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Wall Street Week Ahead | Seeking Alpha
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This week brings a heavy mix of megacap earnings and top-tier economic data, headlined by the January jobs report.
On the macro side, investors will track a packed U.S. calendar: S&P Global Manufacturing PMI, ISM Manufacturing PMI, and ISM Manufacturing Prices hit Monday, followed by JOLTS job openings on Tuesday. Wednesday brings ADP private payrolls plus S&P Global Services and Composite PMI readings. Initial jobless claims arrive Thursday, and the week closes with the marquee releases: Nonfarm Payrolls and the unemployment rate on Friday.
Earnings will be equally front-loaded. The week features results from major S&P 500 names, including Alphabet (GOOGL) (GOOG), Amazon (AMZN), Advanced Micro Devices (AMD), Merck (MRK), and Pfizer (PFE), alongside other large pharma and tech reports that could shape sentiment across sectors.
Earnings spotlight: Monday, February 2: Palantir (PLTR), Walt Disney (DIS). See the full earnings calendar.
Earnings spotlight: Tuesday, February 3: AMD (AMD), Merck (MRK), PepsiCo (PEP), Amgen (AMGN), Pfizer. See the full earnings calendar.
Earnings spotlight: Wednesday, February 4: Alphabet (GOOG) (GOOGL), Eli Lilly (LLY), AbbVie (ABBV), Uber (UBER), Qualcomm (QCOM). See the full earnings calendar.
Earnings spotlight: Thursday, February 5: Amazon (AMZN), Shell (SHEL). See the full earnings calendar.
Earnings spotlight: Friday, February 6: Toyota Motor (TM), Philip Morris (PM). See the full earnings calendar.
Investing Group Spotlight
The Top Ideas 2026 Investing Forum is now available to watch for free, featuring insights from some of Seeking Alpha’s most respected Investing Group leaders, including Andres Cardenal, Beth Kindig, Samuel Smith, and Steven Bavaria, who share their highest-conviction stock ideas and actionable strategies for the year ahead.
(Free Webinar) In this webinar, analysts Andrés Cardenal and Beth Kindig present their top investment picks for 2026, focusing on growth and AI infrastructure.
Andrés Cardenal has been identifying and investing in artificial intelligence long before it became a mainstream theme. He has an innate ability to stay ahead of the technology curve – an edge investors can tap into through his Investing Group, The Data Driven Investor. Andrés Cardenal highlights MercadoLibre (MELI) as a “generational compounder” dominating Latin American e-commerce and fintech. Despite recent margin contraction, which Cardenal attributes to strategic investments in logistics and credit expansion, the company maintains revenue growth above 30%. Its competitive moat is built on an unparalleled distribution network and a “virtuous cycle” where fintech and retail users reinforce each other.
Beth Kindig is a seasoned tech analyst and founder of Tech Insider Network, known for identifying leading AI and tech winners well ahead of the market. Beth identifies energy supply as the primary bottleneck for AI‘s next phase. She argues that the shift from AI training to inference will skyrocket power demand, making traditional grids and slow-moving nuclear projects insufficient. Bloom Energy’s (BE) solid oxide fuel cells offer “behind-the-meter” power solutions that can be deployed in months rather than years. Kindig emphasizes their 10x performance improvement over the last decade and accelerating revenue growth as key indicators of their success in solving the urgent AI power crisis.
(Free Webinar) In this webinar, analysts Steven Bavaria and Samuel Smith provide income-focused investment strategies for 2026 amidst geopolitical and economic uncertainty.
Steven Bavaria brings over 50 years of experience in banking, credit, journalism, and investing to his Investing Group, Inside the Income Factory. Bavaria promotes his “Income Factory” philosophy, which prioritizes compounding high cash yields over chasing capital gains. His top pick is the Cohen & Steers Closed-End Opportunity Fund (FOF). As a “fund of funds,“ FOF offers instant diversification across 100+ closed-end funds. Bavaria highlights its 13.3% market return and tax-friendly 8% distribution, noting that its stable performance makes it an ideal “muddle-through” asset for turbulent times.
Samuel Smith launched High Yield Investor in 2020 to prove dividend investors can achieve both strong income and meaningful growth. Smith targets high-quality dividend stocks facing “headline-driven pessimism.“ His top pick is Blue Owl Capital (OWL), an alternative asset manager. He argues that OWL is undervalued at 17x forward earnings with a 6.2% yield. Despite bear concerns regarding private credit and AI data center exposure, Smith emphasizes OWL’s permanent capital base, which provides a stable fee stream, and its projected 15-20% growth rate.
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