Today: 7 February 2026
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Nvidia’s Jensen Huang says “no drama” with OpenAI as chip doubts and Oracle’s $50B AI funding plan collide

Nvidia’s Jensen Huang says “no drama” with OpenAI as chip doubts and Oracle’s $50B AI funding plan collide

OpenAI has been seeking alternatives to some Nvidia chips for AI inference tasks, sources said, raising questions about their partnership. Nvidia CEO Jensen Huang said investment talks with OpenAI remain on track. Oracle plans to raise up to $50 billion in 2026 to expand its AI cloud business, citing demand from OpenAI and others. Nvidia and Oracle shares each fell about 5% in midday trading.
3 February 2026
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TJX stock rises as Wall Street tumbles on AI disruption fears — what investors watch next

TJX stock rises as Wall Street tumbles on AI disruption fears — what investors watch next

TJX shares rose about 1.5% to $152.36 Tuesday afternoon, bucking a broad market decline as tech stocks fell on renewed AI concerns. Value-focused retailers outperformed, with Walmart up 2.2% and Ross and Burlington each gaining around 1%. Traders are watching for TJX’s quarterly update later this month. Key labor data releases remain delayed due to a partial U.S. government shutdown.
3 February 2026
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Adobe stock price slides on AI disruption jitters; investors look to March earnings call

Adobe stock price slides on AI disruption jitters; investors look to March earnings call

Adobe shares fell 7.1% to $272.62 Tuesday, leading a sharp sell-off in software stocks after Anthropic launched a new AI legal tool. Investors cited fears that generative AI could disrupt established players and pressure margins. Adobe will report earnings March 12, with focus on AI monetization and demand trends.
3 February 2026
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Stocks Slide as AI Disruption Jitters Hit Tech — Earnings Wave Looms

Stocks Slide as AI Disruption Jitters Hit Tech — Earnings Wave Looms

U.S. stocks fell Tuesday, with the Nasdaq down nearly 2% as tech and software shares slid on AI disruption fears. Alphabet and Amazon dipped ahead of earnings, while Nvidia and Microsoft also declined. Teradyne jumped over 20% on a strong forecast. Labor-market data was delayed by the ongoing partial government shutdown.
3 February 2026
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Taseko Mines (TGB) stock price jumps 13% as copper rebounds and insider sales hit the tape

Taseko Mines (TGB) stock price jumps 13% as copper rebounds and insider sales hit the tape

Taseko Mines shares rose 12.7% to $8.69 in NYSE American trading Tuesday, tracking a rebound in copper prices and metals stocks. Copper futures climbed nearly 4% after reports China may boost stockpiles. Insider filings showed executives and a director exercised and sold options totaling 200,000 shares at prices between C$10.50 and C$11.76. Trading volume reached about 10.4 million shares.
3 February 2026
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AST SpaceMobile (ASTS) stock jumps 6% as SpaceX-xAI merger lifts U.S. space shares

AST SpaceMobile (ASTS) stock jumps 6% as SpaceX-xAI merger lifts U.S. space shares

AST SpaceMobile shares rose 6.3% to $111.11 Tuesday after a sector rally triggered by SpaceX’s planned merger with xAI. About 11.5 million shares traded as investors focused on AST’s upcoming BlueBird 7 satellite launch and a new U.S. Missile Defense Agency contract. Scotiabank recently downgraded the stock, citing valuation concerns and lack of retail customers.
3 February 2026
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Carpenter Technology stock price jumps nearly 8% as raised outlook keeps CRS in focus

Carpenter Technology stock price jumps nearly 8% as raised outlook keeps CRS in focus

Carpenter Technology shares jumped 7.8% to $335.75 Tuesday after the company raised its full-year profit outlook and reported record second-quarter operating income of $155.2 million. Trading volume reached 1.2 million shares by mid-afternoon. The company cited strong aerospace and defense demand and projected Q3 operating income of $177 million to $182 million. Investors await third-quarter results due April 23.
3 February 2026
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Stock Market Today

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

7 February 2026
Google raised its 2026 capital expenditure forecast to $175 billion–$185 billion, with most spending expected on data-center chips. Broadcom shares rose about 2% after the announcement, while Nvidia and AMD slipped. Jefferies reiterated a buy rating on Broadcom, maintaining a $500 price target, implying a 62% upside from Wednesday’s close.
No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

7 February 2026
The IRS has not announced new federal stimulus payments for February 2026, and Congress has not approved fresh checks. Trump told NBC he is considering $2,000 tariff rebate checks but has not committed, saying any payout would likely come later in 2026. The IRS warns taxpayers to ignore texts and emails about “stimulus payments” and verify notices through official channels.
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