Palantir stock jumps on defense-led sales surge as AI trade wobbles

Palantir stock jumps on defense-led sales surge as AI trade wobbles

Palantir shares rose 6.4% to $157.27 Tuesday after reporting a 66% jump in U.S. government revenue for the fourth quarter, reaching $570 million. Total sales hit $1.41 billion, beating forecasts, as the company raised its 2026 outlook. The gains came as the Nasdaq and S&P 500 fell on broader tech weakness. Investors now await Alphabet and Amazon earnings later this week.
CoreWeave stock sinks below Nvidia deal price as lawsuit deadline comes into focus

CoreWeave stock sinks below Nvidia deal price as lawsuit deadline comes into focus

CoreWeave shares fell 3.6% to $85.71 by early afternoon Tuesday, dropping below the $87.20 price Nvidia paid for its recent stake. Securities-fraud class action notices resurfaced, with investors given until March 13 to seek lead plaintiff status. The stock slid alongside a broader pullback in AI and chip shares. The lawsuit cites alleged exaggerations of capacity and undisclosed construction delays.
Glencore freezes $1 billion Quebec Horne Smelter upgrade amid arsenic-emissions standoff

Glencore freezes $1 billion Quebec Horne Smelter upgrade amid arsenic-emissions standoff

Glencore has suspended nearly $1 billion in planned investments at Quebec’s Horne Smelter, citing a lack of regulatory certainty on emissions limits. Crews and contractors will be stood down starting Feb. 3, with spending cuts also planned at the Montreal copper refinery. The move follows missed talks with Quebec over new arsenic rules. The company says the freeze could affect over 3,200 jobs.
3 February 2026
AT&T stock rises as $5.75 billion Lumen fiber deal closes — what investors watch next

AT&T stock rises as $5.75 billion Lumen fiber deal closes — what investors watch next

AT&T closed its $5.75 billion all-cash purchase of Lumen’s mass-markets fiber business on Feb. 2, adding over 1 million fiber subscribers and 4 million locations. AT&T shares rose 1.8% to $26.78, while Lumen fell 4.4%. Lumen plans to use $4.8 billion of proceeds to retire debt. The acquired network has about 25% customer penetration, below AT&T’s 40% average.
3 February 2026
Energy Fuels stock jumps 13% as Trump’s ‘Project Vault’ fuels rare earth, uranium rally

Energy Fuels stock jumps 13% as Trump’s ‘Project Vault’ fuels rare earth, uranium rally

Energy Fuels Inc. shares jumped 13.4% to $23.83 by 1:01 p.m. ET after President Trump announced “Project Vault,” a $12 billion U.S. plan to stockpile critical minerals. The U.S. Export-Import Bank approved up to $10 billion in direct loans for the effort. Investors also lifted MP Materials and USA Rare Earth. A ministerial on critical minerals is set for Feb. 4 in Washington.
Teradyne stock jumps on AI-driven outlook — here’s what Wall Street is watching next

Teradyne stock jumps on AI-driven outlook — here’s what Wall Street is watching next

Teradyne shares surged 11% to $277.00 on Tuesday after the company posted fourth-quarter results and a first-quarter forecast that topped Wall Street estimates. Revenue for the quarter reached $1.083 billion, with full-year 2025 sales up 13% to $3.19 billion. The stock traded between $249.54 and $312.14. Traders are watching order momentum and chipmaker spending heading into 2026.

Stock Market Today

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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