Today: 4 March 2026

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.

Snap stock slides ahead of earnings as traders brace for ad-demand update

Snap stock slides ahead of earnings as traders brace for ad-demand update

Snap shares fell about 6% to $6.26 Tuesday morning ahead of its fourth-quarter earnings report due Wednesday after market close. Analysts expect earnings near 15 cents per share on $1.70 billion revenue. Trading volume Monday hit 54.1 million shares, well above average. Investors are watching ad demand and user trends as new youth-safety rules take effect in key markets.
Salesforce stock drops 5% — Cramer calls it “really great” as Wall Street waits for Agentforce revenue

Salesforce stock drops 5% — Cramer calls it “really great” as Wall Street waits for Agentforce revenue

Salesforce shares fell over 5% Tuesday to $199.65, with ServiceNow down 7% and Microsoft and Oracle also slipping. Investors are discounting enterprise software stocks despite Salesforce’s Agentforce segment reaching $500 million in annual recurring revenue, up 330% year over year. Salesforce recently announced a $5.6 billion, 10-year contract framework with the U.S. Army. Analyst targets and ratings remain positive.
3 February 2026
Ford stock rises as investors eye Feb. 10 earnings after supplier snag, F-150 probe

Ford stock rises as investors eye Feb. 10 earnings after supplier snag, F-150 probe

Ford shares rose 1.5% to $14.02 in early Tuesday trading as investors looked ahead to next week’s earnings despite ongoing supply and safety concerns. The National Highway Traffic Safety Administration expanded its probe into 1.27 million older F-150 pickups over transmission issues. Ford continues to face aluminum shortages after a fire at a key supplier’s plant. The company will update its outlook on Feb. 10.
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.
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.
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.
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.
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
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
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.
Cadence Bank stock: what CADE shareholders get now that Huntington deal is done

Cadence Bank stock: what CADE shareholders get now that Huntington deal is done

Huntington Bancshares shares rose 2.2% premarket after completing its $7.4 billion all-stock acquisition of Cadence Bank. Each Cadence share was exchanged for 2.475 Huntington shares, valuing Cadence at about $44.25 per share. Huntington issued 462 million shares and absorbed Cadence’s operations and branches. The combined bank will hold $279 billion in assets.
Disney’s CEO handoff is set: Parks boss Josh D’Amaro to replace Bob Iger in March

Disney’s CEO handoff is set: Parks boss Josh D’Amaro to replace Bob Iger in March

Disney named Josh D’Amaro as CEO effective March 18, replacing Bob Iger, who will stay as senior adviser and board member through 2026. Dana Walden becomes president and chief creative officer, reporting to D’Amaro. D’Amaro currently leads Disney Experiences, which generated $36 billion in 2025. Walden’s new role covers creative oversight across studios and streaming.
3 February 2026
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