Today: 8 February 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.

ServiceNow stock price slips as Wall Street sorts AI winners from losers

ServiceNow stock price slips as Wall Street sorts AI winners from losers

ServiceNow shares fell 1.3% to $101.25 in late-morning trading Friday, capping a roughly 12% drop for the week. The iShares Expanded Tech-Software ETF slid about 19% over eight sessions, its sharpest decline in nearly six years. Investors shifted away from software stocks amid doubts over AI infrastructure spending. ServiceNow’s annual report was filed Jan. 29; its CEO received 40,014 restricted stock units set to vest Feb. 7.
6 February 2026
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Boston Scientific stock price steadies after historic plunge as investors zero in on heart-rhythm outlook

Boston Scientific stock price steadies after historic plunge as investors zero in on heart-rhythm outlook

Boston Scientific shares slipped 0.2% to $77.49 in late-morning trading Friday, lagging a broader market rally. The stock remains under pressure after its electrophysiology segment missed sales estimates in the fourth quarter, triggering its steepest drop in over 25 years. Investors are watching for signs management can meet first-quarter growth targets. Trading volume stayed elevated as analysts revised forecasts.
6 February 2026
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Walmart stock price rises as investors rotate to “defensive” plays amid Big Tech jitters

Walmart stock price rises as investors rotate to “defensive” plays amid Big Tech jitters

Walmart shares rose 2.3% to $129.92 Friday morning as investors moved out of tech stocks after Amazon fell 8% on a $200 billion capital spending plan. The retailer briefly crossed a $1 trillion market cap earlier in the week. Executive Vice President Donna Morris sold 76,181 shares at $123.79 on Feb. 3 under a preset plan. Walmart reports earnings Feb. 19.
6 February 2026
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Qualcomm stock price ticks up as QCOM steadies after memory-shortage warning spooks chip investors

Qualcomm stock price ticks up as QCOM steadies after memory-shortage warning spooks chip investors

Qualcomm shares rose 1.5% to $138.30 Friday morning after a sharp drop earlier this week, following a revenue forecast below Wall Street estimates. The company cited a global memory chip shortage as the main factor, with CEO Cristiano Amon warning the squeeze could persist through 2027. Bank of America downgraded the stock to “Neutral” and cut its price target, citing weaker handset demand and market share concerns.
6 February 2026
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Salesforce stock tries to stabilize after AI “software-mageddon” — Feb. 25 earnings is the next test

Salesforce stock tries to stabilize after AI “software-mageddon” — Feb. 25 earnings is the next test

Salesforce shares rose 0.1% to $190.07 Friday after a volatile week, but remain down 9% since Monday. The S&P 500 software and services index fell 4.6% Thursday, erasing about $1 trillion in market value since Jan. 28. Investors are concerned rapid AI adoption could disrupt traditional software revenue models. Salesforce reports earnings Feb. 25.
6 February 2026
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Lumentum stock price rises again as AI optics backlog keeps Wall Street lifting targets

Lumentum stock price rises again as AI optics backlog keeps Wall Street lifting targets

Lumentum Holdings shares rose 3.7% to $523.28 Friday after reporting a 65% jump in fiscal Q2 revenue to $665.5 million and forecasting March-quarter revenue of $780–$830 million. The company’s optical-circuit-switch backlog now exceeds $400 million, with a major co-packaged optics order due in 2027. Analysts at Citi, Needham, and B. Riley raised price targets, citing strong AI-related demand.
6 February 2026
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Netflix stock price today: NFLX edges up as Trump steps back from Warner Bros bidding fight

Netflix stock price today: NFLX edges up as Trump steps back from Warner Bros bidding fight

Netflix shares rose 0.6% to $81.32 Friday after President Trump said he will not intervene in the company’s Warner Bros. deal dispute, leaving the Justice Department to handle it. Germany announced streaming platforms must invest at least 8% of local revenue in German content. Warner Bros. Discovery shares gained 0.8%, while Paramount Skydance dipped. In Indonesia, police questioned a comedian over alleged blasphemy in a Netflix special.
6 February 2026
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Coinbase stock rebounds nearly 9% as bitcoin bounces — what investors watch next

Coinbase stock rebounds nearly 9% as bitcoin bounces — what investors watch next

Coinbase shares surged 8.9% to $159.07 Friday morning as bitcoin rebounded above $69,000 after a steep drop. The stock had fallen 13% Thursday, tracking a broader tech selloff and bitcoin’s plunge to its lowest since October 2024. Other crypto-linked stocks, including Robinhood and Strategy Inc, also rallied. BTIG cut its Coinbase price target to $340 ahead of the company’s Feb. 12 earnings report.
6 February 2026
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Intel stock price jumps 4% today as China server CPU crunch lifts INTC shares

Intel stock price jumps 4% today as China server CPU crunch lifts INTC shares

Intel shares rose 4% to $50.19 Friday after reports of up to six-month lead times and price hikes for some server CPUs in China. The delays come as AI-driven demand strains supply chains, with China making up over 20% of Intel’s revenue. Intel expects inventory to bottom out in Q1 and supply to improve in Q2. Traders are watching for signs of easing shortages ahead of Intel’s next earnings, tentatively set for April 23.
6 February 2026
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Eli Lilly stock rebounds after FDA flags copycat weight-loss drugs; what’s next for LLY

Eli Lilly stock rebounds after FDA flags copycat weight-loss drugs; what’s next for LLY

Eli Lilly shares rose 3% Friday after the FDA chief warned of a crackdown on non-approved copycat weight-loss drugs. The rebound followed an 8% drop Thursday, triggered by news of a $49 compounded rival to Novo Nordisk’s Wegovy. Investors are watching Lilly’s 2026 outlook and the FDA’s April decision on its oral obesity drug. Fourth-quarter revenue jumped 43% to $19.3 billion, led by strong sales of Mounjaro and Zepbound.
6 February 2026
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Oracle stock rebounds Friday as tech rout eases, but AI spending jitters linger

Oracle stock rebounds Friday as tech rout eases, but AI spending jitters linger

Oracle shares rose 3.4% to $141.14 Friday morning, rebounding after a 7% drop Thursday amid a tech selloff sparked by Alphabet’s $185 billion capex plans. The IGV ETF gained 2.1%, while QQQ was up 1.3%. Investors remain divided over whether AI-driven spending will boost profits or erode margins. New U.S. macro data next week may further shift market expectations.
6 February 2026
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Palantir stock rebounds after AI rout as Cognizant tie-up lands and Jefferies flags valuation risk

Palantir stock rebounds after AI rout as Cognizant tie-up lands and Jefferies flags valuation risk

Palantir shares rose 3.7% to $134.86 Friday after heavy trading, rebounding from a 6.8% drop Thursday. Jefferies maintained an underperform rating and $70 target, citing valuation concerns. The company reported Q4 revenue up 70% to $1.407 billion and announced a partnership with Cognizant. UK lawmakers called for a review of Palantir’s public-sector contracts.
6 February 2026
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AMD stock price jumps 7% as China server CPU delays flag tight supply — what traders watch next

AMD stock price jumps 7% as China server CPU delays flag tight supply — what traders watch next

AMD shares jumped 7% Friday after Reuters reported the company and Intel warned Chinese customers of longer server CPU delivery times. AMD’s lead times for some products have stretched to eight to ten weeks, while Intel warned of delays up to six months. The rebound follows a steep drop in chip stocks earlier in the week. Investors await Nvidia’s results on Feb. 25.
6 February 2026
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Broadcom stock price jumps nearly 4% as Google’s AI capex plan lifts AVGO

Broadcom stock price jumps nearly 4% as Google’s AI capex plan lifts AVGO

Broadcom shares rose nearly 4% to $322.82 in morning trading Friday as investors returned to chip stocks after a sharp sell-off. Alphabet’s 2026 capital expenditure forecast of up to $185 billion shifted attention to AI infrastructure suppliers. Nvidia and AMD also posted strong gains. Broadcom’s March 4 earnings are now in focus for signals on AI demand.
6 February 2026
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Amazon stock slides on $200 billion AI capex plan as Nvidia and other AI stocks split

Amazon stock slides on $200 billion AI capex plan as Nvidia and other AI stocks split

Amazon shares fell 9% Friday after announcing a $200 billion capital spending plan for 2026, focused on AI infrastructure. Nvidia and AMD rose, while software stocks like ServiceNow and Salesforce dropped sharply. Alphabet signaled capital spending could reach up to $185 billion in 2026. The S&P 500 gained 0.88% and the Nasdaq rose 0.77% by mid-morning.
6 February 2026
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XRP price today jumps after Thursday’s crypto rout as Ripple touts Hyperliquid tie-up

XRP price today jumps after Thursday’s crypto rout as Ripple touts Hyperliquid tie-up

XRP surged 5.5% to about $1.44 Friday, recovering from a 20% drop the day before as trading volume topped $14.5 billion. Bitcoin climbed back above $65,000, but both tokens remain on track for their steepest weekly losses since 2022. Ripple said its brokerage platform now supports Hyperliquid, expanding institutional access to on-chain derivatives. Global markets remain volatile amid a tech selloff and speculation over Fed rate cuts.
6 February 2026
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Stock Market Today

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

8 February 2026
Tower Semiconductor shares rose 7.7% to $139.04 Friday after announcing a collaboration with Nvidia on AI data-center networking. The stock touched $141 intraday and gained another 1% after hours. Investors await Tower’s Feb. 11 earnings for details on its silicon photonics work. No financial terms or shipment timeline were disclosed.
Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

8 February 2026
Longsys disclosed new guarantees for a 100 million yuan Hong Kong loan and a $9 million Brazil credit line, bringing its total approved guarantee quota to 11 billion yuan and outstanding guarantees to 5.81 billion yuan. The company said all guarantees are for consolidated subsidiaries and within approved limits. Shares closed at 288 yuan Friday, down 1.6%. China inflation and credit data are due this week.
MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

8 February 2026
MACOM shares rose 3.5% to $235.87 Friday after the company reported fiscal Q1 revenue of $271.6 million and raised its full-year data center growth outlook to 35–40%. Fidelity’s FMR LLC disclosed a 10.7% stake, while shareholder Susan Ocampo filed to potentially sell up to 100,000 shares. Stifel raised its price target to $255. MACOM expects to repay $161 million in convertible notes in March.
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