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Stock Market News 2 February 2026 - 3 February 2026

Microsoft stock slips after-hours as AI spending jitters linger into a big week for cloud peers

Microsoft stock slips after-hours as AI spending jitters linger into a big week for cloud peers

Microsoft shares fell 1.6% to $423.37 in after-hours trading Monday, down $6.96 from the close. The move follows scrutiny of Microsoft’s surging AI-related capital spending and Azure’s outlook after last week’s earnings. Alphabet and Amazon report results this week. The Bureau of Labor Statistics will not release January jobs data Friday due to the partial government shutdown.
3 February 2026
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Palantir stock price whipsaws after earnings: PLTR forecast lifts 2026 outlook, then cools

Palantir stock price whipsaws after earnings: PLTR forecast lifts 2026 outlook, then cools

Palantir reported Q4 revenue of $1.41 billion, up 70% year-over-year, and issued 2026 guidance above analyst forecasts. Shares swung between $144 and $161 after hours before settling at $147.76. U.S. commercial revenue jumped 137% to $507 million, while government revenue rose 66% to $570 million. The company posted GAAP operating income of $575 million with a 41% margin.
3 February 2026
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Meta stock price slips after-hours as New Mexico child-safety trial starts and AI capex stays in focus

Meta stock price slips after-hours as New Mexico child-safety trial starts and AI capex stays in focus

Meta shares fell 1.4% to $706.41 in after-hours trading Monday after jury selection began in a New Mexico civil case alleging the company enabled child exploitation. The drop followed Meta’s warning of rising legal risks and projected 2026 expenses up to $169 billion. Broader markets rose, with the S&P 500 up 0.5%. Opening statements in the New Mexico trial are set for Feb. 9.
3 February 2026
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Teradyne earnings jolt TER stock as AI-driven outlook clears Wall Street bar

Teradyne earnings jolt TER stock as AI-driven outlook clears Wall Street bar

Teradyne reported Q4 2025 revenue of $1.083 billion, up 44%, with non-GAAP EPS at $1.80. The company forecast Q1 2026 revenue of $1.15–$1.25 billion and EPS of $1.89–$2.25, both above analyst estimates. Shares surged to $308 in after-hours trading, up from a $249.53 close. Teradyne cited strong AI-driven demand for the gains.
3 February 2026
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Sandisk stock jumps 15% after-hours as analyst targets rise on AI storage demand

Sandisk stock jumps 15% after-hours as analyst targets rise on AI storage demand

Sandisk shares jumped 15.5% to $665.24 in after-hours trading Monday after upbeat guidance and price target hikes. Volume reached 28.3 million shares, with the stock swinging between $562.35 and $677.57. Analysts cited strong AI-driven demand for flash storage. Traders now await Alphabet and Amazon earnings for further signals.
3 February 2026
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Micron stock jumps after DRAM price forecast spikes to 95% — what traders watch next

Micron stock jumps after DRAM price forecast spikes to 95% — what traders watch next

Micron shares rose 5.5% to $437.80 in after-hours trading Monday after TrendForce projected DRAM contract prices would jump 90%–95% in Q1. SanDisk surged 15.4% and AMD gained 4% as chip stocks rallied. Investors are watching for further signs of supply tightness and pricing power through mid-February. The S&P 500 closed up 0.5% at 6,976.44.
3 February 2026
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Palantir stock jumps after blowout Q4 earnings as 2026 revenue outlook tops Wall Street

Palantir stock jumps after blowout Q4 earnings as 2026 revenue outlook tops Wall Street

Palantir reported fourth-quarter revenue of $1.41 billion, up 70%, driven by a 137% surge in U.S. commercial sales. Shares rose about 5% in after-hours trading after the company projected 2026 revenue of $7.18–$7.20 billion, well above analyst estimates. Net income reached $609 million. The company closed 180 deals worth at least $1 million each.
3 February 2026
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Apple stock price jumps 4% on India tax win; AAPL dips after hours as risks linger

Apple stock price jumps 4% on India tax win; AAPL dips after hours as risks linger

Apple shares rose 4.1% to $270.01 Monday, then slipped 0.6% after hours. The move followed India’s new five-year tax certainty for foreign suppliers, seen as easing Apple’s iPhone production hurdles. CEO Tim Cook warned of ongoing memory-chip shortages impacting margins. Investors await a $0.26 dividend on Feb. 12 and the annual meeting Feb. 24.
3 February 2026
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Tesla stock slips as January Europe registrations swing — what TSLA investors watch next

Tesla stock slips as January Europe registrations swing — what TSLA investors watch next

Tesla shares fell 2% to $421.81 in after-hours trading Monday after mixed January registration data from Europe, with steep drops in Norway and France. Registrations rose in Spain, Sweden, Denmark, and Italy but declined elsewhere. Investors are watching for steadier demand and changes to Tesla’s Full Self-Driving pricing set for Feb. 14. BYD shares also slumped in China after a 30% drop in January sales.
3 February 2026
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Nvidia stock slides after OpenAI looks beyond its chips — what to watch before NVDA earnings

Nvidia stock slides after OpenAI looks beyond its chips — what to watch before NVDA earnings

Nvidia shares fell 2.9% to $185.61 in after-hours trading Monday after reports that OpenAI is exploring alternatives to Nvidia chips for some AI inference tasks. OpenAI is considering options from AMD and startups Cerebras and Groq. Nvidia’s earnings report is scheduled for February 25. The broader U.S. stock market rose, with chipmakers generally higher.
3 February 2026
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Palantir Technologies stock pops after earnings as OpenAI chip doubts hit Nvidia — AI stocks in focus

Palantir Technologies stock pops after earnings as OpenAI chip doubts hit Nvidia — AI stocks in focus

Palantir shares jumped 7% after hours Monday as the company forecast 2026 revenue near $7.2 billion and reported U.S. commercial sales up 137% last quarter. Nvidia fell 2.9%, while AMD rose 4%. OpenAI is testing alternatives to Nvidia chips but remains reliant on them for most inference tasks. Snowflake announced a $200 million partnership with OpenAI to integrate its models across major cloud platforms.
2 February 2026
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Dow Jones today: 515-point jump as Wall Street braces for shutdown vote and Alphabet, Amazon earnings

Dow Jones today: 515-point jump as Wall Street braces for shutdown vote and Alphabet, Amazon earnings

The Dow closed up 1.05% at 49,407.66, led by chipmakers and small caps, while the S&P 500 ended just below its record. The January U.S. jobs report was postponed due to a partial government shutdown, with the House set to vote on a funding bill Tuesday. Oil prices fell sharply as Iran signaled talks with Washington. Factory data showed growth, but tariff concerns lingered.
2 February 2026
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Stock Market Today

Corning stock price hits record close — what’s driving GLW and the next big test

Corning stock price hits record close — what’s driving GLW and the next big test

7 February 2026
Corning shares jumped 8.3% to a record $122.16 Friday, gaining 11% over two sessions amid strong demand for AI infrastructure stocks. The move follows a $6 billion optical fiber deal with Meta and upgraded company forecasts. Shares traded as high as $122.56 and rose 0.6% after hours. COO Avery Nelson sold 1,894 shares for tax withholding, retaining 66,050.
PepsiCo stock: €2.5 billion bond deal lands as investors size up the price-cut gamble

PepsiCo stock: €2.5 billion bond deal lands as investors size up the price-cut gamble

7 February 2026
PepsiCo priced €2.5 billion in euro notes across four maturities, with settlement set for Feb. 11, according to an SEC filing. The company plans to use proceeds for general corporate purposes, including repaying commercial paper. Shares closed at $170.49 Friday, up 1.8%. PepsiCo is also cutting U.S. snack prices by up to 15% after consumer pushback.
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