Squawk Pod 5 Things to Know Before the Opening Bell 2/6/2026
Feb 6, 2026
Market movers and earnings reactions take center stage, from Reddit’s strong guidance to Roblox narrowing losses. Affirm’s upbeat full-year outlook and Amazon’s AI spending hit shares. Coca-Cola pulls an 80-year-old frozen Minute Maid product from U.S. and Canada, prompting nostalgic reflections.
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Earnings Reaction Driven By Guidance
- Amazon's stock fell after mixed results and a much larger full-year spending plan of $200 billion weighed on investors.
- Multiple tech and consumer companies reported divergent earnings reactions, showing investor focus on guidance and spending plans.
Positive Guidance Sparks Big Stock Moves
- Reddit, Roblox and Affirm all beat expectations or raised guidance, producing sharp stock gains this morning.
- Short-term market moves favored companies showing stronger bookings, sales growth, or upbeat full-year outlooks.
Roblox Repriced On Strong Bookings
- Roblox beat booking expectations and reported a smaller-than-expected loss, driving nearly 15% stock gains.
- Positive bookings and narrower losses can quickly re-rate gaming stocks during earnings season.