Amazon.com, Inc. is consolidating near $230-$240 and presents a potential rebound opportunity ahead of Q4 '25 earnings, in my opinion. AMZN stock trades at a discount to Mag 7 peers, with a forward PEG of 1.9x and 15.7x forward EV/EBITDA, despite margin and efficiency progress. Steady AWS growth and disciplined spending are key to improving sentiment, especially as expectations remain tamed.
Is Ares Capital Stock Worth Owning Ahead of Q4 Earnings? — Neutral
ARCC Zacks Investment Research — February 02, 2026ARCC is set to post Q4 results, with a modest revenue growth forecast, flat EPS estimates and expense pressures as rate cuts weigh on sentiment.
PLTR Earnings Preview: Weighing Fundamentals to Future Growth — Neutral
PLTR Schwab Network — February 02, 2026With Palantir's (PLTR) valuation being one of the biggest points of contention around the stock, Scott Kessler offers a full perspective for the company into earnings. He puts stock fundamentals against Palantir's projected growth to determine how much more room shares have to run with an already-expensive entry point.
Sallie Mae Names Steve Turner Chief Technology and Enablement Officer — Neutral
SLM Business Wire — February 02, 2026NEWARK, Del.--(BUSINESS WIRE)--Sallie Mae® (Nasdaq: SLM), formally SLM Corporation, today announced it has appointed Steve Turner, Chief Technology and Enablement Officer. In this role, Turner will oversee technology architecture and delivery, IT innovation, data, and information, and physical security. “Joining Sallie Mae is an incredible opportunity to advance a mission that helps students access and complete higher education,” said Turner. “I look forward to leading our technology organizati.
Toll Brothers Announces New Townhome Community Coming Soon to Orion Township, Michigan — Neutral
TOL GlobeNewsWire — February 02, 2026Altair Ridge offers luxury townhomes in a convenient Oakland County location Altair Ridge offers luxury townhomes in a convenient Oakland County location
DIS "Story of Patience:" Streaming "More Mature" & International Headwinds — Positive
DIS Schwab Network — February 02, 2026Walt Disney (DIS) is a "story of patience," argues Stephen Kent. While the stock experienced a years-long consolidation, he sees the company making "money on autopilot" through its maturing streaming platform even as it faces the "YouTube question.
The fizzled tie-up is a setback for Amazon's efforts to gain a bigger foothold in high-end sales.
Spartan Capital Securities, LLC Serves as Sole Placement Agent in Powell Max Limited's $17 Million PIPE Financing (Nasdaq: PMAX) — Neutral
PMAX GlobeNewsWire — February 02, 2026New York, NY, Feb. 02, 2026 (GLOBE NEWSWIRE) -- Spartan Capital Securities, LLC announced today that it served as sole placement agent in a 17,000,000 dollar private investment in public equity (PIPE) financing for Powell Max Limited (Nasdaq: PMAX). In connection with the financing, Powell Max Limited entered into a securities purchase agreement with certain accredited investors.
Apple Proves Naysayers Wrong Yet Again: Maintain Buy Rating — Positive
AAPL Seeking Alpha — February 02, 2026Apple delivered record Q1 2026 earnings with revenue of $143.8B, up 16% YoY, and gross margin at 48.2%. Product gross margin surged to 40.7%, significantly above recent quarters, driven by robust iPhone sales across all major regions. iPhone net sales grew 23% YoY, far outpacing prior years' growth rates and defying concerns over tariffs, innovation, and memory prices.
Cognizant to Report Q4 Earnings: What's in Store for the Stock? — Positive
CTSH Zacks Investment Research — February 02, 2026CTSH heads into Q4 earnings with rising earnings expectations, solid revenue growth forecasts and momentum from large deals and AI-driven demand.
Alaska Air Group appears undervalued after a 37% share price decline, driven by demand cooling, fuel shocks, and operational incidents. I view ALK as a risky tactical buy, suitable only for investors tolerant of volatility and limited to a 3-5% portfolio position. Revenue is rebounding—up 23% year-over-year—driven by strong passenger, loyalty, and cargo growth, but costs have risen even faster, compressing margins.
Strategy Set to Report Q4 Earnings: Buy, Sell or Hold the Stock? — Neutral
MSTR Zacks Investment Research — February 02, 2026MSTR's Q4 results are likely to have benefited from rising Bitcoin holdings and improved capital access, but valuation and weak software demand remain risks.
3 Reasons Growth Investors Will Love AppFolio (APPF) — Positive
APPF Zacks Investment Research — February 02, 2026AppFolio (APPF) is well positioned to outperform the market, as it exhibits above-average growth in financials.
Global Payments (GPN) is an Incredible Growth Stock: 3 Reasons Why — Positive
GPN Zacks Investment Research — February 02, 2026Global Payments (GPN) possesses solid growth attributes, which could help it handily outperform the market.
Here is Why Growth Investors Should Buy Avnet (AVT) Now — Positive
AVT Zacks Investment Research — February 02, 2026Avnet (AVT) possesses solid growth attributes, which could help it handily outperform the market.
3 Reasons Growth Investors Will Love Parker-Hannifin (PH) — Positive
PH Zacks Investment Research — February 02, 2026Parker-Hannifin (PH) is well positioned to outperform the market, as it exhibits above-average growth in financials.
3 Reasons Growth Investors Will Love Universal Health Services (UHS) — Positive
UHS Zacks Investment Research — February 02, 2026Universal Health Services (UHS) could produce exceptional returns because of its solid growth attributes.
Here is Why Growth Investors Should Buy Epam (EPAM) Now — Positive
EPAM Zacks Investment Research — February 02, 2026Epam (EPAM) could produce exceptional returns because of its solid growth attributes.
3 Reasons Why Growth Investors Shouldn't Overlook Tapestry (TPR) — Positive
TPR Zacks Investment Research — February 02, 2026Tapestry (TPR) could produce exceptional returns because of its solid growth attributes.