Stock market today: S&P 500, Nasdaq pop with Amazon set to highlight earnings rush

Amazon delivered strong Q4 results but subdued guidance for Q1, indicating potential challenges in the upcoming earnings due to competitiveness in the cloud market. This may lead to increased volatility and a cautious outlook from investors.

Ford's warning about muted guidance due to potential tariffs may negatively impact its stock price and investor sentiment, as this exposes it to economic uncertainties in the auto market.

Honeywell's decision to split into three companies might be seen as a strategic realignment, but investor reactions could be negative in the short term due to uncertainty surrounding such transitions.

Skyworks Solutions lost significant business with Apple, leading to a dramatic drop in stock price. Investors may react negatively as dependence on a single client poses risks.

The proposed tariffs on lumber could weigh heavily on homebuilders and related stocks, potentially resulting in falling stock prices for companies like D.R. Horton, Lennar, PulteGroup, and NVR, as rising costs impact margins.