Stocks to watch next week: Alphabet, Amazon, Palantir, Novo Nordisk and Shell

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• Focus in Alphabet's earnings will be on capital expenditure, cloud numbers, and any guidance around AI investment and demand

  80% confidence

• Novo's full-year revenue is now expected to have risen 8% to 11%, ignoring exchange rate moves, while operating profit growth is expected at 4% to 7%

  80% confidence

• Last time around, AWS demand was still running ahead of available capacity as new infrastructure struggled to keep up

  80% confidence

• Amazon expects Q4 operating income to be between $21bn and $26bn, compared to $21.2bn for Q4 2024

  80% confidence

• Markets are pencilling in AWS growth of around 21% for Q4, which would mark a third consecutive quarter of acceleration

  80% confidence

• Investor sentiment towards Novo Nordisk bottomed out following another downgrade to revenue and profit guidance at its Q3 update in November

  80% confidence

• Alphabet expected capex to be in the range of $91bn to $93bn for the year, as stated in Q3 results

  80% confidence

• Palantir expects to report adjusted operating income of $695m to $699m for Q4

  80% confidence

• It's been a promising start to 2026, with take-up of Wegovy pill helping to claw back some US market share from arch-rival Eli Lilly

  80% confidence

• There could be some upside to consensus forecasts of a small fall in 2026 Novo Nordisk sales

  80% confidence

• Shell's dividend could be sustained even with the oil price as low as $40 per barrel

  80% confidence

• Shell's 5% gain over the past year rates as outperformance given that it was achieved despite the fall in oil price, boosted by a 3.9% dividend yield and $3.5bn per quarter buyback programme

  80% confidence

• Palantir expects Q4 revenue to be between $1.327bn and $1.331bn

  80% confidence

• Amazon expects net sales in Q4 to be between $206bn and $213bn, representing 10% to 13% growth on the same period a year earlier

  80% confidence

• Shell is now undergoing more conservative capital expenditure, underpinning shareholder returns, and its diversity of operations allows one area of strength to counter another of weakness

  80% confidence

• Shell remains the preferred play in the energy sector over BP

  80% confidence

• Google Cloud is facing stiff competition in the AI arms race against other dominant AI infrastructure platforms like Microsoft's Azure

  80% confidence

• Shell's chemicals and products division trading results are expected to be significantly lower than Q3

  80% confidence