Wall Street Week Ahead

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Your pulse on Wall Street! WallStreetBuzz delivers real-time market intelligence, breaking news, and expert analysis. From opening bell to closing bell, we cover major movers, market trends, sector rotation, institutional flows, and the stories moving stocks
 

•  01 Feb 2026
 

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•   AMZN  
   
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•   GOOGL  
   
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The broader S&P 500 enter one of the most consequential weeks of the quarter, with the index struggling to hold the 7,000 level. With earnings from mega-caps colliding with critical labor market data, traders are bracing for volatility that could define the market’s direction into the rest of February.

$GOOGL enters the week at the center of the AI debate, as investors look for proof that heavy spending on infrastructure and data centers is translating into sustainable cloud growth and resilient advertising revenue. After Microsoft’s sharp post-earnings drop raised concerns about runaway capex, Alphabet’s results could reset expectations for the entire mega-cap tech trade.

$AMZN faces a similar test, with AWS growth and operating leverage under the microscope. Traders want clarity on whether AI-driven demand is strong enough to justify ongoing investment, while retail margins will offer insight into the strength of the U.S. consumer. The stock’s reaction may shape sentiment across growth and e-commerce names.

$MSFT remains the cautionary reference point after its earnings disappointment and double-digit decline highlighted investor sensitivity to AI-related spending. The market message was clear: strong narratives are no longer enough without visible bottom-line impact.

$PLTR will provide a read on enterprise AI adoption, particularly in the commercial segment. Investors are watching for contract expansion and margin progression, which could reinforce or challenge the broader AI infrastructure thesis.

$AMD is set to report at a time when demand for AI accelerators is under intense scrutiny. Market participants will assess whether the company is closing the competitive gap in high-performance chips and sustaining momentum in data center revenue.

$SMCI offers another lens into AI server demand and supply chain execution. Any signs of order normalization or margin pressure could ripple quickly across semiconductor and hardware stocks.

$LLY stands out in healthcare, with obesity drug sales and production capacity guiding expectations for continued sector leadership. Strong numbers would reinforce the defensive-growth appeal of pharma amid macro uncertainty.

$NVO will be judged on similar metrics, as investors compare growth trajectories and manufacturing scalability in the weight-loss drug market that has attracted significant capital flows.

$UBER provides a pulse check on consumer activity and platform profitability. Traders will focus on margin expansion and user growth as evidence that high rates have not materially weakened demand.

$GOOGL and $AMZN are not the only macro-sensitive names this week. Friday’s nonfarm payrolls report is expected to show roughly 67,000 jobs added, unemployment steady at 4.4%, and wages up 0.3% month over month. A weaker print could revive recession fears, while a stronger one may reinforce the Federal Reserve’s higher-for-longer stance.

$MSTR reflects the growing link between equities and crypto volatility. Recent sharp declines in digital assets raise concerns that weakness in speculative corners of the market could spill over into technology stocks and broader risk appetite.

$COP will be watched for free cash flow strength and capital return discipline as energy prices fluctuate. Investors remain focused on balance sheet resilience and shareholder yield in a mixed commodity environment.

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