowns. DLN's tech-heavy allocation, focused on cash-rich mega caps, positions it to benefit from AI-driven secular trends while maintaining dividend discipline.

image for news Dividend Investing Beyond Yield: Why DLN Fits SCHD's Philosophy With More Growth

This NVIDIA Partnership Shows How Big AI Can Really Get — Negative

NVDA   MarketBeat — January 12, 2026

NVIDIA's NASDAQ: NVDA market is heating up, approaching the boiling point once again, as its long-term outlook swells and the valuation becomes irresistible. Trading at 40x earnings in early 2026, this market fails to price in what is quickly becoming an overly cautious forecast.

image for news This NVIDIA Partnership Shows How Big AI Can Really Get

Google Parent Company's Market Cap Hits $4 Trillion Amid AI Gains — Positive

GOOG  GOOGL   PYMNTS — January 12, 2026

Google parent company Alphabet's market capitalization reached $4 trillion Monday (Jan. 12), driven by its recent successes in artificial intelligence (AI). The company's shares reached a record $334.04 in intraday trading, lifting its market cap to $4.03 trillion for the first time, The Wall Street Journal reported Monday.

image for news Google Parent Company's Market Cap Hits $4 Trillion Amid AI Gains

PNC Financial's Q4 Earnings on the Deck: Here's What to Expect — Positive

PNC   Zacks Investment Research — January 12, 2026

PNC is set to report Q4 and full-year 2025 earnings on Jan. 16, with higher NII expected on rate cuts and steady loan demand.

image for news PNC Financial's Q4 Earnings on the Deck: Here's What to Expect

Macy's Digital & Store Enhancements Drive Omni-Channel Sales Momentum — Positive

M   Zacks Investment Research — January 12, 2026

M is gaining omni-channel momentum as digital upgrades, Reimagine 125 stores and automated fulfillment lift sales and engagement.

image for news Macy's Digital & Store Enhancements Drive Omni-Channel Sales Momentum

Could This Be A Win-Win Trade On PayPal Stock? — Neutral

PYPL   Forbes — January 12, 2026

At approximately $57.66 per share, PayPal (PYPL) is trading nearly 37% lower than its 52-week peak.

image for news Could This Be A Win-Win Trade On PayPal Stock?

Johnson & Johnson (JNJ) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript

image for news Johnson & Johnson (JNJ) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript

argenx SE (ARGX) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript

image for news argenx SE (ARGX) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript

Arrowhead Pharmaceuticals, Inc. (ARWR) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript

image for news Arrowhead Pharmaceuticals, Inc. (ARWR) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript

Exxon Mobil: 2030 Plan More Robust Than Initial Forecast — Positive

XOM   Seeking Alpha — January 12, 2026

Exxon Mobil targets $25 billion in earnings and $35 billion in cash flow growth by 2030, maintaining capital discipline and leveraging upstream productivity. XOM's expansion into carbon capture storage ("CCS") positions it to benefit from surging data center power demand and utility partnerships. Potential reentry into Venezuela offers long-term upside, though infrastructure redevelopment and asset security remain prerequisites and may extend beyond 2030.

image for news Exxon Mobil: 2030 Plan More Robust Than Initial Forecast

IDEX Corporation to Webcast Fourth Quarter 2025 Earnings Call — Neutral

IEX   Business Wire — January 12, 2026

NORTHBROOK, Ill.--(BUSINESS WIRE)--IDEX Corporation (NYSE:IEX) will release its fourth quarter 2026 results February 4, 2026, prior to market open.

image for news IDEX Corporation to Webcast Fourth Quarter 2025 Earnings Call

Should Commercial Metals Be Part of Your Portfolio Post Q1 Results? — Positive

CMC   Zacks Investment Research — January 12, 2026

CMC posted Q1 FY26 revenue and EPS beats, triple-digit earnings growth, strong North America margins, and upside from recent acquisitions.

image for news Should Commercial Metals Be Part of Your Portfolio Post Q1 Results?

Pete Najarian's Bull Cases for Big Banks, Silver, Gold & GOOGL — Positive

GOOG  GOOGL   Schwab Network — January 12, 2026

@MarketRebellion's Pete Najarian returns to Trading 360 and offers his bullish takes for 2026. He begins with the upcoming earnings season and big banks, which he expects to show "very, very solid" growth in 2026 even if it's not as strong throughout this year.

image for news Pete Najarian's Bull Cases for Big Banks, Silver, Gold & GOOGL

Eli Lilly CFO on $1 billion Nvidia investment — Positive

LLY  NVDA   Bloomberg Markets and Finance — January 12, 2026

NVIDIA plans to invest $1 billion over five years in a new laboratory with Eli Lilly and Company, aiming to speed up the use of artificial intelligence in the pharmaceutical industry. Heres what Eli Lilly CFO Lucas Montarce had to say about the partnership.

image for news Eli Lilly CFO on $1 billion Nvidia investment

Ernest Hoffman is a Crypto and Market Reporter for Kitco News. He has over 15 years of experience as a writer, editor, broadcaster and producer for media, educational and cultural organizations.

image for news Gold prices ride geopolitical shockwaves above $4,600, but real resistance lies at $4,770/oz – World Gold Council