Today: 2 April 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.

Samsung stock in focus as Korea chip exports double; Monday open looms

Samsung stock in focus as Korea chip exports double; Monday open looms

South Korea’s January exports jumped 33.9% to $65.85 billion, fueled by a 102.7% surge in semiconductor shipments. Samsung Electronics closed at 160,500 won, down 0.12%, despite reporting a record 20 trillion won quarterly operating profit. The company warned of ongoing memory shortages and rising costs. U.S. tariff discussions and high chip prices are adding uncertainty for tech firms.
1 February 2026
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Exxon stock steadies near 52-week high after results; oil, OPEC+ and LNG start date loom

Exxon stock steadies near 52-week high after results; oil, OPEC+ and LNG start date loom

Exxon Mobil shares closed Friday up 0.63% at $141.40 after posting Q4 2025 earnings of $6.5 billion and announcing a first-quarter dividend of $1.03 per share. CEO Darren Woods said the Golden Pass LNG project in Texas is set for first production in early March. Oil prices ended the week near multi-month highs as traders watch U.S.-Iran tensions and Sunday’s OPEC+ meeting.
1 February 2026
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Berkshire Hathaway stock price beats the market into the weekend as Warsh Fed pick, shutdown loom

Berkshire Hathaway stock price beats the market into the weekend as Warsh Fed pick, shutdown loom

Berkshire Hathaway’s Class B shares rose 0.9% to $480.53 Friday, while Class A gained 1% to $722,500, bucking broader Wall Street declines. U.S. indexes slipped as investors reacted to Trump nominating Kevin Warsh for Fed chair and a partial government shutdown after Congress missed a funding deadline. The House is set to vote on funding Monday. Key jobs data remains scheduled for Friday.
1 February 2026
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TSMC stock faces Monday test after Nvidia CEO says he needs ‘a lot of wafers’

TSMC stock faces Monday test after Nvidia CEO says he needs ‘a lot of wafers’

Nvidia CEO Jensen Huang, visiting Taipei, urged TSMC to ramp up wafer production to meet rising AI chip demand. TSMC’s U.S.-listed shares fell 2.7% Friday, while Taiwan shares dropped 1.7%. The company will report January sales on Feb. 10. Investors are watching for signs of shifting chip demand and capacity plans when trading resumes Monday.
1 February 2026
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Amazon stock (AMZN) heads into earnings week as Saks ends “Saks on Amazon” deal

Amazon stock (AMZN) heads into earnings week as Saks ends “Saks on Amazon” deal

Saks Global will close its “Saks on Amazon” storefront as part of its Chapter 11 restructuring, ending a partnership tied to Amazon’s $475 million investment. Amazon shares fell 1.0% to $239.30 Friday. The move comes ahead of Amazon’s Q4 earnings report on Feb. 5 and the U.S. jobs report on Feb. 6. The S&P 500 dropped 0.4% and Nasdaq lost 0.9% after Kevin Warsh was named Fed chair and inflation data rose.
1 February 2026
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Meta stock price (META) slides into weekend — AI capex, lawsuits and a busy week ahead

Meta stock price (META) slides into weekend — AI capex, lawsuits and a busy week ahead

Meta shares fell 2.9% to $716.50 Friday after the company raised its 2026 capital spending target to as much as $135 billion and forecast higher total expenses. Investors weighed the jump in AI infrastructure costs against a 24% rise in quarterly ad revenue. A trial over teen safety on Meta platforms begins Monday in New Mexico. U.S. markets remain closed Sunday.
1 February 2026
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Saudi Aramco (Saudi Arabian Oil Co) stock falls 2.4% as Saudi shares slide on Iran risk

Saudi Aramco (Saudi Arabian Oil Co) stock falls 2.4% as Saudi shares slide on Iran risk

Saudi Aramco shares fell 2.4% to 25.18 riyals Sunday as the Saudi benchmark index dropped 1.9%, its sharpest fall since April, amid fears of possible U.S. military action against Iran. Trading volume reached about 9.5 million shares. OPEC+ members are set to finalize output levels, while Brent crude closed just below $70 a barrel. Investors await Aramco’s full-year results on March 10 for dividend updates.
1 February 2026
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Microsoft stock price in focus after AI spending jolt: what to watch before Monday’s open

Microsoft stock price in focus after AI spending jolt: what to watch before Monday’s open

Microsoft shares closed at $430.29 on Friday, down 0.7% after a 10% plunge Thursday that wiped out nearly $360 billion in market value. The selloff followed news that Microsoft’s quarterly capital expenditures soared 66% to $37.5 billion, raising concerns about AI infrastructure costs outpacing revenue. A $750 million Azure deal with Perplexity was confirmed. U.S. economic data releases may face delays due to a partial government shutdown.
1 February 2026
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GOOG stock price: What to watch before Alphabet’s Feb. 4 earnings after Wall Street’s Friday slide

GOOG stock price: What to watch before Alphabet’s Feb. 4 earnings after Wall Street’s Friday slide

Alphabet’s Class C shares closed at $338.53 Friday, down 11 cents after a volatile session. The company will report Q4 and full-year 2025 earnings on Feb. 4. A U.S. judge denied extra penalties in a $425 million privacy lawsuit against Google, which plans to appeal. Google also launched “Project Genie,” an AI tool for creating digital worlds, rattling videogame stocks.
1 February 2026
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Apple stock price: AAPL closes higher, but chip squeeze and iPhone timing loom for the week ahead

Apple stock price: AAPL closes higher, but chip squeeze and iPhone timing loom for the week ahead

Apple shares closed up 0.46% at $259.48 after heavy trading and a volatile session. The company forecast March-quarter revenue growth above estimates but warned of processor and memory supply constraints. Apple confirmed it acquired Israeli AI startup Q.ai for about $1.6 billion. Reports suggest the standard iPhone 18 may be delayed to 2027, though Apple has not commented.
1 February 2026
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Nvidia stock price in focus after CEO calls OpenAI doubts “nonsense” ahead of Monday trade

Nvidia stock price in focus after CEO calls OpenAI doubts “nonsense” ahead of Monday trade

Nvidia shares fell 0.7% to $191.13 in after-hours trading after CEO Jensen Huang said the company will make a “huge” investment in OpenAI but not near $100 billion. Huang denied reports of stalled talks and confirmed Nvidia would participate in OpenAI’s fundraising round. Investors are watching for updates on OpenAI funding and Nvidia’s earnings set for February 25.
1 February 2026
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Shanghai Biren Technology Class H shares: HK$34.80 close sets up Monday “greenshoe” test for 06082.HK

Shanghai Biren Technology Class H shares: HK$34.80 close sets up Monday “greenshoe” test for 06082.HK

Biren’s Class H shares closed down 1.14% at HK$34.80 in Hong Kong on Friday. Shares from the company’s fully exercised over-allotment option begin trading Monday. Hong Kong’s IPO calendar remains crowded, with Eastroc Beverage, Montage Technology, and Axera Semiconductor all set for launches next week. Biren reported 2024 revenue of HK$337 million and a net loss of HK$1.54 billion.
1 February 2026
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Stock Market Today

  • Wells Fargo Maintains Bullish Outlook on Disney Stock Despite Price Target Cut
    April 2, 2026, 1:28 AM EDT. Disney (DIS) shares are down 14% this year and over 50% from all-time highs, but Wells Fargo keeps an overweight rating and a $148 price target, implying 53% upside. The company's shift toward profitable streaming, with Q1 operating income up to $450 million in subscription video-on-demand, marks a turning point. New CEO Josh D'Amaro emphasizes innovation and growth across streaming, parks, and international markets. Analysts remain mostly bullish, with 17 Buy ratings and a $134 average price target. Disney's focus on monetizing content and direct-to-consumer profitability aligns with trends set by Netflix and Warner Bros. Discovery. Investors watch streaming's path to a 10% operating margin by fiscal 2026 as a profitability benchmark.
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