Wall Street Today in the Buzz

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Your pulse on Wall Street! WallStreetBuzz delivers real-time market intelligence, breaking news, and expert analysis. From opening bell to closing bell, we cover major movers, market trends, sector rotation, institutional flows, and the stories moving stocks
 

•  04 Feb 2026
 

•   AMD  
   
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•   DVA  
   
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•   ENPH  
   
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•   GOOGL  
   
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•   INTC  
   
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SPY and QQQ retreated as tech stocks led the decline, reflecting growing concerns about AI’s impact on software and technology business models. Investors shifted toward value and established companies, helping $DIA gain traction, as markets weigh strong earnings against rising uncertainty in tech.

$AMD reported strong Q4 results, with data center revenue up 39% and management projecting over 60% growth in three to five years fueled by cloud and AI demand. Traders are watching how AI-driven growth can translate into sustainable earnings over the medium term.

$SMCI delivered fiscal Q2 results above expectations, driven by surging demand for AI infrastructure. The performance positions the company as a standout in the tech sector and highlights where investors see immediate opportunities from AI expansion.

$ENPH reported strong Q4 adjusted profits and an above-consensus Q1 revenue forecast. The company’s outlook reassures investors that the solar sector is stabilizing, showing renewable energy’s continued potential amid evolving market dynamics.

$PLTR posted record Q4 revenue growth of 70%, with U.S. commercial sales up 137%. Its guidance for 2026 exceeded analyst expectations, emphasizing the growing adoption of AI software solutions for enterprise data management.

$TSLA revealed investments in AI startup xAI and integration with SpaceX initiatives. While the EV business sees limited short-term impact, investors are focused on the potential for AI and space ventures to drive long-term strategic growth.

$MSFT highlighted ongoing developments in AI tools across its platform, raising discussions on how rapid AI adoption might affect traditional software revenues. Traders are evaluating which software companies can leverage AI without compromising core profitability.

$GOOGL is drawing attention for its cloud and AI infrastructure expansion. Analysts are closely monitoring whether these investments will deliver meaningful growth and reinforce the company’s leadership in AI technologies.

$SNOW signed a $200 million AI deal with OpenAI to integrate advanced models into its platform. Analysts caution that competition from Databricks and cloud providers may influence near-term adoption, keeping investors focused on execution.

$WMT continues to benefit from its strong market position and digital strategy. Its inclusion in the trillion-dollar market cap club underscores investor confidence, even as some advisory firms adjust their preferred recommendations.

$INTC announced AI-focused GPUs and strong demand for its foundry services. Ongoing memory constraints highlight infrastructure challenges, drawing investor attention to capacity limitations in the AI sector.

$PEP reported Q4 core earnings above expectations and announced a $10 billion share buyback, signaling confidence in cash flow and long-term business stability despite moderate growth projections.

$NXPI beat Q4 earnings estimates, but guidance for Q1 remains a focus for investors navigating uncertainty in chip demand and broader market trends.

$DVA provided an adjusted earnings forecast exceeding expectations, emphasizing forward-looking visibility and investor confidence in performance trends.

$RMBS offered guidance below expectations for Q1 revenue, highlighting how closely chip stocks are watched for forecast deviations and market reaction.

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