Amazon Stock Is Cheap Heading Into Q4 Earnings — Positive

AMZN   Seeking Alpha — February 02, 2026

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.

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Is Ares Capital Stock Worth Owning Ahead of Q4 Earnings? — Neutral

ARCC   Zacks Investment Research — February 02, 2026

ARCC is set to post Q4 results, with a modest revenue growth forecast, flat EPS estimates and expense pressures as rate cuts weigh on sentiment.

image for news Is Ares Capital Stock Worth Owning Ahead of Q4 Earnings?

PLTR Earnings Preview: Weighing Fundamentals to Future Growth — Neutral

PLTR   Schwab Network — February 02, 2026

With 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.

image for news PLTR Earnings Preview: Weighing Fundamentals to Future Growth

Sallie Mae Names Steve Turner Chief Technology and Enablement Officer — Neutral

SLM   Business Wire — February 02, 2026

NEWARK, 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.

image for news Sallie Mae Names Steve Turner Chief Technology and Enablement Officer

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image for news Toll Brothers Announces New Townhome Community Coming Soon to Orion Township, Michigan

DIS "Story of Patience:" Streaming "More Mature" & International Headwinds — Positive

DIS   Schwab Network — February 02, 2026

Walt 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.

image for news DIS "Story of Patience:" Streaming "More Mature" & International Headwinds

Saks Is Shutting Down Its Luxury Partnership With Amazon — Negative

AMZN   WSJ — February 02, 2026

The fizzled tie-up is a setback for Amazon's efforts to gain a bigger foothold in high-end sales.

image for news Saks Is Shutting Down Its Luxury Partnership With Amazon

New 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.

image for news Spartan Capital Securities, LLC Serves as Sole Placement Agent in Powell Max Limited's $17 Million PIPE Financing (Nasdaq: PMAX)

Oil prices moved lower as geopolitical risk premium declined.

image for news Natural Gas, WTI Oil, Brent Oil Forecasts – Oil Prices Dive 6% As Iran Is Ready To Negotiate A Deal

Apple Proves Naysayers Wrong Yet Again: Maintain Buy Rating — Positive

AAPL   Seeking Alpha — February 02, 2026

Apple 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.

image for news Apple Proves Naysayers Wrong Yet Again: Maintain Buy Rating

Cognizant to Report Q4 Earnings: What's in Store for the Stock? — Positive

CTSH   Zacks Investment Research — February 02, 2026

CTSH heads into Q4 earnings with rising earnings expectations, solid revenue growth forecasts and momentum from large deals and AI-driven demand.

image for news Cognizant to Report Q4 Earnings: What's in Store for the Stock?

Alaska Air Group: A Look Back At The Past Year — Negative

ALK   Seeking Alpha — February 02, 2026

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.

image for news Alaska Air Group: A Look Back At The Past Year

Strategy Set to Report Q4 Earnings: Buy, Sell or Hold the Stock? — Neutral

MSTR   Zacks Investment Research — February 02, 2026

MSTR's Q4 results are likely to have benefited from rising Bitcoin holdings and improved capital access, but valuation and weak software demand remain risks.

image for news Strategy Set to Report Q4 Earnings: Buy, Sell or Hold the Stock?

3 Reasons Growth Investors Will Love AppFolio (APPF) — Positive

APPF   Zacks Investment Research — February 02, 2026

AppFolio (APPF) is well positioned to outperform the market, as it exhibits above-average growth in financials.

image for news 3 Reasons Growth Investors Will Love AppFolio (APPF)

Global Payments (GPN) is an Incredible Growth Stock: 3 Reasons Why — Positive

GPN   Zacks Investment Research — February 02, 2026

Global Payments (GPN) possesses solid growth attributes, which could help it handily outperform the market.

image for news Global Payments (GPN) is an Incredible Growth Stock: 3 Reasons Why

Here is Why Growth Investors Should Buy Avnet (AVT) Now — Positive

AVT   Zacks Investment Research — February 02, 2026

Avnet (AVT) possesses solid growth attributes, which could help it handily outperform the market.

image for news Here is Why Growth Investors Should Buy Avnet (AVT) Now

3 Reasons Growth Investors Will Love Parker-Hannifin (PH) — Positive

PH   Zacks Investment Research — February 02, 2026

Parker-Hannifin (PH) is well positioned to outperform the market, as it exhibits above-average growth in financials.

image for news 3 Reasons Growth Investors Will Love Parker-Hannifin (PH)

3 Reasons Growth Investors Will Love Universal Health Services (UHS) — Positive

UHS   Zacks Investment Research — February 02, 2026

Universal Health Services (UHS) could produce exceptional returns because of its solid growth attributes.

image for news 3 Reasons Growth Investors Will Love Universal Health Services (UHS)

Here is Why Growth Investors Should Buy Epam (EPAM) Now — Positive

EPAM   Zacks Investment Research — February 02, 2026

Epam (EPAM) could produce exceptional returns because of its solid growth attributes.

image for news Here is Why Growth Investors Should Buy Epam (EPAM) Now

3 Reasons Why Growth Investors Shouldn't Overlook Tapestry (TPR) — Positive

TPR   Zacks Investment Research — February 02, 2026

Tapestry (TPR) could produce exceptional returns because of its solid growth attributes.

image for news 3 Reasons Why Growth Investors Shouldn't Overlook Tapestry (TPR)