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NASDAQ:MSFT 31 January 2026 - 3 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.
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.”
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.
Bitcoin tumbles under $80,000 as Warsh Fed pick shakes altcoin season hopes

Bitcoin tumbles under $80,000 as Warsh Fed pick shakes altcoin season hopes

Bitcoin slid below $80,000 on Saturday, extending a sharp pullback as traders fretted over tighter U.S. liquidity after former Federal Reserve governor Kevin Warsh was selected as the next Fed chair. The biggest cryptocurrency was down 6.53% at $78,719.63 at 12:48 p.m. ET, and is about a third off October record highs; it hit $81,104 on Friday, the lowest since Nov. 21. Ether fell 11.76% to $2,387.77, as cryptocurrencies lagged rallies in gold and stocks and early hopes for friendlier policy under Donald Trump cooled, Reuters reported.
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.”
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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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