Lumentum stock spikes 11% as AI data-center trade rebounds; Feb. 3 earnings loom

Lumentum stock spikes 11% as AI data-center trade rebounds; Feb. 3 earnings loom

Lumentum shares jumped 11.3% to $397.42 in after-hours trading Tuesday, tracking gains in AI data-center stocks. The company will report fiscal Q2 results and hold a conference call on Feb. 3. A new SEC filing said chief accounting officer Matthew Sepe will retire after the 10-Q filing, with Eric Chang named as successor.
Octopus Energy’s Kraken lands $1bn funding round as spinout plans sharpen

Octopus Energy’s Kraken lands $1bn funding round as spinout plans sharpen

Ontario Teachers’ Pension Plan led a $1 billion funding round for Octopus Energy’s Kraken software unit, valuing it at $8.65 billion. Origin Energy will invest $140 million and keep a 22.7% stake. Octopus will retain 13.7% of Kraken after the planned separation, targeted for mid-2026 pending regulatory approval. Kraken serves over 70 million accounts and reported contracted annual revenue above $500 million.
7 January 2026
UnitedHealth (UNH) stock gains as TPG nears Optum UK deal report, analysts lift targets ahead of earnings

UnitedHealth (UNH) stock gains as TPG nears Optum UK deal report, analysts lift targets ahead of earnings

UnitedHealth Group shares rose 2% to $348.97 Tuesday after Sky News reported TPG is nearing a deal to buy the insurer’s Optum UK unit for up to £1.4 billion. The report comes weeks before UnitedHealth’s Jan. 27 earnings, where it will give 2026 guidance. Talks remain tentative, with Bank of America advising and other firms interested. Optum UK includes EMIS, acquired for £1.24 billion and cleared by UK regulators in 2023.
UNG slides as warm-weather outlook drives U.S. natural gas-linked stocks lower

UNG slides as warm-weather outlook drives U.S. natural gas-linked stocks lower

The United States Natural Gas Fund (UNG) dropped 3.1% to $11.28 Tuesday as February NYMEX natural gas futures settled down 4.91% at $3.35 per MMBtu, hitting a 2-1/4-month low. Warmer forecasts cut expected heating demand, pressuring prices and spot markets. Traders await Thursday’s EIA storage report and mid-January weather updates for signs of shifting demand.
Nvidia stock dips after hours as Huang flags China H200 orders and Rubin AI chip rollout

Nvidia stock dips after hours as Huang flags China H200 orders and Rubin AI chip rollout

Nvidia shares slipped 0.5% to $187.24 after hours Tuesday as CEO Jensen Huang said Chinese H200 chip imports hinge on U.S. export licenses. At CES, Nvidia unveiled its Vera Rubin data-center platform, promising five times more chatbot AI power and adoption by major cloud firms. Chip stocks rallied earlier, but AMD fell 3.1% after hours while Super Micro rose 1.5%.
Bitcoin price today slips near $93,000 as Morgan Stanley ETF filing puts Coinbase, Strategy stock in focus

Bitcoin price today slips near $93,000 as Morgan Stanley ETF filing puts Coinbase, Strategy stock in focus

Bitcoin dropped 1.2% to $93,112 Tuesday, with crypto-linked U.S. stocks mixed in after-hours trading. Morgan Stanley filed to launch ETFs tied to bitcoin and solana, expanding its digital asset push. Strategy reported a $17.44 billion unrealized loss on digital assets in Q4. U.S. spot bitcoin ETFs saw $697.2 million in net inflows on Jan. 5, led by BlackRock and Fidelity.
Strategy Inc (MSTR) stock jumps after hours after MSCI drops index-exclusion plan for bitcoin treasuries

Strategy Inc (MSTR) stock jumps after hours after MSCI drops index-exclusion plan for bitcoin treasuries

Strategy Inc (MSTR) jumped 5.1% to $166 after hours Tuesday after MSCI said it would not exclude digital asset treasury companies from its indexes for now. The stock had closed down 4.1% at $157.97. MSCI will review non-operating firms and freeze some inputs used for index weights. Bitmine Immersion shares also rose 3.5% after the MSCI decision.
Silver price jumps above $80 and SLV surges after hours as Fed-and-jobs week bites

Silver price jumps above $80 and SLV surges after hours as Fed-and-jobs week bites

iShares Silver Trust jumped 6.7% to $73.71 in after-hours trading Tuesday as spot silver surged 5.4% to $80.68 an ounce, nearing last week’s record. Silver miners also rallied, with First Majestic Silver up 9.9% and Pan American Silver gaining 4.5%. Traders are awaiting key U.S. labor data this week for signals on Federal Reserve rate policy.
Vistra stock jumps after $4.7 billion Cogentrix buyout bet on AI power demand

Vistra stock jumps after $4.7 billion Cogentrix buyout bet on AI power demand

Vistra shares climbed 4.1% in after-hours trading after it agreed to buy Cogentrix Energy for $4.7 billion, adding 5.5 GW of natural-gas generation. The deal includes $2.3 billion in cash, $900 million in stock, and $1.5 billion in assumed debt. Vistra secured up to $2 billion in bridge loans from Goldman Sachs. The transaction faces regulatory review and hinges on customer demand and power market trends.
Dow Jones breaks above 49,000 in record close as chip-led rally rolls on

Dow Jones breaks above 49,000 in record close as chip-led rally rolls on

The Dow Jones closed above 49,000 for the first time Tuesday, ending at 49,462.08, up 1%. Chip and healthcare stocks led gains, with Moderna jumping nearly 11% and the PHLX semiconductor index hitting a record. Data-storage shares surged, while Nvidia and AMD slipped after CES presentations. Investors await Wednesday’s JOLTS and Friday’s U.S. jobs report for rate clues.

Stock Market Today

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 08.02.2026

8 February 2026
LIVEMarkets rolling coverageStarted: February 8, 2026, 12:00 AM ESTUpdated: February 8, 2026, 1:08 AM EST Wheaton Precious Metals CEO Succession and Valuation Analysis February 8, 2026, 1:01 AM EST. Wheaton Precious Metals (TSX:WPM) announced Haytham Hodaly will become CEO on March 31, 2026, with Randy Smallwood moving to non-executive Chair. The stock has surged nearly 30% in 90 days and posted a 98% one-year total return. Despite this momentum, shares trade about 22% below an analyst's fair value estimate of CA$190.41. The company boasts strong finances with CA$1 billion cash and a CA$2 billion undrawn credit facility, underpinning growth prospects.
Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

8 February 2026
Tower Semiconductor shares rose 7.7% to $139.04 Friday after announcing a collaboration with Nvidia on AI data-center networking. The stock touched $141 intraday and gained another 1% after hours. Investors await Tower’s Feb. 11 earnings for details on its silicon photonics work. No financial terms or shipment timeline were disclosed.
Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

8 February 2026
Longsys disclosed new guarantees for a 100 million yuan Hong Kong loan and a $9 million Brazil credit line, bringing its total approved guarantee quota to 11 billion yuan and outstanding guarantees to 5.81 billion yuan. The company said all guarantees are for consolidated subsidiaries and within approved limits. Shares closed at 288 yuan Friday, down 1.6%. China inflation and credit data are due this week.
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