Futures have reversed modest overnight gains and are trading near session lows while small caps continue to outperform (for a record 12th day in a row) even as Japanese and global bond yields stabilize and the market awaits today's major catalysts including Trump's speech in Davos due within the hour after flight had to be changed due to mechanical issues, while the Supreme Court will consider whether Trump can fire the Fed’s Cook.Selling pressure initially eased after Trump struck a more conciliatory tone  ...

In a victory for thousands of women suing Johnson & Johnson over claims that the company’s baby powder and other talc products caused their ovarian cancer, a court-appointed special master recommended on Tuesday that they be allowed to present testimony at trial from experts who support that link.The recommendation from retired U.S. District Judge Freda Wolfson, in long-running litigation that includes more than 67,500 lawsuits in the federal court in New Jersey, allows the cases to move towards the first t ...

Group 1 - The fourth quarter earnings season is gaining momentum, with major financial institutions like Charles Schwab and regional banks such as Fifth Third set to report results, alongside Netflix and Intel, which are expected to be focal points of the earnings calendar [1][5] - An optimistic consensus is emerging, with 7% of S&P 500 companies having reported fourth quarter results as of January 16, and analysts projecting an 8.2% increase in earnings per share for the quarter, marking the potential for the 10th consecutive quarter of annual earnings growth for the index [2] - Analysts had initially anticipated an 8.3% increase in earnings per share heading into the reporting period, a decrease from the previous quarter's 13.6% growth rate, but expectations have been raised recently, particularly for technology companies that have been key drivers of earnings growth [3] Group 2 - The current earnings season is expected to test the improved stock market breadth observed at the beginning of 2026, with ongoing themes from 2025, such as artificial intelligence and economic policies, continuing to influence market dynamics [4] - This week's earnings releases will also include reports from notable companies such as United Airlines, 3M Company, D.R. Horton, Johnson & Johnson, GE Aerospace, Procter & Gamble, Abbott Laboratories, and Capital One [5]

智通财经APP获悉，有着美股市场"大蓝筹"称号的医疗科技兼医药保健巨头强生(JNJ.US)于周三美股盘 前公布2025年第四季度核心业绩数据以及2026年业绩展望。按调整后口径，这家医疗保健领军者在第四 季度实现整体季度盈利约60亿美元——意味着实现同比增长22%，即每股2.46美元，分析师们此前普遍 预计每股利润约为2.44美元。第四季度营收245.6亿美元也高于华尔街分析师们普遍预期的241.6亿美 元，意味着实现同比超预期增长9.1%。 强生Q4整体销售额以及利润均高于华尔街预期，受益于血癌疗法Darzalex的强劲销售、银屑病药物 Tremfya的稳健增长，以及其医疗器械业务的强大韧性。 其规模最大的创新药(Innovative Medicine)部门本季度销售额增长10%，至157.6亿美元，高于预期的 153.7亿美元。 该公司预计2026年按业务经营统计口径(operational)计算的销售额指引区间约为995亿美元至1005亿美 元，根据伦敦LSEG汇编的分析师预期数据，高于华尔街分析师们普遍预估的约989亿美元。 强生管理层预计2026年全年的调整之后每股收益区间为11.43美元至11.6 ...

Exhibit 99.2 Johnson & Johnson and subsidiaries Supplementary sales data | (Unaudited; Dollars in Millions) | | | FOURTH QUARTER | | | | --- | --- | --- | --- | --- | --- | | | | | | Percent Change | | | Sales to customers by geographic area | 2025 | 2024 | Total | Operations | Currency | | U.S. | $14,195 | 13,204 | 7.5 % | 7.5 | — | | Europe | 5,598 | 4,921 | 13.8 | 5.2 | 8.6 | | Western Hemisphere excluding U.S. | 1,271 | 1,135 | 12.0 | 11.0 | 1.0 | | Asia-Pacific, Africa | 3,500 | 3,260 | 7.4 | 7.2 | 0.2 ...

就在今天，DeepMind拆分的AI制药独角兽Isomorphic Labs宣布，与强生旗下的生物技术部门杨森制药达成合作协议。 在这项合作中，将Isomorphic的AI设计引擎与杨森在药物开发方面的专业知识相结合，共同进行"跨模式、多靶点研究合作"。 根据协议，Isomorphic将负责计算机预测和设计，而美国团队则负责实验测试，并负责推动项目开发，具体的预付款、里程碑付款和治疗领域尚未披露。 此外， 其他全球顶尖药企也正在和Isomorphic进行联合研发。 前不久，公司创始人Demis Hassabis接受CNBC专访时表示： AI是科学探索的终极工具，能够攻克复杂的科学难题，AlphaFold在蛋白质结构预测上的成功就是明证。 未来，AI有望在材料科学、物理学、数学、天气预报等领域开启科学发现的又一个黄金时代。 就在今天，DeepMind拆分的AI制药独角兽Isomorphic Labs宣布，与强生旗下的生物技术部门杨森制药达成合作协议。 目前，Isomorphic与制药公司诺华和礼来签署了重大研究合作，总金额超过30亿美元。 Isomorphic成立于2021年底，由DeepMind拆分而来，主要 ...

Core Viewpoint - Johnson & Johnson reported a 9% revenue growth in the fourth quarter, driven by strong performance in its cancer drug segment [1] Group 1: Revenue Performance - The company achieved a revenue increase of 9% in the fourth quarter [1] - The growth was primarily attributed to the strength of its cancer drugs [1] Group 2: Product Performance - Cancer drugs played a significant role in the revenue growth, indicating robust demand in this therapeutic area [1]

Core Brand Group Strategy - The core brand group of Volkswagen plans to reduce management positions and consolidate its platform to achieve cost savings of 1 billion euros ($1.2 billion) [1]

Kenvue Inc. (NYSE:KVUE) is included on our list of the best undervalued wide moat stocks. ISS Backs Kenvue (KVUE) Deal, Investors Debate Tylenol and Litigation Risks Kenvue Inc. (NYSE:KVUE) is looking to potentially reshape the consumer health landscape, as it received institutional support for its proposed merger with Kimberly-Clark. On January 16, 2026, Reuters reported that Institutional Shareholder Services (ISS), a proxy advisory firm, recommended that shareholders approve Kimberly-Clark’s $40 billi ...

Market Overview - The U.S. stock market experienced significant declines, with over 70.7% of U.S. issues falling on Tuesday, while only 26.4% advanced [2] - The Nasdaq Composite and S&P 500 dropped by 2.39% and 2.06% respectively, with the Dow and Russell 2000 also showing losses of 1.76% and 1.20% [3] Earnings Reports - Major earnings reports expected today include Johnson & Johnson, Charles Schwab, and Prologis, with a focus on regional banks reporting in both premarket and aftermarket sessions [5] - The S&P Regional Bank ETF ($KRE) is anticipated to be particularly responsive to these reports, having risen over 14% since its lows in November 2025 [6]