<div id="readability-page-1" class="page"><div>The Census Bureau's first snapshot of population data for 2025 confirms some big trends, like a major shift in immigration as the U.S. cracks down on border crossings and steps up deportations. The estimates, which cover the 12-month period ended in mid-2025, also uncovered some surprises regarding the comings and goings between states. Some places in the Midwest, for example, are seeing a net influx of people from within the U.S. for the first time in years. Write to gareth.mcpherson@wsj.com TODAY IN CANADA Earnings: Canadian Pacific 4Q Celestica Inc. 4Q CGI Inc. 1Q Economic Indicators (ET): 0945 Bank of Canada interest rate announcement Stocks to Watch: China Gold International Shares Up 5.8% Briefly in Hong Kong After 2026 Output Guidance Premier Health of America 4Q Revenue CAD 20.8M; 4Q Adj EBITDA CAD 0.44M; 4Q Net Loss CAD 6.5M Repare Therapeutics Inc. Halted Due to Additional Information Requested By NASDAQ Royal Bank of Canada Announces NVCC AT1 Limited Recourse Capital Notes Issue Other News: Canada's Carney Tells Trump 'I Meant What I Said' in Davos Expected Major Events for Wednesday 07:00/GER: Feb GfK consumer climate survey 09:00/ITA: Jan Business Confidence Survey 09:00/ITA: Jan Consumer Confidence Survey 09:30/UK: Dec Capital issuance statistics 12:00/US: 01/23 MBA Weekly Mortgage Applications Survey 14:45/CAN: Bank of Canada interest rate announcement 15:30/US: 01/23 EIA Weekly Petroleum Status Report 19:00/US: U.S. interest rate decision 23:50/JPN: Jan Provisional Trade Statistics for 1st 10 days of Month All times in GMT. Powered by Onclusive and Dow Jones. Expected Earnings for Wednesday AT&amp;T Inc (T) is expected to report $0.45 for 4Q. Amphenol Corp (APH) is expected to report $0.95 for 4Q. Automatic Data Processing Inc (ADP) is expected to report $2.59 for 2Q. Avnet Inc (AVT) is expected to report $0.78 for 2Q. Badger Meter Inc (BMI) is expected to report $1.16 for 4Q. Blue Foundry Bancorp (BLFY) is expected to report $-0.10 for 4Q. Brinker International Inc (EAT) is expected to report $2.61 for 2Q. CGI Inc (GIB,GIB.A.T) is expected to report $2.03 for 1Q. Capitol Federal Financial Inc (CFFN) is expected to report $0.15 for 1Q. Carter Bankshares Inc (CARE) is expected to report $0.37 for 4Q. Central Pacific Financial Corp (CPF) is expected to report $0.73 for 4Q. Corning Inc (GLW) is expected to report $0.64 for 4Q. Danaher Corp (DHR) is expected to report $1.63 for 4Q. Elevance Health Inc (ELV) is expected to report $2.59 for 4Q. Extreme Networks Inc (EXTR) is expected to report $0.04 for 2Q. Farmers National Banc Corp (FMNB) is expected to report $0.47 for 4Q. First Community Corp (South Carolina) (FCCO) is expected to report $0.66 for 4Q. First Northwest BanCorp (FNWB) is expected to report $0.17 for 4Q. GE Vernova Inc (GEV) is expected to report for 4Q. General Dynamics Corp (GD) is expected to report $4.15 for 4Q. Hanover Bancorp Inc (HNVR) is expected to report for 4Q. Hexcel Corp (HXL) is expected to report $0.50 for 4Q. John Marshall Bancorp Inc (JMSB) is expected to report $0.39 for 4Q. Lennox International Inc (LII) is expected to report $4.82 for 4Q. Littelfuse Inc (LFUS) is expected to report $2.51 for 4Q. M/I Homes Inc (MHO) is expected to report $3.82 for 4Q. MSCI Inc (MSCI) is expected to report $4.38 for 4Q. Monro Inc (MNRO) is expected to report $0.14 for 3Q. NVR Inc (NVR) is expected to report $105.91 for 4Q. Navient Corp (NAVI) is expected to report $0.31 for 4Q. Otis Worldwide Corp (OTIS) is expected to report $0.95 for 4Q. Progressive Corp (PGR) is expected to report. Prosperity Bancshares Inc (PB) is expected to report $1.42 for 4Q. SL Green Realty Corp (SLG) is expected to report $-0.57 for 4Q. Scotts Miracle-Gro Co (SMG) is expected to report $-0.97 for 1Q. Starbucks Corp (SBUX) is expected to report $0.56 for 1Q. Stifel Financial Corp (SF) is expected to report $2.44 for 4Q. Stock Yards Bancorp Inc (SYBT) is expected to report $1.20 for 4Q. Textron Inc (TXT) is expected to report $1.50 for 4Q. VF Corp (VFC) is expected to report $0.43 for 3Q. Powered by Onclusive and Dow Jones. ANALYST RATINGS ACTIONS Affirm Holdings Raised to Buy From Hold by Needham Alcoa Cut to Equal-Weight From Overweight by Morgan Stanley Ametek Cut to Perform From Outperform by Oppenheimer Bank of Hawaii Raised to Outperform From Market Perform by Keefe, Bruyette &amp; Woods Clearwater Analytics Cut to Equal-Weight From Overweight by Morgan Stanley CoreWeave Raised to Buy From Hold by Deutsche Bank CoStar Group Raised to Buy From Neutral by BTIG DigitalBridge Group Cut to Underperform From Strong Buy by Raymond James Emerson Electric Cut to Perform From Outperform by Oppenheimer FirstEnergy Raised to Outperform From Peer Perform by Wolfe Research Ichor Holdings Cut to Perform From Outperform by Oppenheimer Inspire Medical Systems Cut to Sector Perform From Outperform by RBC Capital Intuitive Surgical Raised to Buy From Hold by Freedom Capital Markets Magnolia Oil &amp; Gas Raised to Equal-Weight From Underweight by Wells Fargo Matador Resources Cut to Equal-Weight From Overweight by Wells Fargo Netflix Raised to Buy From Hold by Freedom Capital Markets Oneok Cut to Neutral From Overweight by JP Morgan Procter &amp; Gamble Cut to Hold From Buy by TD Cowen SkyWater Technology Cut to Hold From Buy by Needham SkyWater Technology Cut to Hold From Buy by TD Cowen SkyWater Technology Cut to Neutral From Overweight by Piper Sandler Teleflex Raised to Buy From Hold by Needham Trade Desk Cut to Hold From Buy by CFRA Venture Global Cut to Neutral From Overweight by JP Morgan WW Grainger Raised to Outperform From Perform by Oppenheimer This article is a text version of a Wall Street Journal newsletter published earlier today. (END) Dow Jones Newswires01-28-26 0618ET</div></div>

The Census Bureau's 2025 population data reveals significant immigration trends and state migration patterns. In Canada, earnings reports are expected from Canadian Pacific, Celestica, and CGI, alongside the Bank of Canada's interest rate announcement. Stocks to watch include China Gold International, Premier Health, and Repare Therapeutics. Major economic indicators and earnings reports are anticipated, with AT&T and General Dynamics among the companies expected to report. Analyst ratings have seen changes for Affirm Holdings and Alcoa.

marketscreener

iShares US Telecommunications

VG Health

Repare Therapeutics

iShares US Transportation ETF

iShares US Medical Devices

Canadian Pacific Kansas City

General Dynamics

SPDR S&P Health

KANSAS CITY SOUTHERN

iShares Global Healthcare

AT & T

SPDR S&P Health Equip

Kansas City Southern

North American Morning Briefing : Stock Futures Gain Ahead of Rates Decision -2-