We have a full slate of headlines to follow and analyze this week. Let's see if small-caps continue their momentum to start the year. Wednesday will be our preview for 2026 small and mid-cap stocks in the technology sector.
The following are the events we we will provide our updates on for this week. Stay tuned.
Regional Bank & Consumer
- Western Alliance Bancorporation (WAL) – Mon, Jan 26 – A key bellwether for regional banking stability and deposit flows.
- Bank of Hawaii (BOH) – Mon, Jan 26 – Offers a unique look at the tourism-heavy Pacific economy.
- JetBlue Airways (JBLU) – Tue, Jan 27 – Volatility is expected as the carrier updates on route restructuring and profitability.
- Polaris Inc. (PII) – Tue, Jan 27 – Sales of powersports vehicles will indicate rural and recreational discretionary spending strength.
- Enova International (ENVA) – Tue, Jan 27 – A proxy for subprime consumer lending and credit demand.
- Levi Strauss & Co. (LEVI) – Wed, Jan 28 – Direct-to-consumer margins here will reflect the broader retail environment.
- Navient Corp (NAVI) – Wed, Jan 28 – Critical updates on student loan repayment trends and refinancing.
- Meritage Homes (MTH) – Wed, Jan 28 – Interest-rate sensitive homebuilder; key for gauging housing market resilience.
- Virtu Financial (VIRT) – Thu, Jan 29 – High volatility in 2025/2026 benefits their market-making business model.
Industrial & Supply Chain
- Sanmina Corporation (SANM) – Mon, Jan 26 – Vital insights into electronics manufacturing and component availability.
- Crane Company (CR) – Mon, Jan 26 – A diversified industrial play covering aerospace and electronics.
- Applied Industrial Technologies (AIT) – Tue, Jan 27 – A direct read on US factory activity and MRO (Maintenance, Repair, Operations) demand.
- Commvault Systems (CVLT) – Tue, Jan 27 – Mid-cap enterprise software; a gauge for corporate IT security budgets.
- Hexcel Corporation (HXL) – Wed, Jan 28 – Advanced composites manufacturer; critical for the Boeing/Airbus supply chain.
- Tetra Tech (TTEK) – Wed, Jan 28 – A leader in water and environmental consulting; watch for infrastructure bill tailwinds.
- Whirlpool Corporation (WHR) – Wed, Jan 28 – Global durable goods demand; highly sensitive to housing turnover.
- Murphy Oil Corp (MUR) – Wed, Jan 28 – Mid-cap E&P player; sensitive to recent crude price fluctuations.
- Oshkosh Corporation (OSK) – Thu, Jan 29 – Heavy specialty vehicles; updates on defense and municipal spending.
The Briefing
Data to Watch This Week
- Federal Reserve Meeting (Jan 27–28): The main event. The rate decision and Chair Powell’s press conference occur Wednesday at 2:00 PM ET.
- Big Tech Earnings: Microsoft, Meta, and Tesla (Wednesday) and Apple (Thursday) will drive broad market sentiment.
Today's Fun
The "Ancient" Tech Giant
We typically think of video game companies as products of the 1970s or 80s, but one industry titan actually dates back to the era of gas lamps and top hats.
Question: Which major video game company was founded in 1889 as a manufacturer of handmade playing cards?
A) Sega B) Nintendo C) Sony D) Atari
(Scroll down for the answer)
Thank you for spending part of your morning with me. See you tomorrow. -Marques
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Answer: B) Nintendo Founded by Fusajiro Yamauchi in Kyoto, Nintendo spent nearly a century making playing cards and running taxi services before pivoting to video games in the 1970s.
