Today: 8 February 2026
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Sunrun stock jumps 12% as RUN touts record growth in “distributed power plant” programs

Sunrun stock jumps 12% as RUN touts record growth in “distributed power plant” programs

Sunrun shares jumped 12.2% to $20.72 Wednesday after the company reported a fivefold increase in customer participation for its battery grid-services programs in 2025. Over 106,000 customers are now enrolled, with nearly 18 gigawatt-hours dispatched. Trading volume reached 12 million shares by mid-afternoon. Investors await Sunrun’s earnings report on Feb. 26 for updates on cash flow and guidance.
4 February 2026
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Why ESAB stock is jumping today: Eddyfi deal digested, early numbers set the tone

Why ESAB stock is jumping today: Eddyfi deal digested, early numbers set the tone

ESAB Corp shares surged 7.4% to $126.62 Wednesday, rebounding after a $1.45 billion deal to acquire Eddyfi Technologies. The company expects Eddyfi to add $270 million in 2026 revenue and plans to finance the purchase with cash, debt, and $318 million in equity. JPMorgan cut its price target to $130 but kept an “Overweight” rating. ESAB’s Q4 revenue guidance is $720–$722 million, with adjusted EPS of $1.34–$1.36.
4 February 2026
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Old Dominion Freight Line stock price jumps as ODFL beats Q4 estimates and raises dividend

Old Dominion Freight Line stock price jumps as ODFL beats Q4 estimates and raises dividend

Old Dominion Freight Line shares jumped 8.8% to $206.38 Wednesday after the company beat quarterly earnings estimates and raised its dividend. Fourth-quarter LTL tons per day fell 10.7%, but revenue per hundredweight rose 4.9% excluding fuel. Revenue dropped 5.7% to $1.31 billion, while the operating ratio worsened to 76.7%. The board set the new quarterly dividend at 29 cents per share.
4 February 2026
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Microsoft stock ends higher as software selloff deepens; traders weigh Azure outages and AI spend

Microsoft stock ends higher as software selloff deepens; traders weigh Azure outages and AI spend

Microsoft shares closed up 0.6% at $413.56 Wednesday, outperforming a sharp sell-off in software stocks. Short interest in Microsoft rose about 20% over the past week, and options activity stayed defensive. Traders watched for fallout from a multi-region Azure outage linked to a storage policy change. Key U.S. economic data releases were delayed after a brief government shutdown.
4 February 2026
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Super Micro (SMCI) stock jumps 10% as chip rally and options expiry collide

Super Micro stock jumps as SMCI lifts 2026 sales view, but margin squeeze shows up

Super Micro Computer shares surged 13% to $33.62 Wednesday after the company raised its fiscal 2026 net sales outlook to at least $40 billion and posted strong quarterly revenue. Gross margin fell to 6.3% from 9.3% last quarter, highlighting profitability pressures. Trading volume topped 101 million shares. The company cited robust demand for AI-optimized servers but flagged ongoing supply-chain and cost challenges.
4 February 2026
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CrowdStrike stock slides as insider sale filings hit the tape ahead of earnings

CrowdStrike stock slides as insider sale filings hit the tape ahead of earnings

CrowdStrike shares fell 1.8% to $414.00 Wednesday after CEO George Kurtz and CFO Burt Podbere disclosed stock sales tied to vested RSUs, according to SEC filings. Kurtz sold 6,777 shares and filed to sell more, while Podbere sold 1,630 shares. The moves come as investors await CrowdStrike’s quarterly report due March 3. Broader tech stocks showed mixed performance amid ongoing concerns over AI’s impact on software.
4 February 2026
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Bitcoin sinks to 15-month low as a global selloff drags crypto deeper into the red

Bitcoin sinks to 15-month low as a global selloff drags crypto deeper into the red

Bitcoin fell to a 15-month low near $72,000 Wednesday amid a broad selloff, with the Nasdaq 100 down over 2%. Crypto market value dropped by $467.6 billion since Jan. 29, and $2.56 billion in bitcoin positions were liquidated in recent days. Crypto-linked stocks such as Coinbase and Gemini lost at least 15% over five sessions. Bitcoin later traded near $76,400 as some buyers returned.
4 February 2026
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RTX stock slips despite Pentagon missile ramp-up deal — what investors watch next

RTX stock slips despite Pentagon missile ramp-up deal — what investors watch next

RTX Corp shares fell about 3% to $197.33 Wednesday after announcing a seven-year Pentagon deal to sharply boost missile production. The drop followed four days of gains and came amid heavy trading. Vietjet Air ordered Pratt & Whitney engines for 44 more Airbus jets, with deliveries starting in July. RTX also committed over $139 million to expand manufacturing and maintenance in Singapore.
4 February 2026
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Enact Holdings stock jumps 10% as ACT rallies on fresh buyback plan and earnings

Enact Holdings stock jumps 10% as ACT rallies on fresh buyback plan and earnings

Enact Holdings’ stock surged 10.5% to $44.58 after its board approved a new $500 million share repurchase plan, adding to an existing $350 million program. The company reported Q4 net income of $177 million and said it will maintain its $0.21 dividend, payable March 19. Genworth Holdings, which owns 81% of Enact, will sell shares back in proportion to open-market buybacks. The S&P 500 ETF fell 0.2%.
4 February 2026
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Confluent stock price today: CFLT stays just under IBM’s $31 offer as February deadlines near

Confluent stock price today: CFLT stays just under IBM’s $31 offer as February deadlines near

Confluent shares traded at $30.42 Wednesday, about 2% below IBM’s $31-per-share cash offer, as investors await a February 12 shareholder vote on the $11 billion deal. The U.S. antitrust waiting period expired January 12, but the merger still needs shareholder and further regulatory approval. Confluent will report earnings February 11 without a call or outlook. Trading volume surged to 53 million shares ahead of key dates.
4 February 2026
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Why Wells Fargo stock (WFC) is up today as the yield curve steepens — the next catalyst to watch

Why Wells Fargo stock (WFC) is up today as the yield curve steepens — the next catalyst to watch

Wells Fargo shares rose 1.2% to $93.44 by midafternoon Wednesday as U.S. bank stocks gained alongside a steeper Treasury yield curve. The KBW Nasdaq Bank Index advanced 1.23%. Wells Fargo priced 5.50% fixed-rate callable notes due 2046, per an SEC filing. The bank projects $50 billion in net interest income for 2026 and reported $612 million in severance costs tied to layoffs.
4 February 2026
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Analog Devices stock jumps again — CEO sale filing, chip M&A and Feb. 18 earnings in focus

Analog Devices stock jumps again — CEO sale filing, chip M&A and Feb. 18 earnings in focus

Analog Devices shares rose 3.3% to $321.46 Wednesday afternoon, rebounding after Tuesday’s drop. The move followed Texas Instruments’ $7.5 billion deal to acquire Silicon Labs, which reignited M&A speculation in analog chips. CEO Vincent Roche sold 10,000 shares last week under a preset plan. Investors await Analog Devices’ earnings on Feb. 18.
4 February 2026
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Chipotle stock rebounds from early drop as CMG traders rethink 2026 outlook

Chipotle stock rebounds from early drop as CMG traders rethink 2026 outlook

Chipotle shares rebounded to $40.00, up 2.1%, after dropping to $36.50 earlier Wednesday. The company reported Q4 revenue of $3.0 billion, but comparable sales fell 2.5% and transactions dropped 3.2%. Chipotle projects flat comparable sales for 2026 and plans 1–2% menu price hikes to offset rising costs, especially for beef. Investors await further details in the upcoming SEC filing.
4 February 2026
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Eli Lilly stock jumps as 2026 forecast beats estimates on Zepbound, Mounjaro demand

Eli Lilly stock jumps as 2026 forecast beats estimates on Zepbound, Mounjaro demand

Eli Lilly shares surged about 9% Wednesday after reporting a 43% jump in quarterly revenue to $19.3 billion and issuing a bullish 2026 outlook. Mounjaro and Zepbound drove results, but executives warned pricing will weigh on future growth. Investors await the FDA’s April decision on Lilly’s oral obesity drug. The stock’s rally contrasted with declines in major indexes.
4 February 2026
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Marvell Technology stock slips as Celestial AI deal dilution meets a wider chip selloff

Marvell Technology stock slips as Celestial AI deal dilution meets a wider chip selloff

Marvell Technology shares fell about 2% to $74.06 Wednesday after the company closed its $1 billion acquisition of Celestial AI and warned of higher short-term costs and share dilution. Marvell issued over 24 million unregistered shares for the deal and may issue more if revenue targets are met. Investors are watching for signs of demand and integration ahead of the company’s earnings report.
4 February 2026
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Stock Market Today

Nvidia stock ‘cheap’ again? AI spending surge puts NVDA back in the spotlight

Nvidia stock ‘cheap’ again? AI spending surge puts NVDA back in the spotlight

8 February 2026
Nvidia shares jumped 7.8% Friday, leading a rally in chip stocks after signs of continued AI hardware spending by major tech firms. The PHLX semiconductor index rose 5.7%, with AMD and Broadcom also gaining. The Dow closed above 50,000 for the first time. Investors remain split over whether soaring AI outlays will deliver sufficient returns.
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