Today: 8 February 2026
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Mineral Resources (ASX:MIN) share price slips as broker turns cautious, spotlight shifts to Feb 20 results

Mineral Resources (ASX:MIN) share price slips as broker turns cautious, spotlight shifts to Feb 20 results

Mineral Resources Ltd shares fell 1.45% to A$56.32 Monday, extending a five-day slide to nearly 12%. Ord Minnett downgraded the stock to Hold, while raising Pilbara Minerals to Accumulate. Shares swung between A$53.15 and A$56.84 during the session. The company’s planned lithium sale to POSCO remains pending, with half-year results due Feb. 20.
2 February 2026
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Evolution Mining Limited share price slides as gold rout deepens — what to watch next

Evolution Mining Limited share price slides as gold rout deepens — what to watch next

Evolution Mining shares fell 5.6% to A$13.88 after spot gold plunged 3.3% to $4,703 an ounce, triggering forced liquidations as CME Group raised futures margins. Northern Star Resources dropped 8%. The ASX benchmark lost 1%, with miners leading declines. Investors await the Reserve Bank of Australia’s decision Tuesday and Evolution’s half-year results next week.
2 February 2026
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Northern Star share price skids 8% as gold rout rattles ASX miners — what to watch next

Northern Star share price skids 8% as gold rout rattles ASX miners — what to watch next

Northern Star Resources shares fell 8.1% to A$26.60 on Monday, with about A$308 million traded, after gold prices slumped and margin requirements rose. The company had already cut its FY26 production and cost guidance in January, citing outages and weak grades. Newmont and Evolution Mining also declined. Investors now await Northern Star’s half-year results on February 12.
2 February 2026
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Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 02.02.2026

Indian stocks surged after a new India-US trade deal, with Nifty up 574 points to 25,663 and Sensex gaining 1,929 points to 83,595. U.S. President Trump announced a tariff cut on Indian goods to 18%. Sector gains topped 3%, led by Adani Ports, Bajaj Finance, Reliance, and Infosys. Prime Minister Modi welcomed the agreement.
2 February 2026
National Silicon Industry Group (688126.SS) stock drops nearly 3% — what traders are watching in China’s wafer name

National Silicon Industry Group (688126.SS) stock drops nearly 3% — what traders are watching in China’s wafer name

National Silicon Industry Group shares fell 2.8% to 21.78 yuan in Shanghai by 10:26 a.m., tracking a broader drop in Chinese stocks. The company forecast a 2025 net loss of up to 1.53 billion yuan, citing wafer price pressure and possible goodwill impairment. 300mm wafer sales rose over 25%, but margins remained under strain. Investors watched for macro data and tech earnings to gauge risk appetite.
2 February 2026
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Shanghai Biren Technology Class H shares slide as new IPO stock hits tape in Hong Kong

Shanghai Biren Technology Class H shares slide as new IPO stock hits tape in Hong Kong

Shanghai Biren Technology Class H shares fell 2.1% to HK$34.06 in early Hong Kong trading Monday after 42.7 million over-allotment shares began trading. The new supply follows the full exercise of the IPO’s greenshoe option, raising an extra HK$821.9 million for the company. Investors are watching if the stock can hold gains through the Feb. 2 close as the float expands.
2 February 2026
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Rockchip stock price slides in Shanghai: mixed PMI signals and chip-sector churn hit early trade

Rockchip stock price slides in Shanghai: mixed PMI signals and chip-sector churn hit early trade

Rockchip Electronics Class A shares fell 2.6% to 186.27 yuan in Shanghai by mid-morning Monday, with 3.9 million shares traded. The drop follows a sharp January rally in Chinese chip stocks and comes as traders weigh mixed factory data and rising costs ahead of the Lunar New Year. China’s official manufacturing PMI slipped to 49.3 in January, while a private survey showed a slight uptick to 50.3.
2 February 2026
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Stock Market Today

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

8 February 2026
Tower Semiconductor shares rose 7.7% to $139.04 Friday after announcing a collaboration with Nvidia on AI data-center networking. The stock touched $141 intraday and gained another 1% after hours. Investors await Tower’s Feb. 11 earnings for details on its silicon photonics work. No financial terms or shipment timeline were disclosed.
Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

8 February 2026
Longsys disclosed new guarantees for a 100 million yuan Hong Kong loan and a $9 million Brazil credit line, bringing its total approved guarantee quota to 11 billion yuan and outstanding guarantees to 5.81 billion yuan. The company said all guarantees are for consolidated subsidiaries and within approved limits. Shares closed at 288 yuan Friday, down 1.6%. China inflation and credit data are due this week.
MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

8 February 2026
MACOM shares rose 3.5% to $235.87 Friday after the company reported fiscal Q1 revenue of $271.6 million and raised its full-year data center growth outlook to 35–40%. Fidelity’s FMR LLC disclosed a 10.7% stake, while shareholder Susan Ocampo filed to potentially sell up to 100,000 shares. Stifel raised its price target to $255. MACOM expects to repay $161 million in convertible notes in March.
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