Trend Signal Now: The Daily Beat

Wednesday, January 14, 2026

Earnings season is the heartbeat of the market, and every day brings fresh signals about where money is flowing.

With each report, we learn not just how companies are performing, but how investors are reacting.

In the Daily Beat, we spotlight the most important S&P 500 earnings moves from the prior session: the winners, the losers, and the reactions that reveal what really matters to the market right now.

Whether it's a bellwether with broad economic implications or a niche name making waves, we cut through the noise to focus on the setups that matter most.

Here are the latest earnings stats from the S&P 500 👇

*Click the image to enlarge it

At the top of Tuesday's Beat Sheet was the $86B diversified bank, Bank of New York Mellon $BK. Following a big double beat, shareholders were rewarded with a +1.35 reaction score.

The company reported $5.18B in revenues, beating the expected $5.14B, and earnings per share of $2.02, beating the expected $1.91.

At the bottom of Tuesday's Beat Sheet was the world's largest bank, JPMorgan $JPM. After missing headline expectations, shareholders suffered a -2.45 reaction score.

Revenues came in at $45.80B, missing the expected $46.17B, and earnings per share of $4.63, missing the expected $4.85.

Let's talk about what else happened 👇

BK snapped a 2-quarter beatdown streak🔥

Bank of New York Mellon had a +1.9% post-earnings reaction, and here's what happened:

The top- and bottom-lines hit record highs, growing year-over-year by 8% and 28%, respectively.
The U.S. remains the largest market, but Asia was the fastest-growing region in percentage terms in 2025.
In addition to the blockbuster earnings report, the management team raised its forward guidance.

As you can see on the chart, this company is doing everything right. This quarter's earnings report and reaction were just another reminder of how dominant they are in the financial sector.

We expect BK to continue trending higher for the foreseeable future.

JPM had its worst earnings reaction in 8 quarters🐻

JPMorgan had a -4.2% post-earnings reaction, and here's what happened:

Revenues grew 7% year-over-year, driven by higher market segment revenue, asset management fees, and auto lease income.
Asset & Wealth Management net income increased by 19% year-over-year, fueled by record net inflows.
In addition to the solid report, the management team reiterated its positive guidance for 2026.

We highlighted this report in the latest Weekly Beat column. In the note, we highlighted that JPM was making new all-time highs ahead of the report, indicating that expectations were elevated.

While this was an impressive quarter for the world's largest bank, it didn't meet market expectations.

In reaction to missing headline expectations, the stock posted its worst earnings reaction in years.

While the stock chart still looks strong on longer timeframes, we wouldn't be surprised to see further selling pressure in the short term.

Stay safe out there

-The Beat Team

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Trend Signal Now

The Daily Beat - January 14, 2026