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The Morning Dose EP196 Bearish

Morning Dose: Tech Stocks On Edge Inflation Spike Alert Before Open – Wednesday 1/14/2026

January 14, 2026 4:23
Tickers Mentioned
BACWFCNVDATGTXGKOSTSLASPYQQQ
Episode Summary
Futures drift lower ahead of critical PPI inflation data at 8:30 AM. Mixed bank earnings with BAC beating and WFC missing on revenue. Major indices near key support levels with regulatory risks weighing on tech stocks.
Key Takeaways
  • PPI data at 8:30 AM could spike yields impacting tech
  • Bank of America beat expectations, up over 1% premarket
  • Wells Fargo missed revenue despite earnings beat, down 2%
  • Watch SPY at 690 and QQQ at 621 support
  • Tesla transitioning to subscription FSD model impacts revenue flow
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Morning Dose: Tech Stocks On Edge Inflation Spike Alert Before Open

A quick analysis of today’s market outlook and key trading opportunities to start your day.

Intro & Market Mood

Welcome to The Morning Dose – Everything You Need to Know Before the Market Opens. It is Wednesday, January 14th, 2026. I’m your host, and with me as always is our lead market analyst to break down the pre-market noise. Futures are drifting lower across the board this morning.

Overnight Headlines

  • PPI Data: All eyes are on the Producer Price Index dropping at 8:30 AM. A reading above 0.2% could spike yields and impact tech stocks.
  • Earnings Moves: Mixed bag with Bank of America beating expectations and Wells Fargo facing challenges with revenue miss.
  • Regulatory Risks: Reports of Chinese restrictions on NVDA chips highlight the ongoing regulatory uncertainties in the semiconductor sector.

Economic Announcements

Pay attention to the PPI data release at 8:30 AM for potential market impact based on inflation trends.

Earnings Highlights

  • Bank of America (BAC): Beat on earnings per share and revenue, up over 1% pre-market.
  • Wells Fargo (WFC): Beat on earnings but missed on revenue, down almost 2% pre-market.

Top Movers

  • Positive Move: TG Therapeutics (TGTX): Gapping up nearly 7% on strong revenue guidance.
  • Negative Move: Glaukos (GKOS): Down about 12%.

Quick Trade Ideas

Monitor Tesla (TSLA) as it transitions to a subscription-based Full Self-Driving model with potential impacts on revenue and cash flow.

Key Takeaway

Caution is advised as major indices teeter near crucial support levels. Watch the SPY at 690 and the QQQ at 621 for potential market direction. Trade the price action amidst market uncertainties.

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