NVIDIA Corporation

Caterpillar Inc.

Broadcom Inc.

Palantir Technologies Inc.

Oracle Corporation

The bull market is not dead, but aging, according to investment firm Bellwether Wealth

The Dow Jones broke the 50,000-point mark for the first time. The market rebounded after the sell-off

Microsoft Corporation

Snowflake Inc.

Salesforce, Inc.

The scale of the selloff in software vendor stocks is perplexing to one of Wall Street's top "technobulls"

Wall Street's chief techno-optimist names 5 stocks to buy in the "soft-apocalypse"

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

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%

Palantir is among the 15 worst performing stocks in the S&amp;P 500 this year. What to expect from the company's report?

Alphabet Inc.

Amazon.com, 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

A portion of Palantir's customers are reconsidering long-term involvement in the company's ecosystem, says RBC

RBC warns of Palantir's problems, expects shares to fall 70%. Is it worth selling?

Marvell Technology, Inc.

Adobe Inc.

In a particularly vulnerable position is OpenAI

'The honeymoon is over': Deutsche Bank warns of 'most challenging year ever' for AI

CrowdStrike Holdings, Inc.

Wedbush analyst Dan Ives, popular with retail investors and one of the most prominent tech optimists on Wall Street, has named his two key AI bets for 2026. They are Palantir, which develops big data analytics platforms and AI solutions, including for military customers, and CrowdStrike, which specializes in cybersecurity and infrastructure protection using artificial intelligence, <a href="https://www.tipranks.com/news/article/palantir-and-crowdstrike-daniel-ives-reveals-his-top-ai-stocks-for-2026">writes</a> TipRanks.

Wall Street's chief techno-optimist Dan Ives named two key AI stocks for 2026

Citi Research raised its recommendation on the data analytics software maker's shares to "buy" - they are expected to grow even more despite a 135% gain last year

Palantir 'broke' all valuation models: Citi analyst expects them to grow by another 31%

Michael Burry, who predicted the 2008 crisis and is now betting on Nvidia's falling stock price, has for the first time detailed <a href="https://post.substack.com/p/the-ai-revolution-is-here-will-the">his</a> reasons for being skeptical of AI. In correspondence with Anthropic co-founder Jack Clark and podcaster Dwarkesh Patel, the investor described his vision of the sector's capitalization, spoke out about the hyper-scaler payback trap and shared his thoughts on a possible AI apocalypse. Oninvest publishes excerpts from Burry's remarks.

Buffett's escalator: the Big Short investor on the bubble, the Nvidia problem and the AI apocalypse

Over the past year, Palantir shares have gained 135%.