Core Insights - Amazon needs to demonstrate ongoing growth in its cloud-computing segment to satisfy investors [1] - The expected growth rate of 21% may be lower than what is actually required to impress the market [1] Company Analysis - Continued momentum in Amazon's cloud-computing business is crucial for investor confidence [1] - The consensus growth rate of 21% may not be sufficient, indicating a potential need for higher performance metrics [1]

Core Viewpoint - The ADP jobs report indicates a significant slowdown in private hiring, with only 22,000 new jobs created in January, reflecting a stagnant labor market that shows no signs of improvement [1]. Group 1: Job Creation - Businesses added a mere 22,000 jobs in January, which is substantially lower than Wall Street's forecast of a 45,000 increase [1]. - The report suggests that the labor market remains fragile, making it increasingly difficult for individuals to find work [1]. Group 2: Economic Context - The sluggish job creation is attributed to ongoing trade wars and a crackdown on immigration, which have negatively impacted employment opportunities [1].

Core Insights - PayPal's stock experienced one of its worst daily drops on record, indicating significant challenges ahead for the incoming CEO Enrique Lores [1] Company Performance - The stock decline reflects investor concerns about PayPal's future growth and profitability, suggesting a tough transition period for the new leadership [1] Market Reaction - The drastic drop in stock price signals a lack of confidence among investors regarding PayPal's strategic direction and operational execution under new management [1]

Core Viewpoint - Uber's stock has declined towards a 10-month low due to a quarterly profit miss, despite record demand for rides and food delivery services [1] Earnings Results - Uber missed fourth-quarter profit expectations, leading to a drop in stock price [1] - Revenue exceeded forecasts, indicating strong performance in terms of sales [1] - The company reported a record number of monthly users and completed trips during the quarter [1] Earnings Outlook - The earnings outlook for the current quarter fell short of Wall Street forecasts, contributing to investor concerns [1] - Despite the positive gross booking guidance, the overall sentiment remains negative due to profit misses [1]

Investors were braced for an AI fallout — just not this one, popular strategist says. - MarketWatch## Need to Know# Investors were braced for an AI fallout — just not this one, popular strategist says.## Nomura strategist says second-order AI disruption worries have arrived earlyPublished: Feb. 4, 2026 at 7:24 a.m. ETShareResize---Listen(5 min)Anthropic has set investors on edge for an AI fear they weren't expecting. Photo: Hans Lucas/AFP via Getty ImagesAlphabet earnings are the headliner for later, but fo ...

Lilly says Mounjaro and Zepbound sales more than doubled as stock rallies - MarketWatch# Lilly says Mounjaro and Zepbound sales more than doubled as stock rallies## The drugmaker also detailed strong growth for 2026Last Updated: Feb. 4, 2026 at 7:32 a.m. ETFirst Published: Feb. 4, 2026 at 7:21 a.m. ETShareResize--- Listen(3 min)Eli Lilly said its fourth-quarter sales grew by 43% to $19.3 billion, surpassing the FactSet estimate of $17.9 billion. Photo: Getty ImagesEli Lilly's stock soared 7% in premarket tr ...

Core Viewpoint - Gold futures have regained the $5,000 level after experiencing the worst performance in 46 years just the previous week [1] Group 1: Market Performance - Gold futures (GC00) increased nearly 3%, reaching $5,071.90 per ounce [1] - Despite the recent rise, gold is still down 9% from its intraday high of $5,000.00 on January 29 [1]

Core Viewpoint - Novo Nordisk's CEO Mike Doustdar provided a pessimistic outlook on the company's prospects for 2026 during a media briefing following the pre-announcement of earnings [1] Group 1 - The company pre-announced its earnings a day prior to the media engagement [1] - CEO Mike Doustdar expressed concerns regarding the company's future performance [1]

Group 1 - Santander shares experienced a decline on Wednesday due to the reaction of Spanish investors to the company's recent $12 billion acquisition [1]

Core Viewpoint - South Korea's stock market has experienced significant gains in 2026, with the Kospi Composite rising 27% year-to-date, driven by strong performances in memory chip and defense stocks [1] Group 1: Market Performance - The Kospi Composite index increased by 1.6% on a recent Wednesday, contributing to a total gain of 27% for the year [1] - The iShares MSCI South Korean ETF (EWY), which is U.S.-listed, has surged by 28% in 2026 [1] Group 2: Volatility Trends - Despite the stock market rally, volatility in South Korea's market has also risen unusually [1]