After Hours Report

After a solid start to the week, stocks faced a considerable pullback today. Weakness across mega-cap and tech names saw the Nasdaq Composite (-1.4%) underperform, closing beneath its 50-day moving average of 23,374.58. The S&P 500 (-0.8%) also briefly dipped below its own 50-day moving average (6,871.53) before garnering some support. 

Early in the session, losses were relatively limited to tech names, and the DJIA (-0.3%) actually notched an all-time intraday high. The Russell 2000 (+0.3%) and S&P Mid Cap 400 (+0.2%) also traded higher before the market's losses began to widen in both size and scope, though a late-session uptick saw them notch slight gains. 

The information technology sector (-2.2%) managed a modest bump off of session lows but still finished as the worst-performing S&P 500 sector by a considerable margin. 

Leadership was poor, with Microsoft (MSFT 411.21, -12.16, -2.87%) continuing its post-earnings slide and pressuring software stocks. Gartner (IT 160.16, -42.24, -20.87%) was the worst-performing S&P 500 name today, and the iShares GS Software EFT finished 4.6% lower. 

Though software names have had a rough start to the year, the weakness has largely been offset by strength in semiconductor stocks. That was certainly not the case today, with a 2.1% slide in the PHLX Semiconductor Index suggesting some concerns around the broader AI trade. 

NVIDIA (NVDA 180.32, -5.29, -2.85%) was another notable laggard, with the company garnering plenty of headline coverage surrounding its relationship with OpenAI. Reuters reported that OpenAI is exploring alternatives to NVIDIA's chips, causing executives from both companies to downplay the headline throughout the day. 

Palantir Technologies (PLTR 157.88, +10.10, +6.84%) and Teradyne (TER 282.99, +33.46, +13.41%) traded higher after their earnings reports but finished well off their best pre-market levels.

With the AI trade facing a downturn in sentiment, it comes as no surprise that other mega-cap stocks began to lag as well. 

Alphabet (GOOG 340.70, -4.20, -1.22%), Meta Platforms (META 691.70, -14.71, -2.08%), and Amazon (AMZN 238.62, -4.34, -1.79%) all finished with similar losses, sending the communication services (-1.3%) and consumer discretionary (-1.0%) sectors lower. 

The Vanguard Mega Cap Growth ETF finished 2.0% lower, and the market-weighted S&P 500 (-0.8%) underperformed the S&P 500 Equal Weighted Index (-0.2%).

Elsewhere in the consumer discretionary sector, travel-related names such as Expedia Group (EXPE 234.46, -42.21, -15.26%) and Booking Holdings (BKNG 4644.64, -477.61, -9.32%) faced considerable retreats, while homebuilder names outperformed following a Politico report that the House is planning a vote next week on legislation to increase housing supply. 

The health care sector (-1.0%) also faced a sizable loss as Eli Lilly (LLY 1002.98, -41.15, -3.94%) traded lower ahead of its earnings tomorrow morning, while the financial sector (-0.9%) finished with a similar loss as PayPal (PYPL 41.70, -10.63, -20.31%) plummeted after missing earnings estimates. 

Meanwhile, five S&P 500 sectors put together solid performances, though it was not enough to offset weakness elsewhere. 

The energy sector (+3.3%) expanded its lead for the year as oil prices rebounded from yesterday's lows, with crude oil futures settling today's session $0.97 higher (+1.6%) at $63.16 per barrel. 

In a similar fashion, the materials sector (+2.0%) notched a solid gain as gold prices recovered from a sharp retreat, with gold futures settling $282.40 higher (+6%) at $4,935.00 per oz, marking their largest one-day gain since 2008. Ball Corp (BALL 61.77, +5.08, +8.96%) made a nice move higher after topping earnings estimates.

The more defensive consumer staples (+1.7%) and utilities sector (+1.5%) also performed well, garnering some rotational interest amid the weakness in tech and other growth pockets.  PepsiCo (PEP 162.85, +7.65, +4.93%) made a nice move higher after beating earnings expectations, while Walmart (WMT 127.71, +3.65, +2.94%) continues an impressive surge that seats it with a 14.6% year-to-date gain. 

Overall, today's action reflected a clear rotation away from growth and momentum areas toward more defensive and value-oriented sectors, leaving the major averages under broad pressure by the close. With sentiment around AI and mega-cap leadership wobbling, traders appear increasingly cautious as the market heads into another high-profile batch of earnings reports.

There was no economic data of note today, as the December Job Openings and Labor Turnover Report was delayed by the brief government shutdown, which will end after the House narrowly passed a funding bill this afternoon.

U.S. Treasuries finished Tuesday on a flat note after recovering from a slightly lower start. The 2-year note yield finished unchanged at 3.57%, and the 10-year note yield also finished unchanged at 4.27%. 

• Russell 2000: +6.7% YTD
• S&P Mid Cap 400: +5.1% YTD
• DJIA: +2.5% YTD
• S&P 500: +1.1% YTD
• Nasdaq Composite: +0.1% YTD

Overseas:

• Europe: DAX -0.1%, FTSE -0.3%, CAC flat
• Asia: Nikkei +3.9%, Hang Seng +0.2%, Shanghai +1.3%

Commodities:

• Crude Oil +0.97 @ 63.16
• Nat Gas +0.06 @ 3.31
• Gold +277.50 @ 4931.40
• Silver +5.93 @ 82.95
• Copper +0.27 @ 6.09

After-Hours Spotlight:

• 8x8 (EGHT) beats by $0.03, beats on revs; guides MarQ revenue above consensus...EGHT +31.3%
• Advanced Micro Devices (AMD) beats by $0.21, beats on revs; guides Q1 revs above consensus...AMD -7.2%
• Amgen (AMGN) beats by $0.56, beats on revs; guides FY26 EPS in-line, revs in-line...AMGN +0.9%
• Chipotle Mexican Grill (CMG) beats by $0.01, comps -2.5%, reports revs in-line; guides to FY26 comps of "about flat"...CMG -7.2%
• Cirrus Logic (CRUS) beats by $0.53, beats on revs; guides MarQ revs above consensus...CRUS +5.8%
• Digital Turbine (APPS) reports fiscal 2026 third quarter financial results; raises expectations for fiscal year 2026...APPS +17.2%
• Enphase Energy (ENPH) beats by $0.12, beats on revs; guides Q1 revs above consensus...ENPH +20.1%
• Lumentum (LITE) beats by $0.26, beats on revs; guides Q3 EPS above consensus, revs above consensus...LITE +10.2%
• Lumen Technologies (LUMN) beats by $0.49, reports revs in-line...LUMN -3.6%
• Match Group (MTCH) beats by $0.12, reports revs in-line; guides Q1 revs in-line; guides FY26 revs below consensus; increases dividend by 5%...MTCH +6.6%
• Mercury (MRCY) beats by $0.09, beats on revs...MRCY -14.3%
• Mondelez Int'l (MDLZ) beats by $0.02, beats on revs; Expects FY26 adjusted EPS growth of 0-5% on constant currency basis...MDLZ -4.5%
• Skyworks (SWKS) beats by $0.14, beats on revs; guides Q2 EPS above consensus, revs above consensus...SWKS +1.8%
• Sonos (SONO) beats by $0.11, beats on revs (two analyst estimate)...SONO +10.4%
• Super Micro Computer (SMCI) beats by $0.20, beats on revs; guides Q3 EPS above consensus, revs above consensus; raises FY26 revs above consensus...SMCI +4.1%
• Take-Two (TTWO) misses by $0.11, beats on revs; guides Q4 EPS in-line, revs in-line...TTWO +4.8%

Fair Value for Wednesday, February 4:

• S&P 500: 6,942
• Nasdaq 100: 25,447
• DJIA: 49,350

For a full rundown of today's market and after hours developments, see Live In Play

• Earnings/Guidance (Full Earnings Calendar):
  • Ametek (AME) beats by $0.07, beats on revs; guides Q1 EPS mostly below consensus; guides FY26 EPS in-line
  • ARKO Corp. (ARKO) issues preliminary Q4 results; Also announces that its subsidiary, 
  • Ashland (ASH) beats by $0.02, misses on revs; reaffirms FY26 revs guidance
  • ATI Inc. (ATI) beats by $0.05, reports revs in-line; guides Q1 EPS in-line; guides FY26 EPS above consensus
  • Atkore International (ATKR) beats by $0.20, reports revs in-line; guides FY26 EPS in-line
  • Ball Corp (BALL) beats by $0.01, beats on revs
  • Baytex Energy Corp. (BTE) reported 2025 reserves
  • BellRing Brands (BRBR) beats by $0.05, beats on revs; guides FY26 revs mostly above consensus
  • Broadridge Financial (BR) beats by $0.23, beats on revs; raises low end of FY26 EPS guidance slightly
  • Canadian Pacific Kansas City Ltd. (CP) reports on its website that it broke January monthly records for shipping Canadian grain and grain products, moving 2.395 mln metric tonnes
  • Capital Southwest Corp. (CSWC) beats by $0.05
  • Capri Holdings (CPRI) beats by $0.03, beats on revs; guides FY26 EPS in-line, revs in-line
  • Chunghwa Telecom (CHT) reports Q4 results
  • DaVita (DVA) beats by $0.16, beats on revs; guides FY26 EPS above consensus
  • Eaton (ETN) beats by $0.02, reports revs in-line; guides Q1 EPS below consensus; guides FY26 EPS in-line
  • Fabrinet (FN) beats by $0.11, beats on revs; guides Q3 EPS above consensus, revs above consensus
  • Flexsteel Industries, Inc. (FLXS) Reports Strong Fiscal Second Quarter 2026 Results
  • fuboTV (FUBO) beats by $0.01, beats on revs; announces reseller agreement with ESPN
  • Galaxy Digital (GLXY) misses by $0.09, misses on revs
  • Graphic Packaging (GPK) misses by $0.06, beats on revs; guides FY26 EPS below consensus, revs in-line
  • Hamilton Lane (HLNE) beats by $0.23, beats on revs
  • Harmony Gold (HMY) sees full-year guidance on track as higher gold prices support cash flow
  • Healthpeak Properties (DOC) beats by $0.01, beats on revs; guides FY26 FFO below consensus
  • HP Inc. (HPQ) reaffirms Q1 and FY26 EPS guidance
  • Hubbell (HUBB) beats by $0.02, reports revs in-line; guides FY26 EPS in-line, revs in-line
  • J&J Snack Foods (JJSF) misses by $0.03, misses on revs; approves new $50 mln share repurchase program
  • Kforce (KFRC) misses by $0.04, reports revs in-line; guides Q1 revs above consensus; increases dividend
  • Madison Square Garden Entertainment (MSGE) reports Q2 (Dec) results, beats on revs
  • Marathon Petroleum (MPC) beats by $1.35, beats on revs
  • Merck (MRK) beats by $0.03, beats on revs; guides FY26 EPS below consensus, revs below consensus
  • MGIC Investment (MTG) reports EPS in-line, misses on revs
  • Nintendo (NTDOY) reports nine-month results; provides outlook
  • NJ Resources (NJR) beats by $0.19, beats on revs; guides FY26 EPS above consensus
  • NXP Semi (NXPI) beats by $0.04, reports revs in-line; guides Q1 EPS in-line, revs in-line
  • OneWater Marine (ONEW) sees FY26 EPS EPS and revs in line
  • Palantir Technologies (PLTR) beats by $0.02, beats on revs; guides Q1 revs above consensus; guides FY26 revs above consensu
  • PayPal (PYPL) misses by $0.06, misses on revs, transaction margin dollars increased 3%; Guides Q1 and FY26 EPS growth below consensus
  • Pentair (PNR) beats by $0.02, beats on revs; guides Q1 EPS below consensus, revs below consensus; guides FY26 EPS in-line, revs in-line
  • PepsiCo (PEP) beats by $0.02, beats on revs; reaffirms outlook; announces dividend increase and new share repurchase program
  • Pfizer (PFE) beats by $0.09, beats on revs; reaffirms FY26 EPS guidance, revs guidance
  • Pharming Group N.V. (PHAR) hosts Investor Day; provides pipeline update; sees FY26 revs above consensus
  • PJT Partners (PJT) beats by $0.15, reports revs in-line
  • Rambus (RMBS) Reports Fourth Quarter and Fiscal Year 2025 Financial Results
  • RPC (RES) misses by $0.03, reports revs in-line
  • Simon Properties (SPG) beats by $0.01, beats on revs; guides FY26 FFO in-line; increases dividend
  • Spire (SR) beats by $0.13, beats on revs; reaffirms FY26 EPS guidance; reaffirms FY27 EPS guidance
  • Teradyne (TER) beats by $0.42, beats on revs; guides Q1 EPS above consensus, revs above consensus
  • The Marzetti Company (MZTI) misses by $0.08, reports revs in-line
  • Transdigm Group (TDG) beats by $0.07, beats on revs; raises FY26 EPS in-line, revs in-line
  • Woodward (WWD) beats by $0.52, beats on revs; raises FY26 EPS and revenue guidance above consensus
• General News
  • The House will vote today to reopen the government. The bill funds most government agencies until September 30 & DHS until February 13. House Speaker Mike Johnson is confident the bill will pass after President Trump supported the bill without any changes, according to NBC News
  • House conservatives will support the government funding bill after they receive a promise that the Senate will vote separately on a bill that would require proof of U.S. citizenship to register to vote. The Senate is considering using a standing filibuster for that vote, according to Axios
  • President Trump tells reporters that the DOJ investigation into the Fed should continue to the end, according to CNBC
  • The house is planning a vote next week on legislation to increase housing supply, according to Politico
  • U.S. air travel growth is likely to lag behind growth in international markets, according to Bloomberg
  • U.S. military shoots down Iranian drone near aircraft carrier in Arabian Sea, according to Reuters
  • Appeals Court has vacated ruling that requires airline fee disclosures, according to reports
  • ACADIA Pharmaceuticals (ACAD) provides update on regulatory submission for Trofinetide for the Treatment of Rett Syndrome in the European Union
  • Accel Entertainment (ACEL) announces Founder and CEO, Andy Rubenstein, has been named Chairman of the Company’s Board of Directors, and Mark Phelan, has been appointed to the additional role of COO
  • Alamos Gold (AGI) extends high-grade mineralization across the Island Gold Deposit and nearby regional targets including Best Hole Ever at Cline-Pick, Intersecting 178 g/t gold over 3.5 metres
  • Align Tech (ALGN) supports landmark Swiss epidemiological study led by University of Bern
  • Alphabet (GOOG/GOOGL): Waymo raises $16 bln at roughly $126 bln valuation, according to Bloomberg
  • Alphabet (GOOG/GOOGL): Liberty Global and Google Cloud form five-year strategic AI partnership
  • Amazon (AMZN) eliminating 2,198 jobs in Washington, state records show, according to Axios
  • AstraZeneca (AZN) updates on U.S. regulatory review of Saphnelo subcutaneous formulation
  • AstraZeneca (AZN) gains Priority Review in the U.S. for DATROWAY as first-line TNBC therapy
  • AstraZeneca (AZN): DATROWAY granted Priority Review in the US as 1st-line treatment for patients with metastatic triple-negative breast cancer who are not candidates for immunotherapy
  • Bank of Hawaii (BOH) announces that Peter S. Ho, who has served as Chairman and Chief Executive Officer since 2010, will retire effective March 31, 2026
  • Bayer (BAYRY) secures third China approval for Nubeqa in advanced prostate cancer
  • BellRing Brands (BRBR) announces leadership transition plan
  • Boeing (BA) and Air Cambodia agree on largest single-aisle order in airline’s history
  • Boeing (BA): Air India grounds a Boeing 787-8 Dreamliner after fuel switch issue, according to BBC
  • Boeing (BA): The State Department approved possible Foreign Military Sale to the Kingdom of Saudi Arabia of F-15 Sustainment and related equipment for an estimated cost of $3.0 bln
  • Cyngn (CYN) announces progress in its collaboration with NVIDIA (NVDA) through the development of a simulation environment built on NVIDIA Isaac Sim, an open-source robotics simulation framework, to accelerate the commercial deployment of its autonomous vehicle solutions
  • Everspin Technologies (MRAM) discloses that Avalanche Technology has filed a lawsuit against MRAM
  • Experian (EXPGY) has entered into a definitive agreement to acquire Own Up
  • Ford Motor (F) aluminum supplier hasn’t returned to full production following the fire in September, according to Reuters
  • Gold Resource (GORO) resumes operations at Don David gold mine after blockade lifted
  • Google (GOOG, GOOGL) aiming to invest $4.75 bln to find enough electricity for AI, according to WSJ
  • Graphic Packaging (GPK) also announces comprehensive review of operations and footprint and selective review of its portfolio
  • Hovnanian's (HOV) subsidiary K. Hovnanian M.E. Investments and the majority shareholder of Al Tahaluf Real Estate Company sign a Memorandum of Understanding with the Tourism Development Fund and Emaar, The Economic City to enable high-quality tourism investment and lifestyle-focused residential opportunities in King Abdullah Economic City
  • HP Inc. (HPQ) appoints Bruce Broussard Interim Chief Executive Officer, Enrique Lores steps down as President and CEO; reaffirms first quarter and fiscal 2026 outlook
  • HP Inc.(HPQ) and Karamba Security announce that HP has renewed its multi-year agreement to license Karamba’s XGuard software across HP’s printers
  • Infosys (INFY) announces collaboration with Citizens (CFG) to support the launch of the bank’s AI-first Innovation Hub in Bengaluru, India
  • Invivyd (IVVD) has received and is aligned with advice from the U.S. Food and Drug Administration on the LIBERTY Phase 3 clinical trial, which will assess the safety and immunologic profile of VYD2311, the company’s vaccine- alternative monoclonal antibody investigational candidate for the prevention of COVID-19, versus commercially available mRNA COVID vaccines
  • KBR (KBR) awarded a new cost-plus-fixed-fee contract with a ceiling value of $149 mln under the Acquisition, Data, Engineering, Digital, Decision Integration and Software (ADEDDIS) program
  • Lithium Americas (LAC) entered into the omnibus waiver, consent and amendment with DOE
  • NGL Energy Partners (NGL) and Natura Resources partner to enable large-scale produced water treatment with small modular nuclear reactors in the Permian Basin
  • NVIDIA (NVDA): OpenAI exploring alternatives amid dissatisfaction with certain Nvidia chips, according to Reuters
  • PayPal (PYPL) appointed Enrique Lores as President and CEO, effective March 1, 2026
  • Penguin Solutions (PENG) announces the retirement of Mark Adams as President and Chief Executive Officer and as a Director of the Company
  • Pepsi (PEP) to lower prices on some products by 15%, according to WSJ
  • Pfizer (PFE) ultra-long-acting injectable GLP-1 RA shows robust and continued weight loss with monthly dosing in phase 2b trial
  • ProKidney Corp. (PROK) provides clinical update; now anticipates topline data readout in 2H29
  • Relay Therapeutics (RLAY) announces Zovegalisib granted breakthrough therapy designation by U.S. FDA for PIK3CA-mutant, HR+/HER2- advanced breast cancer
  • Sanofi (SNY) signs €1 bln share buyback mandate for 2026
  • Snowflake (SNOW) expands enterprise AI platform with Postgres, Cortex Code, and semantic automation
  • Soluna Holdings (SLNH) has executed an Equipment Supply Agreement with Cormint Data Systems to support a 12 MW deployment at Project Kati 1 in Willacy County, Texas
  • Sonoco Products (SON) and ENGIE announce commencement of 140-megawatt virtual power purchase agreement
  • Southwest Air (LUV): Elliott Management (Paul Singer) disclosed lower active stake with economic exposure of 10.7% (previously 13.1%)
  • Stoneridge (SRI) announces that Chief Financial Officer and Treasurer, Matt Horvath, has resigned, effective March 31
  • TIM S.A. (TIMB) clarifies I-Systems Soluções de Infraestrutura S.A. news published
  • Utz Brands (UTZ) announced that it would reclassify
  • VersaBank (VBNK) has signed a definitive agreement with Stablecorp Digital Currencies; Bank will serve as the custodian for Stablecorp's QCAD stablecoin
  • Webster Financial (WBS): Santander (SAN) agrees to buy WBS for $12.2 billion, which will allow it to achieve a RoTE of 18% in the United States by 2028 and create a stronger and more competitive bank for its customers
  • Webster Financial (WBS) confirms merger agreement with Banco Santander, S.A. (SAN) for $12.3 Billion
  • WISeKey (WKEY) connects WISeRobot to WISeSat constellation using post-quantum cryptography

• Upgrades:
  • Affirm (AFRM) upgraded to Overweight from Equal Weight at Morgan Stanley, tgt $76
    
  • Equity Lifestyle Properties (ELS) upgraded to Buy from Neutral at BofA Securities; tgt $76
  • FedEx (FDX) upgraded to Outperform from Market Perform at Bernstein, tgt $427
    
  • FedEx (FDX) upgraded to Overweight from Equal Weight at Wells Fargo, tgt $380
    
  • Galp Energia (GLPEY) upgraded to Overweight from Neutral at JPMorgan
    
  • JetBlue Airways (JBLU) upgraded to Neutral from Sell at Citigroup, tgt $6
    
  • JPMorgan (JPM) upgraded to Neutral from Underperform at Robert W. Baird, tgt $280
    
  • Oshkosh (OSK) upgraded to Neutral from Underperform at BofA Securities; tgt $149
  • Palantir Technologies (PLTR) upgraded to Outperform from Neutral at Robert W. Baird, tgt $200
    
  • Popular (BPOP) upgraded to Buy from Neutral at BofA Securities; tgt $156
  • Q2 Holdings (QTWO) upgraded to Buy from Neutral at DA Davidson; tgt $82
  • Sigma Lithium (SGML) upgraded to Neutral from Underperform at BofA Securities; tgt $14
  • SoFi Technologies (SOFI) upgraded to Overweight from Neutral at JPMorgan, tgt $31
    
  • Stellar Bancorp (STEL) upgraded to Outperform from Market Perform at Keefe Bruyette, tgt $44
• Downgrades:
  • Adobe (ADBE) downgraded to Neutral from Overweight at Piper Sandler, tgt $330
    
  • Antofagasta (ANFGF) downgraded to Underweight from Equal Weight at Morgan Stanley
    
  • Exxon Mobil (XOM) downgraded to Underperform from Neutral at BNP Paribas, tgt $125
    
  • Figure Technology Solutions (FIGR) downgraded to Underperform from Neutral at BofA Securities; tgt $42
  • Freshworks (FRSH) downgraded to Neutral from Overweight at Piper Sandler, tgt $12
    
  • KE Holdings (BEKE) downgraded to Neutral from Buy at Goldman, tgt $19
    
  • Lockheed Martin (LMT) downgraded to Hold from Buy at DZ Bank, tgt $665
    
  • Merck KGaA (MKGAY) downgraded to Hold from Buy at Deutsche Bank
  • Renault (RNSDF) downgraded to Underweight from Equal Weight at Morgan Stanley
    
  • Repsol (REPYY) downgraded to Neutral from Overweight at JPMorgan
    
  • Schneider National (SNDR) downgraded to Hold from Buy at Stifel, tgt $26
    
  • Stellantis (STLA) downgraded to Equal Weight from Overweight at Morgan Stanley, tgt $10.90
  • Vertex (VERX) downgraded to Neutral from Overweight at Piper Sandler, tgt $20
• Others:
  • Aktis Oncology (AKTS) initiated with a Buy at TD Cowen
    
  • Aktis Oncology (AKTS) initiated with an Outperform at Leerink Partners; tgt $31
  • Aktis Oncology (AKTS) initiated with a Buy at BofA Securities; tgt $34
  • Aktis Oncology (AKTS) initiated with an Overweight at JPMorgan, tgt $30
    
  • Alexandria Real Estate (ARE) initiated with a Neutral at Goldman, tgt $60
    
  • Becton Dickinson (BDX) resumed with a Buy at Citigroup, tgt $233
    
  • Caribou Biosciences (CRBU) initiated with a Buy at Clear Street, tgt $13
    
  • Evotec (EVO) initiated with a Buy at Berenberg
    
  • Huntington Bancshares (HBAN) resumed with an Outperform at Evercore ISI, tgt $21
    
  • Limbach Holdings (LMB) initiated with a Neutral at JPMorgan, tgt $100
    
  • Medtronic (MDT) resumed with a Buy at Citigroup, tgt $117
    
  • Microsoft (MSFT) assumed with an Overweight, named top pick at Piper Sandler, tgt $600
    
  • MSA Safety (MSA) initiated with a Neutral at JPMorgan, tgt $200
    
  • Ovintiv (OVV) initiated with an Equal Weight at Stephens, tgt $44
    
  • SAP (SAP) assumed with an Overweight at Piper Sandler
  • Walt Disney (DIS) resumed with an Overweight at Morgan Stanley; tgt $135

• Econ Data (Wednesday):
  • 7:00 ET: Weekly MBA Mortgage Index (prior -8.5%)
  • 8:15 ET: January ADP Employment Change (Briefing.com consensus 43,000; prior 41,000)
  • 8:30 ET: Quarterly Refunding Statement from the U.S. Treasury
  • 9:45 ET: Final January S&P Global U.S. Services PMI (prior 52.5)
  • 10:00 ET: January ISM Non-Manufacturing Index (Briefing.com consensus 53.7%; prior 54.4%)
  • 10:30 ET: Weekly crude oil inventories (prior -2.30 mln)

• Earnings:
  • Monday (Feb 2)
    • Pre-Market: APTV HESM IDXX NSSC RVTY TSN DIS
    • After-Hours: ASH CSWC DVA FN DOC KFRC MTG NJR NXPI PLTR SPG TER WWD
      
    Tuesday (Feb 3)
    • Pre-Market: ADM AME ATI ATKR BALL BRBR BR CPRI ETN EPD FUBO GLXY IT GWW GPK HLNE HUBB ITW INGR JJSF MSGE MPC MRK MPLX PYPL PNR PEP PFE PJT RES SR MZTI TDG WTW
    • After-Hours: AMD AMCR DOX AFG AMGN APAM ATO BHE BV CBT CSL SKY CMG CB CRUS CLX COLM CTVA EA EMR ENPH HRB THG HMN IAC INTA JKHY J LUMN LITE MTCH MRCY MDLZ POWL PRU RNR SIMO SWKS SONO SU SMCI TTWO VRNS VLTO VOYA WFRD ZWS
  • Wednesday (Feb 4)
    • Pre-Market: ABBV ADNT ARCC AVY AZTA TECH BSX BG CDW COR CME CTSH LLY EFX EVR FSV FLEX FTV FOXA GEHC GSK IEX JCI KMT LEA NYT NVS OCSL ODFL PFGC PSX REYN SLGN SWK TROW TKR UBER UBS VVV VSH YUMC YUM
      
    • After-Hours: ATEN AFL ALGN ALGT ALL GOOG ARM ASGN AVB BKH BLBD BOOT CENT COHR CMP CLB CPAY CCK CCI DHT DGII ELF EGP ENS EQH ESS EG FR FLNC FMC FORM GL GBDC KMPR KLIC MCK MET MAA MOD MC MCRI MWA MUSA NTGR NOV ORLY OHI PTC PTEN QGEN QCOM RAL RRX REXR SITM SNAP SONY STE STC SYM TENB TTMI UGI VCTR WEX WOLF
  • Thursday (Feb 5)
    • Pre-Market: WMS AGCO AB MT ARES ABG BCE BMY BLSH GOOS CAH CARR CMS COP ROAD CMI EMBC ENR NVST EL FCFS GPRE GFF HAE HP HSY HII NSIT ICE IDCC IQV ITT KKR LADR LSPD LIN MTSI MBUU MMS MDU NTCT OMCL OMF PATK BTU PTON PBH RL RBC RBLX ROK SCSC SIRI SNA SPB TPR CI THR TRI TW WEC XEL XPO
    • After-Hours: ADPT AFRM AOSL AMZN ATR ARW ARWR TEAM BILL BE BYD CPT CNO CDP COTY COUR CUZ DLR DOCS EHC EQR ESE EXPO FLS FTNT GEN G GOLD HUBG ILMN PI IREN KN LION RAMP MGY MTD MCHP MOH MPWR OTEX PCTY PECO POST POWI QLYS QNST RDDT REG RGA SSNC STEP MSTR SYNA UDMY UNM VTR VRSN VSAT WERN WMG
  • Friday (Feb 6)
    • Pre-Market: AER AN BIIB CG CBOE CNC IMVT MKTX NWL NVT PWP PM PIPR PAA PRLB ROIV RXO UAA
    • After-Hours: None