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Source document· January 30, 2026

Stocks to watch next week: Alphabet, Amazon, Palantir, Novo Nordisk and Shell

View original at uk.finance.yahoo.com
Stocks to watch next week: Alphabet, Amazon, Palantir, Novo Nordisk and Shell Two more "Magnificent 7" companies are set to report in the week ahead, along other key players in tech, in another jam-packed week of earnings…
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  • Amazon expects Q4 operating income to be between $21bn and $26bn, compared to $21.2bn for Q4 2024

    80% confidence
  • Shell's dividend could be sustained even with the oil price as low as $40 per barrel

    80% confidence
  • Shell remains the preferred play in the energy sector over BP

    80% confidence
  • Investor sentiment towards Novo Nordisk bottomed out following another downgrade to revenue and profit guidance at its Q3 update in November

    80% confidence
  • Alphabet expected capex to be in the range of $91bn to $93bn for the year, as stated in Q3 results

    80% confidence
  • Last time around, AWS demand was still running ahead of available capacity as new infrastructure struggled to keep up

    80% confidence
  • Shell is now undergoing more conservative capital expenditure, underpinning shareholder returns, and its diversity of operations allows one area of strength to counter another of weakness

    80% confidence
  • It's been a promising start to 2026, with take-up of Wegovy pill helping to claw back some US market share from arch-rival Eli Lilly

    80% confidence
  • Google Cloud is facing stiff competition in the AI arms race against other dominant AI infrastructure platforms like Microsoft's Azure

    80% confidence
  • Shell's 5% gain over the past year rates as outperformance given that it was achieved despite the fall in oil price, boosted by a 3.9% dividend yield and $3.5bn per quarter buyback programme

    80% confidence
  • Shell's chemicals and products division trading results are expected to be significantly lower than Q3

    80% confidence
  • Markets are pencilling in AWS growth of around 21% for Q4, which would mark a third consecutive quarter of acceleration

    80% confidence
  • Palantir expects Q4 revenue to be between $1.327bn and $1.331bn

    80% confidence
  • Focus in Alphabet's earnings will be on capital expenditure, cloud numbers, and any guidance around AI investment and demand

    80% confidence
  • Amazon expects net sales in Q4 to be between $206bn and $213bn, representing 10% to 13% growth on the same period a year earlier

    80% confidence
  • There could be some upside to consensus forecasts of a small fall in 2026 Novo Nordisk sales

    80% confidence
  • Novo's full-year revenue is now expected to have risen 8% to 11%, ignoring exchange rate moves, while operating profit growth is expected at 4% to 7%

    80% confidence
  • Palantir expects to report adjusted operating income of $695m to $699m for Q4

    80% confidence
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AI Leadership Exodus Rattles Investor Confidence Amid Capex Boom
High-profile departures at top AI labs — Brad Lightcap's exit from OpenAI and an unnamed researcher's departure from Alphabet/Google that triggered a share-price drop — are surfacing talent retention as a market risk factor even as hyperscalers pour record capital into AI infrastructure. The reaction shows investors treating key-person risk at frontier AI labs as material to valuation, a new fragility layered onto an otherwise bullish AI-driven capex cycle.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Where sources disagree
Broadcom Inc.
Both facts report EPS for Broadcom Inc. for the same fiscal period (Q1 2026) observed on the same date (2026-02-01). However, they report conflicting values: 1.5 USD per share vs 2.05 USD per share. This is a 37% difference for the identical metric and time period, not a value change over time.
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