Market Overview

Stock futures rose Friday, driven by continued strength in technology stocks.

Markets will be closed Monday in observance of Martin Luther King Jr. Day.

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Indexes & Sectors

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

Leading Sectors: Technology, Industrial, Energy

Lagging Sectors: Materials, Utilities, Consumer Staples

Economic Calendar

Time (ET)

Report

Actual

Forecast

Previous

9:15am

Industrial production (Dec.)

0.1%

0.2%

9:15am

Capacity utilization (Dec.)

76.0%

76.0%

10:00am

Home builder confidence index (Jan.)

40

39

10:50am

Boston Fed President Susan Collins opening remarks

11:00am

Richmond Fed President Tom Barkin speaks

11:00am

Fed Vice Chair for Bank Supervision Michelle Bowman speaks

3:30pm

Federal Reserve Vice Chair Philip Jefferson speaks

Stocks In The Spotlight

ImmunityBio (IBRX): The biotech company jumped after giving strong guidance for its bladder cancer drug Anktiva, saying it expects full-year revenue from the drug to increase dramatically.

QXO (QXO): The stock dropped after the company announced a large common stock offering to raise money for general corporate needs and future acquisitions, alongside preliminary quarterly results.

PNC Financial (PNC): Shares climbed after the bank reported better-than-expected quarterly earnings and revenue and gave upbeat longer-term growth guidance.

AST SpaceMobile (ASTS): The company gained after being selected as a prime contractor on a U.S. Missile Defense Agency program, allowing it to compete for future defense contracts.

Micron Technology (MU): Shares rose after a company director disclosed a sizable personal purchase of Micron stock, signaling confidence in the company.

Rocket Lab USA (RKLB): The stock advanced after Morgan Stanley upgraded its rating and raised its price target, citing improved outlook for the space technology company.

Sigma Lithium (SGML): Shares fell after Brazilian authorities shut down several waste piles at its main mine due to safety concerns.

HP Inc. (HPQ): The stock declined after Barclays downgraded the company, citing weaker fundamentals and lowering its price target.

J.B. Hunt Transport Services (JBHT): Shares slipped after the company reported mixed quarterly results, with earnings beating expectations but revenue falling short; management highlighted strong cost savings and productivity gains.

Regions Financial (RF): The stock moved lower after the bank reported quarterly results and issued tax-rate guidance, despite highlighting record performance in parts of its business.

M&T Bank (MTB): The stock ticked higher after the bank reported strong quarterly and full-year earnings, driven by higher net interest income and lower credit losses.

Coupang (CPNG): Shares moved higher after Deutsche Bank upgraded the stock to Buy, saying most regulatory concerns are already reflected in the share price.

State Street (STT): Shares edged down after the company released quarterly and full-year financial results showing modest revenue growth.

Momentum Stocks

(Stocks showing elevated volume and notable price movement)

Gainers: FIGR, CMPO, NTR, TTMI, MRNA, SNBR, GPCR, MTSI, BLDR, MTH, BW, KRUS

Losers: IRON, INTU, MNDY, MTG, FIG, FVRR, ADSK

Today’s IPOs

Company

Ticker

Managers

Shares

Low

High

Volume

FG Imperii Acquisition

FGIIU

ThinkEquity/EarlyBirdCapital

20 million

10.00

10.00

$200.0 million

Infinite Eagle Acquisition

IEAGU

Goldman Sachs

30 million

10.00

10.00

$300.0 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.