Today: 7 February 2026
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Shan Ahmed Khan

As a journalist focused on finance and the stock market, he delivers fast, reliable, and easy-to-understand coverage of market news.

Shopify earnings clock ticks: Jefferies sees “solid” Q4 as SHOP tests oversold bounce

Shopify earnings clock ticks: Jefferies sees “solid” Q4 as SHOP tests oversold bounce

Jefferies kept a Hold rating on Shopify with a $160 target, citing “solid” Q4 fundamentals and possible upside in gross merchandise value. Shopify stock rebounded 1.8% to $133.59 Monday after hitting a six-month low last week. The company reports Q4 earnings Feb. 11. A Seeking Alpha contributor upgraded Shopify to “buy,” highlighting AI-driven growth.
3 February 2026
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Constellation Software’s 48% slide has investors split as AI fears rattle software stocks

Constellation Software’s 48% slide has investors split as AI fears rattle software stocks

Constellation Software shares have fallen about 48% in the past year amid investor concerns over AI’s impact on software pricing and a CEO transition. Founder Mark Leonard stepped down for health reasons, with Mark Miller now president. Ruane Cunniff says the stock trades at a high-teens forward P/E and sees the valuation as compelling despite ongoing uncertainty.
3 February 2026
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Fresh CSU.DB buy-and-short levels land as Constellation’s March coupon reset nears

Fresh CSU.DB buy-and-short levels land as Constellation’s March coupon reset nears

A technical report set new buy and short targets for Constellation Software’s Series 1 debentures (CSU.DB), recommending buys near 116.78 and shorts near 119.15. The CPI-linked coupon resets March 31 at 8.6%. CSU.DB last traded near 117.78% of face value, after peaking at 120.15%. The bond was rated “Neutral” with a warning that key triggers may have already passed.
3 February 2026
Carnegie Mellon’s at-home cancer test draws $26.7m ARPA-H backing as AI courseware and leadership programs kick off 2026

Carnegie Mellon’s at-home cancer test draws $26.7m ARPA-H backing as AI courseware and leadership programs kick off 2026

Carnegie Mellon University secured up to $26.7 million in federal funding for an at-home test to detect over 30 types of Stage 1 cancer. Learnvia, backed by the Gates Foundation, will pilot AI-driven math courseware at 38 colleges this spring. TALI and Carnegie Mellon launched a six-month Emerging Leaders cohort for 29 professionals, set to graduate in June.
3 February 2026
Verizon stock price dips in premarket as insider sale notice lands and analysts lift targets

Verizon stock price dips in premarket as insider sale notice lands and analysts lift targets

Verizon shares dipped 0.5% to $44.38 in premarket trading Tuesday after a Form 144 filing revealed an intended insider sale of 9,580 shares valued at about $430,000. Analysts cited churn rates, spending cuts, and competition as key concerns. Bernstein and TD Cowen raised price targets, while AT&T closed a $5.75 billion fiber deal with Lumen. The January jobs report was delayed due to a partial government shutdown.
3 February 2026
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Denison Mines stock drops 4% as uranium shares slide on fresh supply news — what to watch next

Denison Mines stock drops 4% as uranium shares slide on fresh supply news — what to watch next

Denison Mines shares dropped 4.4% to $3.78 early Tuesday in New York, tracking declines across uranium stocks after Uzbekistan announced higher production and new mines. UxC Uranium futures hovered near $99 per pound. Denison awaits Canadian federal approvals to begin construction at its Phoenix ISR mine, targeting a mid-2028 production start if permits arrive this quarter.
3 February 2026
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Disney Q1 earnings beat — then a theme-park warning on tourists hit the mood

Disney Q1 earnings beat — then a theme-park warning on tourists hit the mood

Disney posted a 5% revenue rise to $25.98 billion for the quarter ending Dec. 27, 2025, beating adjusted profit forecasts. Experiences revenue hit a record $10.01 billion, but Disney warned of “modest” growth ahead due to weaker international tourism at U.S. parks. Entertainment revenue rose 7%, while operating income in that segment dropped 35% on higher costs. Sports profit fell after a YouTube TV blackout.
3 February 2026
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Plug Power stock holds near $2 as CEO warns reverse split ahead of key Feb. 5 vote

Plug Power stock holds near $2 as CEO warns reverse split ahead of key Feb. 5 vote

Plug Power shares traded near $2.08 in premarket Tuesday after a 1.65% drop, as CEO Andy Marsh said a reverse stock split is off the table if Proposal 2 passes. Proxy filings showed strong “yes” votes but low turnout ahead of the Feb. 5 decision on doubling authorized shares. Marsh warned a split remains likely if the proposal fails. The stock is down about 55% from its 52-week high.
3 February 2026
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Ondas (ONDS) stock price jumps before the bell on Asia-Pacific defense contract, Rotron Aero deal

Ondas (ONDS) stock price jumps before the bell on Asia-Pacific defense contract, Rotron Aero deal

Ondas shares rose 2.7% to $10.64 premarket Tuesday after Airobotics, its subsidiary, won a new defense contract in the Asia-Pacific region. The company also announced a deal to acquire UK-based Rotron Aero, which makes advanced unmanned aerial systems. Ondas plans phased deliveries for the new contract starting this year. Financial terms were not disclosed.
3 February 2026
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Stock Market Today

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

7 February 2026
Google raised its 2026 capital expenditure forecast to $175 billion–$185 billion, with most spending expected on data-center chips. Broadcom shares rose about 2% after the announcement, while Nvidia and AMD slipped. Jefferies reiterated a buy rating on Broadcom, maintaining a $500 price target, implying a 62% upside from Wednesday’s close.
No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

7 February 2026
The IRS has not announced new federal stimulus payments for February 2026, and Congress has not approved fresh checks. Trump told NBC he is considering $2,000 tariff rebate checks but has not committed, saying any payout would likely come later in 2026. The IRS warns taxpayers to ignore texts and emails about “stimulus payments” and verify notices through official channels.
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