Today: 7 February 2026
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UnitedHealth stock bounces even after Truist, JPMorgan trim targets as Medicare Advantage rates loom

UnitedHealth stock bounces even after Truist, JPMorgan trim targets as Medicare Advantage rates loom

UnitedHealth shares rose 1% to $289.75 Monday, outperforming peers as Humana, Elevance, and Cigna declined. Truist and JPMorgan cut price targets but kept positive ratings. Investors focused on Medicare Advantage payment rates and 2026 cost trends after last week’s sector sell-off. Final 2027 Medicare Advantage rates are expected in April.
2 February 2026
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Netflix Stock Slips as Warner Bros March Vote Looms on $82.7 Billion Deal

Netflix Stock Slips as Warner Bros March Vote Looms on $82.7 Billion Deal

Netflix shares fell 0.1% to $83.39 after reports that Warner Bros Discovery will hold a shareholder vote in March on an $82.7 billion sale of its streaming and studio assets to Netflix. The U.S. Senate Judiciary Committee will hold a hearing on the deal Feb. 3. Paramount Skydance’s bid deadline is Feb. 20. Warner’s board has rejected Paramount’s offer as inadequate.
2 February 2026
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Microsoft stock dips as AI spending worries linger, with OpenAI exposure back in focus

Microsoft stock dips as AI spending worries linger, with OpenAI exposure back in focus

Microsoft shares fell 0.6% to $427.58 Monday as investors remained wary after last week’s post-earnings drop tied to AI and cloud spending concerns. The stock has lost over $350 billion in value since Jan. 29. U.S. indexes showed mixed moves, with the Dow up 0.48% and Nasdaq down 0.07% by mid-morning. Alphabet and Amazon earnings, plus the Feb. 6 jobs report, are in focus this week.
2 February 2026
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Opendoor stock slips in early trade as mortgage-rate outlook stays cloudy ahead of Feb. 19 results

Opendoor stock slips in early trade as mortgage-rate outlook stays cloudy ahead of Feb. 19 results

Opendoor shares fell 1.6% to $5.07 in early Monday trading, with volume at 11.7 million shares. The dip followed a slight drop in mortgage rates after the Fed paused on interest rates. Investors are watching for Opendoor’s Feb. 19 earnings and “Financial Open House” event. The company reported $1.9 billion in non-recourse asset-backed loans as of December 31.
2 February 2026
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Lam Research stock jumps as new CEA-Leti R&D pact lands during choppy U.S. session

Lam Research stock jumps as new CEA-Leti R&D pact lands during choppy U.S. session

Lam Research shares rose 3.1% to $240.70 Monday after announcing an expanded research deal with CEA-Leti. The stock outperformed chip-tool peers amid a volatile session driven by CME Group’s margin hike for precious metals. Lam forecast third-quarter revenue above estimates last week. The new multi-year collaboration will target specialty device materials and fabrication processes.
2 February 2026
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Oracle stock price rises after $50 billion funding plan; what investors watch next

Oracle stock price rises after $50 billion funding plan; what investors watch next

Oracle shares rose 2.2% to $168.23 by mid-morning after the company announced plans to raise $45–$50 billion for cloud expansion in 2026 through equity and a one-time bond sale. The company filed to offer 100 million depositary shares tied to mandatory convertible preferred stock. Investors are watching for dilution risk and the timing of Oracle’s next earnings report.
2 February 2026
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NIO stock price drops nearly 5% despite 96% January delivery jump

NIO stock price drops nearly 5% despite 96% January delivery jump

NIO shares fell nearly 5% to $4.47 in late morning New York trading Monday, despite January deliveries surging 96% year-over-year to 27,182 vehicles. The drop followed a broader selloff in Chinese auto stocks after BYD reported weaker sales and policy support shifted. January deliveries for NIO were down sharply from December’s total. Total NIO deliveries have now surpassed 1 million.
2 February 2026
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Intel stock price jumps nearly 5% as Apple-Nvidia foundry talk circles back

Intel stock price jumps nearly 5% as Apple-Nvidia foundry talk circles back

Intel shares rose 4.7% to $48.67 in early trading Monday after DigiTimes Asia reported Apple and Nvidia are in talks for limited foundry deals with Intel for 2028-era chips. The stock rebounded from Friday’s $46.47 close, with 33 million shares traded by late morning. Investors weighed the news amid volatile markets and ongoing concerns over chip supply and Intel’s turnaround strategy.
2 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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