Apple Inc.

Microsoft Corporation

Meta Platforms, Inc.

Amazon.com, Inc.

Alphabet Inc.

NVIDIA Corporation

Amid bigtechs increasing capital expenditures on AI, Amazon, Google and Microsoft could collectively lose $900 billion in market capitalization since the release of their quarterly reports

"Staggering" $660 billion in AI spending by bigtechs has heightened market anxiety about a bubble

Roblox Corporation

The Boeing Company

Oil stabilized amid expectations of US-Iran talks, which reduced geopolitical risks and weakened the price premium. Bitcoin hit a 16-month low amid a sell-off in technology stocks and investors' risk aversion. These and other topics - in our review of key events for the morning of February 6.

The main thing for the morning: oil stabilized, bitcoin updated the minimum for 16 months

The competition to expand AI infrastructure could fail all the tech companies involved, warns analyst DA Davidson

Amazon didn't impress the market with the report and announced $200 billion in spending. The stock plummeted

Microsoft's cloud service revenue growth slowed to 39%, while Alphabet's rose to 48%

Microsoft received a rare stock downgrade. What worries Stifel analysts?

Palantir Technologies Inc.

The main economic event this week for Wall Street will be the release of January's US jobs report - assuming there is no government shutdown (shutdown). Current funding expired on January 30. The White House and Democrats have reached an agreement that will avoid a shutdown, but the parliament will be able to vote on the funding bill only on February 2, Barron's <a href="https://www.barrons.com/articles/jobs-report-amazon-disney-alphabet-palantir-and-more-to-watch-this-week-237b1b53?mod=RTA#:~:text=This%20week%E2%80%99s%20economic,midnight%20on%20Friday.">notes</a>.

Google and Amazon earnings, US employment: what investors need to know this week

The three-year agreement will allow Perplexity to expand its cloud infrastructure beyond AWS amid a legal battle with Amazon

Perplexity strikes cloud deal with Microsoft amid conflict with Amazon

Sandisk Corporation

Western Digital Corporation

KLA Corporation

Visa Inc.

Stryker Corporation

Royal Caribbean Cruises Ltd.

Lockheed Martin Corporation

Parker-Hannifin Corporation

Caterpillar Inc.

Comcast Corporation

SAP SE

Thermo Fisher Scientific Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: uncertainty provokes correction

The $2.2 trillion fund reduced its investments in U.S. companies, including Nvidia and Microsoft

The world's largest sovereign fund has cut stakes in U.S. bigtechs

Major tech companies are discussing large-scale investments in OpenAI: According to The Information and Financial Times, Nvidia, Amazon and Microsoft could invest tens of billions of dollars in the ChatGPT developer as part of a funding round in which OpenAI expects to raise $100 billion.

Nvidia, Amazon and Microsoft discuss tens of billions investment in OpenAI - media outlet

Amazon <a href="https://www.aboutamazon.com/news/company-news/amazon-layoffs-corporate-jan-2026">announced</a> plans to cut about 16 thousand employees worldwide. This was part of the largest wave of layoffs among corporate staff in the history of the company, <a href="https://www.barrons.com/articles/amazon-job-cuts-stock-2a2a6398?mod=RTA">writes</a> Barron's. Thus, the company expects to "optimize the management structure and eliminate bureaucracy," <a href="https://www.aboutamazon.com/news/company-news/amazon-layoffs-corporate-jan-2026">according to the</a> message of Amazon's senior vice president for human resources and technology Beth Galetti.

Amazon is laying off 16,000 employees. This is part of the largest optimization in its history

Tesla, Inc.

The market is gripped by anxiety ahead of reports from major tech companies, according to Evercore ISI strategist Julian Emanuel. Why does he think this is good news and which stocks does he suggest adding to a portfolio?

'Not today': analyst saw reason for optimism in market anxiety over bigtechs 

Walmart Inc.

On January 15, China's Alibaba <a href="https://www.alibabagroup.com/en-US/document-1948497434959151104">announced</a> that it has begun integrating its online shopping and travel services into its Qwen AI app to create a unified platform for its 100 million users. The new features are available for public testing in China. The company has also launched an invitation-only "task assistant" feature for more complex tasks such as booking trips or building web applications.