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Investor Insights News 4 February 2026 - 7 February 2026

Bloom Energy stock whipsaws after big 2026 forecast — what traders watch next

Bloom Energy stock whipsaws after big 2026 forecast — what traders watch next

Bloom Energy shares reversed a 15.9% early surge Friday, falling 0.7% to $135.64 after the company set a 2026 revenue forecast of $3.1–$3.3 billion and reported a $6 billion backlog. Volume hit 15 million shares. Bloom posted Q4 revenue of $777.7 million and full-year revenue of $2.02 billion. The company announced a partnership with Oracle and a $5 billion AI infrastructure alliance with Brookfield.
6 February 2026
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FormFactor stock holds near $84 after earnings beat — what FORM investors watch next

FormFactor stock holds near $84 after earnings beat — what FORM investors watch next

FormFactor shares were flat in premarket trading Friday after a 17% jump on Thursday, closing at $83.87. The company posted record quarterly revenue of $215.2 million and GAAP net income of $23.2 million. Management raised guidance for the March quarter and set May 11 as its next Analyst Day. CFO Aric McKinnis said margin gains outpaced expectations but warned tariffs continue to weigh on results.
6 February 2026
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Plug Power stock bounces in premarket after share-vote setback — what traders watch next

Plug Power stock bounces in premarket after share-vote setback — what traders watch next

Plug Power shares rose 2.7% to $1.91 in premarket trading Friday after sinking 9.3% the previous day. A shareholder vote to double authorized shares failed again, with only up to 49.4% support, forcing another delay until Feb. 17. The company faces a new securities class action lawsuit. Volume Thursday topped 115 million shares.
6 February 2026
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Stellantis stock dives on €22.2 billion EV reset as dividend gets pulled — what STLA investors watch next

Stellantis stock dives on €22.2 billion EV reset as dividend gets pulled — what STLA investors watch next

Stellantis shares fell as much as 24% in Milan after the company announced €22.2 billion in charges tied to scaling back its electric vehicle plans. The automaker warned of a €19–€21 billion net loss for the second half and said it will skip its 2026 dividend. Trading was briefly halted after the drop. A management call is set for later Friday, with full-year results due Feb. 26.
6 February 2026
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Verizon stock price edges up after consumer chief steps down — what VZ investors watch next

Verizon stock price edges up after consumer chief steps down — what VZ investors watch next

Verizon shares rose 0.4% to $47.21 Thursday after announcing Sowmyanarayan Sampath, head of its consumer division, will depart by March 31. Alfonso Villanueva was named interim chief. The move follows a major January outage and renewed scrutiny from Washington over telecom security. Investors remain focused on execution in the consumer unit.
5 February 2026
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Amphenol stock dips as CEO-chair move nears and fresh dividend lands — what investors watch next

Amphenol stock dips as CEO-chair move nears and fresh dividend lands — what investors watch next

Amphenol shares fell 1.1% to $128.63 Thursday as CEO R. Adam Norwitt was named to succeed Martin H. Loeffler as board chair at the May annual meeting. The board approved a $0.25 quarterly dividend, payable April 14 to shareholders of record March 23. The stock move tracked a wider market decline. Norwitt will hold both CEO and chair roles.
5 February 2026
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Teradyne stock slides after AI-driven outlook rally — what traders watch next

Teradyne stock slides after AI-driven outlook rally — what traders watch next

Teradyne shares fell about 4% to $271.69 by midday Wednesday, pulling back after a surge on strong quarterly results and an upbeat Q1 forecast. The company reported Q4 revenue of $1.083 billion and projected Q1 revenue between $1.15 billion and $1.25 billion. CEO Greg Smith cited AI-driven demand as a key growth factor. Teradyne will present at SEMICON Korea on Feb. 11 and the Chiplet Summit on Feb. 17.
4 February 2026
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BigBear.ai stock slides as dilution vote nears; CEO filing adds to the focus

BigBear.ai stock slides as dilution vote nears; CEO filing adds to the focus

BigBear.ai shares fell 6.1% to $4.65 Wednesday morning ahead of a key shareholder vote to double authorized common shares to 1 billion. CEO Kevin McAleenan recently sold 48,691 shares to cover taxes on vested stock. Pomerantz LLP is investigating potential securities violations at the company. AI-related software stocks traded unevenly as sector concerns grew.
4 February 2026
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Stock Market Today

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 07.02.2026

7 February 2026
LIVEMarkets rolling coverageStarted: February 7, 2026, 12:00 AM ESTUpdated: February 7, 2026, 12:11 AM EST CleanSpark (CLSK) Shares Show Volatility Amid Bitcoin Mining Growth Prospects February 7, 2026, 12:02 AM EST. CleanSpark (CLSK), a bitcoin mining firm, saw a sharp 21.96% rise in one day after a 35.26% decline over 90 days. The company posted $785 million in annual revenue but a net loss of $267 million. Despite recent share price volatility, analysts estimate a fair value of $23.16 per share, more than double the current $10.08 price, reflecting expectations of expansion in mining capacity and improved margins. The valuation
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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