Shan Ahmed Khan

Shan Ahmed Khan is a senior markets reporter at TS2.tech, specializing in stocks, technology and macroeconomic trends. A graduate of the Lahore University of Management Sciences (LUMS), he previously worked in investment research and market analysis. His coverage helps readers understand the key developments influencing global financial markets and emerging industries.

AT&T stock rises in premarket on Lumen fiber deal close — what to watch next

AT&T stock rises in premarket on Lumen fiber deal close — what to watch next

AT&T Inc shares rose about 0.4% to $26.30 in premarket trading Tuesday after the company completed its $5.75 billion all-cash acquisition of Lumen Technologies’ Mass Markets fiber division. The deal brings over 1 million fiber subscribers and covers more than 4 million locations, expanding AT&T’s fiber reach to 32 states. The company aims to hit more than 60 million fiber locations by 2030. “America's largest network is the best positioned in our industry to serve even more consumers – both in the home and on the go,” said CEO John Stankey.
3 February 2026
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Plug Power stock holds near $2 as CEO warns reverse split ahead of key Feb. 5 vote

Plug Power stock holds near $2 as CEO warns reverse split ahead of key Feb. 5 vote

Plug Power shares hovered around $2.08 in early trading Tuesday, barely moving as the hydrogen and fuel-cell firm clarified its stance ahead of a crucial Feb. 5 vote on boosting its share authorization. Marsh told the board he is “strongly opposed to a reverse stock split,” but cautioned that if the proposal doesn’t pass, the company would still need to go down that route. He noted that previous shareholder approval covers splits anywhere from 1-for-5 up to 1-for-200.
3 February 2026
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TS2 TECH • DAILY MODEL PORTFOLIO

Stocks to Buy Today

Five stocks stand out, supported by recent earnings or more attractive entry points. Today's selection highlights companies raising their outlooks and reporting firm orders, rather than focusing on heavily traded chipmakers.

Today’s market stance Selective • earnings-led
#1 • HIGHEST CONVICTION 24% weight

Xylem

NYSE: XYL
STRONG BUY
Model score 92 / 100
★★★★★

A 12-cent earnings beat and raised 2026 profit outlook highlight the results, while quarterly revenue matched expectations. The water treatment segment offers AI infrastructure exposure without increasing semiconductor holdings.

Why today

Earnings per share surpassed expectations; the company raised its guidance, citing increased water demand from data centers.

Next catalyst

Order conversions are being monitored to confirm that the new margin level is sustainable.

Main risk: Annual revenue guidance moved to about $9.2bn, and project timing can shift.
#2 • BEST CONTRARIAN 22% weight

Alphabet

NASDAQ: GOOGL
BUY ON WEAKNESS
Model score 89 / 100
★★★★½

Google Cloud's revenue surged 82%, with its operating margin hitting 35.6%. However, shares declined as capital expenditures increased. The reset offers a better entry point, but exposure remains limited since quarterly free cash flow moved into negative territory.

Why today

Cloud segment outperformed expectations; company reset guidance following earnings; search operations continue to drive strong cash flow.

Next catalyst

Cloud backlog is being converted more efficiently, leading to improved alignment between expenditures and cash flow.

Main risk: 2026 capex is now $195bn to $205bn, while depreciation is rising.
#3 • DEFENSIVE GROWTH 20% weight

Unilever

LON: ULVR • NYSE: UL
BUY ON PULLBACKS
Model score 87 / 100
★★★★☆

Underlying sales increased by 5.8%, driven by a 5.5% rise in volume—the company's strongest volume growth in over ten years. Guidance has been raised, but after today's significant share price jump, a gradual approach to buying may be more prudent.

Why today

Strong volumes drive results; outlook raised; steady cash flow in low-beta environment

Next catalyst

Second-half pricing trends and updates on the Foods transaction.

Main risk: Commodity inflation, currency moves and a large one-day gap.
#4 • EARNINGS MOMENTUM 18% weight

Sherwin-Williams

NYSE: SHW
ACCUMULATE
Model score 84 / 100
★★★★☆

Sales and adjusted earnings surpassed expectations, prompting management to raise its full-year guidance. The company is benefiting from higher prices and increased market share, but the stock's rapid three-day rally suggests investors may want to hold off on buying at the open.

Why today

The company beat expectations, raised its outlook, demonstrated strong pricing power, and continued to gain market share.

Next catalyst

The company is targeting adjusted EPS between $11.80 and $12.20.

Main risk: Weak housing demand, raw-material inflation and a richer entry.
#5 • TACTICAL UPSIDE 16% weight

PayPal

NASDAQ: PYPL
TACTICAL BUY
Model score 81 / 100
★★★★☆

Adjusted earnings surpassed expectations, prompting an increase in full-year profit guidance. The reported $60.50 per share approach offers added flexibility, though its smaller weighting signals lower margins and uncertainty regarding a potential deal.

Why today

Earnings surpass forecasts; guidance raised; strategic options under review.

Next catalyst

Focus is on the $400 million cost program, margin trends, and any official response to the deal.

Main risk: Operating margin fell to 17.4%, and no sale is assured.
Portfolio structure
Water & infrastructure 24%
Technology & cloud 22%
Consumer staples 20%
Coatings & materials 18%
Payments 16%
Entry rule
Build positions in two or three tranches.

Avoid buying a stock that's trading more than 5% above its previous close. Revisit the list after Wednesday's Fed decision and this week's mega-cap earnings.

Strong companies, weaker entries today
Coca-Cola NYSE: KO
WAIT FOR PULLBACK

Strong quarter with improved guidance, but a nearly 6% rally limits short-term upside.

Visa NYSE: V
WAIT FOR RESULTS

Visa is set to report earnings after the close. The portfolio won’t be taking on new event risk ahead of the results.

Nvidia NASDAQ: NVDA
WATCH

While long-term demand is solid, questions persist around chip momentum and AI financing.

Portfolio heat 6.4 / 10

Moderate. Recent earnings provide solid support, though event risk is still elevated.

Market risk check

The Nasdaq faces continued pressure as chip stocks endure a steep correction. With the Federal Reserve set to announce its decision on Wednesday, investors should brace for increased intraday volatility.

TS2 DAILY MODEL PORTFOLIO 100% allocated

This is an editorial model portfolio and does not constitute personalized investment advice. The scores reflect how today's five holdings compare to the current opportunity set, rather than predicting future returns.