Today: 7 February 2026
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Market Analysis News 1 February 2026 - 2 February 2026

Microchip Technology stock price drops into earnings week — what MCHP traders watch next

Microchip Technology stock price drops into earnings week — what MCHP traders watch next

Microchip Technology shares fell 4.4% to $75.92 Friday, trading near session lows as U.S. stocks declined after Kevin Warsh was named to replace Jerome Powell at the Fed. About 12.5 million Microchip shares changed hands. Investors await the company’s fiscal Q3 results and guidance on Feb. 5, focusing on demand trends and backlog conversion.
2 February 2026
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Monolithic Power Systems (MPWR) stock sinks 5% into earnings week — what investors watch next

Monolithic Power Systems (MPWR) stock sinks 5% into earnings week — what investors watch next

Monolithic Power Systems shares fell 4.9% to $1,124.15 Friday after swinging between $1,188.88 and $1,114.06. The chipmaker will report quarterly and full-year results after markets close on Feb. 5, with a Q&A set for 5 p.m. ET. Broader chip stocks also declined. Investors are focused on guidance and demand signals ahead of the release.
2 February 2026
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Analog Devices stock (ADI) slips from record high — what to watch before Monday’s open

Analog Devices stock (ADI) slips from record high — what to watch before Monday’s open

Analog Devices shares fell 2.4% to $310.88 on Friday, retreating from a record high set the previous day as chip stocks weakened. The drop came ahead of the company’s fiscal first-quarter earnings, scheduled for Feb. 18. Broader U.S. markets also slipped after Donald Trump named Kevin Warsh as his pick for Federal Reserve chair and December producer prices rose more than expected.
2 February 2026
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AT&T stock closes out a sharp two-day rally — here’s what matters before Monday

AT&T stock closes out a sharp two-day rally — here’s what matters before Monday

AT&T shares rose 4.3% to $26.21 on Friday, extending a two-day rally to nearly 9%. The surge follows a $10 billion buyback, fiber expansion plans, and a new reporting structure. AT&T reported 283,000 new fiber customers and $4.2 billion in free cash flow for the quarter. Investors await T-Mobile’s Feb. 11 earnings for signals on sector pricing.
1 February 2026
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KLA stock (KLAC) just got hit — what to know before Monday’s open

KLA stock (KLAC) just got hit — what to know before Monday’s open

KLA shares fell 15.2% to $1,427.94 on Friday after the company cut its chip-tool demand forecast, despite beating quarterly earnings and revenue estimates. The drop followed a 7% after-hours slide and came as investors reacted to new inflation data and adjusted expectations for the Federal Reserve. Traders are watching for continued volatility in semiconductor equipment stocks ahead of key U.S. data due Feb. 6.
1 February 2026
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Salesforce stock price at $212: what to watch before Monday’s open

Salesforce stock price at $212: what to watch before Monday’s open

Salesforce shares closed Friday at $212.29, down 0.8%, and slipped another 0.3% after hours. The stock has been volatile following a $5.6 billion U.S. Army contract and sector-wide pressure after weak software earnings. The Dow fell 0.36% as investors reacted to Donald Trump nominating Kevin Warsh for Fed chair and a hotter producer-price report. About 11.1 million Salesforce shares traded Friday.
1 February 2026
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Siemens stock price: what to watch before Frankfurt opens after a flat Friday close

Siemens stock price: what to watch before Frankfurt opens after a flat Friday close

Siemens shares closed Friday at 256.30 euros on Xetra, up 0.1% for the day and 0.7% for the week, sitting near their 52-week high. Investors await the Feb. 12 first-quarter report, focusing on management’s outlook for demand and any signals on orders or project timelines. The stock remains about 2.6% below its peak as traders watch for updates on Siemens Healthineers’ ownership ahead of its Feb. 5 meeting.
1 February 2026
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Industrial stocks brace for a big week after XLI slips; ISM, jobs data in play

Industrial stocks brace for a big week after XLI slips; ISM, jobs data in play

Industrial stocks fell as the Industrial Select Sector SPDR Fund closed Jan 30 down 0.25% at $165.44. Uncertainty over Donald Trump’s nomination of Kevin Warsh as Fed chair fueled rate cut bets and pressured markets. Caterpillar dropped 1.1%, Boeing slipped 0.1%, and Honeywell rose 0.2%. Investors await key factory and payrolls data next week.
1 February 2026
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Basic Materials Stocks Slide After Metal Selloff — What to Know Before Monday’s Open

Basic Materials Stocks Slide After Metal Selloff — What to Know Before Monday’s Open

The iShares U.S. Basic Materials ETF fell 3.3% to $170.29 Friday, closing the week below its 52-week high after a sharp metals selloff. U.S.-listed gold and silver miners led declines as China’s manufacturing PMI dropped to 49.3, missing forecasts. Freeport-McMoRan slid 7.5%, while Air Products and Chemicals jumped 6.5% on earnings. Investors await U.S. and China economic data for direction.
1 February 2026
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Visa and AmEx wobble, Warsh looms: what financial services stocks face into Monday

Visa and AmEx wobble, Warsh looms: what financial services stocks face into Monday

U.S. financial services stocks slipped Friday, with the XLF ETF down 0.2% and Visa dropping 3%. Investors reacted to Donald Trump’s nomination of Kevin Warsh as Fed chair and awaited key jobs data. Yields on 10-year Treasuries rose to 4.251%. Visa and American Express both reported higher revenues but saw shares fall on operating expense concerns and a slight profit miss.
1 February 2026
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Stock Market Today

Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

7 February 2026
Amazon shares fell Friday after the company announced a $200 billion AI infrastructure plan for 2026, exceeding analyst expectations and reviving investor concerns about profitability. Combined 2026 capex flagged by Amazon, Alphabet, Microsoft, and Meta now tops $630 billion. Nvidia, AMD, and Broadcom shares surged on the news, while software and data firms remained under pressure.
Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

7 February 2026
Nvidia surged 7.8% Friday, leading a chip stock rally that pushed the Dow above 50,000 for the first time. The PHLX semiconductor index gained 5.7% as Advanced Micro Devices rose 8.3% and Broadcom 7.1%. Amazon fell 5.6% after projecting $200 billion in 2026 capital spending. Investors weighed a $600 billion AI infrastructure outlay against sharp losses in software shares.
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