Today: 7 February 2026
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Celestica stock jumps as Big Tech AI capex forecasts lift suppliers

Celestica stock jumps as Big Tech AI capex forecasts lift suppliers

Celestica shares jumped 5.9% to $312.31 Friday, tracking gains across AI hardware stocks as investors bet on higher data-center spending by major cloud firms. The company recently expanded U.S. manufacturing for Google’s TPU systems and raised its 2026 revenue target to $17 billion. Fidelity’s FMR LLC disclosed a 6.4% stake in Celestica. Jefferies maintained Broadcom as a “top pick” with a $500 target.
6 February 2026
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Lam Research stock price jumps 7% as chip rebound returns — what investors watch next

Lam Research stock price jumps 7% as chip rebound returns — what investors watch next

Lam Research shares rose about 7% to $228.71 in midday Nasdaq trading Friday, tracking a rally in chip stocks. The company named Cadence CEO Anirudh Devgan to its board and set a COO transition for March 6. Lam also declared a $0.26 quarterly dividend, payable April 8 to holders of record on March 4.
6 February 2026
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ASE Technology stock jumps 7% after $3.2 billion advanced-packaging target; Monday in focus

ASE Technology stock jumps 7% after $3.2 billion advanced-packaging target; Monday in focus

Shares of ASE Technology rose 7.2% to T$304.50 Friday after the company projected its advanced chip packaging business would double to $3.2 billion by 2026 and announced an extra $1.5 billion in capital spending for the year. ASE reported unaudited Q4 net income of NT$14.7 billion on revenues of NT$177.9 billion. Taiwan’s market is closed for the weekend; traders await Monday’s open.
6 February 2026
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AbbVie stock rises as investors re-rank Rinvoq and Skyrizi after earnings jolt

AbbVie stock rises as investors re-rank Rinvoq and Skyrizi after earnings jolt

AbbVie shares climbed 2% to $223.45 in midday trading Friday after a volatile week. The move followed a quarterly report showing fourth-quarter net revenues up 10% to $16.62 billion and adjusted profit of $2.71 per share. Humira sales dropped 25.9% as biosimilar competition increased, while Skyrizi and Rinvoq posted gains. The company also announced new regulatory approvals and licensing deals.
6 February 2026
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Cencora (COR) stock is up in Friday trading — here’s what’s moving the shares

Cencora (COR) stock is up in Friday trading — here’s what’s moving the shares

Cencora shares rose 1.4% Friday to $356.99 after the company raised its 2026 operating income growth forecast and confirmed the $4.6 billion OneOncology acquisition. The stock swung between $351.52 and $358.69 during the session. Cencora topped quarterly profit estimates but missed on revenue. The company paused buybacks to focus on debt reduction following the deal.
6 February 2026
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Johnson & Johnson stock ticks up on talc-case ruling as FDA recall adds new wrinkle

Johnson & Johnson stock ticks up on talc-case ruling as FDA recall adds new wrinkle

A New Jersey appeals court barred Beasley Allen from representing plaintiffs in state talc lawsuits against Johnson & Johnson, prompting the firm to plan an appeal. J&J shares edged up 0.2% to $238.34 by midday. The FDA issued its most serious recall for certain CEREPAK detachable coil systems, citing risks of severe injury or death.
6 February 2026
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Texas Instruments stock lags chip rally as $7.5B Silicon Labs deal sinks in

Texas Instruments stock lags chip rally as $7.5B Silicon Labs deal sinks in

Texas Instruments shares fell 0.5% to $222.79 midday Friday, trailing a 4.6% jump in the PHLX semiconductor index. The drop followed news of its $7.5 billion all-cash deal to acquire Silicon Labs at a 69% premium. Investors focused on deal financing, cost savings, and the extended timeline for regulatory and shareholder approval.
6 February 2026
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CrowdStrike stock rebounds as Aramco pact lifts CRWD after bruising software selloff

CrowdStrike stock rebounds as Aramco pact lifts CRWD after bruising software selloff

CrowdStrike shares rose 3.7% to $391.20 Friday, rebounding after a 9.2% drop the previous day amid a broader software sell-off. The company announced a memorandum of understanding with Saudi Aramco to explore cybersecurity projects in the kingdom. Other cybersecurity stocks showed mixed moves. CrowdStrike will report quarterly results on March 3.
6 February 2026
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Amphenol Corporation stock jumps 8% as CEO set to become chairman; dividend date looms

Amphenol Corporation stock jumps 8% as CEO set to become chairman; dividend date looms

Amphenol shares surged nearly 8% to $137.90 midday Friday, outpacing the S&P 500 and Nasdaq 100 gains. The move follows a sharp drop Thursday and comes as CEO R. Adam Norwitt is set to become chairman, with Martin H. Loeffler retiring. Vice president Michael Ivas exercised and gifted 25,000 shares each on Feb. 4. Amphenol will pay a $0.25 dividend April 14 to holders as of March 23.
6 February 2026
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Mastercard stock slides even as Wall Street rises after new SEC filing and global deal push

Mastercard stock slides even as Wall Street rises after new SEC filing and global deal push

Mastercard shares fell nearly 2% to $540.88 midday Friday, lagging the S&P 500’s 1.5% gain. An SEC filing showed CFO Sachin Mehra and Chief Services Officer Craig Vosburg will receive higher base salaries and bonus targets starting March 1. Mastercard also announced new partnerships in travel payments, remittances, and cybersecurity this week.
6 February 2026
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Exxon Mobil stock price jumps as XOM shrugs off softer oil — what traders watch next

Exxon Mobil stock price jumps as XOM shrugs off softer oil — what traders watch next

Exxon Mobil shares rose 2.1% to $149.12 by midday Friday, nearing the week’s high after a 1% drop Thursday. The stock moved between $146.00 and $149.55 during the session as oil prices slid amid U.S.-Iran talks and sector analysts split on Exxon’s outlook. Brent crude fell to $67 a barrel, while U.S. WTI eased to $62.69. Exxon maintained its $20 billion buyback plan despite volatility.
6 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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