U.S. equity markets retreated on Thursday, with the Dow Jones Industrial Average declining by 1.2% to close at 48,908.72. The S&P 500 index similarly fell 1.2%, ending the day at 6,798.40, while the tech-heavy Nasdaq Composite saw a sharper drop of 1.59%, finishing at 22,540.58. Investor attention centered on several notable stocks exhibiting significant movement amid earnings disclosures and corporate updates.
Amazon.com Inc. (NASDAQ: AMZN)
Shares of Amazon ended the session down 4.42% at $222.69, moving between an intraday high of $226.31 and a low of $220.38. The stock’s trading range over the past year lies between $258.60 and $161.43. Subsequent after-hours trading revealed a further sharp decline of nearly 11%, pushing the price to $198.21.
The company’s fourth-quarter financial report highlighted revenue of $213.39 billion, marking a 14% rise from the previous year and outperforming market expectations. This growth was mainly propelled by Amazon Web Services (AWS), which posted a 24% increase. Earnings per share (EPS) came in at $1.95, slightly below analyst estimates.
Operating income amounted to $25.0 billion, a figure largely driven by AWS’s robust performance, alongside accelerating momentum in artificial intelligence and semiconductor-related segments. Additionally, Amazon noted a record level of engagement with its Prime Video service. For the first quarter, the company projected sales exceeding analyst forecasts and announced plans to allocate approximately $200 billion toward capital expenditures throughout 2026. Despite these positive signals, the stock price dipped after-hours, reflecting investor caution.
IREN Ltd. (NASDAQ: IREN)
IREN’s stock finished lower by 11.46% at $39.79, ranging during the day from $44.92 down to $38.90. Its 52-week price band stretches between $76.87 and $5.12. Trading after market hours saw an additional drop of 18.37%, settling around $32.48.
The company disclosed a sizeable loss for the second quarter, reporting an EPS of negative $0.52 against an expected loss of just $0.18, indicating a shortfall relative to projections. Despite the earnings miss, revenues increased by $71.21 million year-over-year. The disappointing results follow a previous quarter of substantial outperformance, where IREN beat earnings estimates by $0.93.
Roblox Corp. (NYSE: RBLX)
Roblox shares declined 3.96%, closing at $60.57. During the session, prices fluctuated from a high of $64.84 to a low of $60.07. The stock’s 52-week valuation has ranged between $150.59 and $50.10. Notwithstanding the day’s decline, the stock rose 7.3% in extended trading to $65.
The gaming and metaverse platform reported a fourth-quarter loss per share of 45 cents, in line with analysts’ expectations. Revenue, however, jumped sharply to $2.22 billion, surpassing forecasts and up significantly from $1.36 billion a year ago. User engagement remained strong, with 144 million daily active users recorded.
For the full year, Roblox emphasized sustained momentum, noting 36% revenue growth, a 55% increase in bookings, and operating cash flow totaling $1.8 billion. These factors contributed to the after-hours uptick in the stock price.
Reddit Inc. (NYSE: RDDT)
Reddit closed slightly down 1.07% at $151.05, with the day's trading spanning $148.50 to $155.34. Its year-long range extends from $79.75 to $282.95. In after-hours trading, the stock appreciated by 4.55% to $157.92.
Fourth-quarter results showed revenue of $725.6 million and EPS of $1.24, both exceeding expectations. The company’s sales increased 70% year-over-year, underpinned by a 19% rise in daily active unique users to 121.4 million. Reddit delivered strong cash flow and provided an optimistic forecast for the first quarter, projecting results above consensus. Furthermore, a $1 billion share repurchase program was announced, bolstering investor confidence and contributing to after-hours gains.
Strategy Inc. (NASDAQ: MSTR)
Shares of Strategy dropped sharply by 17.12%, closing at $106.99, with prices spanning from $104.17 to $122 intraday. The stock’s annual high and low sit at $457.22 and $104.16, respectively. Strategy outperformed expectations in its fourth quarter, delivering revenue of $123.0 million and adjusted EPS of $16.37. Year-over-year revenue increased marginally by 1.9%, buoyed by robust growth in subscription-driven segments.
Notably, the company significantly strengthened its financial position, ending the quarter with $2.3 billion in cash reserves and ownership of 713,502 bitcoins as of February 1, 2026. Despite this balance sheet expansion, the shares hovered near yearly lows, pressured by a broader market selloff in Bitcoin and related digital assets.
Market analysis insights reveal that Amazon’s stock holds a valuation in the 52nd percentile for Value metrics and the 35th percentile for Momentum, reflecting mixed investor sentiment amid current conditions.