Wall Street Today in the Buzz

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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
 

•  03 Feb 2026
 

•   AMD  
   
  +0.11%
•   DVA  
   
  +0.42%
•   NXPI  
   
  +2.61%
•   PEP  
   
  +0.47%
•   PLTR  
   
  +1.15%

Wall Street sentiment remains highly selective as earnings season intensifies and investors recalibrate expectations around AI spending, forward guidance, and executive leadership changes. The focus has shifted from broad macro themes to company-specific execution, with sharp reactions to outlook revisions and strategic updates.

$PLTR delivered a standout fourth quarter, reporting adjusted earnings above expectations and revenue growth of 70% year over year, reaching a record $1.41 billion. U.S. commercial revenue surged, underscoring accelerating enterprise adoption of its AI platforms. Management guidance for the first quarter and full year 2026 came in ahead of consensus, reinforcing the narrative that Palantir is converting AI demand into measurable revenue expansion. For traders, the key takeaway is operational leverage and visibility rather than hype.

$PYPL weighed on the financial technology space after posting quarterly revenue of $8.67 billion and adjusted EPS of $1.23, both below analyst forecasts. More concerning for investors is the 2026 outlook, which signals flat to negative profit growth, alongside weaker near-term earnings expectations. The unexpected CEO transition to Enrique Lores adds another layer of uncertainty, signaling a strategic reset as PayPal attempts to defend market share and margins in an increasingly competitive payments landscape.

$TER reported fourth-quarter revenue growth of 44% to $1.08 billion, surpassing Wall Street estimates. Demand tied to AI-driven computing, networking, and memory within its semiconductor test division was the primary growth engine. First-quarter guidance also exceeded expectations, strengthening the case that Teradyne is a direct beneficiary of infrastructure buildout across the AI value chain. The results position the company as a leveraged play on sustained capital expenditure in advanced chip manufacturing.

$TSLA drew attention following news that SpaceX is acquiring xAI, a move that could pave the way for a future SpaceX IPO. Tesla previously disclosed a $2 billion investment in xAI, reinforcing the strategic alignment between Musk ventures. While the immediate financial impact on Tesla automotive operations remains limited, the broader AI ecosystem narrative continues to shape investor perception and long-term optionality.

$PEP reported core earnings of $2.26 per share for the fourth quarter, slightly ahead of expectations, while maintaining a cautious tone for 2026. The company also announced a new $10 billion share repurchase program, highlighting confidence in cash flow stability. Even so, moderation in North American demand and potential pricing adjustments signal that defensive consumer names are not immune to growth pressures.

$NXPI exceeded fourth-quarter profit and revenue expectations, but forward guidance for the first quarter introduced uncertainty, with projected EPS in a range that brackets consensus estimates. The market reaction reflects sensitivity to semiconductor demand visibility, particularly after a strong start to the year. Investors are closely monitoring whether industrial and automotive chip demand can offset broader cyclical softness.

$DVA gained attention after issuing full-year adjusted profit guidance above analyst expectations. In this case, investors focused less on the reported quarter and more on improved forward visibility, a reminder that in defensive healthcare segments, clarity of earnings trajectory often outweighs short-term fluctuations.

$RMBS projected first-quarter product revenue in the $84 - $90 million range, well below market expectations. The guidance gap underscores ongoing volatility in the semiconductor IP and memory interface space, where order timing and customer concentration can significantly influence near-term revenue profiles.

$AMD is in focus ahead of its fourth-quarter earnings release, with investors watching closely for commentary on data center momentum and the emerging opportunity in so-called agentic AI. After a strong start to the year, expectations are elevated. The extent to which management can demonstrate durable server CPU and AI accelerator demand may shape broader sentiment across the semiconductor complex.

$SNOW announced a $200 million AI partnership with OpenAI, integrating advanced models directly into its data cloud platform. Strategically, the deal strengthens Snowflake positioning in enterprise AI workflows. However, analysts continue to flag intensifying competition from Databricks and major cloud providers, making execution and differentiation critical in the quarters ahead.

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