Today: 7 February 2026
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Teradyne stock jumps on AI-driven outlook — here’s what Wall Street is watching next

Teradyne stock jumps on AI-driven outlook — here’s what Wall Street is watching next

Teradyne shares surged 11% to $277.00 on Tuesday after the company posted fourth-quarter results and a first-quarter forecast that topped Wall Street estimates. Revenue for the quarter reached $1.083 billion, with full-year 2025 sales up 13% to $3.19 billion. The stock traded between $249.54 and $312.14. Traders are watching order momentum and chipmaker spending heading into 2026.
3 February 2026
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USA Rare Earth stock jumps 16% as Trump’s Project Vault plan puts rare earths back on the tape

USA Rare Earth stock jumps 16% as Trump’s Project Vault plan puts rare earths back on the tape

USA Rare Earth shares surged 16% to $25.64 midday Tuesday after President Trump announced “Project Vault,” a $12 billion plan to stockpile critical minerals. The initiative includes a $10 billion Ex-Im Bank loan and $2 billion from private investors. Commodities traders Hartree, Traxys, and Mercuria will handle procurement. Other rare earth stocks also rose sharply.
3 February 2026
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GE Aerospace stock flat as Boeing 777X GE9X seal issue, Singapore repair push grab attention

GE Aerospace stock flat as Boeing 777X GE9X seal issue, Singapore repair push grab attention

GE Aerospace shares edged up 0.04% Tuesday after the company disclosed a possible durability issue with a seal on its GE9X engine for Boeing’s 777X. GE plans to invest up to $300 million expanding its Singapore engine-repair operations, adding automation and AI inspection tools. Moody’s upgraded GE Aerospace’s senior unsecured rating to A2, citing a positive outlook.
3 February 2026
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ServiceNow stock slides again as AI disruption fears rattle software — what investors watch next

ServiceNow stock slides again as AI disruption fears rattle software — what investors watch next

ServiceNow shares fell 8.1% to $108.40 in midday trading Tuesday, leading declines as software stocks sold off. The S&P 500 software and services index dropped 3.3% amid renewed concerns about AI disruption. Investors cited the rollout of new AI tools and upcoming earnings from Alphabet and Amazon as key drivers. ServiceNow last week announced a $7.75 billion deal for Armis and raised its share buyback program.
3 February 2026
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Merck stock rises despite cautious 2026 outlook as patent losses loom

Merck stock rises despite cautious 2026 outlook as patent losses loom

Merck shares rose 3.1% to $116.86 after fourth-quarter earnings beat estimates, with Keytruda sales up 7% to $8.37 billion. The company forecast 2026 sales of $65.5–$67.0 billion, below Wall Street expectations, citing patent expirations and pricing pressure. Gardasil sales fell 34% to $1.03 billion. The FDA accepted Merck’s application for Winrevair, with a decision expected by September 2026.
3 February 2026
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DaVita stock price jumps nearly 20% as 2026 profit outlook beats Street; what investors watch next

DaVita stock price jumps nearly 20% as 2026 profit outlook beats Street; what investors watch next

DaVita shares rose nearly 20% to $132.98 after the company projected 2026 adjusted earnings per share of $13.60–$15.00, above analyst estimates. Fourth-quarter adjusted EPS reached $3.40 on revenue of $3.62 billion, both topping forecasts. The company cited higher reimbursement rates and a seasonal boost from flu vaccines. DaVita flagged a $40 million hit in 2026 from expiring ACA subsidies.
3 February 2026
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PepsiCo stock jumps as Lay’s and Doritos price cuts hit shelves after earnings beat

PepsiCo stock jumps as Lay’s and Doritos price cuts hit shelves after earnings beat

PepsiCo shares rose 3.7% to $160.99 Tuesday after the company cut U.S. snack prices and beat quarterly revenue and earnings forecasts. The company raised its dividend, confirmed 2026 targets, and approved a new $10 billion share buyback. Snack prices on brands like Lay’s and Doritos are dropping up to 15% this week. Investors are watching if lower prices will lift North American volumes before the Super Bowl.
3 February 2026
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KLA stock slides as chip-equipment names retreat; shutdown jitters and megacap earnings in focus

KLA stock slides as chip-equipment names retreat; shutdown jitters and megacap earnings in focus

KLA shares fell 4.5% to $1,346.85 by midday Tuesday, underperforming other chip-equipment stocks as tech shares broadly declined. The partial U.S. government shutdown delayed key labor-market data, adding uncertainty for investors. Alphabet and Amazon earnings this week are in focus for signals on AI and cloud spending.
3 February 2026
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Applied Materials stock slips despite fresh Wall Street target hikes — what’s behind AMAT’s move

Applied Materials stock slips despite fresh Wall Street target hikes — what’s behind AMAT’s move

Applied Materials shares fell about 2% to $321.73 by midday Tuesday amid a broader tech sell-off. UBS and Morgan Stanley raised their price targets for the stock ahead of Applied’s February 12 earnings report. Investors are watching for guidance on April-quarter revenue and updates on China exposure. Chip-equipment peers ASML, KLA, and Lam Research also declined.
3 February 2026
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Novo Nordisk warns 2026 sales could fall — and the Wegovy pill isn’t saving the mood yet

Novo Nordisk warns 2026 sales could fall — and the Wegovy pill isn’t saving the mood yet

Novo Nordisk forecast 2026 adjusted sales and operating profit will fall 5%–13% at constant exchange rates, citing pricing pressure and competition. U.S.-listed shares dropped about 12% after the outlook. The company reported 2025 sales up 10% to 309.1 billion Danish crowns and operating profit up 6%. Early U.S. uptake of its Wegovy pill was noted, but patent expiries and lower realized prices remain concerns.
3 February 2026
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Stock Market Today

Semiconductor stocks surge as AI capex stays high; Nvidia and AMD lead into next week

Semiconductor stocks surge as AI capex stays high; Nvidia and AMD lead into next week

7 February 2026
The Philadelphia Semiconductor Index jumped 5.7% to 8,048.6 on Friday, with Nvidia up 7.87% and AMD rising 8.28%. The surge followed new forecasts showing global chip sales could hit $1 trillion in 2026. Amazon expects a 50% increase in capital spending this year, fueling demand for chips. The Dow Jones crossed 50,000, helped by gains in chipmakers.
Oil stocks jump on Iran risk lift for crude — what to watch before Monday

Oil stocks jump on Iran risk lift for crude — what to watch before Monday

7 February 2026
U.S. oil stocks surged Friday as crude prices rose on renewed Middle East tensions. Exxon Mobil gained 2.0%, ConocoPhillips 2.5%, and Occidental Petroleum 2.7%. Refiners rallied after a national union deal eased strike risk, though BP’s Whiting plant faces a local dispute. Brent settled at $68.05 a barrel, up 0.74%.
Silver price rebound masks fresh stress after CME lifts margins again

Silver price rebound masks fresh stress after CME lifts margins again

7 February 2026
Spot silver surged 8.6% to $77.33 an ounce Friday after dropping below $65, but still lost over 8.7% for the week. CME Group raised margin requirements for COMEX silver futures to 18% from 15%, effective after Feb. 6. China’s UBS SDIC Silver Futures Fund hit its 10% down limit for a fifth session. Traders await key U.S. jobs and inflation data next week.
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