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
 

•  08 Feb 2026
 

•   AMAT  
   
  +2.50%
•   CSCO  
   
  +2.31%
•   MNDY  
   
  -20.79%
•   SPOT  
   
  -1.84%

DJIA The Dow Jones Industrial Average closed above 50,000 for the first time, a psychological and technical milestone that capped a sharp Friday rebound. The S&P 500 and Nasdaq each jumped roughly 2% on the day, helping erase part of the week earlier losses. For traders, the question is whether this breakout has real follow-through or fades under renewed macro pressure. Round numbers often attract momentum flows, but they also invite profit-taking if incoming data disappoints.

IXIC The Nasdaq has now logged its fourth consecutive weekly decline, down nearly 3% over that stretch and slipping back into negative territory for the year. Software names remain under heavy pressure as investors reassess AI-driven spending and long-term monetization models. An 8% weekly drop in the software ETF and a steep year-to-date drawdown underscore how quickly sentiment has shifted. The rotation into gold and silver, alongside a sharp but volatile move in Bitcoin, signals a market hedging against both growth risk and policy uncertainty.

$MNDY monday.com reports before the open early in the week, and the bar is high. The stock is down 31% year to date and nearly 70% over the past 12 months, reflecting deep skepticism toward high-multiple SaaS names. Investors will focus less on headline revenue and more on forward guidance, customer retention, and positioning around AI-enabled workflow automation. In this environment, anything short of a clear path to durable margin stability could trigger another repricing.

$SPOT Spotify headlines a packed Tuesday that spans consumer, healthcare, energy, fintech, and cloud. Markets will parse results from companies like Coca-Cola, AstraZeneca, BP, Ford, Datadog, Zillow, and Robinhood to gauge the resilience of the U.S. consumer and the sustainability of tech growth without runaway cost structures. The breadth of reports offers a cross-sectional read on demand, pricing power, and capital discipline across sectors.

$CSCO Cisco reports Wednesday alongside the January jobs data, creating a potent mix of micro and macro catalysts. Expectations call for roughly 70,000 jobs added and unemployment steady at 4.4%, following softer ADP and JOLTS readings that hint at cooling labor momentum. A “low hiring, low firing” equilibrium may be cracking. For equity markets, a softer labor print could ease rate pressure, but only if inflation expectations remain contained.

$AMAT Applied Materials leads Thursday tech-heavy slate, with Apple suppliers, network infrastructure, crypto exposure via Coinbase, and travel platforms like Airbnb and Expedia all in focus. Investors want evidence that massive AI-related capital expenditures are translating into tangible demand rather than margin compression. The week wraps with names such as Moderna and Enbridge, adding biotech and energy signals to the mix.

Friday CPI print, expected to show 2.5% annual inflation, may ultimately set the tone. A cooling labor market paired with sticky prices would keep the Federal Reserve in a delicate position, complicating the rate-cut narrative that risk assets crave. With the Dow at record highs and volatility simmering beneath the surface, the coming days could determine whether this is the start of a broader recovery—or just another sharp bounce in an unsettled tape.

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