economy
February 1, 2026
Here are the 7 big things we're focused on in the stock market this week
By week's end, more than half of the S&P 500's companies will have reported earnings.

TL;DR
- 75% of S&P 500 companies have reported positive earnings-per-share surprises so far.
- 65% of S&P 500 companies have reported positive revenue surprises so far.
- The January jobs report, including job additions, unemployment rate, and wage gains, is a key economic indicator.
- Manufacturing and services PMI reports will provide insights into sector performance.
- Key company earnings to watch include Eaton (focus on business spin-off), Eli Lilly (GLP-1 drug sales), Alphabet (AI investments and cloud growth), Bristol Myers Squibb (commercial performance of key drugs), Linde (long-term growth drivers), and Amazon (AWS performance and AI demand).
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