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Earnings Reports 1 February 2026

Tech stocks brace for Alphabet, Amazon earnings as Nasdaq slip puts AI spending in focus

Tech stocks brace for Alphabet, Amazon earnings as Nasdaq slip puts AI spending in focus

U.S. tech stocks face a busy start to February: Alphabet announces earnings on Feb 4, with Amazon set to follow on Feb 5. The U.S. jobs report lands on Feb 6. Advanced Micro Devices and Qualcomm are also scheduled to report this week, providing fresh insight into demand for data-center chips and devices.
Data center stocks slide into packed week as Vertiv, Arista drop; investors eye Big Tech capex

Data center stocks slide into packed week as Vertiv, Arista drop; investors eye Big Tech capex

Data center shares dipped Friday, with Equinix slipping 0.6% to $820.93 and Digital Realty Trust retreating 0.9% to $165.95. Vertiv took a bigger hit, dropping 4.5% to $186.18, and Arista Networks slid 4.3% to $141.74. The Global X Data Center & Digital Infrastructure ETF declined 2.5%, while the Pacer Data & Infrastructure Real Estate ETF fell 2.0%.
Nvidia stock, OpenAI and the AI trade: what to watch before Alphabet and Amazon earnings

Nvidia stock, OpenAI and the AI trade: what to watch before Alphabet and Amazon earnings

AI stocks go into Monday with fresh focus on Nvidia after CEO Jensen Huang dismissed talk of a rift with OpenAI as “nonsense” and said the chipmaker would make a “huge” investment in the ChatGPT maker. Nvidia shares ended Friday down 0.7% at $191.13; Huang said, “Sam is closing the round and we will absolutely be involved.”
Amazon stock (AMZN) heads into earnings week as Saks ends “Saks on Amazon” deal

Amazon stock (AMZN) heads into earnings week as Saks ends “Saks on Amazon” deal

Saks Global is pulling the plug on its “Saks on Amazon” deal with Amazon.com, according to a source familiar with the move, as the retailer navigates Chapter 11 bankruptcy. The partnership originated from Amazon’s $475 million investment earlier this year and obligated Saks to shell out at least $900 million over eight years. Amazon’s shares dropped 1.0% to $239.30 on Friday. A company spokesperson noted the luxury store is “adding more luxury brands regularly.”
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AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

Xylem

NYSE: XYL 95 / 100
#2 BUY

AerCap

NYSE: AER 93 / 100
#3 BUY ON WEAKNESS

Visa

NYSE: V 90 / 100
#4 TACTICAL BUY

Chevron

NYSE: CVX 87 / 100
#5 ACCUMULATE

UPS

NYSE: UPS 84 / 100
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Editorial model selection. Not personalised advice.