The market's next test could come down to two stocks

CEO of Palantir Technologies Alex Karp speaks during the World Economic Forum (WEF) annual meeting in Davos on Jan. 20, 2026. Fabrice Coffrini | AFP | The U.S. stock market is on a tear, clearing one hurdle after another, from elevated crude oil prices and geopolitical tensions to five of the seven "magnificent" earnings this week. Next up: another blockbuster week of first-quarter earnings season, with more than 100 S&P 500 members set to report. …