Top US Stocks to Watch This Week: February 9–13, 2026
A heavy week of macro data and earnings is reshaping market leadership, as investors look beyond Big Tech toward breadth, cash flows, and pricing power.
Stock Power Watchlist for the Week of 9 February 2026
A data-backed look at quality compounders, AI infrastructure leaders, and defensive names, highlighting where growth expectations are strong and where valuations already price in the story.
Tech Rotation Hits Wall Street as Mega-Cap Leadership Cracks
U.S. stocks slipped on February 3, 2026, as investors rotated out of mega-cap tech and AI leaders, lifting defensives and exposing growing market dispersion.
Buying the Dip: Microsoft and XLK After the Tech Reset
Microsoft and US mega-cap tech have pulled back on AI capex and margin concerns. This breakdown explains why the move looks like a reset, not a breakdown.
Top US Stocks to Watch This Week: Fed Week Meets Peak Earnings
Jan 26–30 brings a Fed decision and a crowded earnings slate. Here are the week’s key dates, the sectors that matter, and the stocks most likely to move.
AI Bottlenecks in 2026: Where the Real Constraints Sit
In 2026, AI progress is limited by compute, memory, networking, and deployment. This piece maps the bottlenecks and the stocks easing real constraints.
Tower Semiconductor (TSEM): The Quiet Bandwidth Bottleneck in AI
Tower Semiconductor sits behind AI’s real constraint: bandwidth. Silicon photonics and RF drive upside, but execution and utilisation decide the outcome.
