^{_{Welcome to the TraderTV Live Morning Research Note. Here's what's making major moves in the market today.}}

0815 - ADP employment change for January: Expected 45k; Prior 41k
0945 - S&P composite PMI for January: Expected 52.9; Prior 52.8
0945 - S&P services PMI for January: Expected 52.5; Prior 52.5
1000 - ISM services PMI for January: Expected 53.5; Prior 54.4
1830 - Fed’s Cook speaks

Advanced Micro Devices Inc (AMD)

-9.46%

Gapping down after its Q4 2025 earnings report. The company posted adjusted EPS of $1.53 and sales of $10.27 billion, exceeding estimates of $1.32 and $9.668 billion, respectively. AMD guided Q1 sales between $9.5 billion and $10.1 billion, beating estimates of $9.386 billion, and expects $100 million in China chip sales during the quarter. CEO Lisa Su noted that the company is “well positioned” to see greater than 60% annual growth in its data center segment revenue over a three-to-five-year period.

Super Micro Computer Inc (SMCI)

+9.94%

Gapping up after its Q2 2026 earnings report, with adjusted earnings of $0.69 per share and sales of $12.682 billion beating estimates of $0.49 and $10.216 billion, respectively. Gross margin was reported at 6.3%, compared to a 9.3% gross margin in the prior quarter and a gross margin of 11.8% in the prior-year quarter. The company guided adjusted earnings of $0.60 per share and sales of $12.3 billion for Q3 2026, exceeding estimates of $0.53 and $10.148 billion, respectively.

Alphabet Inc (GOOGL)

+1.20%

On watch ahead of its Q4 2025 earnings report, set to be released at approximately 4:00 PM ET on Wednesday, February 4. Analysts are looking for the tech giant to post earnings of $2.58 per share and sales of $94.69 billion.

Uber Technologies Inc (UBER)

-8.74%

Gapping down after its Q4 2025 earnings report, with adjusted earnings of $0.71 per share missing estimates of $0.80; quarterly sales of $14.366 billion beat estimates of $14.32 billion. Trips and Gross Bookings each grew by 22% year-over-year. The company guided adjusted EPS between $0.65 and $0.72 for Q1 2026, falling short of estimates of $0.75.

Enphase Energy Inc (ENPH)

+21.25%

The company posted adjusted EPS of $0.71 and sales of $343.321 million, beating estimates of $0.58 and $340.594 million, respectively. Enphase guided Q1 2026 sales between $270 million and $300 million, exceeding estimates of $262.204 million. RBC Capital upgraded the stock to Outperform from Sector Perform and raised its price target to $54 from $31 following the report, citing higher estimates and multiple expansion. The firm believes demand has bottomed, with Enphase positioned to regain residential market share and expand its commercial market share.

Eli Lilly and Co (LLY)

+7.37%

Gapping up after its Q4 2025 earnings report, with adjusted earnings of $7.54 per share and sales of $19.3 billion beating estimates of $6.67 and $17.959 billion, respectively. Eli Lilly guided adjusted earnings between $33.50 and $35 per share for FY 2026, exceeding estimates of $33.23; its sales guidance of $80 billion-$83 billion for the same period similarly beat expectations of $77.62 billion.

Apple Inc (AAPL)

+0.48%

The company’s US market share expanded to 69% in Q4 2025 from 65% a year earlier, as per data from Counterpoint Research. The market share growth was reportedly driven by strong demand for the iPhone 16e and 17 models and aggressive carrier promotions. Apple also gained in the fast-growing $300–$600 mid-range segment alongside Google, while Motorola led sub-$300 phones and Samsung and Motorola lost share amid intensifying competition.

Novo Nordisk A/S (NVO)

-2.96%

Continuing to trade lower premarket after projecting adjusted sales and adjusted earnings declines of 5% to 13% each for FY 2026. The guidance was released intraday on Tuesday ahead of Wednesday’s premarket earnings report. For Q4 2025, Novo Nordisk posted earnings of $0.94 and sales of $12.335 billion, beating estimates for both metrics.

NVIDIA Corp (NVDA)

+0.42%

On watch after Reuters reported that the company is nearing a roughly $20 billion investment in OpenAI as part of a funding round that could value the ChatGPT maker at about $830 billion, though the deal is not yet finalized. Separately, the Financial Times reported that Nvidia’s H200 AI chip sales to China remain on hold pending a U.S. national security review, despite prior export approval.

Chipotle Mexican Grill Inc (CMG)

-5.74%

Gapping down after its Q4 2025 earnings report. Adjusted earnings of $0.25 per share beat estimates of $0.24, while sales of $2.984 billion represented 4.9% year-over-year growth and beat estimates of $2.963 billion. Comparable restaurant sales dropped by 2.5% amid a 3.2% decline in transactions, though the average check increased by 0.7%. The company guided “about flat” growth in comparable restaurant sales for FY 2026.

JinkoSolar Holding Co Ltd (JKS)

+14.13%

Gapping up after local Chinese media reported that Space X and Tesla staffers connected to CEO Elon Musk made recent visits to Chinese photovoltaic suppliers. The report singled out Jinko as one of the businesses that was visited, citing Jinko employees.

Take-Two Interactive Software Inc (TTWO)

+3.69%

Trading sharply higher premarket following its Q3 2026 earnings report, with adjusted earnings of $1.23 per share and sales of $1.757 billion topping estimates of $0.83 and $1.589 billion, respectively. The company guided losses between $0.54 and $70 per share for Q4 2026, compared to estimates of $0.70, and projected quarterly sales between $1.537 billion and $1.623 billion. Take-Two also raised its sales guide for FY 2026 and adjusted its EPS projections for the same period, now expecting smaller-than-expected losses per share.

eLong Power Holding Ltd (ELPW)

+53.22%

Gapping up after announcing the closing of a public offering valued at $7.6 million. The stock has rallied as recently as last week. eLong has a market capitalization of $8.65 million and a float of 1.5 million shares.