Why Trade Desk's stock is the S&P 500's sharpest decliner on Monday — Negative

IVV  SPLG  SPXL  SPY  SSO  TTD  UPRO  VOO   Market Watch — January 26, 2026

Following another CFO change, analysts are worried about a pattern of leadership turnover at the company, as well as the judgment of those who selected the previous CFO.

image for news Why Trade Desk's stock is the S&P 500's sharpest decliner on Monday

HOUSTON--(BUSINESS WIRE)--NRG Energy, Inc. (NYSE: NRG), today announced it has received antitrust clearance from the U.S. Department of Justice (DOJ) for its previously announced acquisition of 18 natural gas generation facilities and a commercial and industrial virtual power plant platform (C&I VPP) from LS Power. NRG received antitrust clearance from the DOJ on January 23, 2026, and previously received approvals from the Federal Energy Regulatory Commission (FERC) and the New York State P.

image for news NRG Energy Receives All Regulatory Approvals for LS Power Portfolio Acquisition

Bank of Marin Bancorp (BMRC) Q4 2025 Earnings Call Transcript — Neutral

BMRC   Seeking Alpha — January 26, 2026

Bank of Marin Bancorp (BMRC) Q4 2025 Earnings Call Transcript

image for news Bank of Marin Bancorp (BMRC) Q4 2025 Earnings Call Transcript

Celestica: Upgrading Before Q4 Earnings Despite Rich Valuation — Positive

CLS   Seeking Alpha — January 26, 2026

Celestica Inc. is upgraded to Buy ahead of Q4 2025 earnings despite stretched valuation, driven by robust AI infrastructure demand confirmed by numerous recent developments. CLS is expected to deliver double earnings beats and upbeat FY2026 guidance, supported by strong hyperscale data center growth. Despite a recent dip, CLS stock trades at elevated valuation multiples, with a forward P/E above 20 and sector/historical premiums.

image for news Celestica: Upgrading Before Q4 Earnings Despite Rich Valuation

General Electric Company: The Growth Runway Looks Longer Than The Market Thinks — Positive

GE   Seeking Alpha — January 26, 2026

General Electric Company is rated a buy, driven by strong earnings momentum and robust order growth across both commercial and defense segments. GE delivered double-digit revenue and EPS growth in 2023, with Q4 revenue up 20% and orders up 74%, supporting a positive long-term outlook. Despite a forward P/E of 40.7x, GE appears undervalued relative to its historical average and PEG, with management guiding for continued double-digit EPS growth.

image for news General Electric Company: The Growth Runway Looks Longer Than The Market Thinks

Big Tech Earnings Expectations in AMZN & GOOGL Cloud, META Volatility — Neutral

AMZN  GOOG  GOOGL  META   Schwab Network — January 26, 2026

Angelo Zino sees Meta Platforms (META) moving the most off this week's round of Mag 7 earnings. He sees the stock on the cheaper side as it trades under 20-times earnings, though Shay Boloor warns the company needs to do more to diversify AI prospects.

image for news Big Tech Earnings Expectations in AMZN & GOOGL Cloud, META Volatility

KeyCorp: Strong NII, $1.2B Stock Buyback, Not Cheap — Neutral

KEY   Seeking Alpha — January 26, 2026

KeyCorp delivered decent Q4 results, beating top and bottom line estimates with robust net interest income growth. KEY's net interest income surged 15% year-over-year, supported by loan portfolio expansion, especially in commercial, and declining deposit costs. Management guided for $1.2B in share buybacks in 2026 and maintains a near-4% dividend yield, enhancing shareholder returns.

image for news KeyCorp: Strong NII, $1.2B Stock Buyback, Not Cheap

Partner Reed Kathrein Investigating Claims of Understated Loss Reserves and Lending to Financially Vulnerable Consumers; February 20 Deadline SAN FRANCISCO, Jan. 26, 2026 /PRNewswire/ -- National shareholder rights law firm Hagens Berman is notifying investors in Klarna Group plc (NYSE: KLAR) of the upcoming February 20, 2026, lead plaintiff deadline in a pending securities class action. The firm is actively investigating the lawsuit's claims of alleged misstatements in Klarna's September 2025 Initial Public Offering (IPO) documents.

image for news KLAR ALERT: Hagens Berman Investigating Alleged Claims in Securities Class Action Against Klarna Group (KLAR) Over 102% Spike in Credit Loss Provision

Partner Reed Kathrein Investigating Statements of "Proactive Security" Against 6-Month Undetected Access by Former Employee SAN FRANCISCO, Jan. 26, 2026 /PRNewswire/ -- National shareholder rights firm Hagens Berman reminds investors in Coupang, Inc. (NYSE: CPNG) regarding the February 17, 2026 lead plaintiff deadline. Investors who purchased Coupang (CPNG) securities between May 7, 2025, and December 16, 2025, and suffered significant losses are encouraged to contact the firm.

image for news CPNG INVESTOR ALERT: Hagens Berman Scrutinizing Claims in Pending Coupang, Inc. (CPNG) Suit Over 33.7 Million Account Data Breach and Alleged Disclosure Delays

Google has reportedly agreed to a preliminary settlement in a class action lawsuit that alleged that the firm's Google Assistant spied on smartphone users. The proposed $68 million settlement was filed Friday (Jan. 23) and requires approval by a judge, Reuters reported Monday (Jan. 26).

image for news Google Agrees to Settle Class Action Lawsuit Targeting Voice Assistant

Here is Why Growth Investors Should Buy TE Connectivity (TEL) Now — Positive

TEL   Zacks Investment Research — January 26, 2026

TE Connectivity (TEL) could produce exceptional returns because of its solid growth attributes.

image for news Here is Why Growth Investors Should Buy TE Connectivity (TEL) Now

3 Reasons Growth Investors Will Love Sprouts Farmers (SFM) — Positive

SFM   Zacks Investment Research — January 26, 2026

Sprouts Farmers (SFM) is well positioned to outperform the market, as it exhibits above-average growth in financials.

image for news 3 Reasons Growth Investors Will Love Sprouts Farmers (SFM)

Yum China (YUMC) is an Incredible Growth Stock: 3 Reasons Why — Positive

YUMC   Zacks Investment Research — January 26, 2026

Yum China (YUMC) possesses solid growth attributes, which could help it handily outperform the market.

image for news Yum China (YUMC) is an Incredible Growth Stock: 3 Reasons Why

Is Karooooo (KARO) a Solid Growth Stock? 3 Reasons to Think "Yes" — Positive

KARO   Zacks Investment Research — January 26, 2026

Karooooo (KARO) possesses solid growth attributes, which could help it handily outperform the market.

image for news Is Karooooo (KARO) a Solid Growth Stock? 3 Reasons to Think "Yes"

Looking for a Growth Stock? 3 Reasons Why TTM (TTMI) is a Solid Choice — Positive

TTMI   Zacks Investment Research — January 26, 2026

TTM (TTMI) is well positioned to outperform the market, as it exhibits above-average growth in financials.

image for news Looking for a Growth Stock? 3 Reasons Why TTM (TTMI) is a Solid Choice

The Trump administration on Monday invited the oil and gas industry to nominate areas for a potential sale of offshore oil and gas leases in Southern and Central California to be held as soon as next year.

image for news Trump administration takes first step toward offering new offshore oil drilling leases in California

LAS VEGAS--(BUSINESS WIRE)--Rimini Street, Inc. (Nasdaq: RMNI), the Software Support and Agentic AI ERP Company™, and the leading third-party support provider for Oracle, SAP and VMware software, today announced it will report earnings after market close on February 19, 2026. The company will host a conference call and webcast on that date to discuss the fourth quarter and fiscal year 2025 results and the 2026 outlook at 5:00 p.m. Eastern / 2:00 p.m. Pacific time. A live webcast of the event wi.

image for news Rimini Street to Report Fourth Quarter and Fiscal Year 2025 Financial Results on February 19, 2026

A major Miami conference becomes the first known case of a social media company enforcing trademark control over a user-created community MIAMI, FLORIDA / ACCESS Newswire / January 26, 2026 / Jaime Rogozinski, the founder of WallStreetBets, announced today that the upcoming Miami conference has been renamed [REDACTED] Live following legal threats from Reddit, Inc. While thousands of crypto groups, Telegram channels, Discord servers, and financial influencers continue to monetize the "WallStreetBets" name daily without consequence, Reddit's legal team has decided that its single greatest threat is the founder himself meeting with the community in real life. After years of …

image for news Reddit Lawyers Force Founder to Redact "WallStreetBets" From Miami Event

IPKW: Recent Outperformance Doesn't Erase The Risks — Neutral

IPKW   Seeking Alpha — January 26, 2026

The Invesco International BuyBack Achievers ETF targets international firms with significant recent buybacks, overweighting financials. IPKW has outperformed the ex-U.S. benchmark IXUS since inception, but with elevated risk metrics. The fund has a concentrated portfolio, high turnover, high fees, and weak risk-adjusted returns versus foreign large value peers.

image for news IPKW: Recent Outperformance Doesn't Erase The Risks

SAN DIEGO, Jan. 26, 2026 (GLOBE NEWSWIRE) -- Johnson Fistel, PLLP is investigating potential derivative claims on behalf of Five Below, Inc. (NASDAQ: FIVE) concerning alleged breaches of fiduciary duty and other violations of state and federal law by certain officers and directors.

image for news Johnson Fistel Investigates Claims on Behalf of Five Below, Inc. (FIVE) Shareholders