New York, Jan 13, 2026, 18:19 ET — After-hours
- Robinhood shares closed roughly 2.3% higher on Tuesday, holding steady in after-hours trading.
- December CPI stayed steady at 2.7% year-on-year, keeping rate expectations under close watch.
- Upcoming catalysts include the Fed meeting on Jan. 27-28 and Robinhood’s earnings report set for Feb. 10.
Robinhood Markets shares climbed Tuesday following U.S. inflation figures that came in close to forecasts, fueling speculation the Federal Reserve might begin easing rates before year-end. The stock ended the day 2.3% higher at $120.24 and held steady after hours. (Yahoo Finance)
Robinhood cares about rates because cheaper borrowing usually boosts risk appetite and trading volume, driving action in stocks, options, and crypto on retail platforms. It also influences how the market values growth stocks, especially those with earnings expected further down the line.
The CPI report didn’t move the needle much but held traders’ focus on the upcoming Fed meeting and potential rate cuts. Consumer prices increased 0.3% in December and were 2.7% higher than a year ago. Core CPI, excluding food and energy, rose 0.2% month-over-month and 2.6% annually. (Reuters)
Richmond Fed President Tom Barkin described the latest inflation figures as “encouraging,” noting there were no signs of inflation picking up pace, Reuters reported. (Reuters)
Crypto-related and retail-trading stocks mostly followed the move in rate expectations. Coinbase climbed roughly 4%, SoFi added close to 2%, while Interactive Brokers and Charles Schwab dipped a bit.
The Fed’s upcoming meeting on Jan. 27-28 will be the next key macro checkpoint, as officials reassess inflation and labor market trends following recent data. (Federal Reserve)
Robinhood has set Feb. 10 as the date to unveil its fourth-quarter and full-year 2025 results, with the announcement coming after the market closes. CEO Vlad Tenev and incoming CFO Shiv Verma are slated to review the numbers during a video call that same evening. (GlobeNewswire)
After a robust 2025 rally in the shares, investors will zero in on customer activity and engagement for clues. Transaction-based revenue linked to market swings will also be under scrutiny. Additionally, attention will turn to how heavily Robinhood depends on interest income versus trading amid changing rate expectations.
Robinhood’s newer “event contracts” business — derivatives linked to specific events or data points — is drawing attention. This move has expanded its product lineup but remains controversial, with some critics seeing it as operating in a regulatory gray area. (Reuters)
That said, the setup works both ways. Should markets steady, crypto values dip, or rate cuts delay, trading volumes could drop sharply, making Robinhood’s quarterly results appear less impressive.
Traders are focused on the Fed’s January 27-28 meeting and its accompanying statements. After that, eyes turn to Robinhood’s February 10 earnings report for clearer insight into retail trading demand and revenue breakdown. (Federal Reserve)
