Old-economy stocks lead the Dow as inflation cools and earnings roll in

TL;DR Summary
Old-economy names drive the Dow higher in 2026 (Boeing ~12%, Caterpillar ~12%, Sherwin-Williams ~10%), while Visa and Salesforce drag; JPMorgan beat Q4 estimates fueling premarket gains; other headlines include L3Harris IPO plans, Delta's mixed results, core CPI up 2.6% y/y vs 2.8% expected, Intel/AMD upgrades from KeyBanc on hyperscaler demand, Reddit growth optimism from Evercore ISI, and global central banks defending Powell's independence as Trump imposes a 25% tariff on Iran trade; futures were little changed.
- S&P 500 is little changed as traders assess earnings, latest inflation data: Live updates CNBC
- Stock Market Today: Dow Falls On Surprise Inflation Report; Delta Dives On Earnings News (Live Coverage) Investor's Business Daily
- SNAPSHOT Wall St futures pare declines after December inflation data Reuters
- Dow Jones Today: Stocks Mostly Lower as Investors Assess CPI Inflation Data, Bank Earnings Investopedia
- Stocks rise after core inflation rises by less than feared in December Sherwood News
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