Gotrade Daily: Jobs, Inflation, and Key Earnings in Focus This Week

Author

Muhammad Naufal Hammam

Feb 9, 2026

Reviewed by Gotrade Internal Analyst
Gotrade Daily: Jobs, Inflation, and Key Earnings in Focus This Week

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Key macro data and Coca-Cola earnings shape market expectations.

Markets enter the week with attention firmly on macro confirmation after last week’s rebound. A delayed January jobs report, fresh inflation data, and retail sales figures are set to clarify whether cooling labor conditions and easing price pressures are holding, or beginning to re-accelerate.

The January employment report from the Bureau of Labor Statistics is now scheduled for Wednesday after being postponed by last week’s brief government shutdown. December data showed slower job creation even as the unemployment rate edged lower, and investors will be watching closely to see whether hiring momentum continues to soften. Any renewed signs of labor market weakness could quickly influence expectations for Federal Reserve rate cuts later this year.

Inflation data follows on Friday with the release of January CPI. Headline inflation remained steady in December, while core CPI surprised to the downside, keeping hopes of eventual policy easing alive. Alongside this, Tuesday’s December retail sales report will offer insight into whether U.S. consumers maintained spending momentum through the holiday season, a key pillar supporting economic growth.

Earnings add another layer of signal this week, particularly in technology and infrastructure. Cisco (CSCO) reports on Wednesday, with investors watching closely for updates on AI-driven networking demand after management previously highlighted large opportunities tied to AI infrastructure. Other tech-related reporters include Applied Materials (AMAT), and Arista Networks (ANET), offering a broader read on semiconductor and equipment spending trends.

Consumer and platform companies are also in focus. Coca-Cola (KO) and McDonald’s (MCD) are expected to provide insight into pricing power and customer mix, while Ford (F), Honda (HMC), and Ferrari (RACE) will shed light on global auto demand. In parallel, results from Marriott (MAR) and Airbnb (ABNB) will be watched for travel trends, and trading platforms Robinhood (HOOD) and Coinbase (COIN) remain under scrutiny amid recent weakness across bitcoin and crypto-linked assets.

📊 Market Wrap Feb 9th 2026

🧠 Analyst Notes

💬 Market Highlights

Bloom Energy Accelerates Scale on AI Data Center Demand and Record Backlog

Bloom Energy (BE) rallied after delivering a decisive Q4 beat, driven by accelerating demand from AI data centers and continued strength in the commercial and industrial segment. Q4 EBITDA surged to $146.1 million, more than doubling sequentially, while revenue climbed nearly 50% QoQ to $777.7 million with operating margin expanding to 17.1%. For FY2026, management guided revenue of $3.1–3.3 billion and EPS of $1.33–1.48, well above consensus, supported by a ~140% YoY increase in backlog to $6 billion. The results reinforce Bloom’s positioning as a critical provider of distributed energy infrastructure for power-hungry AI workloads.

Apple’s “Hermès Orange” iPhone Rekindles China Demand

Apple (AAPL) posted record iPhone sales in China in Q4 2025, with revenue reaching $26 billion, up 38% year over year, helped by the viral popularity of the “cosmic orange” iPhone variant. The color gained traction due to cultural resonance, as “orange” sounds similar to a Mandarin word associated with success, accelerating upgrade cycles among consumers. The episode highlights Apple’s ability to use subtle design differentiation and cultural nuance to sustain demand and pricing power in a highly competitive China smartphone market.

Labor Deal Averts Nationwide U.S. Refinery Strike Risk

A new labor agreement between the United Steelworkers union and Marathon Petroleum (MPC) has averted a potential nationwide strike that could have disrupted roughly two-thirds of U.S. refining capacity. The four-year deal includes staged wage increases of 3.5%–4%, significantly reducing near-term supply disruption risk in the U.S. energy market. While localized disputes remain possible, the agreement removes a major overhang for refiners and helps stabilize fuel supply dynamics amid an already tight operational environment.

📅 Earnings Watch

Together, this week’s macro data and earnings will test whether markets can build on recent gains or revert to a more defensive stance as investors reassess growth, inflation, and policy expectations.

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Disclaimer

Gotrade is the trading name of Gotrade Securities Inc., which is registered with and supervised by the Labuan Financial Services Authority (LFSA). This content is for educational purposes only and does not constitute financial advice. Always do your own research (DYOR) before investing.

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