WASHINGTON-When Health and Human Services Secretary Robert F. Kennedy Jr. summoned infant-formula executives to Washington last spring, he arrived with a list of questions about seed oils, heavy metals and how U.S. formula stacks up against Europe's.
Kennedy's concerns echoed those of parents aligned with the "Make America Healthy Again" movement as he prepared to launch "Operation Stork Speed," the Trump administration's sweeping review of U.S. formula ingredients.
Write to gareth.mcpherson@wsj.com
TODAY IN CANADA
Earnings (4Q):
Dream Impact
Gibson Energy
iA Financial
IAMGOLD Corp.
RB Global Inc.
SSR Mining Inc
TFI International Inc
Economic Indicators (0830 ET):
International transactions in securities
Wholesale trade for December
CPI for January
Stocks to Watch:
Dye & Durham 2Q Rev C$107M; 2Q Adj Ebitda C$50.4M; 2Q Loss/Shr C$0.32
HIVE Digital Technologies 3Q Revenue $93.1M
Wheaton Precious Metals 2025 Production About 692,000 Gold Equivalent; Sees 2026 Production 860,000 to 940,000 Gold Equivalent Ounces; Forecasts Growth of About 50% to 1.2M Gold Equivalent Ounces by 2030
Expected Major Events for Tuesday
04:30/JPN: Dec Tertiary Industry Index
07:00/GER: Jan CPI
07:00/UK: Jan UK monthly unemployment figures
09:00/ITA: Dec Foreign Trade EU
09:30/UK: Jan Monthly Insolvency statistics
09:30/UK: Nov Card Spending statistics
10:05/GER: Feb ZEW Indicator of Economic Sentiment
13:30/CAN: Dec Wholesale trade
13:30/CAN: Dec International transactions in securities
13:30/US: Feb Empire State Manufacturing Survey
13:30/CAN: Jan CPI
15:00/US: Jan Employment Trends Index
15:00/US: Jan Online Help Wanted Index
15:00/US: Feb NAHB Housing Market Index
23:50/JPN: Jan Provisional Trade Statistics for the Month
All times in GMT. Powered by Onclusive and Dow Jones.
Expected Earnings for Tuesday
Arvinas Inc (ARVN) is expected to report $-0.51 for 4Q.
Axcelis Technologies Inc (ACLS) is expected to report $0.83 for 4Q.
Builders FirstSource Inc (BLDR) is expected to report $0.72 for 4Q.
CEVA Inc (CEVA) is expected to report $-0.01 for 4Q.
CT Real Estate Investment Trust (CRT.UN.T) is expected to report for 4Q.
Constellation Energy Corp (CEG) is expected to report $2.28 for 4Q.
Cyanotech Corp (CYAN) is expected to report for 3Q.
DTE Energy Co (DTE) is expected to report $1.67 for 4Q.
Donnelley Financial Solutions Inc (DFIN) is expected to report $0.29 for 4Q.
Energy Transfer LP (ET) is expected to report $0.37 for 4Q.
Fluor Corp (FLR) is expected to report $0.38 for 4Q.
Franklin Electric Co Inc (FELE) is expected to report $0.87 for 4Q.
Genuine Parts Co (GPC) is expected to report $1.77 for 4Q.
Great Lakes Dredge & Dock Corp (GLDD) is expected to report $0.18 for 4Q.
Herc Holdings Inc (HRI) is expected to report $1.70 for 4Q.
Hillman Solutions Corp (HLMN) is expected to report $0.01 for 4Q.
Itron Inc (ITRI) is expected to report $2.04 for 4Q.
Kenvue Inc (KVUE) is expected to report $0.17 for 4Q.
Kite Realty Group Trust (KRG) is expected to report $0.06 for 4Q.
Knife River Corp (KNF) is expected to report $0.38 for 4Q.
Krystal Biotech Inc (KRYS) is expected to report $0.87 for 4Q.
LGI Homes Inc (LGIH) is expected to report $0.91 for 4Q.
Labcorp Holdings Inc (LH) is expected to report for 4Q.
Leidos Holdings Inc (LDOS) is expected to report $2.45 for 4Q.
Leslie's Inc (LESL) is expected to report for 1Q.
Louisiana-Pacific Corp (LPX) is expected to report $-0.05 for 4Q.
Medtronic PLC (MDT) is expected to report $1.01 for 3Q.
National Energy Services Reunited Corp (NESR) is expected to report $0.25 for 4Q.
NeoGenomics Inc (NEO) is expected to report $-0.14 for 4Q.
Pitney Bowes Inc (PBI) is expected to report $0.38 for 4Q.
Somnigroup International Inc (SGI) is expected to report $0.72 for 4Q.
SunCoke Energy Inc (SXC) is expected to report $0.09 for 4Q.
Sunoco LP (SUN) is expected to report $0.67 for 4Q.
SunocoCorp LLC (SUNC) is expected to report for 4Q.
TPG Mortgage Investment Trust Inc (MITT) is expected to report $0.23 for 4Q.
USA Compression Partners LP (USAC) is expected to report $0.29 for 4Q.
Valmont Industries Inc (VMI) is expected to report $4.94 for 4Q.
Vulcan Materials Co (VMC) is expected to report $2.12 for 4Q.
Watsco Inc (WSO,WSOB) is expected to report $1.94 for 4Q.
Waystar Holding Corp (WAY) is expected to report for 4Q.
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ANALYST RATINGS ACTIONS
Airbnb Raised to Buy From Hold by Deutsche Bank
Airbnb Raised to Outperform From In-Line by Evercore ISI Group
Allegro MicroSystems Raised to Overweight From Equal-Weight by Morgan Stanley
American Electric Power Raised to Outperform From Peer Perform by Wolfe Research
Analog Devices Raised to Overweight From Equal-Weight by Barclays
Church & Dwight Raised to Neutral From Sell by Rothschild & Co
CrowdStrike Holdings Raised to Buy From Hold by HSBC
Dollar Tree Cut to Underperform From Market Perform by BMO Capital
Domo Cut to Market Underperform From Market Outperform by Citizens
Eagle Materials Cut to Underweight From Neutral by JP Morgan
Edison International Cut to Neutral From Buy by UBS
Evergy Cut to Neutral From Buy by UBS
Fortune Brands Innovation Cut to Equal-Weight From Overweight by Barclays
Fortune Brands Innovation Cut to Neutral From Outperform by Zelman & Assoc
Fortune Brands Innovation Cut to Peer Perform From Outperform by Wolfe Research
Freeport-McMoRan Raised to Buy From Hold by Argus Research
GQG Partners Upgraded to Accumulate from Hold by Morgans
Hercules Capital Cut to Neutral From Overweight by Piper Sandler
Inspire Medical Systems Cut to Peer Perform From Outperform by Wolfe Research
Intl Flavors & Fragrances Raised to Outperform From Perform by Oppenheimer
IPG Photonics Cut to Outperform From Strong Buy by Raymond James
Itron Cut to Neutral From Buy by Guggenheim
McDonald's Raised to Buy From Hold by Argus Research
Medpace Holdings Raised to Buy From Hold by Jefferies
Mitek Raised to Buy From Hold by Jefferies
Neptune Insurance Hldgs Raised to Outperform From Market Perform by BMO Capital
Norwegian Cruise Line Cut to Neutral From Overweight by JP Morgan
Norwegian Cruise Line Stock Falls After CEO Appointment
Ormat Technologies Cut to Hold From Buy by Jefferies
Pinterest Cut to Hold From Buy by Loop Capital
Pinterest Cut to In-Line From Outperform by Evercore ISI Group
Pinterest Cut to Neutral From Buy by B of A Securities
Pinterest Cut to Neutral From Buy by Citigroup
Pinterest Cut to Neutral From Outperform by Baird
Pinterest Cut to Neutral From Overweight by JP Morgan
Pinterest Cut to Sector Perform From Outperform by RBC Capital
Rayonier Raised to Strong Buy From Outperform by Raymond James
Rivian Automotive Raised to Buy From Hold by Deutsche Bank
Rivian Automotive Raised to Neutral From Sell by UBS
Roku Raised to Buy From Neutral by Rosenblatt
SPX Technologies Raised to Buy From Neutral by B of A Securities
Steelmakers Fall on Report Trump Considering Tariff Rollback
Synchrony Financial Raised to Outperform From Neutral by Baird
Upstart Holdings Cut to Market Underperform From Market Perform by Citizens
Upstart Holdings Raised to Neutral From Sell by Goldman Sachs
US Foods Holding Cut to Neutral From Overweight by Piper Sandler
Vertex Pharmaceuticals Raised to Outperform From Perform by Oppenheimer
Warner Music Group Raised to Sector Outperform From Sector Perform by Scotiabank
Webster Cut to Neutral From Buy by Citigroup
Wells Fargo Raised to Neutral From Underperform by Baird
Xcel Energy Raised to Buy From Neutral by UBS
This article is a text version of a Wall Street Journal newsletter published earlier today.
(END) Dow Jones Newswires
02-17-26 0618ET
