economy

January 12, 2026

We're fans of Citi's call on this industrial stock that's tied to the AI buildout

The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.

We're fans of Citi's call on this industrial stock that's tied to the AI buildout

TL;DR

  • S&P 500 was flat on Monday morning.
  • Federal Reserve Chair Jerome Powell is under a criminal investigation by the Justice Department.
  • Financials were the worst-performing sector after Trump called for a 10% cap on credit card interest rates.
  • CrowdStrike was downgraded to a hold-equivalent rating at KeyBanc due to budget outlook and valuation concerns.
  • Dover shares rose after Citi added the company to its upside 90-day catalyst watch, citing a strengthening outlook for organic growth.
  • Jim Cramer's Charitable Trust holds positions in Eli Lilly, Bristol Myers, Danaher, CrowdStrike, and Dover.

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