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, 2026Following 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.
NRG Energy Receives All Regulatory Approvals for LS Power Portfolio Acquisition — Neutral
NRG Business Wire — January 26, 2026HOUSTON--(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.
Bank of Marin Bancorp (BMRC) Q4 2025 Earnings Call Transcript — Neutral
BMRC Seeking Alpha — January 26, 2026Bank of Marin Bancorp (BMRC) Q4 2025 Earnings Call Transcript
Celestica: Upgrading Before Q4 Earnings Despite Rich Valuation — Positive
CLS Seeking Alpha — January 26, 2026Celestica 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.
General Electric Company: The Growth Runway Looks Longer Than The Market Thinks — Positive
GE Seeking Alpha — January 26, 2026General 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.
Big Tech Earnings Expectations in AMZN & GOOGL Cloud, META Volatility — Neutral
AMZN GOOG GOOGL META Schwab Network — January 26, 2026Angelo 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.
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.
KLAR ALERT: Hagens Berman Investigating Alleged Claims in Securities Class Action Against Klarna Group (KLAR) Over 102% Spike in Credit Loss Provision — Neutral
KLAR PRNewsWire — January 26, 2026Partner 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.
CPNG INVESTOR ALERT: Hagens Berman Scrutinizing Claims in Pending Coupang, Inc. (CPNG) Suit Over 33.7 Million Account Data Breach and Alleged Disclosure Delays — Neutral
CPNG PRNewsWire — January 26, 2026Partner 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.
Google Agrees to Settle Class Action Lawsuit Targeting Voice Assistant — Neutral
GOOG GOOGL PYMNTS — January 26, 2026Google 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).
Here is Why Growth Investors Should Buy TE Connectivity (TEL) Now — Positive
TEL Zacks Investment Research — January 26, 2026TE Connectivity (TEL) could produce exceptional returns because of its solid growth attributes.
3 Reasons Growth Investors Will Love Sprouts Farmers (SFM) — Positive
SFM Zacks Investment Research — January 26, 2026Sprouts Farmers (SFM) is well positioned to outperform the market, as it exhibits above-average growth in financials.
Yum China (YUMC) is an Incredible Growth Stock: 3 Reasons Why — Positive
YUMC Zacks Investment Research — January 26, 2026Yum China (YUMC) possesses solid growth attributes, which could help it handily outperform the market.
Is Karooooo (KARO) a Solid Growth Stock? 3 Reasons to Think "Yes" — Positive
KARO Zacks Investment Research — January 26, 2026Karooooo (KARO) possesses solid growth attributes, which could help it handily outperform the market.
Looking for a Growth Stock? 3 Reasons Why TTM (TTMI) is a Solid Choice — Positive
TTMI Zacks Investment Research — January 26, 2026TTM (TTMI) is well positioned to outperform the market, as it exhibits above-average growth in financials.
Trump administration takes first step toward offering new offshore oil drilling leases in California — Positive
BNO DBO GUSH IEO OIH OIL PXJ UCO USO XOP Reuters — January 26, 2026The 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.
Rimini Street to Report Fourth Quarter and Fiscal Year 2025 Financial Results on February 19, 2026 — Neutral
RMNI Business Wire — January 26, 2026LAS 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.
Reddit Lawyers Force Founder to Redact "WallStreetBets" From Miami Event — Neutral
RDDT Accesswire — January 26, 2026A 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 …
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.
Johnson Fistel Investigates Claims on Behalf of Five Below, Inc. (FIVE) Shareholders — Neutral
FIVE GlobeNewsWire — January 26, 2026SAN 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.