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.”
3 Dividend Stocks With High Yields and a Triple-Digit Upside Potential — Positive
HPQ HRL VZ 24/7 Wall Street — January 12, 2026You don't have to settle for a moderate yield with moderate upside if you like dividend stocks.
Rise in Fee Income, NII Likely to Aid BNY Mellon's Q4 Earnings — Neutral
BK Zacks Investment Research — January 12, 2026Rising fee income and higher net interest income are expected to lift BK's Q4 earnings.
Inflows, AUM Growth Likely to Support BlackRock's Q4 Earnings — Neutral
BLK Zacks Investment Research — January 12, 2026Inflows and AUM growth are set to lift BlackRock's Q4 results as revenues and earnings are expected to rise year over year.
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, 2026Earnings 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.
Dividend Investing Beyond Yield: Why DLN Fits SCHD's Philosophy With More Growth — Positive
SCHD Seeking Alpha — January 12, 2026WisdomTree 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.
This NVIDIA Partnership Shows How Big AI Can Really Get — Negative
NVDA MarketBeat — January 12, 2026NVIDIA'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.
Google Parent Company's Market Cap Hits $4 Trillion Amid AI Gains — Positive
GOOG GOOGL PYMNTS — January 12, 2026Google 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.
PNC Financial's Q4 Earnings on the Deck: Here's What to Expect — Positive
PNC Zacks Investment Research — January 12, 2026PNC is set to report Q4 and full-year 2025 earnings on Jan. 16, with higher NII expected on rate cuts and steady loan demand.
Macy's Digital & Store Enhancements Drive Omni-Channel Sales Momentum — Positive
M Zacks Investment Research — January 12, 2026M is gaining omni-channel momentum as digital upgrades, Reimagine 125 stores and automated fulfillment lift sales and engagement.
At approximately $57.66 per share, PayPal (PYPL) is trading nearly 37% lower than its 52-week peak.
Johnson & Johnson (JNJ) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript — Neutral
JNJ Seeking Alpha — January 12, 2026Johnson & 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 — Neutral
ARGX Seeking Alpha — January 12, 2026argenx 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 — Neutral
ARWR Seeking Alpha — January 12, 2026Arrowhead 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, 2026Exxon 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.
IDEX Corporation to Webcast Fourth Quarter 2025 Earnings Call — Neutral
IEX Business Wire — January 12, 2026NORTHBROOK, Ill.--(BUSINESS WIRE)--IDEX Corporation (NYSE:IEX) will release its fourth quarter 2026 results February 4, 2026, prior to market open.
Should Commercial Metals Be Part of Your Portfolio Post Q1 Results? — Positive
CMC Zacks Investment Research — January 12, 2026CMC posted Q1 FY26 revenue and EPS beats, triple-digit earnings growth, strong North America margins, and upside from recent acquisitions.
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.
Eli Lilly CFO on $1 billion Nvidia investment — Positive
LLY NVDA Bloomberg Markets and Finance — January 12, 2026NVIDIA 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.
Gold prices ride geopolitical shockwaves above $4,600, but real resistance lies at $4,770/oz – World Gold Council — Neutral
AAAU BAR DBP DGL GLD GLDM IAU OUNZ SGOL UGL Kitco — January 12, 2026Ernest 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.