economy

February 2, 2026

Big moves in an AI data center power stock. What we want from Tuesday's earnings

The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.

Big moves in an AI data center power stock. What we want from Tuesday's earnings

TL;DR

  • S&P 500 rose at the start of the month, with Cramer advising investors not to sell stocks based on silver and crypto performance.
  • Nvidia's $100 billion deal with OpenAI is reportedly on hold, with Jensen Huang refuting claims of criticism and awaiting valuation.
  • Eaton's shares increased ahead of earnings after announcing the spinoff of its mobility business.
  • Several companies including Eaton, Eli Lilly, Alphabet, Bristol Myers, Linde, and Amazon are reporting earnings this week.
  • Stocks mentioned in the rapid fire segment were Disney, Best Buy, Coterra Energy, Devon Energy, McDonald's, and Humana.

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