Anthropic's Claude Cowork is a fresh drag on software stocks. Are investors overreacting? — Negative
ADBE CRM IGV INTU Market Watch — January 15, 2026Could artificial intelligence be a software killer? Wall Street has been debating this question for over a year, and Anthropic's latest product launch just added more fuel to the fire.
Infosys Limited delivered modest revenue growth, with Q3 revenues up 0.6% sequentially and 1.7% year-on-year in constant currency. INFY's operating margins held up despite regulatory labor cost pressures, aided by automation, pricing, and currency tailwinds. Large deal wins, especially in AI, drove growth, but client budget timing and discretionary project volatility remain risks.
Trade Tracker: Bill Baruch sells T-Mobile and buys more Cheniere, SLB and ExxonMobil — Positive
SLB TMUS XOM CNBC Television — January 15, 2026Bill Baruch, Founder & President Blue Line Capital, joins CNBC's “Halftime Report” to detail his latest portfolio moves. The Committee shares their energy strategy.
Heartland Value Plus Fund Q4 2025 Portfolio Review — Positive
BLDR LAMR WCC Seeking Alpha — January 15, 2026Lamar Advertising recently provided a solid Q3 report and very favorable outlook causing the stock to rally. In WESCO International we initiated a new position during the quarter. Builders FirstSource has been a consolidator of smaller regional lumberyards over time and made a push towards increasing value-add building products such as pre-assembled trusses to save builders time and labor on the job site.
Nasdaq Index: Tech Stocks Drive US Indices Rally Today on TSM Earnings, Iran Ease — Positive
TSM FXEmpire — January 15, 2026Nasdaq surges toward all-time high as TSM earnings ignite chip stock rally. Trump eases Iran concerns, lifting major uncertainty weighing on US indices.
Final Trades: ServiceNow, Apollo Global and Intercontinental Exchange — Neutral
APO ICE NOW CNBC Television — January 15, 2026The Investment Committee give you their top stocks to watch for the second half.
Northwest Ohio leaders applaud Whirlpool Corporation's commitment to U.S. manufacturing — Neutral
WHR PRNewsWire — January 15, 2026BENTON HARBOR, Mich., Jan. 15, 2026 /PRNewswire/ -- In an opinion piece published in the The Plain Dealer (Cleveland, Ohio) newspaper, the mayors of Clyde and Marion, Ohio, celebrated Whirlpool Corporation's enduring commitment to American manufacturing.
Insteel Industries Inc. (IIIN) Q1 2026 Earnings Call Transcript — Neutral
IIIN Seeking Alpha — January 15, 2026Insteel Industries Inc. (IIIN) Q1 2026 Earnings Call Transcript
Monthly Payouts & Expanding Reach: Can Realty Income Deliver? — Positive
O Zacks Investment Research — January 15, 2026O reinforces its income appeal with a 667th straight monthly dividend, high occupancy and disciplined global expansion to support steady payouts.
Here's Why You Should Add QSR Stock to Your Portfolio Right Now — Positive
QSR Zacks Investment Research — January 15, 2026Restaurant Brands boosts growth with strong Tim Hortons and Burger King sales, menu innovation, remodels and rising EPS estimates despite inflation headwinds.
RFIL Shares Jump on Q4 Earnings Beat, Revenues Increase Y/Y — Positive
RFIL Zacks Investment Research — January 15, 2026RF Industries' stock jumps more than 21% in the premarket trading after Q4 earnings surpass estimates, with revenues rising 23% year over year and margins expanding sharply.
Coinbase CEO on failed crypto bill: Some things in bill we were surprised by and had issues with — Neutral
COIN CNBC Television — January 15, 2026Brian Armstrong, Coinbase CEO, joins 'Halftime Report' to discuss the latest crypto deal to work its way through Congress.
CleanSpark stock rose +6% to $13 on January 14, following reports of a significant land acquisition in Texas for an AI data center, along with a timely analyst upgrade. The action was bold, paired with a considerable rise in trading volume.
UnitedHealth‘s stock has significantly lagged behind competitors like CVS and Centene over the previous year. A detailed examination indicates strong profitability, with an LTM Operating Margin of 6%, combined with a moderate valuation, as reflected by a PE of 17.2 in contrast to CVS's 218.3.
F5, Inc. (FFIV) Cybersecurity Incident-Related Securities Class Action Pending As Adverse Financial Impact Clarified – Hagens Berman — Neutral
FFIV GlobeNewsWire — January 15, 2026SAN FRANCISCO, Jan. 15, 2026 (GLOBE NEWSWIRE) -- A securities class action lawsuit, filed in the wake of an announcement by F5, Inc. (NASDAQ: FFIV) that it experienced a “material cybersecurity incident,” which it discovered on August 9, 2025, seeks to represent investors who purchased F5 securities between October 28, 2024 and October 27, 2025. The lawsuit follows F5's October 15 and 27, 2025 disclosures about the incident and its adverse financial impact on expected 2026 revenues.
BlackRock Total Assets Hit Record $14 Trillion on ETF Surge — Positive
BLK Bloomberg Markets and Finance — January 15, 2026BlackRock pulled in $342 billion of total client cash in the fourth quarter, pushing the firm to a record $14 trillion of assets as it integrates a string of recent acquisitions to become a force in private markets. Sridhar Natarajan has more on "Bloomberg Markets.
Is RIO's Higher Iron Ore Production a Catalyst for Future Growth? — Positive
RIO Zacks Investment Research — January 15, 2026Rio Tinto posts strong Q3 iron ore growth with record Gudai-Darri output and improved Pilbara efficiency.
Is Constellation Brands Poised to Gain Share Amid Category Headwinds? — Positive
STZ Zacks Investment Research — January 15, 2026STZ faces a slowing U.S. beer market, but brand strength, pricing discipline and retail execution are helping it outperform peers and gain share.
NORWEGIAN CRUISE LINE® OPENS FOR SALE ITS LARGEST AND MOST ILLUMINATING SHIP - THE ALL-NEW NORWEGIAN AURA™ — Neutral
NCLH PRNewsWire — January 15, 2026– Norwegian Aura™ Now Available to Book with First Voyages Setting Sail in May 2027 – – NCL's Next Cutting-Edge Ship Will Homeport in Miami, Offering Seven-Day Caribbean Sailings with Calls to Great Stirrup Cay, the Brand's Newly Enhanced Private Island in the Bahamas – – Ocean Heights™, an Open-Air Activities Complex, to Debut as the Hallmark Onboard Attraction Curated for Multi-Generational Families with the Most Slides of any NCL Ship, Thrilling Ropes Course, Overhanging Cabanas and More – – Additional images available for media download here – MIAMI, Jan. 15, 2026 /PRNewswire/ -- Norwegian Cruise Line (NCL), the innovator …