Tower Semiconductor stock jumps on Nvidia 1.6T silicon photonics tie-up as traders eye Feb. 11 results

Tower Semiconductor stock jumps on Nvidia 1.6T silicon photonics tie-up as traders eye Feb. 11 results

Tower Semiconductor shares rose 6.6% to $129.29 Thursday after announcing a partnership with Nvidia to develop 1.6-terabit optical modules for data centers. The company touted its silicon photonics platform for boosting AI networking speeds. No financial terms or production timelines were disclosed. Investors await Tower’s Feb. 11 earnings for updates on demand and project progress.
Pfizer stock price edges higher as Wall Street sizes up obesity-shot data and 2026 outlook

Pfizer stock price edges higher as Wall Street sizes up obesity-shot data and 2026 outlook

Pfizer shares rose 0.8% to $27.01 by early afternoon after the company reported up to 12.3% placebo-adjusted weight loss in a Phase 2b trial of its experimental obesity drug. Investors remain cautious amid concerns over patient dropout rates and side effects. Pfizer reaffirmed its 2026 forecast, projecting $59.5–$62.5 billion in revenue and $2.80–$3.00 adjusted earnings per share.
Uber stock rebounds nearly 4% as CFO switch and robotaxi push hit Wall Street

Uber stock rebounds nearly 4% as CFO switch and robotaxi push hit Wall Street

Uber shares rose 3.9% to $76.80 Thursday after a steep post-earnings drop, as the company named Balaji Krishnamurthy to replace CFO Prashanth Mahendra-Rajah, who will resign Feb. 16. Uber’s Q1 adjusted EPS forecast missed Wall Street estimates, while gross bookings guidance topped expectations. A UK tax law ruling will cut reported revenue margin by 3.5 points. Q4 trips and gross bookings each climbed 22% year-on-year.
5 February 2026
Nebius stock drops again as AI jitters hit high-growth names ahead of Feb. 12 results

Nebius stock drops again as AI jitters hit high-growth names ahead of Feb. 12 results

Nebius Group N.V. shares fell 5.5% to $77.87 by midday Thursday amid a broader selloff in AI-related stocks. The Nasdaq hit a two-month low as investors reacted to Alphabet’s spending plans and Qualcomm’s outlook. Nebius will report fourth-quarter and full-year results on February 12. Freedom Capital set a $108 price target, citing the company’s GPU-as-a-service model.
JPMorgan stock drops nearly 3% as tech rout and softer jobs data rattle Wall Street

JPMorgan stock drops nearly 3% as tech rout and softer jobs data rattle Wall Street

JPMorgan Chase shares fell 2.9% to $308.13 by midday Thursday, outpacing declines at other major U.S. banks. The drop followed weaker labor data, a surge in layoff announcements, and a broader market selloff led by losses in Big Tech. Initial jobless claims rose to 231,000, while job openings hit their lowest since September 2020. Investors await the delayed U.S. payrolls report and inflation data next week.
5 February 2026
Booking Holdings stock slips in midday trade as AI-fueled analyst calls collide on Wall Street

Booking Holdings stock slips in midday trade as AI-fueled analyst calls collide on Wall Street

Booking Holdings shares fell 1.6% to $4,534.04 Thursday as analysts clashed over whether AI poses a structural threat to online travel agencies. Citizens downgraded the stock, citing AI risks, while Mizuho upgraded it, calling the selloff overdone. Booking will report earnings on Feb. 18. Director Robert J. Mylod Jr. sold 40 shares last week at just over $5,000 each.
AST SpaceMobile (ASTS) stock sinks as AT&T taps Amazon Leo for satellite connectivity

AST SpaceMobile (ASTS) stock sinks as AT&T taps Amazon Leo for satellite connectivity

Shares of AST SpaceMobile dropped 7.8% to $95.45 by midday Thursday amid volatility in space-sector stocks. AT&T and Amazon Leo announced expanded collaboration on satellite and cloud services, drawing investor focus to U.S. telecom partnerships. Amazon Leo requested a 24-month FCC extension for its satellite network rollout. Pomerantz LLP is investigating claims for AST investors following a recent downgrade.
BNAI stock jumps as Brand Engagement Network scraps $50 million Yorkville equity line

BNAI stock jumps as Brand Engagement Network scraps $50 million Yorkville equity line

Brand Engagement Network shares rose 12.6% to $25.07 after the company canceled a $50 million standby equity purchase agreement with Yorkville Advisors, effective Feb. 4. The stock hit $30.70 earlier in the session. The firm reported 5.83 million shares outstanding and 3.38 million in public float. Closings for a $1.518 million private placement are set for Feb. 25 and March 25.
5 February 2026
Why Lam Research (LRCX) stock is bouncing after a bruising 9% drop

Why Lam Research (LRCX) stock is bouncing after a bruising 9% drop

Lam Research shares rose 1.6% to $213.12 by midday Thursday after rebounding from an 8.83% drop the previous day, with trading volume spiking to 19.6 million shares. The company named Cadence CEO Anirudh Devgan to its board and announced Sesha Varadarajan as incoming COO. Chip equipment stocks remained volatile amid uncertainty in the AI sector. Traders await the delayed U.S. January jobs report on Feb. 11.
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BBAI stock jumps 16% into BigBear.ai share-vote week — what to watch next

BBAI stock jumps 16% into BigBear.ai share-vote week — what to watch next

7 February 2026
BigBear.ai Holdings shares surged 15.7% Friday to $4.72 ahead of a key shareholder vote on doubling authorized shares to 1 billion. Options trading was heavy, with a put/call ratio of 0.19. The company recently announced deals in AI customs technology and a partnership with Abu Dhabi’s AD Ports Group. The special meeting is set for Feb. 18, with online voting open until late Feb. 17.
American Airlines stock jumps nearly 8% as airlines rally — what to watch next week

American Airlines stock jumps nearly 8% as airlines rally — what to watch next week

7 February 2026
American Airlines shares jumped 7.6% to $15.24 Friday, rebounding with a broad rally that sent the Dow past 50,000 for the first time. Investors are watching the carrier’s battle with United at Chicago O’Hare, where a summer capacity surge could trigger a fare war. American also announced new Philadelphia–Porto service for 2027 and launched a centennial inflight menu.
Apple stock price ends week higher as Dow hits 50,000; jobs and CPI loom next

Apple stock price ends week higher as Dow hits 50,000; jobs and CPI loom next

7 February 2026
Apple closed up 0.8% at $278.12 Friday, then slipped 0.3% after hours. The S&P 500 jumped 1.97% and the Nasdaq rose 2.18% as chipmakers rallied, while Amazon fell 5.6% on higher capex guidance. Investors await U.S. jobs data Feb. 11 and CPI Feb. 13. Apple’s next dividend is $0.26 per share, payable Feb. 12.
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