Today: 4 March 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.

AppLovin stock sinks on AI ad-tech fears ahead of Feb. 11 earnings — what’s driving the slide

AppLovin stock sinks on AI ad-tech fears ahead of Feb. 11 earnings — what’s driving the slide

AppLovin shares fell about 12% Wednesday as software stocks slumped and investors grew wary of new AI-driven ad tech rivals. Unity Software dropped 10%. AppLovin will report fourth-quarter and full-year results after U.S. markets close on Feb. 11. CloudX, a startup using AI agents for mobile ad automation, launched its product the same day.
4 February 2026
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Texas Instruments’ $7.5B Silicon Labs buy: the wireless-chip grab behind the deal

Texas Instruments’ $7.5B Silicon Labs buy: the wireless-chip grab behind the deal

Texas Instruments will acquire Silicon Labs for $231 per share in cash, valuing the deal at $7.5 billion. The companies expect to close the transaction by mid-2027, pending regulatory and shareholder approval. TI projects $450 million in annual cost savings within three years of closing. Silicon Labs shares jumped after the announcement, while TI stock fell.
4 February 2026
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KKR and Singtel clinch $5.2 billion STT GDC buyout as Asia’s AI data centre race heats up

KKR and Singtel clinch $5.2 billion STT GDC buyout as Asia’s AI data centre race heats up

KKR and Singtel agreed to buy the remaining 82% of ST Telemedia Global Data Centres for S$6.6 billion, valuing the company at S$13.8 billion. After the deal, KKR will own 75% and Singtel 25%. Singtel shares hit a record S$4.95 before closing up 1%. The transaction is expected to close in the second half of 2026, pending approvals.
4 February 2026
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Pfizer (PFE) stock price slips before the bell after obesity-drug update, 2026 outlook

Pfizer (PFE) stock price slips before the bell after obesity-drug update, 2026 outlook

Pfizer shares fell 3.4% to $25.77 in Wednesday’s premarket after Novo Nordisk warned of lower 2026 sales and price pressure in obesity drugs. Pfizer’s GLP-1 trial met its main goal, showing up to 12.3% mean weight loss at 28 weeks, but safety questions remain. The company reaffirmed 2026 guidance and reported $17.6 billion in Q4 revenue. Investors await more VESPER-3 data at the June 6 ADA meeting.
4 February 2026
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Cadence Bank stock (CADE) is suspended after Huntington merger — what happens to shares now

Cadence Bank stock (CADE) is suspended after Huntington merger — what happens to shares now

Cadence Bank shares were halted on the NYSE after its acquisition by Huntington Bancshares, with the last close at $42.11 on Jan. 30. Cadence shareholders will receive 2.475 Huntington shares per Cadence share, plus cash for fractional shares. Huntington now controls $279 billion in assets and will keep Cadence’s 390 branches open. Investors await integration updates at a Feb. 10 conference.
4 February 2026
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Salesforce stock slips again before the open as AI “agent” fears keep pressure on CRM

Salesforce stock slips again before the open as AI “agent” fears keep pressure on CRM

Salesforce shares fell 1.3% to $193.88 in premarket trading Wednesday after a 6.9% drop the previous day, hitting a one-year low. The sell-off follows Anthropic’s launch of AI plug-ins, raising fears that AI agents could threaten software subscription models. IBM also slid 7.8%, leading declines on the Dow. Analyst Billy Fitzsimmons cut his Salesforce price target to $280, citing risks from AI-driven changes in software demand.
4 February 2026
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SoFi stock slips before the bell as JPMorgan upgrade meets insider hedging filing

SoFi stock slips before the bell as JPMorgan upgrade meets insider hedging filing

SoFi Technologies shares fell 1.4% to $21.76 in premarket trading Wednesday after closing at $22.08. JPMorgan raised its rating on SoFi to overweight with a $31 price target following the stock’s post-earnings drop. An SEC filing showed Chief Risk Officer Arun Pinto entered a stock-linked forward contract involving 71,500 shares. SoFi reported record fourth-quarter revenue and ended 2025 with 13.7 million members.
4 February 2026
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Denison Mines stock jumps nearly 8% premarket as uranium names lift again

Denison Mines stock jumps nearly 8% premarket as uranium names lift again

Denison Mines shares jumped nearly 8% to $4.10 in U.S. premarket trading Wednesday, leading gains among uranium stocks after Uzbekistan announced a major production increase and new mines. Uranium prices recently topped $100 per pound, fueling sector interest. Investors are watching for permitting updates on Denison’s Phoenix project. Cameco, Uranium Energy, and Energy Fuels also rose before the open.
4 February 2026
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Nvidia stock steadies before the open as OpenAI chip doubts keep NVDA traders jumpy

Nvidia stock steadies before the open as OpenAI chip doubts keep NVDA traders jumpy

Nvidia shares rose 0.4% to $181.05 in U.S. premarket trading Wednesday, rebounding after a 2.8% drop. The move follows a broader tech selloff and comes as Nvidia nears a $20 billion investment in OpenAI’s funding round, according to a source. CEO Jensen Huang downplayed fears that AI will replace software tools. AMD fell nearly 7% after a weak sales forecast, while Intel confirmed a push into data center GPUs.
4 February 2026
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Intuit stock tumbles 11% then slips again premarket as AI jitters rattle software names

Intuit stock tumbles 11% then slips again premarket as AI jitters rattle software names

Intuit shares fell 0.7% to $431.03 in premarket trading Wednesday after a 10.9% plunge Tuesday, as software stocks continued to slide amid concerns over AI-driven disruption. The sector’s index has dropped over 12% in five days. Investors are watching Intuit’s Feb. 26 earnings call for guidance ahead of tax season. Oppenheimer cut its price target for Intuit to $696 from $868 but kept an Outperform rating.
4 February 2026
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Accenture stock price: ACN steadies premarket after Tuesday’s rout as AI disruption fears linger

Accenture stock price: ACN steadies premarket after Tuesday’s rout as AI disruption fears linger

Accenture shares fell 0.2% to $240.68 premarket Wednesday after plunging 9.59% Tuesday, as investors reassess software and IT services stocks on fears AI agents could disrupt business models. The S&P software and services index has dropped over 12% in five sessions. CEO Julie Sweet filed to sell 5,500 shares. Cognizant forecast full-year revenue above estimates, citing strong AI demand.
4 February 2026
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Uber shares slide after earnings miss: cheap rides squeeze margins as robotaxi bets grow

Uber shares slide after earnings miss: cheap rides squeeze margins as robotaxi bets grow

Uber missed Q4 earnings estimates and projected Q1 adjusted EPS below forecasts, sending shares down over 8% premarket. Q4 revenue rose 20% to $14.37 billion, with trips and gross bookings each up 22%. CFO Prashanth Mahendra-Rajah will step down. Uber flagged a UK accounting change that will reduce reported mobility revenue margins.
4 February 2026
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Lithium price today: Albemarle, SQM jump premarket as U.S. rolls out Project Vault stockpile

Lithium price today: Albemarle, SQM jump premarket as U.S. rolls out Project Vault stockpile

Shares of U.S.-listed lithium miners rose sharply premarket Wednesday, with Lithium Americas up 8.4%, SQM up 5.4%, and Albemarle up 3.5%, despite falling Chinese lithium prices. The move follows President Trump’s launch of “Project Vault,” a $10 billion strategic minerals stockpile. Battery-grade lithium carbonate in China averaged 153,000 yuan per ton, with buyers largely inactive. Zimbabwe’s lithium exports rose 11% in 2025, but revenues were flat.
4 February 2026
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