Today: 8 February 2026
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Lumentum stock jumps 12% ahead of earnings — what traders are watching next

Lumentum stock jumps 12% ahead of earnings — what traders are watching next

Lumentum shares surged 12.2% to $439.52 in late morning trading Monday, ahead of its fiscal Q2 earnings report due after Tuesday’s close. About 2.6 million shares traded as investors focused on demand from AI data centers and margin outlook. Peers Coherent and Ciena also rose over 6%. Lumentum previously forecast Q2 revenue of $630–$670 million and adjusted EPS of $1.30–$1.50.
2 February 2026
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KLA stock dips today as peers climb; guidance and China export rules keep traders cautious

KLA stock dips today as peers climb; guidance and China export rules keep traders cautious

KLA shares fell about 1% to $1,414 in late morning trading, lagging rivals as chip-equipment stocks and semiconductor ETFs rose. The company reported Q2 revenue of $3.30 billion and adjusted EPS of $8.85, projecting March quarter revenue near $3.35 billion. KLA flagged risks from U.S. export controls on China and supplier disruptions. Its next earnings report is set for April 23.
2 February 2026
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Sandisk stock price jumps again on a $1,000 target call — what’s driving SNDK today

Sandisk stock price jumps again on a $1,000 target call — what’s driving SNDK today

Sandisk shares surged 13.3% to $653.05 in early Monday trading after Bernstein and Raymond James raised price targets, citing strong demand and a bullish outlook. The stock has soared over 1,500% in a year, fueled by AI data center growth and firmer NAND prices. Sandisk projected Q3 revenue up to $4.8 billion. Traders are watching NAND pricing and Friday’s U.S. jobs report for further signals.
2 February 2026
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Why Huntington Bancshares Incorporated stock is up after the Cadence merger close

Why Huntington Bancshares Incorporated stock is up after the Cadence merger close

Huntington Bancshares shares rose 1.9% to $17.82 after the bank completed its $7.4 billion all-stock merger with Cadence Bank. The combined bank now holds $279 billion in assets and claims the top deposit market share in Mississippi. Cadence shareholders received 2.475 Huntington shares per Cadence share. Investors are watching for integration costs and the timing of customer account transitions, set for mid-2026.
2 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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Denison Mines stock price slides as uranium shares retreat in commodity rout

Denison Mines stock price slides as uranium shares retreat in commodity rout

Denison Mines shares fell 4.2% to $3.80 in early U.S. trading Monday, tracking a broader selloff in uranium and commodity stocks after Donald Trump nominated Kevin Warsh as Federal Reserve chair. Around 15.8 million Denison shares changed hands. Uranium futures slipped to $99 a pound. Investors remain focused on Denison’s Phoenix project timeline and uranium price swings.
2 February 2026
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Twist Bioscience stock jumps as record quarterly revenue lifts 2026 outlook — what investors watch next

Twist Bioscience stock jumps as record quarterly revenue lifts 2026 outlook — what investors watch next

Twist Bioscience shares surged 14% to $46.88 Monday after posting record Q1 revenue of $103.7 million and raising its full-year forecast. Gross margin reached 52%, with net loss narrowing to $30.5 million. The company reaffirmed its target to reach adjusted EBITDA breakeven by late fiscal 2026. Investors are watching if Twist can sustain margins and meet its March-quarter revenue guidance.
2 February 2026
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Stock Market Today

OCBC share price slips into weekend — here’s what to watch before the next SGX session

OCBC share price slips into weekend — here’s what to watch before the next SGX session

8 February 2026
Singapore, Feb 8, 2026, 14:50 SGT — Market closed. Oversea-Chinese Banking Corp (SGX:O39) shares last closed at S$21.23 on Friday, down 22 Singapore cents, or 1.03%, on the day. The stock traded between S$21.15 and S$21.35, with about 6.2 million shares changing hands. (ShareInvestor) The pullback leaves investors heading into the new week with one date circled: OCBC’s full-year 2025 results, due on Feb. 25. The update is set to land with Singapore banks near their recent highs and with traders still sensitive to any shift in dividend tone or capital plans. (OCBC) The results will also be an early
Lynas Rare Earths share price slides after ASX selloff — what to watch before Monday

Lynas Rare Earths share price slides after ASX selloff — what to watch before Monday

8 February 2026
Lynas Rare Earths closed Friday down 3.2% at A$14.27, extending losses after a 7.9% drop Thursday. The S&P/ASX 200 fell 2.0% to 8,708.80, pressuring miners. No new disclosures since Lynas’ January update, when it reported a 43% rise in quarterly sales revenue despite power outages. CEO Amanda Lacaze will retire at the end of the financial year.
ANZ share price: What to watch after Friday’s slide into next week

ANZ share price: What to watch after Friday’s slide into next week

8 February 2026
ANZ shares closed down 1.5% at A$37.01 on Friday as director Graham Hodges prepares to step down Sunday. The stock remains up nearly 20% over the past year. Investors await key updates from major Australian banks next week, with ANZ’s first-quarter trading update set for Feb. 12. The ASX 200 fell 2% Friday amid broader market jitters.
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