February's Must-See Financial Events: Nvidia and Alphabet Earnings, Inflation Data

U.S. stocks rallied in January, with the $S&P 500 Index (.SPX.US)$ hitting a record 6,128. By the close on Jan. 30, the index gained 3.22%. The earnings season began with notable tech firms like $Tesla (TSLA.US)$, $Meta Platforms (META.US)$, $Microsoft (MSFT.US)$, and $Apple (AAPL.US)$ reporting. Meanwhile, Chinese equities surged, spurred by developments in AI models, propelling the $NASDAQ Golden Dragon China (.HXC.US)$ Index up 8.1%.

$Alphabet-C (GOOG.US)$ is set to release its earnings post-market on Feb. 4, with investors eyeing growth in Google Services and Cloud, management's guidance for 2025, and any references to DeepSeek's implications for Alphabet's future.

$NVIDIA (NVDA.US)$ will report after the market closes on Feb. 26. Its results could impact the semiconductor sector and broader U.S. market trends. Questions have arisen regarding Nvidia's high-end chips' necessity for AI training amid cheaper, efficient models like DeepSeek. Investors will seek insights into AI trends and competitive dynamics, reassessing Nvidia's valuation and investment risks.