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MarketBeat Week in Review – 01/26 - 01/30
Reported by MarketBeat Staff. Originally Published: 1/31/2026.
Stocks experienced another volatile week, ending with the announcement of the next Federal Reserve chair and a hotter-than-expected December inflation reading. That pushed gold and silver lower and may have triggered losses in other asset classes.
Big tech earnings began rolling in this week. Results weren't bad, but many analysts expected more—particularly regarding the monetization of heavy AI spending.
Nevertheless, the overall outlook for stocks remains favorable: each major average rose more than 1% in January. Earnings season is heating up, with several significant reports due next week. MarketBeat analysts will be monitoring the stocks and stories that move the market. Here are some of our most popular stories from the week.
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See the latest research and how to sidestep the carnage.Summary
- Stocks had another volatile week, but each of the major averages was up more than 1% in January.
- Big tech earnings have been solid, but in some cases, they have left investors wanting more.
- Earnings season now kicks into high gear, which is likely to confirm a growing economy.
Articles by Thomas Hughes
It was a rough week for health insurance stocks, including UnitedHealth Group Inc. (NYSE: UNH). UNH fell sharply after the Trump administration proposed smaller-than-expected Medicare reimbursements to private insurers. Hughes notes analysts and institutions remain supportive, which could make this a buying opportunity.
Trade-related news tied to Greenland roiled rare-earth stocks. Hughes highlighted three rare-earth companies with domestically focused production strategies and government support that help insulate them from broader macroeconomic risks.
Hughes also shared his five top stock picks for February, including familiar names that performed well in 2025 and show momentum heading into 2026.
Articles by Sam Quirke
Technical analysis isn't perfect but can reveal opportunities. This week Sam Quirke highlighted a potential setup in Qualcomm Inc. (NASDAQ: QCOM), which is flashing a technical signal suggesting it's oversold heading into earnings. With low expectations, the risk-reward favors the bulls.
Like many finance stocks, Bank of America (NYSE: BAC) has traded lower over concerns about the Trump administration's proposed 10% cap on credit card interest rates. Quirke wrote that a strong earnings report and positive analyst sentiment could make this pullback a buying opportunity.
Tesla Inc. (NASDAQ: TSLA) reported this week, and, as always, it felt like a make-or-break report. Quirke noted that Tesla appeared to quiet some critics, which could set the stage for a retest of the all-time high it reached in December 2025.
Articles by Chris Markoch
Healthcare stocks began rebounding in 2025. This week Chris Markoch highlighted three healthcare growth stocks that avoid the make-or-break drug risk typical of biotech.
Microsoft Corp. (NASDAQ: MSFT) continued to slide despite another strong earnings report. Some analysts worry about the company's ongoing AI spending, but Markoch argues there's nothing fundamentally wrong with Microsoft—only its stock price, which may be approaching oversold levels.
After delivering a strong earnings report, NextEra Energy Inc. (NYSE: NEE) is trading near 52-week highs. Markoch explained why, even with a premium valuation, NEE stock is likely to see more growth in 2026.
Articles by Ryan Hasson
Several "Magnificent Seven" stocks reported this week. In his earnings preview, Ryan Hasson concluded, “the initial price reaction of the market matters less than what their results reveal about the next few quarters...” Read his article for the rest of the story and what it means for big tech.
Energy underpins the AI stack. Hasson noted energy stocks started heating up in the second half of 2025. That trade should remain hot this year; he highlighted five renewable energy stocks poised to ride the wave in 2026.
Rocket Lab (NASDAQ: RKLB) pulled back sharply from its all-time high after a failed Neutron rocket launch. Hasson explains why analysts are looking past the sell-the-news event, which could create a buying opportunity.
Articles by Leo Miller
Meta Platforms Inc. (NASDAQ: META) made a strong move higher after its fourth-quarter report, which showed the fastest growth since 2021. That momentum has helped investors look past the company's increased AI spending.
Apple Inc. (NASDAQ: AAPL) also reported, posting a record quarter driven by stronger-than-expected iPhone sales. Miller noted the stock drifted lower amid concerns about a lack of clarity on Apple's AI strategy.
Earnings season is also buyback season. This week, Miller highlighted three stocks that expanded their buyback capacity. Each is down at least 20% in recent months, suggesting management may view their shares as undervalued.
Articles by Nathan Reiff
The chip sector is central to the AI infrastructure trade. One way to play it is through semiconductor-equipment companies. This week Nathan Reiff highlighted three leading chip-equipment stocks in 2025 and which may come out on top in 2026.
Uranium stocks could surge as nuclear energy returns to favor. Uranium ETFs provide exposure across the spectrum of the uranium trade, and Reiff highlighted three uranium ETFs that could outperform in 2026.
Recent news around D-Wave Quantum Inc. (NYSE: QBTS) highlights both the promise and the risks in quantum computing. The company made a major acquisition and filed $330 million in shelf registrations to replenish cash—a move that dilutes shareholder value and, as Reiff notes, may require further dilution. Still, read his article to see why analysts remain bullish on QBTS stock.
Articles by Dan Schmidt
The Trump administration reignited tariff threats to Europe in January over the purchase of Greenland. While those tariffs are on hold for now, the story isn't over. Dan Schmidt analyzed three European stocks built to withstand any tariff impact.
As investors rotate out of some expensive growth names, Schmidt explained why dividend-paying consumer staples stocks may be back in fashion. Read why three names are positioned to stand out in 2026.
It's been a rough few years for gaming stocks. Schmidt explained why the industry is bifurcating and shrinking, but he also argued that could be bullish for Take-Two Interactive Software (NASDAQ: TTWO), perhaps the best—and only—pure-play video game stock on U.S. markets.
Articles by Jeffrey Neal Johnson
While congressional trading faces possible bans, investors still track the stocks that Nancy Pelosi trades. This week, Jeffrey Neal Johnson highlighted some of her recent trades and explained how they reflect a sophisticated reloading strategy in many AI names.
The eVTOL trade continues to excite investors. Johnson highlighted the passive stake BlackRock took in Archer Aviation Inc. (NYSE: ACHR) and how it could signal a new floor for ACHR stock.
Many Americans are still recovering from Winter Storm Fern, which slammed much of the country in late January. Johnson reminded investors that natural disasters often create opportunities and pointed out three energy stocks tied to the reliability trade.
Articles by Jordan Chussler
The Kraft Heinz Company (NASDAQ: KHC) has long been a staple for income investors. But after Berkshire Hathaway (NYSE: BRK.B) announced it's selling its stake, many investors are wondering if the stock is a sell. Jordan Chussler helped answer that question this week.
Affordability is an economic theme for 2026. Chussler covered buy-now-pay-later provider Affirm Holdings (NASDAQ: AFRM) and its plan to start offering services for rent payments.
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