Market Overview

Stock futures were higher on Wednesday, led by technology stocks, as investors waited for the Federal Reserve to release notes from its latest policy meeting at 2:00 p.m. ET.

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Indexes & Sectors

Major Indexes: S&P 500 higher, Nasdaq higher, Dow higher, Russell 2000 flat

Leading Sectors: Energy, Materials, Technology, Industrial, Consumer Discretionary, Financial, Utilities

Lagging Sectors: Real Estate, Consumer Staples

Economic Calendar

Time (ET)

Report

Actual

Forecast

Previous

8:30am

Housing starts (delayed report) (Nov.)

1.31 million

1.25 million

8:30am

Building permits (Nov.)

1.40 million

1.41 million

8:30am

Housing starts (delayed report) (Dec.)

1.31 million

1.30 million

N/A

8:30am

Building permits (Dec.)

1.40 million

N/A

8:30am

Durable-goods orders (delayed report) (Dec.)

-2.0%

5.3%

8:30am

Durable-goods minus transportation (Dec.)

--

0.5%

9:15am

Industrial production (Dec.)

0.3%

0.4%

9:15am

Capacity utilization (Dec.)

76.5%

76.3%

1:00pm

Fed Vice Chair for Supervision Michelle Bowman speaks

2:00pm

Minutes of Fed's January FOMC meeting

Stocks In The News

Palo Alto Networks (PANW): Shares tumbled after the cybersecurity firm issued a weak earnings forecast for the current quarter and reduced its full year profit guidance due to high acquisition integration costs.

Nvidia (NVDA): Shares of the chipmaker climbed after Meta expanded its partnership to use millions of Nvidia AI chips and central processing units for data center development.

The New York Times Company (NYT): The stock moved higher following a securities filing that revealed Warren Buffett’s Berkshire Hathaway has taken a new position in the company.

Fiverr International (FVRR): The stock plummeted after the company issued weak future revenue guidance that disappointed investors, overshadowing a beat in its latest quarterly profit report.

Cadence Design Systems (CDNS): The software company’s stock advanced after it issued full year earnings guidance that met or exceeded analyst expectations and reported a record $7.8 billion backlog.

Caesars Entertainment (CZR): Shares rose after the casino operator beat fourth quarter revenue and profit estimates, driven by significant growth in its digital division.

Axcelis Technologies (ACLS): The stock plunged after the semiconductor firm issued first quarter financial guidance for both revenue and profit that fell significantly short of analyst forecasts.

Palantir (PLTR): The software firm’s stock gained after Mizuho upgraded the shares to "outperform," citing a favorable risk reward setup and strong demand from both government and commercial sectors.

Analog Devices (ADI): Shares of the chipmaker rallied after the company reported quarterly earnings and revenue that surpassed Wall Street's expectations.

Global Payments (GPN): The stock surged after the payments technology firm posted a fourth quarter beat and provided an optimistic full year outlook for both revenue and profit.

Global-E Online (GLBE): Shares jumped after the company reported a significant fourth quarter earnings beat and raised its financial guidance for the upcoming year.

Rush Street Interactive (RSI): The stock rose sharply as investors prioritized the company's raised revenue outlook and strong casino user growth over a slight miss in quarterly earnings.

Garmin (GRMN): Shares headed higher after the company reported record revenue and profit across all segments, announced an increased dividend, and authorized a new share repurchase program.

Wingstop (WING): The fast food chain saw its stock rise after reporting quarterly profits that significantly exceeded consensus estimates, despite a slight miss on revenue.

Verisk (VRSK): Shares climbed after the company released its quarterly results, issued a positive outlook, increased its dividend, and announced an accelerated share repurchase plan.

Constellium (CSTM): The stock moved higher after the company reported quarterly earnings that easily beat analyst estimates, swinging to a profit compared to a loss in the same period last year.

Devon Energy (DVN): The energy producer’s stock rose slightly after reporting fourth quarter earnings and revenue that narrowly beat analyst estimates.

Momentum Stocks

(Stocks showing elevated volume and notable price movement)

Gainers: NCLH, ACHC

Losers: ZG

Today’s IPOs

Company

Ticker

Managers

Shares

Low

High

Volume

Armada Acquisition Corp. III

AACIU

Cohen & Company Capital Markets/Northland Capital Markets

22.5 million

10.00

10.00

$225.0 million


Disclaimer: This newsletter is for informational purposes only and does not constitute investment advice. Readers should conduct their own research and consider consulting a financial professional before making investment decisions.