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
 

•  05 Feb 2026
 

•   ALGN  
   
  +10.04%
•   AMD  
   
  -3.28%
•   AMZN  
   
  -4.05%
•   ARM  
   
  +3.84%
•   AVGO  
   
  +2.30%

$GOOGL Alphabet is trading lower in early action despite posting stronger-than-expected quarterly results, as investors fixate on its aggressive capital expenditure plans. The company signaled it could invest up to $185 billion in 2026, largely to expand AI and cloud infrastructure. For traders, this is a double-edged sword: it reinforces the long-term AI growth narrative while raising near-term concerns about margin pressure and the sustainability of such elevated spending.

$AVGO Broadcom is moving higher as the market recalibrates around surging data center and AI infrastructure demand. With hyperscalers committing billions to next-generation compute, chipmakers leveraged to networking and custom silicon are benefiting from renewed confidence. The stock strength highlights a rotation back into select semis tied directly to AI monetization rather than consumer end markets.

$NVDA is also gaining traction as investors interpret Alphabet spending surge as validation of sustained demand for advanced GPUs. For market participants, the key takeaway is that AI capital expenditure remains robust, countering fears that the trade may be overheating. Continued hyperscale investment could translate into extended revenue visibility for high-performance chip suppliers.

$QCOM Qualcomm is sliding sharply after issuing a softer-than-expected revenue outlook, even though it topped first-quarter estimates. Management pointed to global memory shortages and pricing pressure in the smartphone ecosystem, signaling that handset demand remains uneven. The guidance miss is weighing on the broader mobile chip segment and underscores the divergence between AI-driven infrastructure growth and more cyclical consumer hardware markets.

$AMD Advanced Micro Devices is attempting to stabilize after a steep prior-session drop, as investors weigh valuation concerns against renewed optimism around AI server demand. The stock volatility reflects a broader tug-of-war in semiconductors: structural growth in data centers versus lingering weakness in PCs and smartphones.

$ARM ARM Holdings is under pressure despite delivering better-than-expected quarterly results, as forward guidance suggests more moderate growth ahead. With expectations elevated since its public debut, even strong execution is being scrutinized. For traders, this reinforces how sentiment and positioning can outweigh headline beats in a high-multiple environment.

$ALGN Align Technology is surging after posting a solid earnings beat and delivering an adjusted gross margin well above prior projections. The improvement in operating leverage signals resilience in discretionary healthcare spending, offering a contrast to the turbulence seen in parts of tech and semiconductors.

$NIO Nio is climbing after projecting a return to adjusted operating profitability in the fourth quarter, a meaningful shift for a sector that has faced prolonged margin pressure. The guidance suggests operational discipline and cost control are beginning to bear fruit, which could reframe sentiment toward select EV names.

$CIEN Ciena is advancing following news of its inclusion in the S&P 500, a move that typically triggers passive fund inflows and boosts liquidity. Index rebalancing dynamics can create short-term momentum, and traders will be watching whether technical flows extend the rally.

$SNAP Snap is higher after delivering an unexpected quarterly profit and double-digit revenue growth. Investors appear willing to look past softer forward commentary, focusing instead on operational progress and advertising stabilization.

$AMZN Amazon is trading relatively flat ahead of earnings, with the spotlight firmly on AWS growth and managements commentary around AI demand. In a market torn between infrastructure optimism and consumer softness, the outlook could help determine whether the current stabilization in tech futures evolves into a broader rebound or another bout of volatility.

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