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Investing News 3 February 2026 - 4 February 2026

Robinhood stock drops again after hours: crypto jitters, UK ISA push and insider sale filing in focus

Robinhood stock drops again after hours: crypto jitters, UK ISA push and insider sale filing in focus

Robinhood Markets shares closed down 3.2% at $87.07 Tuesday, then slipped another 0.8% after hours. The stock has dropped 9.6% over two sessions amid sharp volatility in crypto and risk assets. Robinhood is set to launch a stocks & shares ISA in the UK this week, offering access to 5,000 U.S.-listed stocks and ADRs.
AppLovin stock slides as AI disruption fears rattle tech — here’s what investors watch next

AppLovin stock slides as AI disruption fears rattle tech — here’s what investors watch next

AppLovin shares fell 4.4% to $461.79 in after-hours trading Tuesday, with the stock swinging between $448.70 and $493.50. Wall Street retreated as investors weighed AI’s impact on gaming and ad-tech, and the Nasdaq dropped 1.43%. AppLovin will report Q4 and full-year 2025 earnings on Feb. 11, amid an ongoing SEC probe into its data-collection practices.
Chevron stock price hits a fresh 52-week high as oil firms; what CVX investors watch next

Chevron stock price hits a fresh 52-week high as oil firms; what CVX investors watch next

Chevron shares rose 2.3% to $178.04 Tuesday, hitting a 52-week high as oil prices jumped after U.S.-Iran tensions near the Strait of Hormuz. Trading volume topped 18.2 million shares, well above average. A Form 144 filing showed plans to sell 45,800 shares worth about $8 million. Chevron’s Venezuelan crude exports climbed to 220,000 barrels per day in January, up from 99,000 in December.
Intuit stock drops 11% after-hours as AI disruption fears spread — what investors watch next

Intuit stock drops 11% after-hours as AI disruption fears spread — what investors watch next

Intuit shares plunged 10.9% to $434.09 in after-hours trading Tuesday, after falling 11% during the session. The S&P 500 software and services index dropped 3.8%, with Salesforce, Datadog, Adobe, Synopsys, and Atlassian also down sharply. The Nasdaq Composite lost 1.4%. Analysts cited aggressive repricing of software stocks as AI offerings from Anthropic raised concerns over future growth and competition.
JPMorgan stock jumps while Wall Street slides — why JPM shares held up and what’s next

JPMorgan stock jumps while Wall Street slides — why JPM shares held up and what’s next

JPMorgan Chase shares closed up 2.18% at $314.85 Tuesday, defying a broader market selloff, then edged down 0.09% after hours. The gains followed a Baird upgrade and shifting rate forecasts, drawing renewed attention to large banks. U.S. stocks fell as investors dumped software and data-analytics shares on AI margin fears. JPMorgan’s stock traded between $308.15 and $316.18, with 12.69 million shares changing hands.
Texas Instruments stock steadies after-hours as $7 billion Silicon Laboratories talks report surfaces

Texas Instruments stock steadies after-hours as $7 billion Silicon Laboratories talks report surfaces

Texas Instruments shares hovered near $225 in after-hours trading after a Financial Times report said it is close to acquiring Silicon Laboratories for $7 billion. Silicon Labs stock surged 28%, while Texas Instruments slipped 1%. Reuters has not verified the report. The deal would be TI’s largest since its $6.5 billion purchase of National Semiconductor in 2011.
Western Digital stock jumps after $4 billion buyback boost and 100TB drive roadmap

Western Digital stock jumps after $4 billion buyback boost and 100TB drive roadmap

Western Digital shares rose 7.4% to $290.24 in after-hours trading Tuesday after the board approved an extra $4.0 billion for share buybacks, effective immediately. The company also unveiled a multi-year hard-drive roadmap targeting AI data centers, including a 40TB UltraSMR drive in qualification with hyperscale clients and plans for 60TB ePMR and 100TB HAMR drives by 2029.
Exxon stock pops to a fresh 52-week high as oil rebounds; traders eye valuation and geopolitics

Exxon stock pops to a fresh 52-week high as oil rebounds; traders eye valuation and geopolitics

Exxon Mobil shares jumped 3.85% to $143.73 Tuesday, hitting a 52-week high as U.S.-Iran tensions lifted oil prices and energy stocks. Trading volume topped 37 million shares, more than double the average. BNP Paribas downgraded Exxon to “underperform” on valuation concerns despite strong quarterly results. Exxon also announced a new proxy-vote outreach program for retail investors.
Intel stock rises after CEO flags a new GPU push to take on Nvidia

Intel stock rises after CEO flags a new GPU push to take on Nvidia

Intel shares rose 0.9% to $49.25 in after-hours trading after CEO Lip-Bu Tan announced plans to build GPUs for data centers and named Eric Demmers as chief GPU architect. Tan said Intel expects volume production on its 14A process later in 2026 and is in talks with several customers. Investors are pressing for clearer product and capacity timelines. CFO David Zinsner and officer April Boise disclosed recent share sales.
Gold price snaps back 5% after two-day crash; CME margin shock keeps traders edgy

Gold price snaps back 5% after two-day crash; CME margin shock keeps traders edgy

Spot gold surged 5.2% Tuesday to $4,906.82 an ounce, while U.S. April futures closed up 6.1% at $4,935 after steep losses. The rebound followed forced selling tied to higher margin requirements and a Fed leadership change. Analysts now watch for the delayed U.S. jobs report and physical demand trends. Trump signed a bill to end the government shutdown, but uncertainty over data timing persists.
PayPal stock plunges after CEO exit and weak 2026 forecast — what investors watch next

PayPal stock plunges after CEO exit and weak 2026 forecast — what investors watch next

PayPal shares fell 20.7% to $41.70 in after-hours trading Tuesday after the company replaced CEO Alex Chriss with Enrique Lores and issued a weaker 2026 profit outlook. Fourth-quarter revenue reached $8.68 billion, with branded checkout growth slowing to 1%. PayPal withdrew its 2027 targets and announced a $0.14 quarterly dividend. CFO Jamie Miller will serve as interim CEO until March.
Sandisk stock price jumps after-hours as Bernstein lifts target to $1,000

Sandisk stock price jumps after-hours as Bernstein lifts target to $1,000

Sandisk shares jumped 4.5% to $695.36 in after-hours trading Tuesday, with volume topping 30 million and prices swinging between $647.50 and $712.93. Bernstein raised its price target to $1,000 after Sandisk posted Q2 revenue of $3.03 billion and forecast Q3 revenue up to $4.8 billion. The company completed its split from Western Digital last February. Investors are watching NAND flash prices and supply deals closely.
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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