Friday’s big stock stories: What’s likely to move the market in the next trading session

The S&P 500 rose for a fourth session on Thursday, lifted by soft inflation data and falling Treasury yields. Here’s what’s on CNBC’s radar going into Friday.

Don’t fight the White House as it picks stock winners and losers, says Fundstrat’s Tom Lee January 14, 2026
The start of 2026 is being marked by Washington picking the stocks that will win and those that won’t says Fundstrat’s Tom Lee.
Barbara Kollmeyer
Holiday shopping season got off to good start, retail sales show. Economy is still chugging ahead. January 14, 2026
Better late than never: A long-delayed report on sales at U.S. retailers in November signaled the holiday shopping season got off to a good start.
Jeffry Bartash
Citigroup’s stock is rising even with profit falling below expectations. Russia is one reason. January 14, 2026
Citigroup’s stock rose, as the bank’s earnings miss was due to a previously disclosed large loss related to plans to sell AO Citibank in Russia.
Tomi Kilgore
Wholesale-cost increases during government shutdown point to persistent inflation in U.S. economy January 14, 2026
The cost of wholesale goods and services rose during the government shutdown and showed the persistence of inflation pressures in the guts of the U.S. economy.
Jeffry Bartash
These cybersecurity stocks are falling as U.S.-China tensions hit a new corner of the tech industry January 14, 2026
Shares of Fortinet, Palo Alto Networks and other cybersecurity players dropped on news of a reported crackdown from Beijing.
Christine Ji
If you haven’t experienced a bear market, talk with someone who has. You’ll thank them later. January 14, 2026
Investors know bull markets end, of course. But even the global elite descending on Davos may underestimate the danger of an asset-bubble burst.
Mark Hulbert
A Fed-Treasury asset trade? One analyst says a swap could help the struggling housing market. January 14, 2026
The White House is proposing a flurry of policies to stimulate the moribund housing market, and one analyst is proposing another twist.
Steve Goldstein
Four reasons to buy this overlooked group of stocks early in 2026 January 14, 2026
Small-cap companies in the U.S. are expected by analysts to increase profits much more quickly than larger companies as they see the greatest benefits from lower borrowing rates and tax breaks.
Philip van Doorn
Here’s where inflation is hitting the middle class the most January 14, 2026
The latest CPI report shows the cost of living rose in December. This is where many households are really feeling the pinch.
Weston Blasi
How amateur investors are looking to cash in on Trump’s new affordability push January 14, 2026
A subset of retail investors have faith that mortgage rates will eventually go down, and they’re hoping to cash in.
Gordon Gottsegen