Today: 5 March 2026
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Khadija Saeed

A dedicated markets reporter, she covers stocks, macroeconomics, and major business developments with a sharp eye for detail and accuracy.

Nvidia stock falls late Wednesday as AI jitters hit chips; OpenAI talks, Feb. 25 earnings in focus

Nvidia stock falls late Wednesday as AI jitters hit chips; OpenAI talks, Feb. 25 earnings in focus

Nvidia shares fell 2.7% to $175.52 Wednesday, trailing a 5.4% drop in the Philadelphia SE Semiconductor Index after AMD’s weak outlook triggered a sector selloff. Traders cited renewed AI-driven selling pressure. Nvidia’s rumored $20 billion OpenAI investment and its Feb. 25 earnings are in focus. CEO Jensen Huang dismissed fears that AI advances could disrupt the broader tech stack.
4 February 2026
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Apple stock climbs as tech selloff deepens; Alphabet earnings now the next test

Apple stock climbs as tech selloff deepens; Alphabet earnings now the next test

Apple shares rose 2.6% to $276.40 Wednesday, bucking a 1.5% Nasdaq drop, then slipped 0.3% after hours. The stock’s outperformance follows strong earnings and a new deal to integrate Google’s Gemini AI into Siri. Apple plans to delay a standard iPhone model in 2026 due to supply-chain issues, Nikkei Asia reported. Traders await Alphabet’s earnings for further signals on AI’s impact.
4 February 2026
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Micron stock sinks nearly 10% as AI-chip jitters flare — what to watch next

Micron stock sinks nearly 10% as AI-chip jitters flare — what to watch next

Micron shares fell nearly 10% in late trading Wednesday, closing at $378.50 after a volatile session. The drop followed a regulatory filing showing officer Sumit Sadana plans to sell 25,000 shares. Other chip stocks, including Nvidia and AMD, also declined as investors questioned the staying power of the AI rally. The PHLX semiconductor index finished sharply lower.
4 February 2026
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AMD stock dives 16% after guidance revives Nvidia worries and China boost questions

AMD stock dives 16% after guidance revives Nvidia worries and China boost questions

AMD shares fell 16.3% to $202.59 Wednesday after the company forecast a sequential revenue decline for the first quarter, citing uncertainty over China AI-chip shipments. Fourth-quarter revenue hit a record $10.27 billion, but the outlook projects around $9.8 billion. The company reported $390 million in China AI-chip revenue and flagged $440 million in inventory charges tied to U.S. export controls.
4 February 2026
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Microsoft stock ends higher as software selloff deepens; traders weigh Azure outages and AI spend

Microsoft stock ends higher as software selloff deepens; traders weigh Azure outages and AI spend

Microsoft shares closed up 0.6% at $413.56 Wednesday, outperforming a sharp sell-off in software stocks. Short interest in Microsoft rose about 20% over the past week, and options activity stayed defensive. Traders watched for fallout from a multi-region Azure outage linked to a storage policy change. Key U.S. economic data releases were delayed after a brief government shutdown.
4 February 2026
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CrowdStrike stock slides as insider sale filings hit the tape ahead of earnings

CrowdStrike stock slides as insider sale filings hit the tape ahead of earnings

CrowdStrike shares fell 1.8% to $414.00 Wednesday after CEO George Kurtz and CFO Burt Podbere disclosed stock sales tied to vested RSUs, according to SEC filings. Kurtz sold 6,777 shares and filed to sell more, while Podbere sold 1,630 shares. The moves come as investors await CrowdStrike’s quarterly report due March 3. Broader tech stocks showed mixed performance amid ongoing concerns over AI’s impact on software.
4 February 2026
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RTX stock slips despite Pentagon missile ramp-up deal — what investors watch next

RTX stock slips despite Pentagon missile ramp-up deal — what investors watch next

RTX Corp shares fell about 3% to $197.33 Wednesday after announcing a seven-year Pentagon deal to sharply boost missile production. The drop followed four days of gains and came amid heavy trading. Vietjet Air ordered Pratt & Whitney engines for 44 more Airbus jets, with deliveries starting in July. RTX also committed over $139 million to expand manufacturing and maintenance in Singapore.
4 February 2026
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Confluent stock price today: CFLT stays just under IBM’s $31 offer as February deadlines near

Confluent stock price today: CFLT stays just under IBM’s $31 offer as February deadlines near

Confluent shares traded at $30.42 Wednesday, about 2% below IBM’s $31-per-share cash offer, as investors await a February 12 shareholder vote on the $11 billion deal. The U.S. antitrust waiting period expired January 12, but the merger still needs shareholder and further regulatory approval. Confluent will report earnings February 11 without a call or outlook. Trading volume surged to 53 million shares ahead of key dates.
4 February 2026
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Why Wells Fargo stock (WFC) is up today as the yield curve steepens — the next catalyst to watch

Why Wells Fargo stock (WFC) is up today as the yield curve steepens — the next catalyst to watch

Wells Fargo shares rose 1.2% to $93.44 by midafternoon Wednesday as U.S. bank stocks gained alongside a steeper Treasury yield curve. The KBW Nasdaq Bank Index advanced 1.23%. Wells Fargo priced 5.50% fixed-rate callable notes due 2046, per an SEC filing. The bank projects $50 billion in net interest income for 2026 and reported $612 million in severance costs tied to layoffs.
4 February 2026
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Analog Devices stock jumps again — CEO sale filing, chip M&A and Feb. 18 earnings in focus

Analog Devices stock jumps again — CEO sale filing, chip M&A and Feb. 18 earnings in focus

Analog Devices shares rose 3.3% to $321.46 Wednesday afternoon, rebounding after Tuesday’s drop. The move followed Texas Instruments’ $7.5 billion deal to acquire Silicon Labs, which reignited M&A speculation in analog chips. CEO Vincent Roche sold 10,000 shares last week under a preset plan. Investors await Analog Devices’ earnings on Feb. 18.
4 February 2026
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Chipotle stock rebounds from early drop as CMG traders rethink 2026 outlook

Chipotle stock rebounds from early drop as CMG traders rethink 2026 outlook

Chipotle shares rebounded to $40.00, up 2.1%, after dropping to $36.50 earlier Wednesday. The company reported Q4 revenue of $3.0 billion, but comparable sales fell 2.5% and transactions dropped 3.2%. Chipotle projects flat comparable sales for 2026 and plans 1–2% menu price hikes to offset rising costs, especially for beef. Investors await further details in the upcoming SEC filing.
4 February 2026
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Marvell Technology stock slips as Celestial AI deal dilution meets a wider chip selloff

Marvell Technology stock slips as Celestial AI deal dilution meets a wider chip selloff

Marvell Technology shares fell about 2% to $74.06 Wednesday after the company closed its $1 billion acquisition of Celestial AI and warned of higher short-term costs and share dilution. Marvell issued over 24 million unregistered shares for the deal and may issue more if revenue targets are met. Investors are watching for signs of demand and integration ahead of the company’s earnings report.
4 February 2026
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Qualcomm stock price rises ahead of earnings — what QCOM investors watch after the bell

Qualcomm stock price rises ahead of earnings — what QCOM investors watch after the bell

Qualcomm shares rose 2.8% to $151.33 Wednesday afternoon ahead of its fiscal first-quarter earnings report, bucking a 3.6% drop in the iShares Semiconductor ETF. Wall Street expects $12.13 billion in revenue and $3.39 adjusted EPS for the December quarter. Trading volume in Qualcomm surpassed its 50-day average. Investors are watching for guidance on handset demand and profit margins.
4 February 2026
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AT&T stock rises on Amazon cloud-satellite tie-up as traders eye fiber rollout

AT&T stock rises on Amazon cloud-satellite tie-up as traders eye fiber rollout

AT&T shares rose 1.5% to $27.22 after announcing a deeper partnership with Amazon Web Services to move network workloads to the cloud and expand broadband via Amazon’s satellites. The move follows AT&T’s $5.75 billion acquisition of Lumen’s fiber business, adding over 1 million subscribers. Wall Street awaits cost details, with more information expected at Mobile World Congress in March.
4 February 2026
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AbbVie stock drops after Rinvoq sales miss, even as 2026 profit forecast tops estimates

AbbVie stock drops after Rinvoq sales miss, even as 2026 profit forecast tops estimates

AbbVie shares fell 2.5% to $219.98 Wednesday after Rinvoq sales missed forecasts, despite the company raising its 2026 profit outlook. Q4 adjusted earnings reached $2.71 per share on $16.618 billion revenue; Skyrizi sales rose 32.5%, while Humira dropped 25.9%. AbbVie announced a three-year Medicaid pact with the Trump administration and pledged $100 billion in U.S. investments.
4 February 2026
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AST SpaceMobile (ASTS) stock slides as AT&T taps Amazon Leo for satellite broadband

AST SpaceMobile (ASTS) stock slides as AT&T taps Amazon Leo for satellite broadband

AST SpaceMobile shares fell 10% to $103.73 after AT&T announced a new satellite broadband partnership with AWS and Amazon Leo, focused on business customers. Trading volume topped 15.9 million shares. The drop followed investor concerns over AT&T’s commitment to AST’s direct-to-phone satellite plans. AST’s next satellite launch is scheduled for late February.
4 February 2026
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