10 things to watch Wednesday, Feb. 12 1. Stocks sold off Wednesday after the January consumer price index, which measures retail inflation, came in hot. Larger-than-expected increases in both headline and core CPI caused a spike in bond yields, with the 10-year Treasury pushing above 4.6%. The government’s January producer price index, which measures wholesale inflation, is out Thursday morning. 2. CVS reported better than expected fourth quarter, with sales of $97.71 billion and adjusted earnings per share of $1.19. The company’s 2025 outlook was roughly in line with estimates. The stock jumped 10%. 3. Kraft Heinz beat on fourth-quarter earnings, but organic revenue declined more than expected. The company guided first quarter 2025 organic net sales lower quarter over quarter. The stock dropped 6%. 4. Morgan Stanley upgraded NXP Semiconductors to an overweight buy rating and raised its price target to $257 per share. The analyst said cyclical and secular tailwinds are aligning. The stock rose nearly 3%. 5. On Holding , the Swiss sportswear company, was downgraded to neutral at Goldman Sachs. The analysts expect brand momentum to continue. But they worry that recent credit card data suggests slower U.S. growth. The stock dropped more than 4%. 6. DoorDash shares jumped 4.5% after the company reported a better-than-expected fourth quarter and provided upbeat first-quarter guidance. 7. Lyft shares dropped 13.5% after the riding-hailing company delivered a soft first-quarter gross bookings outlook. The company blamed weather and seasonality. 8. Super Micro stock continued to swing wildly. The company lowered its fiscal year 2025 revenue guidance on its business update call. However, it gave a better-than-expected 2026 view. After closing 9.5% lower, it was rising 10.5% early Wednesday. 9. Wells Fargo trimmed its price target on Club name DuPont to $105 per share from $107. The analysts maintained its overweight buy rating after Tuesday’s strong earnings report . Wells Fargo said the tax-free electronics spinoff, set for Nov. 1, will unlock value. 10. VF Corp started with a buy at Needham. The analysts believe in CEO Bracken Darrel’s turnaround plan. We added the Vans, The North Face, and Timberland company to our stocks to watch Bullpen last month. Sign up for my Top 10 Morning Thoughts on the Market email newsletter for free . (See here for a full list of the stocks at Jim Cramer’s Charitable Trust.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.
10 things to watch Wednesday, Feb. 12
1. Stocks sold off Wednesday after the January consumer price index, which measures retail inflation, came in hot. Larger-than-expected increases in both headline and core CPI caused a spike in bond yields, with the 10-year Treasury pushing above 4.6%. The government’s January producer price index, which measures wholesale inflation, is out Thursday morning.
2.CVS reported better than expected fourth quarter, with sales of $97.71 billion and adjusted earnings per share of $1.19. The company’s 2025 outlook was roughly in line with estimates. The stock jumped 10%.
3.Kraft Heinz beat on fourth-quarter earnings, but organic revenue declined more than expected. The company guided first quarter 2025 organic net sales lower quarter over quarter. The stock dropped 6%.
