Today: 7 February 2026
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Intuit stock drops nearly 12% as AI fears sweep software — what investors watch next

Intuit stock drops nearly 12% as AI fears sweep software — what investors watch next

Intuit shares plunged nearly 12% to $429.20 by midafternoon Tuesday amid a broad selloff in software stocks triggered by renewed fears of AI disruption. The drop followed Intuit’s announcement of a multi-year partnership with Affirm to add pay-over-time options to QuickBooks Payments. The S&P 500 software and services index fell about 4%. Intuit’s fiscal Q2 earnings are due Feb. 26.
3 February 2026
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Boeing stock price dips as 777X engine issue and Dreamliner alert collide with airshow orders

Boeing stock price dips as 777X engine issue and Dreamliner alert collide with airshow orders

Boeing shares fell 0.9% to $230.90 Tuesday, near session lows, after news of supply chain delays and a GE9X engine durability probe. Air India grounded a 787 Dreamliner over a fuel switch issue linked to last year’s fatal crash. The FAA is still reviewing Boeing’s request to boost 737 MAX output. Air Cambodia ordered 10 Boeing 737 MAX jets at the Singapore Airshow, with options for 10 more.
3 February 2026
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Robinhood stock sinks nearly 10% as Bitcoin slides below $80,000 ahead of Feb. 10 earnings

Robinhood stock sinks nearly 10% as Bitcoin slides below $80,000 ahead of Feb. 10 earnings

Robinhood shares fell 9.62% to $89.91 Monday as bitcoin slumped and trading volume surged to 59 million shares, 136% above average. The drop comes a week before Robinhood’s quarterly earnings report, set for Feb. 10. U.S. stocks closed higher, with the Dow up 1.1%. Coinbase declined for a tenth straight session despite bitcoin rebounding from weekend lows.
3 February 2026
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Intel (INTC) gets $50 price target as Daiwa Capital Markets lifts outlook and CEO talks GPUs

Intel (INTC) gets $50 price target as Daiwa Capital Markets lifts outlook and CEO talks GPUs

Daiwa raised Intel’s price target to $50 from $41, while MarketBeat data showed a “Reduce” consensus and a $45.76 average target. CEO Lip-Bu Tan said Intel plans to build GPUs and highlighted customer engagement with its 14A process. SoftBank unit SAIMEMORY signed a Feb. 2 deal with Intel to develop “Z-Angle Memory,” aiming for prototypes by March 2028. Intel shares fell 0.6% to $48.51 in afternoon trading.
3 February 2026
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Bloom Energy stock swings as AI data-center power demand keeps fuel-cell trade in focus

Bloom Energy stock swings as AI data-center power demand keeps fuel-cell trade in focus

Bloom Energy shares rose 2.3% to $159.72 Tuesday after hitting $176.35, with nearly 9.7 million shares traded. Investors are awaiting fourth-quarter results due after markets close Feb. 5. A new report highlighted fuel cells as a stopgap for data-center power shortages, and Bloom’s stock is up over 400% in the past year. Roth Capital raised its price target to $133 but kept a Neutral rating.
3 February 2026
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Bitcoin slips under Strategy’s break-even, pushing MSTR toward an eighth straight monthly drop

Bitcoin slips under Strategy’s break-even, pushing MSTR toward an eighth straight monthly drop

Strategy sold 673,527 shares for $106.1 million and bought 855 bitcoin last week, raising its holdings to 713,502 coins. The company increased its STRC preferred dividend to 11.25% and set a February payout. Shares fell 6.7% as bitcoin’s drop pushed holdings near break-even and sparked concerns about further purchases. Crypto stocks lagged the market, with $2.56 billion in bitcoin positions liquidated.
3 February 2026
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PayPal stock sinks as CEO exits and 2026 profit view misses; what Wall Street watches next

PayPal stock sinks as CEO exits and 2026 profit view misses; what Wall Street watches next

PayPal shares plunged about 19% Tuesday after the company missed fourth-quarter estimates and issued a weak 2026 profit forecast. The board ousted CEO Alex Chriss, naming CFO Jamie Miller as interim chief until Enrique Lores takes over March 1. Revenue reached $8.68 billion with adjusted EPS of $1.23, both below analyst expectations. The stock hit a session low near $41.
3 February 2026
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IBM stock sinks 9% and drags the Dow as software selloff accelerates

IBM stock sinks 9% and drags the Dow as software selloff accelerates

IBM shares fell about 9% to $286.41 in afternoon trading Tuesday, erasing gains from a recent rally and weighing heavily on the Dow. The selloff followed a broader retreat in software and cloud stocks as investors reassessed AI valuations. Around 7.1 million IBM shares changed hands. Traders are watching for IBM’s upcoming earnings and a House vote on ending the federal shutdown.
3 February 2026
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Bitcoin breaks below $75,000 as forced selling piles into crypto slide

Bitcoin breaks below $75,000 as forced selling piles into crypto slide

Bitcoin fell to around $74,600 in early Asian trading Wednesday, down 4.8% for the day, as $2.56 billion in positions were liquidated over several days, according to CoinGlass. Analysts cited risk-off sentiment and thin liquidity. Technical signals pointed to further downside, with some traders warning of a drop below $50,000. Shares of Coinbase and Robinhood also moved with the crypto market swings.
3 February 2026
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Amphenol stock slips as tech selloff keeps AI demand and CommScope deal in focus

Amphenol stock slips as tech selloff keeps AI demand and CommScope deal in focus

Amphenol shares fell 0.5% to $144.26 Tuesday afternoon after earlier lows, as investors reviewed an earnings-call transcript highlighting AI data center orders and the impact of the CommScope acquisition. CEO R. Adam Norwitt said AI investment plans are rising, but the CommScope unit will lower first-quarter operating margins by about one percentage point. Fourth-quarter sales rose 49% to $6.4 billion.
3 February 2026
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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.
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