Walmart and Home Depot report earnings today, offering insight on consumer trends and inflation. SW Retail Advisors' Stacey Widlitz tees up the results. Plus, the 2024 presidential election is just 258 days away in what's been a growing focal point for investors. Citi's Dan Tobon explains. And, Goldman Sachs is boosting its year-end target for the S&P 500 to 5,200. The Carson Group's Ryan Detrick and Wall Street Journal's Gunjan Banerji discuss the impact on the markets.

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Investors are getting another crack at inflation data today after January CPI rattled the markets. Bank of America's Aditya Bhave explains. Plus, there's a new red hot AI play seeing shares soar this year. Zacks Investment Research's John Blank gives the name to watch. And, what's ahead for the regional banking sector? OceanFirst Financial CEO Christopher Maher weighs in.

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Fears of "frothiness" in the most valuable stocks in the market are growing. Cleo Capital's Sarah Kunst discusses. Plus, shares of Cisco are under pressure on weak guidance. Deutsche Bank's Matthew Niknam explains. And, ArcBest is launching its own AI-enabled logistics tool. ArcBest CEO Judy McReynolds describes the product.

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January's hotter-than-expected CPI report could spell trouble for the Fed's next move. The Glenview Trust Company's Bill Stone and TD Securities' Gennadiy Goldberg discuss. Plus, high housing costs continue to be a stubborn problem for Americans. Mphasis Digital Risk's Jeff Taylor explains. And, the Dow is coming off its worst single session since March. Truist's Keith Lerner lays out what's ahead.

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Inflation is front and center today as investors await the first CPI report of 2024. The Conference Board's Dana Peterson tees up the print. Plus, Coca-Cola is out with earnings this morning. UBS' Peter Grom gives his expectations. And, markets are coming off more fresh record highs. Bone Fide Wealth's Douglas Boneparth and ProShares Advisors' Simeon Hyman discuss.

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The Kansas City Chiefs are the Super Bowl champions once again. Moffett Nathanson's Robert Fishman lays out the impact on streaming. Plus, the IPO sector is rocketing higher. Renaissance Capital's Avery Marquez explains. And, investors are awaiting a number of market catalysts this week, including January CPI tomorrow. Principal Asset Management's Seema Shah and Infracap's Jay Hatfield discuss.

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The S&P 500 has crossed above the key psychological 5,000 mark for the first time ever. Fundstrat's Mark Newton and Hightower's Stephanie Link discuss. Plus, ahead of Super Bowl Sunday, companies are racing to jump on the advertising bandwagon. Accenture Song's David Droga explains. And, shares of Affirm are dropping sharply after a 10% run-up going into earnings. JPMorgan's Reginald Smith details the report.

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Disney shares are rallying on strong earnings and upbeat guidance. UBS' John Hodulik explains. Plus, it's not just Disney facing pressure from activist investors. 13D Monitor's Kenneth Squire details the other companies impacted. And, the S&P 500's march to 5,000 is not only being powered by the Magnificent 7; it's also health care outperforming this week. Mizuho's Mara Goldstein discusses the sector.

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Fox, Disney, and Warner Brothers Discovery are launching a new sports streaming service. Equity Armor Investments' Brian Stutland tees up Disney's earnings report. Plus, the IYT Transport ETF is coming off a fresh 52-week high. Bank of America's Ken Hoexter explains. And, Moody's has cut New York Community Bank's rating to junk. StoneX's Kathryn Rooney Vera and CIC Wealth's Malcolm Ethridge discuss the impact on the broader sector.

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Tech stocks continue to outperform as the digital ad market shows signs of recovery. RBC's Brad Erickson explains. Plus, automakers are warning of sluggish sales and production cuts. S&P Global Mobility's Stephanie Brinley dives into the outlook. And, stocks are selling off as traders reassess the impact of "higher for longer" rates. Washington Crossing Advisors' Kevin Caron and Matrix Asset Advisors' David Katz discuss.

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