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NASDAQ:ILMN News 1 November 2025 - 6 February 2026

Illumina (ILMN) stock slides 10% after 2026 outlook puts China, research demand back in focus

Illumina (ILMN) stock slides 10% after 2026 outlook puts China, research demand back in focus

Illumina shares dropped 10.3% to $119.91 after the company forecast 2026 revenue of $4.5–$4.6 billion and non-GAAP EPS of $5.05–$5.20. Management cited progress in China but said approvals are still needed for instrument sales. Fourth-quarter revenue rose 5% to $1.16 billion, with ex-China revenue up 8%. The company expects 2026 organic revenue growth of 2–4% excluding China.
Illumina Stock Rockets 20%+ After Blowout Quarter – What’s Next for ILMN?

Illumina Stock Rockets 20%+ After Blowout Quarter – What’s Next for ILMN?

Stock Price & Recent Performance Illumina’s stock has whipsawed in late 2025. After drifting near its 52-week lows (~$69 in late 2024), it ticked up to the mid-$90s by mid-October 2025. Following the Oct. 30 earnings report, ILMN exploded higher: by Oct. 31 it was trading around $120 ts2.tech Marketbeat. (MarketBeat confirms ILMN closed $123.64 on 10/31, +24.9% for the day Marketbeat.) TS2.tech notes that the stock was “around the high $110s–$120 range” on Oct. 31, a sharp jump from the mid-$90s “just days prior” ts2.tech. The surge was driven by the earnings beat (see below) and raised guidance. In

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Semiconductor stocks surge as AI capex stays high; Nvidia and AMD lead into next week

Semiconductor stocks surge as AI capex stays high; Nvidia and AMD lead into next week

7 February 2026
The Philadelphia Semiconductor Index jumped 5.7% to 8,048.6 on Friday, with Nvidia up 7.87% and AMD rising 8.28%. The surge followed new forecasts showing global chip sales could hit $1 trillion in 2026. Amazon expects a 50% increase in capital spending this year, fueling demand for chips. The Dow Jones crossed 50,000, helped by gains in chipmakers.
Oil stocks jump on Iran risk lift for crude — what to watch before Monday

Oil stocks jump on Iran risk lift for crude — what to watch before Monday

7 February 2026
U.S. oil stocks surged Friday as crude prices rose on renewed Middle East tensions. Exxon Mobil gained 2.0%, ConocoPhillips 2.5%, and Occidental Petroleum 2.7%. Refiners rallied after a national union deal eased strike risk, though BP’s Whiting plant faces a local dispute. Brent settled at $68.05 a barrel, up 0.74%.
Silver price rebound masks fresh stress after CME lifts margins again

Silver price rebound masks fresh stress after CME lifts margins again

7 February 2026
Spot silver surged 8.6% to $77.33 an ounce Friday after dropping below $65, but still lost over 8.7% for the week. CME Group raised margin requirements for COMEX silver futures to 18% from 15%, effective after Feb. 6. China’s UBS SDIC Silver Futures Fund hit its 10% down limit for a fifth session. Traders await key U.S. jobs and inflation data next week.
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