In the first month of 2026, the US stock market demonstrated strong resilience amid impacts from geopolitical tensions, tariff shocks, and shifts in monetary policy, continuing its upward trend from the previous year. Both the Dow Jones Industrial Average and the S&P 500 reached new all-time highs this month, while the Nasdaq Composite temporarily failed to surpass its high point from October last year.
Looking ahead to February, significant events will continue to unfold in the US stock market. Investors may focus on whether the US government will face another shutdown and whether key economic data can provide crucial guidance for the Federal Reserve’s policy trajectory. On the earnings front, tech giants such as NVIDIA, Google, and Amazon will take center stage, with AI capital expenditures and profitability being the core highlights.
After the US stock market closed on February 2 (Eastern Time, February 3 Beijing Time), Palantir, a leader in AI applications,$Palantir (PLTR.US)$will announce its latest quarterly earnings.
After the US stock market closed on February 3 (Eastern Time, February 4 Beijing Time), the chip giant $Advanced Micro Devices (AMD.US)$ will announce its latest quarterly earnings.After the US stock market closed on February 4 (Eastern Time, February 5 Beijing Time), the tech giant $Alphabet-C (GOOG.US)$ will announce its latest quarterly earnings.
After the US stock market closed on February 5 (Eastern Time, February 6 Beijing Time), the tech giant$Amazon (AMZN.US)$will announce its latest quarterly earnings.
On February 16 (Eastern Time), the US stock market will be closed for one day in observance of Presidents' Day (Washington's Birthday).
At midnight on February 25 (Beijing Time, 8:00 AM on February 24 Pacific Time), $Apple (AAPL.US)$ will hold its annual general meeting of shareholders.
Apple Inc. filed an SEC document announcing its annual shareholders' meeting to be held at 8:00 AM Pacific Time on February 24. In the document, Apple CEO Tim Cook sent a letter of gratitude to shareholders, stating that the past year has been monumental for Apple. He noted that Apple products have integrated into users' lives in more ways, pushed technological boundaries, and unlocked human potential. He cordially invited shareholders to attend the meeting on February 24, 2026, to jointly review and celebrate key achievements from the past year.
After the U.S. stock market closes on February 25 Eastern Time (February 26 Beijing Time), the global 'AI leader' $NVIDIA (NVDA.US)$ will announce its latest quarterly earnings.
As the grand finale of the U.S. stock earnings season, NVIDIA is set to release its highly anticipated Q4 and full-year financial results after the market closes on February 25. The key focus will be on validating the sustainability of global AI computing demand and the supply progress of the new Blackwell chip. This 'report card' will not only set the tone for NVIDIA’s performance in fiscal year 2026 but will also serve as a crucial indicator for assessing whether global AI computing demand continues to surge.
Notably, in February, $Coinbase (COIN.US)$、 $Robinhood (HOOD.US)$、 $Circle (CRCL.US)$ leading cryptocurrency-related stocks such as Coinbase, Robinhood, and Circle will also successively release their latest quarterly earnings reports.
Additionally, a series of significant data releases are scheduled for February, including the January nonfarm payroll numbers, unemployment rate, CPI data, and December PCE figures. However, the U.S. government's 'shutdown alert' may sound again, as legislative funding for most government departments seems at risk this week. Market estimates for the probability of a partial government shutdown occurring again by midnight on Friday are rising rapidly. If a shutdown occurs, critical economic data may face delays or cancellations again, such as the nonfarm payroll report and CPI. Investors are advised to stay tuned.
Stay ahead with the latest financial updates and discover investment opportunities early! Open Futubull > Market > US Stocks >Economic Calendar/Selected macroeconomic data, seize the investment opportunity!
Editor/Rice