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Stock Market 5 February 2026

Applied Materials (AMAT) stock snaps back near $300 as Alphabet AI spend stirs chip-equipment trade

Applied Materials (AMAT) stock snaps back near $300 as Alphabet AI spend stirs chip-equipment trade

Applied Materials shares rose 0.7% to $299.55 by midday Thursday, rebounding after a 6% drop Wednesday. Lam Research, ASML, and KLA also gained, while Alphabet and Qualcomm fell sharply. Citi raised its price target on Applied to $400 ahead of Feb. 12 earnings. Export controls remain a risk, with potential to cut $600 million from Applied’s 2026 revenue.
5 February 2026
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Intuit stock price today: INTU steadies after AI fears rattle software names

Intuit stock price today: INTU steadies after AI fears rattle software names

Intuit shares rose 0.2% to $446.47 Thursday after volatile trading, as software stocks struggled following a sector selloff linked to AI concerns. The S&P 500 software and services index dropped 1.8%, extending a 13% slide in the past week. Intuit’s Mailchimp unit released a report on digital sign-ups, and the company announced a Super Bowl-week financial literacy event with the NFL and 49ers. Fiscal Q2 results are due Feb. 26.
5 February 2026
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ServiceNow stock price slides as AI disruption fears keep pressure on software shares

ServiceNow stock price slides as AI disruption fears keep pressure on software shares

ServiceNow shares fell 3.7% to $106.97 Thursday, extending losses as U.S. software stocks continued a six-session slide that erased about $830 billion in market value. The drop follows investor concerns that rapid AI advances could disrupt the software subscription model. ServiceNow last week forecast 2026 subscription revenue of up to $15.57 billion and announced a $2 billion share buyback.
5 February 2026
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Roblox stock price steadies as new “4D creation” AI push meets earnings test after the bell

Roblox stock price steadies as new “4D creation” AI push meets earnings test after the bell

Roblox shares edged up 0.1% to $63.16 midday Thursday after launching a new AI-powered creation tool. The company will report fourth-quarter earnings after the bell, with forecasts calling for a 47-cent loss per share on $2.07 billion in revenue. Investors are focused on user engagement, spending, and the impact of new safety measures.
5 February 2026
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GE Vernova stock price today: GEV slips as $2.6B bond deal closes, wind repower update back in view

GE Vernova stock price today: GEV slips as $2.6B bond deal closes, wind repower update back in view

GE Vernova shares fell 1.6% to $734.33 Thursday after completing a $2.6 billion senior notes offering to help fund its Prolec GE acquisition. The company reported 1.1 GW of U.S. wind repower orders for 2025, prompting Baird to upgrade the stock. Xcel Energy finalized deals with GE Vernova for gas turbines and wind projects amid rising power demand.
5 February 2026
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Hims & Hers (HIMS) stock whipsaws on $49 “compounded Wegovy pill” plan as Novo Nordisk threatens legal action

Hims & Hers (HIMS) stock whipsaws on $49 “compounded Wegovy pill” plan as Novo Nordisk threatens legal action

Hims & Hers Health shares surged to $29.44 before falling back to $24.41 after announcing $49 compounded semaglutide pills. Novo Nordisk said it will sue, calling the move illegal mass compounding. The FDA previously warned Hims about misleading claims on compounded semaglutide. Novo’s branded Wegovy pill will cost $199 per month.
5 February 2026
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Broadcom stock rises as Google flags up to $185 billion in AI capex spending

Broadcom stock rises as Google flags up to $185 billion in AI capex spending

Broadcom shares rose 2.8% to $316.53 Thursday after Alphabet announced a 2026 capital spending plan of up to $185 billion, far above forecasts. The stock hit $326.44 before retreating. Broadcom supplies Google’s AI chips, with over 80% of its AI compute sales tied to the partnership. The company reports quarterly results after the close on March 4.
5 February 2026
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Alphabet’s up to $185 billion AI capex plan hits Wall Street as Nasdaq slides again

Alphabet’s up to $185 billion AI capex plan hits Wall Street as Nasdaq slides again

U.S. stocks fell Thursday, led by sharp declines in tech shares as investors reacted to heavy AI spending plans from Alphabet and Qualcomm’s weak revenue forecast. Alphabet dropped 2.6%, Qualcomm plunged 8%, and AMD tumbled 17%. The S&P 500 lost 0.51%, Nasdaq 0.50%, and Dow 0.56% by mid-morning. Silver slumped 15% and oil prices also fell amid broad market pressure.
5 February 2026
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Cigna stock jumps as earnings beat meets soft 2026 outlook and FTC insulin settlement

Cigna stock jumps as earnings beat meets soft 2026 outlook and FTC insulin settlement

Cigna shares rose 3.2% to $280.46 after posting Q4 adjusted earnings of $8.08 per share, above forecasts, though its 2026 outlook missed estimates. Express Scripts agreed to a 10-year FTC settlement on insulin pricing, expected to cut patient costs by up to $7 billion. Evernorth pharmacy revenue jumped 20% to $36.3 billion. Cigna’s board raised its quarterly dividend to $1.56 per share.
5 February 2026
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QQQ Slides Again as Alphabet’s $185B AI Spend Plan Stirs Nasdaq-100 ETF Jitters

QQQ Slides Again as Alphabet’s $185B AI Spend Plan Stirs Nasdaq-100 ETF Jitters

Invesco’s Nasdaq-100 ETF QQQ fell about 1.6% Thursday morning, extending losses after Alphabet projected 2026 capital spending of up to $185 billion. Portfolio managers cited concerns over high tech valuations and AI-driven disruption, prompting investors to cut risk. Trading volume in QQQ rose above recent averages, with the ETF last seen near $605.75.
5 February 2026
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Coherent stock price whipsaws after earnings: COHR slides as outlook, trade risks come into focus

Coherent stock price whipsaws after earnings: COHR slides as outlook, trade risks come into focus

Coherent shares fell 3.9% to $202.69 in late morning New York trading Thursday after posting fiscal Q2 revenue of $1.69 billion, up 17% from last year. The company expects Q3 revenue between $1.70 billion and $1.84 billion, with non-GAAP EPS forecast at $1.28 to $1.48. Trading volume topped 5.8 million shares after a volatile open. Shares were briefly halted for volatility at 09:38 a.m. ET.
5 February 2026
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Western Digital stock slides again: $4B buyback, AI-storage roadmap keep WDC volatile

Western Digital stock slides again: $4B buyback, AI-storage roadmap keep WDC volatile

Western Digital shares dropped 2.5% to $262.68 Thursday morning after a 7% fall the previous day. The company announced a new $4 billion share buyback and unveiled hard drives over 100 terabytes for AI data centers. CEO Irving Tan sold 20,000 shares for about $5.1 million under a preset plan, according to an SEC filing. Trading volume spiked to 14.7 million shares, far above the 50-day average.
5 February 2026
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