Late Night Market Recap

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  Night.Owl
 
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•  21 Jan 2026
 

•   CCL  
   
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•   KHC  
   
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$NFLX Netflix dominated headlines and trading screens after its fourth-quarter report sparked a sharp sell-off, with the stock down 1.94% on massive volume of 114.8M shares. While the company beat earnings and revenue estimates and crossed 325M subscribers, forward guidance disappointed, triggering price target cuts and reigniting debate over whether the drop is an overreaction or a warning sign about slowing growth.

$KHC Kraft Heinz sank 5.72% as Berkshire Hathaway reportedly prepared to exit its 28% stake, a move seen as a symbolic closing of one of Warren Buffett rare missteps. The development added pressure to the stock as investors reassessed the turnaround prospects under new leadership.

$HAL Halliburton jumped 4.05% after delivering a clean earnings beat, topping expectations on both profit and revenue while generating $875M in free cash flow in Q4. Despite a 7% sequential drop in North America revenue, strong international performance and cash generation reassured investors about the durability of global energy demand.

$LCID Lucid Diagnostics surged 17.88% on heavy volume after securing a contract with the US Department of Veterans Affairs for its EsoGuard DNA test, while Lucid Group also benefited from news tied to Saudi manufacturing expansion and partnerships. The twin catalysts reignited momentum in a name closely watched for execution and funding progress.

$SCHW Charles Schwab added 0.8% after reporting solid Q4 results, with assets hitting $11.9T and trading volumes jumping 31%. Earnings rose 38% year over year, reinforcing Schwab image as a steady compounder benefiting from active markets and scale advantages.

$KMI Kinder Morgan climbed 2.22% following a Q4 earnings beat and a dividend increase, even as management trimmed its outlook. Investors focused on resilient cash flows and continued confidence in long-term natural gas demand.

$TFC Truist Financial gained 1.79% after beating earnings expectations despite a slight revenue miss and soft guidance. The market response suggested relief that credit trends remain manageable as investors weigh regional bank risks.

$CCL Carnival edged up 0.82%, snapping a six-session losing streak as travel stocks stabilized amid broader market volatility and improving sentiment around leisure demand.

$JNJ Johnson & Johnson slipped marginally by 0.09% as investors digested earnings that topped estimates and management reaffirmed ambition for double-digit growth by decade end, with 2026 sales projected to surpass $100B.

$UAL United Airlines rose 2.2% after posting its highest-revenue quarter ever, driven by strong passenger and premium demand, reinforcing optimism around airline pricing power.

$MDT Medtronic gained 1.71% after Anteris Technologies priced a $200M public offering alongside a $90M private placement involving Medtronic, a move viewed as strategically supportive of future collaboration.

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