Today: 7 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.

UnitedHealth stock drops nearly 3% midday as Medicare Advantage rates loom — what to watch next

UnitedHealth stock drops nearly 3% midday as Medicare Advantage rates loom — what to watch next

UnitedHealth Group shares fell 2.8% to $268.23 Thursday, underperforming managed-care peers after CMS proposed a 0.09% net payment increase for Medicare Advantage in 2027 and stricter risk adjustment rules. The company expects its Medicare Advantage membership to drop by up to 1.2 million next year, according to a regulatory filing.
5 February 2026
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Why Lam Research (LRCX) stock is bouncing after a bruising 9% drop

Why Lam Research (LRCX) stock is bouncing after a bruising 9% drop

Lam Research shares rose 1.6% to $213.12 by midday Thursday after rebounding from an 8.83% drop the previous day, with trading volume spiking to 19.6 million shares. The company named Cadence CEO Anirudh Devgan to its board and announced Sesha Varadarajan as incoming COO. Chip equipment stocks remained volatile amid uncertainty in the AI sector. Traders await the delayed U.S. January jobs report on Feb. 11.
5 February 2026
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Applied Materials (AMAT) stock snaps back near $300 as Alphabet AI spend stirs chip-equipment trade

Applied Materials (AMAT) stock snaps back near $300 as Alphabet AI spend stirs chip-equipment trade

Applied Materials shares rose 0.7% to $299.55 by midday Thursday, rebounding after a 6% drop Wednesday. Lam Research, ASML, and KLA also gained, while Alphabet and Qualcomm fell sharply. Citi raised its price target on Applied to $400 ahead of Feb. 12 earnings. Export controls remain a risk, with potential to cut $600 million from Applied’s 2026 revenue.
5 February 2026
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Rocket Lab stock drops again today: RKLB slides as SpaceX-xAI buzz fades, Mars funding in focus

Rocket Lab stock drops again today: RKLB slides as SpaceX-xAI buzz fades, Mars funding in focus

Rocket Lab shares fell nearly 6% to $68.74 by midday Thursday, following a 10% drop in the previous session. Trading volume reached about 11 million shares. The decline comes as investors await Rocket Lab’s Feb. 26 earnings and updates on the Neutron rocket after a recent test tank rupture.
5 February 2026
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Bloom Energy stock price slips ahead of Q4 earnings — what investors are watching next

Bloom Energy stock price slips ahead of Q4 earnings — what investors are watching next

Bloom Energy shares fell 4.9% to $140.10 Thursday, extending a two-day drop that has erased 21% from Tuesday’s 52-week high. The company will report fourth-quarter earnings after the market closes, with a conference call set for 5 p.m. ET. Investors are watching for 2026 guidance amid a broader selloff in fuel-cell stocks.
5 February 2026
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Intuit stock price today: INTU steadies after AI fears rattle software names

Intuit stock price today: INTU steadies after AI fears rattle software names

Intuit shares rose 0.2% to $446.47 Thursday after volatile trading, as software stocks struggled following a sector selloff linked to AI concerns. The S&P 500 software and services index dropped 1.8%, extending a 13% slide in the past week. Intuit’s Mailchimp unit released a report on digital sign-ups, and the company announced a Super Bowl-week financial literacy event with the NFL and 49ers. Fiscal Q2 results are due Feb. 26.
5 February 2026
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ServiceNow stock price slides as AI disruption fears keep pressure on software shares

ServiceNow stock price slides as AI disruption fears keep pressure on software shares

ServiceNow shares fell 3.7% to $106.97 Thursday, extending losses as U.S. software stocks continued a six-session slide that erased about $830 billion in market value. The drop follows investor concerns that rapid AI advances could disrupt the software subscription model. ServiceNow last week forecast 2026 subscription revenue of up to $15.57 billion and announced a $2 billion share buyback.
5 February 2026
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Roblox stock price steadies as new “4D creation” AI push meets earnings test after the bell

Roblox stock price steadies as new “4D creation” AI push meets earnings test after the bell

Roblox shares edged up 0.1% to $63.16 midday Thursday after launching a new AI-powered creation tool. The company will report fourth-quarter earnings after the bell, with forecasts calling for a 47-cent loss per share on $2.07 billion in revenue. Investors are focused on user engagement, spending, and the impact of new safety measures.
5 February 2026
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GE Vernova stock price today: GEV slips as $2.6B bond deal closes, wind repower update back in view

GE Vernova stock price today: GEV slips as $2.6B bond deal closes, wind repower update back in view

GE Vernova shares fell 1.6% to $734.33 Thursday after completing a $2.6 billion senior notes offering to help fund its Prolec GE acquisition. The company reported 1.1 GW of U.S. wind repower orders for 2025, prompting Baird to upgrade the stock. Xcel Energy finalized deals with GE Vernova for gas turbines and wind projects amid rising power demand.
5 February 2026
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Walmart stock price today: WMT cools after $1 trillion moment as risk-off trade bites

Walmart stock price today: WMT cools after $1 trillion moment as risk-off trade bites

Walmart shares edged down 0.1% to $127.92 Thursday morning, days after the retailer crossed a $1 trillion market value. Investors have shifted into defensive stocks like Walmart as tech shares slide and hedge funds face losses. The company recently expanded automation, AI, and partnerships with OpenAI and Google. Walmart reports fiscal fourth-quarter earnings on Feb. 19.
5 February 2026
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Amphenol stock dips as CEO-chair move nears and fresh dividend lands — what investors watch next

Amphenol stock dips as CEO-chair move nears and fresh dividend lands — what investors watch next

Amphenol shares fell 1.1% to $128.63 Thursday as CEO R. Adam Norwitt was named to succeed Martin H. Loeffler as board chair at the May annual meeting. The board approved a $0.25 quarterly dividend, payable April 14 to shareholders of record March 23. The stock move tracked a wider market decline. Norwitt will hold both CEO and chair roles.
5 February 2026
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Stock Market Today

GSK share price set for Monday watch after EU clears Nucala COPD use

GSK share price set for Monday watch after EU clears Nucala COPD use

7 February 2026
GSK shares closed Friday up 0.83% at a 52-week high after the EU approved Nucala for certain uncontrolled COPD patients. Insider filings showed chairman Jonathan Symonds bought 2,500 shares while executive David Redfern sold 100,000. The FTSE 100 rose 0.6%. Broker ratings on GSK remained mixed.
Aye Finance IPO: Rs 454-crore anchor haul follows valuation cut below last round

Aye Finance IPO: Rs 454-crore anchor haul follows valuation cut below last round

7 February 2026
Aye Finance raised Rs 454.5 crore from 19 anchor investors ahead of its Feb 9 IPO, pricing shares at the top of a Rs 122–129 range. The company’s profit fell 40% to Rs 64.3 crore in the six months to September as bad loans rose to 4.85%. The IPO values Aye at about Rs 3,200 crore, below its last private round. Major investors include Nippon Life India and Goldman Sachs funds.
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