This week's tech earnings feature names like Palantir (PLTR), Alphabet (GOOGL) and Amazon (AMZN) among many others. Steven Dickens stops by the Morning Movers NYSE desk to underline his focal points f

Can Google Gemini Keep Up the Pace in 2026?

08:32am, Monday, 02'nd Feb 2026
Alphabet (NASDAQ:GOOGL) has had such an incredible run in 2025, and despite the increased choppiness in the Magnificent Seven in January, shares of Alphabet have held steady.
Disney on Monday revealed the impact of its prolonged carriage dispute with YouTube TV. Disney said the 15-day blackout caused a $110 million hit to its sports division's operating income.

Breakfast News: Metals Meltdown Mauls Markets

07:30am, Monday, 02'nd Feb 2026
Futures hit by gold and silver dip, Disney releases first-quarter earnings, and more
Disney reported solid results for its fiscal first quarter but also disclosed a $110 million hit from an autumn carriage fight with YouTube TV. Revenue for the quarter ended December 27 ticked up 5% f
Waymo under investigation by NHTSA after AV strikes child in Santa Monica, California amid $16B funding round talks.
Google billionaire Sergey Brin has been linked to two extravagant property purchases in neighboring states.

Is Alphabet Stock a Buy Before Feb. 4?

03:23am, Monday, 02'nd Feb 2026
Alphabet has strengthened its search offering with AI-powered experiences. The company is also focusing on monetizing the Gemini family of large language models.
Google-owned self-driving vehicle startup Waymo is reportedly close to finalizing a $16 billion funding round. That new funding will value the company at $110 billion, more than double its current val

Alphabet: This Is The Moment Of Truth

12:00pm, Sunday, 01'st Feb 2026
Alphabet is poised for continued double-digit growth, driven by AI momentum and dominance in digital advertising and cloud. The updated DCF model values GOOG at $360.65 per share, reflecting higher gr
Oakmark U.S. Large Value Strategy portfolio's return was 4.79% (net) for the reporting period vs. Russell 1000 Value Index that returned 3.81% for the same period.
Alphabet is embedding its Gemini family of large language models across many of its core offerings. Amazon Web Services' backlog highlights the company's multiyear revenue visibility.

Wall Street Week Ahead

07:03am, Sunday, 01'st Feb 2026
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m.
The latest data on the U.S. job market, along with a look at the finances of several top tech, media and pharmaceutical firms, are in store for investors this week.

What to watch from Google and Amazon earnings

12:00am, Sunday, 01'st Feb 2026
Citi senior internet sector analyst Ron Josey speaks with Market Domination host Josh Lipton to discuss his expectations for the earnings print. To watch more expert insights and analysis on the lates
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