My top 10 things to watch Wednesday, Jan. 15 1. Stock futures soared and bond yields fell after the December consumer price index came in slightly cooler to in-line versus consensus. That comes one day after a light wholesale inflation report. 2. JPMorgan reported a better-than-expected fourth quarter with revenues of $43.74 billion vs. $41.73 billion expected, earnings of $4.81 vs. $4.11 expected. Net interest income (NII) fell 3% year over year but topped estimates. Fixed income revenue beat but equities missed. The stock was modestly higher. 3. It was a fantastic quarter and guide from Club name Wells Fargo . Revenue was a slight miss but adjusted earnings per share beat. NII beat. Guidance for 2025 was better than expected with the bank guiding NII up 1% to 3% year over year versus estimates of a slight decline. Non-interest expense outlook was in line to slightly better too. The stock soared 4.5%. 4. Strong quarter from Club name BlackRock . Revenue up 22.6% year over year, beating estimates. Adjusted earnings per share of $11.93 topped estimates of $11.19. The asset manager had net inflows greater than market estimates. Assets under management sits at $11.6 trillion. The stock rose more than 5% 5. Club name Goldman Sachs reported a blowout fourth quarter with revenue of $13.87 billion, beating estimates of $12.39 billion. Earnings of $11.95 topped estimates of $8.22. Global banking and markets revenue exceeded estimates thanks to strong FICC and equities trading. Investing banking was a little better than expected but advisory was a slight miss. Asset and wealth management revenue increased 8% year over year in the fourth quarter. The stock jumped 3.7%. 6. Citigroup reported a top and bottom line beat and announced a $20 billion buyback. The stock jumped 5%. 7. SLB downgraded to an in line hold rating at Evercore ISI, which also cut its price target to $44 per share from $62. The analysts cited “dual negatives” for oil field services stocks domestically and internationally. Devon Energy upgraded to an outperform buy at Bernstein, citing a positive natural gas outlook. 8. Wolfe downgraded Lam Research on a bearish view of NAND. 9. Several analysts come to the defense of Club name Eli Lilly after Tuesday’s 6.5% pullback on a fourth quarter preannouncement. JPMorgan says buying opportunity. We agreed and said so on Tuesday . The stock was up modestly early Wednesday. 10. Morgan Stanley says a TikTok ban could drive 1% to 9% upside to 2026 earnings for Club name Meta Platforms . “Every 10% of TikTok’s US time META captures would likely add ~$0.30-$0.60 to our ~$30 ’26 EPS … depending on monetization level.” 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.
My top 10 things to watch Wednesday, Jan. 15
1. Stock futures soared and bond yields fell after the December consumer price index came in slightly cooler to in-line versus consensus. That comes one day after a light wholesale inflation report.
2.JPMorgan reported a better-than-expected fourth quarter with revenues of $43.74 billion vs. $41.73 billion expected, earnings of $4.81 vs. $4.11 expected. Net interest income (NII) fell 3% year over year but topped estimates. Fixed income revenue beat but equities missed. The stock was modestly higher.
3. It was a fantastic quarter and guide from Club name Wells Fargo. Revenue was a slight miss but adjusted earnings per share beat. NII beat. Guidance for 2025 was better than expected with the bank guiding NII up 1% to 3% year over year versus estimates of a slight decline. Non-interest expense outlook was in line to slightly better too. The stock soared 4.5%.
