Group 1 - The fourth quarter earnings season is ongoing, with major companies like Alphabet, Amazon, AMD, Qualcomm, and Palantir reporting results [1] - As of January 30, 33% of S&P 500 companies have reported their fourth quarter results, with an estimated 11.9% increase in earnings per share, marking the 10th consecutive quarter of annual earnings growth for the index [2][4] - Analysts had initially expected an 8.3% increase in earnings per share before raising expectations, particularly for tech companies, which have been significant contributors to earnings growth in recent quarters [4] Group 2 - Big Tech companies are setting the tone for the earnings season, with ongoing capital expenditures and themes such as artificial intelligence and economic policies continuing to influence market dynamics [5] - Upcoming earnings reports will include updates from companies like Disney, Chipotle, PepsiCo, Uber, and Snap, indicating a broad range of sectors being analyzed [5]

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the stocks on Jim Cramer’s recent game plan. Cramer noted what could happen to the stock despite a “terrific number.” He remarked: After the close, we get earnings from Advanced Micro Devices, AMD. I fear that it could be a terrific number, and the stock will still go down, which has suddenly become the new pattern for semis. Advanced Micro Devices, Inc. (NASDAQ:AMD) makes processors, graphics cards, and AI chips for computers, servers, and gaming sys ...

U.S. equity markets are showing mixed signals in premarket trading this Tuesday, February 3, 2026, as investors weigh ongoing enthusiasm for artificial intelligence against persistent inflation concerns and a cautious Federal Reserve stance. Futures for the S&P 500 are marginally higher, indicating a flat to slightly positive open, while Nasdaq Composite futures point to continued strength in technology, and Dow Jones Industrial Average futures suggest a more subdued start. This comes after a period of robu ...

Market Overview - U.S. stock futures were higher following a positive close on Monday, with major benchmark indices showing gains [1] - The 10-year Treasury bond yielded 4.29%, while the two-year bond was at 3.58%, indicating market expectations for interest rates [2] - Consumer staples, industrials, and financial stocks led the S&P 500's gains, while utilities and energy stocks closed lower [10] Company Performance - Palantir Technologies Inc. (NASDAQ: PLTR) saw a premarket jump of 10.84% after reporting better-than-expected fourth-quarter results and issuing FY26 sales guidance above estimates, maintaining a stronger long-term price trend [7] - Advanced Micro Devices Inc. (NASDAQ: AMD) shares rose 2.33% ahead of its earnings report, with analysts expecting earnings of $1.32 per share on revenue of $9.67 billion, and it maintains a strong price trend across all time frames [8] - PepsiCo Inc. (NASDAQ: PEP) was down 1.11% ahead of its earnings release, with analysts expecting earnings of $2.24 per share on revenue of $28.97 billion, and it maintains a stronger price trend over the short, medium, and long terms [6][9] Analyst Insights - LPL Financial anticipates a "policy-driven market regime" in 2026, with fiscal and monetary decisions influencing market direction, predicting a modest economic slowdown early in the year but a rebound later [11] - The bull market is expected to continue, with a target fair value range for the S&P 500 between 7,300 and 7,400 by year-end, driven by enthusiasm around artificial intelligence and potential Federal Reserve rate cuts [12]

Market Overview - U.S. stock futures were higher following a positive close on Monday, with major benchmark indices showing gains [1] - The 10-year Treasury bond yielded 4.29%, while the two-year bond was at 3.58%, indicating market expectations for interest rates [2] Index Performance - Dow Jones increased by 0.002%, S&P 500 by 0.20%, Nasdaq 100 by 0.48%, and Russell 2000 by 0.05% [3] Stocks in Focus - Palantir Technologies Inc. (NASDAQ: PLTR) saw a premarket jump of 10.84% after reporting better-than-expected fourth-quarter results and issuing FY26 sales guidance above estimates, maintaining a stronger long-term price trend [7] - Advanced Micro Devices Inc. (NASDAQ: AMD) shares rose 2.33% ahead of earnings, with analysts expecting earnings of $1.32 per share on revenue of $9.67 billion, and it maintains a strong price trend [8] - PepsiCo Inc. (NASDAQ: PEP) was down 1.11% ahead of earnings, with expectations of $2.24 per share on revenue of $28.97 billion, and it maintains a stronger price trend [6][9] Analyst Insights - LPL Financial anticipates a "policy-driven market regime" in 2026, with fiscal and monetary decisions guiding market direction, predicting a modest economic slowdown early in the year but a rebound later [11] - LPL forecasts the S&P 500 to target a fair value range between 7,300 and 7,400 by year-end, driven by enthusiasm around artificial intelligence and continued Federal Reserve rate cuts, though cautioning that high valuations may temper gains [12]

Semiconductor stocks extended their rally in 2026, with the PHLX Semiconductor Sector (NASDAQ:SOX) index up 10.14% year-to-date, and reinforcing Cantor Fitzgerald’s view that the sector remains a must-own.Cantor’s Semiconductor analyst C.J. Muse evaluates the outlook for the top chip stocks, Advanced Micro Devices (NASDAQ:AMD) , Qualcomm (NASDAQ:QCOM) , and Microchip Technology (NASDAQ:MCHP) ahead of their results this week. AMD Poised to Beat Q4, Raise OutlookBenzinga’s Edge Rankings place AMD in the 92nd ...

Group 1 - Palantir Technologies Inc. reported better-than-expected fourth-quarter financial results and issued FY26 sales guidance above estimates, leading to a 7% increase in shares to $158.05 in after-hours trading [1] - Advanced Micro Devices Inc. is expected to post quarterly earnings of $1.32 per share on revenue of $9.67 billion, with shares gaining 1.9% to $250.84 in after-hours trading [1]

Market Analysis by covering: Advanced Micro Devices Inc. Read 's Market Analysis on Investing.com ...

The CNN Money Fear and Greed index showed an improvement in the overall market sentiment, while the index remained in the “Greed” zone on Monday.U.S. stocks settled higher on Monday, with the Dow Jones index gaining more than 500 points during the session.Stocks recorded gains last month, with the S&P 500 gaining 1.4% and the Dow adding 1.7% for January. The Nasdaq recorded a monthly gain of 1%.Markets digested the fallout from President Donald Trump’s nomination of Kevin Warsh as the next Federal Reserve c ...

规模方面，科创半导体ETF近2周规模增长10.89亿元，实现显著增长，新增规模位居可比基金1/3； 半导体设备ETF华夏最新规模达27.75亿元。 流动性方面，科创半导体ETF盘中换手5.25%，成交4.31亿元；半导体设备ETF华夏盘中换手 3.68%，成交1.04亿元。 资金净流入方面，科创半导体ETF近4天获得连续资金净流入，最高单日获得3.43亿元净流入，合 计"吸金"6.16亿元，日均净流入达1.54亿元；半导体设备ETF华夏最新资金净流出5419.15万元。拉长时 间看，近10个交易日内有8日资金净流入，合计"吸金"2.08亿元，日均净流入达2081.40万元。 消息面上，台积电的2nm产能已被全球科技巨头的订单全部预订完毕。其中，AMD计划于2026年 开始生产基于2nm工艺的CPU，而谷歌和AWS据称分别计划于2027年第三季度和第四季度采用该工艺。 此外，英伟达计划于2028年推出其"Feynman AI"GPU，预计将采用台积电的A16工艺，该工艺采用背面 供电设计。 截至2026年2月3日 10:20，上证科创板半导体材料设备主题指数强势上涨1.96%，成分股欧莱新材 上涨7.67%，兴 ...