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NASDAQ:AAPL 30 January 2026 - 3 February 2026

Apple (NASDAQ:AAPL) Shares Shed $500 Billion but Hold Firm on Valuation Premium
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.
Bitcoin price breaks below $80,000 after silver rout — and Warren Buffett’s Berkshire Hathaway sees American Express nearly catch Apple

Bitcoin price breaks below $80,000 after silver rout — and Warren Buffett’s Berkshire Hathaway sees American Express nearly catch Apple

Bitcoin dipped under $80,000 on Saturday, dropping roughly 6.5% to $78,719, pressured by a stronger dollar after Donald Trump named Kevin Warsh to head the Federal Reserve. Ether tumbled nearly 12%, hitting around $2,388. “Sometimes these price adjustments feed on themselves,” said Brian Jacobsen of Annex Wealth Management, cautioning that further selling might be ahead.
Palantir Technologies co-founder Peter Thiel ditched Nvidia for Apple and Microsoft — here’s what the filings show

Palantir Technologies co-founder Peter Thiel ditched Nvidia for Apple and Microsoft — here’s what the filings show

Thiel Macro LLC, the hedge fund run by Palantir co-founder Peter Thiel, held stakes in Tesla, Apple and Microsoft at the end of September 2025 and no longer reported a position in Nvidia, regulatory filings showed. The report listed 79,181 Apple shares worth about $20.2 million and 49,000 Microsoft shares worth about $25.4 million, and showed the fund had held 537,742 Nvidia shares at end-June and cut Tesla to 65,000 shares.
Tech stocks face a Monday test after Trump taps Warsh for Fed as Big Tech earnings line up

Tech stocks face a Monday test after Trump taps Warsh for Fed as Big Tech earnings line up

U.S. tech stocks head into February with the focus back on interest rates after Donald Trump picked Kevin Warsh to lead the Federal Reserve. A hotter-than-expected Producer Price Index report — which measures what businesses charge and pay — dragged the Nasdaq down 0.94% on Friday. The 10-year Treasury yield hovered near 4.251%. Terry Sandven of U.S. Bank Asset Management noted investors are repeatedly zeroing in on “the profitability of the massive capex levels” — with capex referring to capital spending.
Big Tech stocks brace for Monday as Nvidia CEO vows ‘huge’ OpenAI investment and Apple’s iPhone rebound shows up

Big Tech stocks brace for Monday as Nvidia CEO vows ‘huge’ OpenAI investment and Apple’s iPhone rebound shows up

Nvidia CEO Jensen Huang said on Saturday the chip designer will make a “huge” investment in OpenAI, rejecting a The Wall Street Journal report that talks on an earlier plan for up to $100 billion had stalled. Speaking in Taipei, Huang was asked whether it would be over $100 billion and replied: “No, no, nothing like that.”
Semiconductor stocks stumble after KLA rout — what to watch before Monday’s open

Semiconductor stocks stumble after KLA rout — what to watch before Monday’s open

Semiconductor shares tumbled into the weekend, with the Philadelphia Semiconductor Index closing Friday at 7,998.47, down roughly 3.9%. KLA Corp, a key player in chip equipment, plunged 15.2%. The broader market slipped as investors digested President Donald Trump’s pick of former Federal Reserve Governor Kevin Warsh for Fed chair, alongside a hotter-than-forecast producer-price report. Adding to the pressure, Apple flagged rising memory-chip costs weighing on its profits.
Dow Jones slips on Warsh Fed pick and inflation data — what to know before Monday’s open

Dow Jones slips on Warsh Fed pick and inflation data — what to know before Monday’s open

U.S. markets are closed for the weekend. On Friday, the Dow Jones Industrial Average slid 179.09 points, or 0.36%, finishing at 48,892.47 and marking a 0.4% drop for the week. Still, January showed a 1.7% gain — the Dow’s ninth consecutive monthly rise. Investors digested Donald Trump’s plan to nominate Kevin Warsh to lead the Federal Reserve, a stronger inflation report, and earnings that saw Apple tick up 0.4% and Verizon Communications jump 11.8%. “Markets are calibrating to Trump’s pick of Kevin Warsh ... and the outlook for monetary policy,” said Michael Hans of Citizens Wealth.
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#1 STRONG BUY

Constellation Energy

NASDAQ: CEG 95 / 100
#2 BUY

AerCap

NYSE: AER 93 / 100
#3 BUY

Walt Disney

NYSE: DIS 91 / 100
#4 ACCUMULATE

AIG

NYSE: AIG 89 / 100
#5 BUY ON PULLBACK

Cheniere Energy

NYSE: LNG 87 / 100
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