Today: 7 February 2026
Subscribe

KLA stock jumps 8% as AI capex talk lifts chip equipment names

KLA stock jumps 8% as AI capex talk lifts chip equipment names

KLA Corp shares jumped 8% to $1,438.06 Friday as semiconductor stocks rallied after Amazon announced a more than 50% increase in capital spending for 2026. KLA declared a $1.90 per share dividend, payable March 3 to holders as of Feb. 17. Applied Materials, Lam Research, and ASML also rose. The Dow hit an intraday record 50,000.
6 February 2026
·····
Boeing stock jumps as India sets March trade-deal signing, Saudi jet-order talks swirl

Boeing stock jumps as India sets March trade-deal signing, Saudi jet-order talks swirl

Boeing shares climbed 2.6% to $243.12 in late New York trading Friday after reports of major aircraft orders tied to an India-U.S. trade deal and early talks with Saudi Arabia. India’s trade minister said a $70–80 billion Boeing purchase could be signed in March. Supply-chain delays and delivery pace remain key constraints.
6 February 2026
·····
Molina Healthcare stock dives 27% after 2026 profit outlook reset; Medicare Advantage exit looms

Molina Healthcare stock dives 27% after 2026 profit outlook reset; Medicare Advantage exit looms

Molina Healthcare shares plunged 27% to $129.77 after the company forecast 2026 adjusted EPS of at least $5.00, far below the $13.76 analyst consensus. Management cited higher medical costs and a sharp pullback in ACA Marketplace membership. The company posted a Q4 adjusted loss of $2.75 per share and plans to exit its Medicare Advantage Part D business in 2027.
6 February 2026
····
Dow hits 50,000 as Amazon’s $200 billion AI spending plan spooks tech investors

Dow hits 50,000 as Amazon’s $200 billion AI spending plan spooks tech investors

The Dow briefly topped 50,000 for the first time Friday as chipmakers surged on AI data-center spending hopes. Amazon shares fell after announcing a $200 billion capital spending plan for 2026, raising concerns about profitability. Nvidia, AMD, and Broadcom each jumped over 7%. The S&P 500 rose 1.73% and the Nasdaq gained 1.91%.
6 February 2026
···········
CoreWeave stock price jumps 18% as AI-spending trade rebounds; CRWV earnings date set

CoreWeave stock price jumps 18% as AI-spending trade rebounds; CRWV earnings date set

CoreWeave shares jumped 18.3% to $88.31 Friday, rebounding after two days of steep losses. Trading volume hit 27.7 million by 3 p.m. EST. The surge followed Amazon’s $200 billion data center spending plan and Nvidia’s recent $2 billion investment in CoreWeave. The company also launched its first brand campaign and unveiled a new customer testing lab.
6 February 2026
·····
Bitcoin price swings as Bitfinex margin longs hit 2-year high — dip buying, or no bottom yet?

Bitcoin price swings as Bitfinex margin longs hit 2-year high — dip buying, or no bottom yet?

Bitfinex margin long positions in bitcoin reached a two-year high of about 77,100 BTC, up 64% in six months, even as bitcoin briefly fell below $64,000 and over $1 billion in positions were liquidated Thursday, according to CoinDesk and Axios. Bitcoin rebounded above $70,000 Friday, but options traders continued buying downside protection, with demand for puts described as “extreme.”
6 February 2026
·····
Thermo Fisher stock price today: TMO nudges higher after Thursday drop as investors eye next week’s data

Thermo Fisher stock price today: TMO nudges higher after Thursday drop as investors eye next week’s data

Thermo Fisher shares rose 0.6% to $545.58 Friday afternoon, recovering some ground after a 4% drop Thursday. The move lagged the broader market, with the S&P 500 up 1.73%. Investors remain cautious amid weak academic research funding and uncertain lab order trends. Upcoming U.S. jobs and inflation data could affect rate expectations and valuations.
6 February 2026
·····
Amazon’s $200bn AI spending plan spooks investors as AWS runs into Europe power grid delays

Amazon’s $200bn AI spending plan spooks investors as AWS runs into Europe power grid delays

Amazon shares fell 7% to $206.31 Friday after the company projected $200 billion in capital spending for 2026, up sharply from $131 billion in 2025. AWS cited multi-year waits for power-grid connections in Europe as a key obstacle to data center expansion. Investors questioned whether heavy AI and cloud outlays will deliver returns quickly.
6 February 2026
·····
Impinj stock dives 24% after outlook whiffs; Evercore slashes rating on PI

Impinj stock dives 24% after outlook whiffs; Evercore slashes rating on PI

Impinj shares fell 24.3% to $116.46 Friday after the company forecast a sharp first-quarter slowdown, citing inventory burn-down in logistics and weaker systems demand. Evercore ISI downgraded the stock and cut its price target to $112. Fourth-quarter revenue came in at $92.8 million, with first-quarter guidance of $71–$74 million. The stock hit an intraday low of $105.
6 February 2026
·····
Estee Lauder stock rebounds after brutal earnings selloff as Citi upgrade shifts focus to tariffs

Estee Lauder stock rebounds after brutal earnings selloff as Citi upgrade shifts focus to tariffs

Estee Lauder shares rose about 4% to $100.58 on Friday, recovering part of Thursday’s post-earnings drop. Citi upgraded the stock to “buy,” citing elevated expectations and travel retail disruptions as key factors in the selloff. The company reported fiscal Q2 net sales up 6% to $4.23 billion and reiterated a $100 million tariff hit to annual profit. U.S. demand and tariffs remain major concerns.
6 February 2026
···
Doximity stock dives as Q4 outlook rattles investors despite $500 million buyback

Doximity stock dives as Q4 outlook rattles investors despite $500 million buyback

Doximity shares fell 17% to $27.55 Friday after the company forecast a sharp revenue drop for the March quarter, guiding $143–$144 million versus $185.1 million in the prior period. Needham cut its price target, and Doximity disclosed CFO Anna Bryson is on medical leave, with Siddharth Sitaram named interim finance chief.
6 February 2026
·····
PepsiCo stock price today: PEP edges up as €2.5 billion bond deal and dividend keep cash returns in focus

PepsiCo stock price today: PEP edges up as €2.5 billion bond deal and dividend keep cash returns in focus

PepsiCo shares rose 0.6% to $168.59 Friday after the company priced €2.5 billion in euro notes and declared a 5% higher quarterly dividend. The company also announced U.S. price cuts on core snack brands and reported fourth-quarter core EPS of $2.26. PepsiCo reaffirmed its 2026 outlook and launched a $10 billion share buyback program.
6 February 2026
···
1 … 8 9 10 11 12 … 2,707

Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
Go toTop