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Investment Strategies News 3 February 2026 - 4 February 2026

Nasdaq’s ‘Fast Entry’ plan could reshuffle the Nasdaq-100 faster — and QQQ holders are watching

Nasdaq’s ‘Fast Entry’ plan could reshuffle the Nasdaq-100 faster — and QQQ holders are watching

Nasdaq proposed a “Fast Entry” rule to add newly listed large companies to the Nasdaq-100 after 15 trading days, with at least five days’ notice and no immediate removals. The draft also suggests changes to market-cap rankings, low-float weighting, and quarterly index maintenance. The exchange is still seeking feedback on the plan.
4 February 2026
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Champion Homes stock jumps 12% on earnings, buyback refresh — what to watch next

Champion Homes stock jumps 12% on earnings, buyback refresh — what to watch next

Champion Homes shares surged 12.3% to $85.36 after reporting a 1.8% sales increase and an expanded $150 million buyback authorization. Net income fell 11.7% to $54.3 million, while backlog dropped 15.1% to $266 million. U.S. home sales slipped 2.6%, but average selling price rose 4.6% to $99,300. Other housing stocks also gained during the session.
4 February 2026
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Strategy (MSTR) stock slides with bitcoin near $73,000 as filing shows fresh BTC buy and analyst cuts target

Strategy (MSTR) stock slides with bitcoin near $73,000 as filing shows fresh BTC buy and analyst cuts target

Strategy Inc. shares fell 6.5% to $124.66 Wednesday morning after bitcoin slid 4.5% to $73,217. A Feb. 2 filing showed Strategy sold 673,527 shares for $106.1 million and bought 855 bitcoin, raising its holdings to 713,502 tokens. The company also increased its preferred dividend to 11.25%. Wall Street analysts cut price targets, citing bitcoin’s volatility and Strategy’s funding needs.
4 February 2026
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Blue Owl stock rebounds as AI fears rattle software borrowers ahead of Feb. 5 earnings

Blue Owl stock rebounds as AI fears rattle software borrowers ahead of Feb. 5 earnings

Blue Owl Capital shares rose 0.9% to $12.22 Wednesday morning, recovering from a sharp drop tied to fears of AI-driven disruption in software lending. Investors await the company’s fourth-quarter results and earnings call on Feb. 5, focusing on credit performance and fundraising. The stock remains volatile as concerns mount over loans to software firms.
4 February 2026
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Oracle stock slides as $25 billion bond sale settles and a $20 billion share plan looms

Oracle stock slides as $25 billion bond sale settles and a $20 billion share plan looms

Oracle shares fell 1.9% to $151.71 Wednesday after the company announced a $25 billion bond sale and a $20 billion at-the-market share program. The fundraising aims to support Oracle’s cloud expansion but raised investor concerns over dilution and debt. The bond offering settles Feb. 4, with maturities ranging from 2029 to 2066. Oracle also plans a $5 billion mandatory convertible preferred stock sale.
4 February 2026
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S&P Global stock tumbled 11% on AI disruption fears — what to watch before earnings

S&P Global stock tumbled 11% on AI disruption fears — what to watch before earnings

S&P Global shares fell 11.3% premarket Wednesday to $468.21 after a broad selloff in data and analytics stocks, triggered by fears that new generative AI tools could erode pricing power. The company recently raised its dividend and confirmed plans to spin off its Mobility division, now branded as Mobility Global, Inc. Gartner, Intuit, and Equifax also dropped over 10%. The S&P 500 closed down 0.84% Tuesday.
4 February 2026
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3i Group shares dip as GIC tops 5% stake — what investors watch next

3i Group shares dip as GIC tops 5% stake — what investors watch next

3i shares fell 0.25% in early London trading after a filing showed Singapore’s GIC crossed a 5% ownership threshold. The company last week issued 31.4 million new shares to GIC in a £1 billion deal for a larger stake in Dutch retailer Action. 3i reported diluted NAV at 3,017 pence per share as of December 31 and holds a 62.3% stake in Action valued at £22.4 billion.
4 February 2026
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Eaton stock whipsaws after earnings as 2026 outlook comes in light — what to know before Wednesday’s open

Eaton stock whipsaws after earnings as 2026 outlook comes in light — what to know before Wednesday’s open

Eaton shares closed up 0.9% at $362.53 after a volatile session, then slipped 0.3% in late trading. The company forecast 2026 adjusted profit below Wall Street’s midpoint, projecting $13.00–$13.50 per share. Quarterly revenue reached $7.06 billion, just under estimates. Eaton cited margin pressures and reaffirmed plans to spin off its vehicle and eMobility unit.
4 February 2026
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Oracle stock price falls as $50 billion funding push rolls out; ORCL bond, preferred terms in focus

Oracle stock price falls as $50 billion funding push rolls out; ORCL bond, preferred terms in focus

Oracle shares fell 3.4% to $154.67 Tuesday after the company announced $30 billion in new debt and equity financing to expand its cloud infrastructure. The $25 billion bond sale settles Feb. 4, and a $5 billion mandatory convertible preferred offering settles Feb. 5. Trading volume reached about 40.6 million shares. Credit ratings for the notes are Baa2/BBB/BBB from Moody’s, S&P, and Fitch.
4 February 2026
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Palantir stock jumps after earnings; here’s what investors watch next for PLTR

Palantir stock jumps after earnings; here’s what investors watch next for PLTR

Palantir shares rose 6.9% to $157.90 in after-hours trading Tuesday after reporting a 70% jump in Q4 revenue to $1.407 billion and raising its 2026 outlook. U.S. government revenue climbed 66% to $570 million, while commercial revenue jumped 137% to $507 million. The company’s valuation remains under scrutiny, trading at 131 times projected earnings. Investors are watching for any disruption from the ongoing partial U.S. government shutdown.
3 February 2026
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Fifth Third Bancorp stock closes higher after Comerica merger — what FITB investors watch next

Fifth Third Bancorp stock closes higher after Comerica merger — what FITB investors watch next

Fifth Third Bancorp said it completed its merger with Comerica, forming a $294 billion-asset bank. FITB shares closed up 1.7% at $52.83, just below a 52-week high. An SEC filing detailed a 1.8663-for-1 stock swap for Comerica shares and $2.4 billion in assumed notes. Full system and brand conversions are planned for the third quarter.
3 February 2026
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Stock Market Today

South32 share price drops 4% in ASX rout — what investors watch before results

South32 share price drops 4% in ASX rout — what investors watch before results

7 February 2026
South32 shares fell 4.1% to A$4.41 Friday as Australian miners dropped in the worst ASX session since April 2025. The S&P/ASX 200 lost 2%, erasing almost A$70 billion in value. South32’s half-year results and interim dividend decision are set for Feb. 12. Markets reopen Monday with investors watching for further volatility.
Wesfarmers share price: what to watch on ASX next week as results loom

Wesfarmers share price: what to watch on ASX next week as results loom

7 February 2026
Wesfarmers shares closed down 1.33% at A$85.04 on Friday, following a sharp drop in the S&P/ASX 200, which fell 2% for its steepest one-day loss in 10 months. Investors are watching for Australia’s household spending data next week and Wesfarmers’ half-year results due Feb. 19.
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