U.S. Stocks to Watch: Strategy, Coinbase, Oracle, Nvidia, Albemarle, Disney, Palantir, and More

Dow Jones02-02 18:40

US stock futures were falling Monday as the Wall Street selloff looked set to continue into a second day following President Donald Trump’s decision to pick Kevin Warsh as the next Federal Reserve chairman.

These stocks were poised to make moves Monday:

Strategy, the largest corporate Bitcoin holder, fell 7.3% ahead of the open of trading after cryptocurrencies plummeted over the weekend. The price of Bitcoin tumbled to $77,320 on Monday from around $84,000 on Friday. The world’s largest crypto has declined about 12% in 2026. Other crypto-related stocks Coinbase Global and Robinhood Markets were down 4.2% and 3.1%, respectively.

Oracle fell 3.6% after the enterprise software company announced plans to raise up to $50 billion this year as it looks to fund its huge bet on cloud computing to power artificial intelligence. About half of that will be in debt.

Shares of Nvidia were falling 1.8% in the premarket session following a report from The Wall Street Journal that said thechip maker’s plan to invest up to $100 billion in OpenAIhas stalled after some inside Nvidia expressed doubts about the deal. Nvidia is pushing ahead with a separate large investment in the ChatGPT-owner instead, the Journal reported, citing people familiar with the matter.

Albemarle fell 6.6% after falling 5.6% Friday as investors seemed spooked at the prospect of what might happen to lithium prices amid a commodities selloff. Gold futures were down at $4,720 an ounce on Monday, down 16% from its record of $5,626 on Thursday.

Walt Disney slipped 0.5% in premarket trading ahead of fiscal first-quarter earnings from the entertainment and media giant and following a report from the Journal that saidCEO Bob Igerhas told associates he plans to step down as CEO before his contract ends Dec. 31.Disney’sboard plans to meet this week and conduct a vote on who should replace Iger, the Journal said, citing people familiar with the matter.

Meanwhile, Disney is expected by analysts to report fiscal first-quarter adjusted earnings of $1.57 a share on revenue of $25.7 billion. A year earlier, Disney earned $1.76 a share on revenue of $24.7 billion. Disney’s report is scheduled for before the opening bell Monday.

Palantir Technologies fell 0.6% ahead of the opening bell. The company, which sells AI software to manage and analyze large amounts of data, is expected by Wall Street to post fourth-quarter adjusted earnings of 23 cents a share, up from 14 cents a year earlier, on a revenue jump of 62% to $1.34 billion. Key to the stock, which has fallen 18% this year, will be U.S. revenue. It’s expected to jump 80% from a year earlier, with commercial sales up an estimated 121%.

In addition to Disney and Palantir, earnings reports are expected Monday from NXP Semiconductors, Idexx Laboratories, Teradyne, and Tyson Foods.

U.S.-listed shares of NIO, XPeng, and Li Auto fell after the Chinese electric-vehicle makers sold 74,861 EVs in January, up 1% from a year earlier but the slowest growth since January 2023. NIO had a strong month, following a very weak January 2025, selling 27,182 vehicles, up almost 100% from a year earlier. Shares of Tesla, the top maker of electric vehicles in the U.S., were down 1.7% in premarket trading.

Later this week, earnings reports are expected from Alphabet, Amazon.com, Advanced Micro Devices, Qualcomm, Merck, Pfizer, Eli Lilly, AbbVie, Amgen, PepsiCo, Eaton, Chipotle Mexican Grill, PayPal Holdings, Take-Two Interactive, Snap, Affirm, Super Micro Computer, Novo Nordisk, Uber Technologies, Arm Holdings, GE HealthCare Technologies, Philip Morris International, ConocoPhillips, Bristol Myers, Reddit, Roblox, Biogen, Strategy, and Centene.

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