Today: 7 February 2026
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Sungrow shares jump as China export rebate shake-up nears — what to watch before Shenzhen reopens

Sungrow shares jump as China export rebate shake-up nears — what to watch before Shenzhen reopens

Sungrow Power Supply Class A shares closed up 3.2% at 151 yuan Friday after the company said China’s new export tax rebate cuts will not affect its PV inverters, and storage cost impact is “controllable.” Beijing will scrap VAT export rebates for photovoltaic products from April 1. Investors await more policy details and Sungrow’s earnings report.
1 February 2026
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Arm stock slips after Friday chip selloff; CEO share-sale notice puts earnings in focus

Arm stock slips after Friday chip selloff; CEO share-sale notice puts earnings in focus

Arm’s U.S.-listed ADRs fell 2.8% to $105.36 at Friday’s close amid a broad chip stock selloff. CEO Rene Haas filed to sell 6,152 shares valued at about $654,000. The drop comes ahead of Arm’s fiscal third-quarter results due Feb. 4. Investors cited uncertainty over monetary policy after Donald Trump named Kevin Warsh as his pick for Federal Reserve chair.
1 February 2026
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Cambricon Technologies stock price in focus after 2025 profit forecast, “U” tag in play

Cambricon Technologies stock price in focus after 2025 profit forecast, “U” tag in play

Cambricon Technologies expects its first annual profit since listing, forecasting 2025 net income of 1.85–2.15 billion yuan on revenue of 6–7 billion yuan, citing AI computing demand. Shares closed up 0.6% Friday in Shanghai. The company’s “U” suffix may be dropped if audited results in March confirm the turnaround. Cambricon posted a 2024 net loss of 452 million yuan on 1.17 billion yuan revenue.
1 February 2026
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Advanced Micro Devices stock slips on MI450 delay chatter — what investors watch before earnings

Advanced Micro Devices stock slips on MI450 delay chatter — what investors watch before earnings

AMD shares fell 6.13% to $236.73 Friday after SemiAnalysis warned of possible MI450 AI chip delays, though Wells Fargo’s Aaron Rakers disputed the claim and kept a $345 price target. The Nasdaq Composite dropped 0.94% as investors reacted to Kevin Warsh’s nomination for Fed chair. AMD reports earnings Feb. 3, with options pricing signaling an 8.9% implied move for Feb. 6 expiries.
1 February 2026
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SK hynix stock pops above 900,000 won — what could drive the next move

SK hynix stock pops above 900,000 won — what could drive the next move

SK hynix shares jumped 5.57% to 909,000 won Friday, capping a 19% weekly gain as AI-driven memory shortages pushed chip prices higher. The KOSPI closed up 0.06%. Apple and Samsung flagged rising memory costs and tight supply, with SK hynix holding a 61% HBM market share last year. The company is weighing a U.S. AI investment arm and saw its bond rating upgraded to AA+ this week.
1 February 2026
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KLA stock tumbles on cautious outlook: what to watch before Monday’s open

KLA stock tumbles on cautious outlook: what to watch before Monday’s open

KLA shares fell 15.2% to $1,427.94 Friday after the chip-tool maker’s quarterly outlook flagged cautious 2026 spending. The company posted $3.30 billion in revenue and $8.85 adjusted EPS, topping estimates, but traders focused on softer guidance. Jefferies raised its price target but noted KLA’s 2026 forecast lags Lam Research. Investors await Applied Materials’ results next week for further sector signals.
1 February 2026
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Broadcom stock price in focus: Wolfe upgrade leans on Google TPU growth as AVGO heads into Monday

Broadcom stock price in focus: Wolfe upgrade leans on Google TPU growth as AVGO heads into Monday

Broadcom shares rose 0.17% to $331.30 Friday after Wolfe Research upgraded the stock to Outperform with a $400 target. The upgrade cited Broadcom’s gains in Google’s tensor processing units and stronger AI custom-chip sales. Broadcom’s VMware partner strategy is under scrutiny in Europe. Chip and AI infrastructure stocks broadly fell, but Broadcom closed higher.
1 February 2026
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ASML stock ends week higher on Barclays upgrade as investors weigh rich valuation and looming dividend

ASML stock ends week higher on Barclays upgrade as investors weigh rich valuation and looming dividend

ASML shares closed up 1.98% at 1,215.60 euros in Amsterdam on Friday, capping a 3% weekly gain. Barclays and Berenberg raised price targets to 1,500 euros after record orders and AI demand, while ASML announced 1,700 job cuts. The stock has surged 34% in January and now trades at 42 times 2026 earnings estimates. ASML’s annual report is due February 25, with its interim dividend going ex-dividend February 9.
1 February 2026
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Intuitive Surgical stock (ISRG) ends week lower as insider trades surface; what to watch next

Intuitive Surgical stock (ISRG) ends week lower as insider trades surface; what to watch next

Intuitive Surgical shares fell 0.66% to $504.22 Friday, extending a two-day slide after a 2.78% drop Thursday. EVP Myriam Curet sold 126 shares at $520.02 each under a preset plan, while CEO David Rosa received performance stock units set to vest in 2026 and 2027. The company forecasts 2026 procedure growth of 13%-15% and a 67%-68% non-GAAP gross margin, factoring in a 1.2% tariff hit. Markets reopen Monday.
1 February 2026
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Stock Market Today

Johnson & Johnson stock price: What to watch after talc-case law firm ouster and new AFib data

Johnson & Johnson stock price: What to watch after talc-case law firm ouster and new AFib data

7 February 2026
Johnson & Johnson shares rose 0.9% to $239.99 Friday after a New Jersey appeals court disqualified Beasley Allen from state talc cases, citing improper coordination with a former J&J attorney. The ruling affects about 3,600 state lawsuits, while a related federal motion is pending. J&J also reported early 12-month pilot data for its investigational AFib device at a cardiology meeting.
Walmart stock jumps 3% to $131 as Dow clears 50,000 — what to watch before Monday

Walmart stock jumps 3% to $131 as Dow clears 50,000 — what to watch before Monday

7 February 2026
Walmart shares climbed 3.34% to $131.18 Friday, pushing its market value to about $1.05 trillion as the Dow closed above 50,000 for the first time. Retail stocks mostly gained, with Target up 4.24% and Costco up 1.20%, while Amazon dropped 5.55%. Investors await Walmart’s fiscal Q4 results on Feb. 19 and key U.S. economic data next week.
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