Palantir Technologies Inc.

The Walt Disney Company

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: news will support buyers

Precious metals prices reversed after the sharpest two-day collapse in decades

Gold is approaching its best day since 2008, silver is up 10%. What's next?

lululemon athletica inc.

Shares of the North American yoga products maker fell 16% in January

Cult shortstop Burry has upped the ante on Lululemon's growth in the wake of the leggings scandal

M-tron Industries, Inc.

Espey Mfg. & Electronics Corp.

NioCorp Developments Ltd.

Western Copper and Gold Corporation

In the autumn, Freedom Broker analysts <a href="https://en.oninvest.com/article/freedom-picks-five-small-caps-two-strategies-as-market-enters-goldilocks-mode">noted</a>&nbsp;that a Goldilocks mode had begun to take effect in the U.S. economy – a combination of steady growth, normalized inflation, and a labor market supported by a neutral-to-soft policy by the Fed. Under such conditions, two strategies remain the most logical and advisable: investing in dividend stocks amid falling rates or in growth stocks while business activity remains robust, according to Vadim Merkulov, director of research at Freedom Finance Global.

Two strategies, four small caps from Freedom for February and beyond

GameStop Corp.

Wayfair Inc.

ADT Inc.

Assured Guaranty Ltd.

A cult investor described a scenario in which GameStop stock could grow 260% by 2031

Burry: How the head of GameStop became the new Buffett and raised the company's value 10-fold

Alphabet Inc.

Uber Technologies, Inc.

Liberty Global Ltd.

Waymo has raised $16 billion at a $126 billion valuation and is scaling robotaxis. Australia's central bank raised the rate for the first time since 2023 due to persistent inflation. About these and other topics - in our review of key events for the morning of February 3.

Highlights for this morning: Waymo raises $16 billion, Australia's central bank raises rate

NVIDIA Corporation

OpenAI plans to remain a "giant customer" of Nvidia for a "very long time", claims OpenAI head Sam Altman

OpenAI unhappy with Nvidia chips and looking for alternatives - Reuters

AppLovin Corporation

Unity Software Inc.

Roblox Corporation

AppLovin's stock got caught up in the Jan. 30 selloff of video game developer securities by mistake, according to Benchmark Equity Research

An analyst advised buying AppLovin stock. Google's AI constructor does not threaten it

Robinhood Markets, Inc.

Shares of Robinhood Markets, the operator of a popular platform for trading on the stock and cryptocurrency markets, plunged nearly 10% on February 2, posting the worst performance in the S&amp;P 500. The company's securities are pressured by the bitcoin sell-off, as well as the end of the American soccer season, significant for the prediction market, where Robinhood is building a presence. At the same time, Piper Sandler analysts see drivers in the long term: changes in the U.S. legislation in the field of cryptocurrencies and the upcoming World Cup.

Robinhood stock has been the worst performer in the S&amp;P 500 index. What's going on with the company?

Tesla, Inc.

Elon Musk's rocket company SpaceX <a href="https://www.spacex.com/updates#xai-joins-spacex">announced </a>on February 2 that it had acquired his own artificial intelligence startup xAI. It did not disclose financial terms. But, as Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-02-02/elon-musk-s-spacex-said-to-combine-with-xai-ahead-of-mega-ipo?embedded-checkout=true">wrote </a>earlier on Monday, citing sources, after the deal, the valuation of the combined company will be about $1.25 trillion - that's the amount that was named in a memo to SpaceX employees, the agency's interlocutors said.

SpaceX announced a merger with xAI ahead of a massive IPO

Military and civilian AI developer Palantir beat Wall Street expectations for fourth-quarter revenue and earnings, and gave a strong outlook for 2026. The software, which can organize large amounts of data, is in demand by businesses and the U.S. government, CNBC<a href="https://www.cnbc.com/2026/02/02/palantir-pltr-q4-2025-earnings.html"> writes</a>. Shares of Palantir jumped 7% in evening trading after the earnings release.

Palantir reported increased demand from military and commercial customers. Shares jumped

Over the last five trading sessions, Palantir securities have fallen in price by more than 10%

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