• Trump’s trade war, US employment reports, and more “big technology” revenue this week focuses.
• Amazon seems to be set to provide a strong fourth quarter result driven by cloud computing advantage and operation efficiency.
• AMD is facing more stricter roads in the future, along with the increase in competition and analysts, and will be in stock to avoid this week.
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After President Donald Trump announced tariffs in Mexico, Canada, and China, US shares were closed on Friday and ended the unstable week of the market.
Tech Heavy Nasdaq Composite and S & P 500 ended with 1.6 %, 1 %, respectively. Blue-chip down Jones Industrial AVERAGE has raised 0.3 % week.
Source: Investing.com
In the week, investors are important, such as the debut of China’s Deep Sheque AI Lab, the decision of the federal preparation system to leave the interest rate without changing the interest rate, and the latest personal consumption expenditure (PCE) data in accordance with economists. The waves of development have been processed. Prediction of both inflation and headline inflation.
However, after Trump announced fresh trade measures, including 25 % tariffs on imports from Mexico and Canada, and 10 % of Chinese products, the market faced a new volatility on Friday and fresh uncertainty. Caused.
Last week, it is expected that investors will be full of another turbulence, as investors will respond to the aggressive tariffs of Trump and the gust of events that move the market.
The most important calendar is the US employment report on Friday. This is expected to indicate that the economy has added 154,000 positions. The unemployment rate is expected to be stable at 4.1 %.
Source: Investing.com
Other places include ALPHABET (NASDAQ: Googl), Amazon (NASDAQ: AMZN), Advanced Micro Devices (Nasdaq: ARM). ,, The profit season continues. , Qualcomm (nasdaq: QCOM), Palantir (NASDAQ: PLTR), Fortinet (NASDAQ: FTNT), and Snap (NYSE: SNAP). Some of the other famous reporters are Eli Lily (NYSE: LLY), Novo Nordisk (NYSE: NVO), Pfizer (NYSE: PFE), Uber (NYSE: Uber), Ford (NYSE: F), Walt Disney (NYSE (NYSE).: DIS) and Pepsico (Nasdaq: PEP).
Regardless of the direction the market is heading, we emphasize the inventory that is likely to be in demand and another inventory that can see new shortcomings. However, my time frame is only one week from Monday, February 3 to Friday, February 7.
Amazon is planned to be released at 4:00 pm on Thursday (the market will end at 4:00 pm in the eastern standard time and will release a profit report for the fourth quarter. The CEO’s call with Andy Jassy is 5:30 pm (ET). ) Is set.
The story will continue
According to the optional market, the market participants predict a considerable swing of AMZN shares after the printing declines, and 6.7 % of them can be implicitly moved in both directions. After the last revenue report in October, the shares rose 2.7 %.
In a few weeks before the report, 33 of the past 35 EPS revised, increasing the trust of Amazon’s financial health. In addition, the company’s automation and investment in artificial intelligence are expected to promote operational efficiency and increase profit margins.
Source: InvestingPro
Analysts projected the profit per share (EPS) of $ 1.49, showing an impressive 49 % jump from the same period of the previous year. It is expected that profits will increase to $ 187.3 billion to an increase of $ 10.2 % year -on -year, which is promoted by E -commerce intensity and the continuous strength of the growing cloud business.
An important focus for investors is the performance of Amazon Web Services. AWS revenue increased 19 % in the third quarter, $ 27.5 billion, and reconfirmed Amazon leadership in cloud computing spaces prior to rivals such as Microsoft (Nasdaq) Azure and Google Cloud.
As is common, guidance is as important as the number of revenue. Considering the dominant position of Amazon in e -commerce, advertising, cloud computing, and retail, there is a legitimate reason to believe that THE TECH TITAN will provide a future perspective for the next few months.
Source: Investing.com
AMZN shares ended a Friday session for $ 237.68. This is a $ 2.5 trillion rating of $ 2.5 trillion, with the highest history of $ 241.77, which was reached on January 28, and Amazon is the fifth valuable company on the US stock Exchange. Stocks have increased 8.4 % so far in 2025.
It is noteworthy that InvestingPro’s AI -equipped model evaluates Amazon, which has an average financial health score of 3.2 out of 5.0, as Amazon, emphasizing its powerful profits and sales prospects.
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In contrast, AMD is facing a more challenging outlook because he is preparing to report his fourth quarter revenue this week. As a result, after 4:15 pm on Tuesday (4:15 pm in the eastern standard time), a phone call with CEO LiSA SU is set until 5:00 pm.
The expected movement in the optional market is about 9 % above and below. After the company’s third quarter report was announced in late October, stocks decreased by 7 %.
In three months before the revenue update, analysts have reduced EPS estimated values by 30 times, which are compared with just four upward revisions. This downward trend emphasizes some short -term headwinds that can compare AMD’s stock performance.
Source: InvestingPro
Wall Street expects AMD to record $ 1.09 per share for $ 7.52 billion revenue. These numbers are fine, but if you look closely at analysts, you’ll find a potential trouble in the future.
First, AMD works more and more competitive semiconductor landscapes. The company is directly fighting against the GPU segment NVIDIA (NASDAQ) and fights Intel (NASDAQ) in the CPU market for personal computers and servers.
The continuous advantage of NVIDIA in AI and data center technology is applied to AMD to increase the provision of acceleration computing, especially NVIDIA, to provide acceleration computing using new ARM -based CPUs.
Taking that into account, CEO’s Lisa SU may recognize the tasks of these industries as a whole and adopt a cautious tone in her advanced guidance.
In addition to uncertainty, AMD has worsened due to the news of Deepseek’s AI progress and has been involved in recent volatility over semiconductor sector. Investors’ emotions have been shaken because the market participants have re -evaluated the position of the chip strain and contributed to the recent downward pressure on AMD’s stock price.
Source: Investing.com
AMD shares were closed for $ 115.95 on Friday. It is not far from the lowest 52 -week low to the lowest price of $ 112.80, which was touched on January 27. With the current evaluation, AMD market capitalization is $ 188.2 billion. The shares traded below the major moving average have decreased by 4 % to start the New Year.
Note that AMD currently has 2.3 sub -investment financial health score of 5.0, just for prolonged sales growth and free cash flow.
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Disclosure: At the time of writing, I am short on S & P 500 and NASDAQ 100 via Proshares Short S & P 500 ETF (she) and Proshares Short QQQQQQQQQQQQETF (PSQ).
I regularly rebalace individual shares and ETF portfolios based on continuous risk evaluation of both macroeconomic environment and corporate finances.
The only views discussed in this article are the author’s opinion, and should not be considered as an investment advice.
For more stock market analysis and insights, follow Jesse Cohen with X/Twitter @jessecoheninv.
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