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Next Day Prep EP188 Neutral

Next Day Prep: Tech Surge, Banks Buckle Uncover Tomorrow’s Play – Monday 1/12/2026

January 12, 2026 4:01
Tickers Mentioned
SYFCOFWDCSTXRIOTUECDLTRJPM
Episode Summary
Markets reached record highs despite banking sector pressures from proposed credit card rate caps. Tech and defensive stocks surged while financials struggled. Focus on tomorrow's CPI print and JPMorgan earnings for direction.
Key Takeaways
  • S&P 500 hit record highs despite negative headlines today
  • December CPI print tomorrow at 8:30 AM, consensus 0.3%
  • Financials under pressure from proposed credit card rate cap
  • Tech and defensive sectors showed strong gains today
  • Watch RIOT, UEC, DLTR for breakout trading opportunities
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Next Day Prep: Tech Surge, Banks Buckle Uncover Tomorrow’s Play

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

Intro & Market Mood

Welcome to Next Day Prep – What We Are Watching Tomorrow! The market showed resilience today despite negative headlines, pushing S&P 500 to record highs after a shakeout and reversal session.

Overnight Headlines

  • Fed Chair Powell faces DOJ probe
  • President Trump calls for a 10% cap on credit card rates

Economic Announcements

The December CPI print is scheduled for 8:30 AM Eastern tomorrow. Consensus expects 0.3% for both headline and core. Traders anticipate the market reaction to this key data point.

Earnings Highlights

JPMorgan’s earnings report, set to kick off the bank run, is awaited with caution due to the regulatory uncertainties surrounding interest rate caps affecting the Financials sector.

Top Movers

Financials, particularly lenders like SYF (Synchrony Financial) and COF (Capital One), faced significant downside pressure. However, defensive growth and tech sectors saw robust gains, with stocks like WDC (Western Digital) and STX (Seagate) surging.

Quick Trade Ideas

  • RIOT (Riot Blockchain): Momentum play in crypto mining sector; watch for push through 16.60 aiming at 17.50.
  • UEC (Uranium Energy Corp): Potential breakout above 16.00 level targeting 16.50.
  • DLTR (Dollar Tree): Strong volume expansion, look for a move toward 140 if it holds above 136.

Key Takeaway

Monitor the reaction to the CPI print, keep a close watch on Financials post JPMorgan earnings, and focus on breakout levels on RIOT and UEC for potential trading opportunities. Stay disciplined and alert in navigating tomorrow’s market.

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