We’re through the busiest part of the earnings season storm, with most of the world’s biggest tech firms already in. Nonetheless, this week brings numbers from two more portfolio names — plus, three important economic reports. According to FactSet, nearly three-quarters of the 59% of S & P 500 companies that have reported quarterly results beat on revenue, while 76% beat on earnings. In his Sunday column, Jim Cramer ran through last week’s Super Bowl of megacap tech earnings and declared a winner . With that set-up, let’s turn to this week’s game and the five things to watch carefully. 1. DuPont delivers earnings Tuesday morning for the final quarter of 2025. The newly streamlined chemical giant is expected to earn 43 cents per share on revenue of $1.69 billion, according to the analysts’ consensus estimates compiled by market data provider LSEG. Last week, we booked some profits in DuPont to lock in gains on the recent Wall Street rotation out of technology and momentum stocks. As we wrote in Thursday’s trade alert, our DuPont bull thesis was based on the stock multiple re-rating higher from a depressed valuation after the November 2025 spin-off of Qnity Electronics. That’s exactly what happened. In its earnings preview note, JPMorgan sees DuPont’s a short cycle businesses — those with shorter lead times between order placement and delivery — are likely to remain under pressure. The analysts did note their expectations for a slight improvement in the automotive end market. In addition to the reported December quarter results, investors are eager to get any guidance on the year ahead. 2. Cisco Systems reports earnings Wednesday evening for its fiscal 2026 second quarter, which ends Jan. 24. Analysts, according to LSEG, are looking for earnings of $1.02 per share on revenue of $15.1 billion. Artificial intelligence momentum will be our primary focus as we look to better understand the potential upside from the massive AI infrastructure build out underway. Back in November, CEO Chuck Robins said there’s a “major multi-year, multi-billion-dollar campus networking refresh cycle” currently taking place. AI orders — especially from hyperscalers, which all spent furiously in calendar year 2025 and don’t plan anytime soon — and updates on pricing, given the rise in memory costs, will be key. A rebound in Cisco’s lagging security business is not expected, so we think investors will grade the quarter and forward guidance based on the AI results. 3. The January employment report comes Wednesday morning from the Labor Department. It was scheduled for this past Friday but got delayed by last week’s brief government shutdown. This is one of, if not the most important, monthly economic report for investors because the health of the job market is directly tied to private consumption, which is responsible for roughly two-thirds of U.S. gross domestic product. Economists, according to FactSet, expect an addition of 80,000 nonfarm payrolls; an unchanged unemployment rate of 4.4%; and a 0.3% monthly increase in average hourly earnings. 4. The January consumer price index on Friday morning competes with the jobs data for most important report of the week. Economists are looking for a 2.5% year over year increase in the headline CPI number, and a 2.6% increase in the core ratel, which excludes volatile food and energy prices. While not the Federal Reserve’s favored way to track inflation (that would be the core PCE price index), CPI is a close second and provides important details underlying overall inflation, such as the rate of shelter cost inflation, which has been among the stickiest areas of high prices in the economy. 5. December retail sales are out Tuesday morning , providing a check on the consumer during the homestretch of the holiday shopping season. Economists are expecting to see a 0.4% monthly increase. This report does not account for inflation, but it is still an important gauge of where and how much consumers are spending their money. Week ahead Monday, Feb. 9 Before the bell: Cleveland-Cliffs (CLF), Apollo Global Management (APO), monday.com (MNDY), Becton, Dickinson & Co. (BDX), Hain Celestial Group (HAIN), Motorcar Parts of America (MPAA) After the bell: onsemi (ON), Opendoor Technologies (OPEN), Goodyear Tire & Rubber Co. (GT), Upwork (UPWK), Simpson Manufacturing Co. (SSD), Vornado Realty Trust (VNO) 8:30 a.m. ET: Empire State Index 10:00 a.m. ET: NAHB Housing Market Index Tuesday, Feb. 10 Before the bell: DuPont (DD) , Coca-Cola (KO), CVS Health (CVS), Datadog (DDOG), Fiserv (FISV), Spotify (SPOT), S & P Global (SPGI), AstraZeneca (AZN), Ferrari (RACE), Oscar Health (OSCR), Marriott International (MAR), BP (BP), Duke Energy (DUK), Harley-Davidson (HOG), Incyte (INCY) After the bell: Robinhood (HOOD), Lyft (LYFT), Ford (F), Upstart (UPST), Gilead Sciences (GILD), Edwards Lifesciences (EW), Cloudflare (NET), American International Group (AIG), Zillow Group (ZG), Mattel (MAT) 8:30 a.m. ET: December Retail Sales Wednesday, Feb 11 Before the bell: Shopify (SHOP), Vertiv (VRT), Unity (U), Humana (HUM), Kraft Heinz (KHC), T-Mobile US (TMUS), McDonald’s (MCD), GlobalFoundries (GFS), Oatly (OTLY), Vertex (VERX), Generac Holdings (GNRC), Hilton (HLT) After the bell: Cisco Systems (CSCO) , AppLovin (APP), Albemarle (ALB), QuantumScape (QS), HubSpot (HUBS), Fastly (FSLY), MGM Resorts (MGM), Motorola Solutions (MSI) 8:30 a.m. ET: January Nonfarm Payrolls Thursday, Feb.12 Before the bell: Brookfield (BN), Crocs (CROX), Howmet Aerospace (HWM), Zoetis (ZTS), PG & E (PCG), American Electric Power (AEP), Agios Pharmaceuticals (AGIO), Birkenstock (BIRK), Anheuser-Busch InBev (BUD), Hyatt Hotels (H) After the bell: Coinbase Global (COIN), Arista Networks (ANET), Pinterest (PINS), Rivian Automotive (RIVN), Toast (TOST), DraftKings (DKNG), Applied Materials (AMAT), Expedia (EXPE), Dutch Bros (BROS), Roku (ROKU) 8:30 a.m. ET: Initial Jobless Claims Friday, Feb. 13 Before the bell: Moderna (MRNA), Wendy’s (WEN), Advance Auto Parts (AAP), Enbridge (ENB) 8:30 a.m. ET: January consumer price index (See here for a full list of the stocks in Jim Cramer’s Charitable Trust.) 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Here are the 5 big things we’re watching in the stock market this week
Feb 8, 2026
