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Stock Market 4 February 2026

SoFi stock tumbles in regular session as post-upgrade bounce fades — what to watch next

SoFi stock tumbles in regular session as post-upgrade bounce fades — what to watch next

SoFi Technologies shares fell 6.4% to $20.37 Wednesday afternoon, erasing earlier gains after a recent J.P. Morgan upgrade. The drop followed a broader selloff in tech stocks and came days after SoFi posted a strong fourth-quarter profit. Chief Risk Officer Arun Pinto entered a prepaid variable forward contract tied to 71,500 shares, netting about $1.2 million upfront. Investors await next week’s delayed U.S. jobs and inflation reports.
4 February 2026
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Amazon stock slides ahead of Q4 earnings as Wall Street warns 2026 will be an AI “swing factor”

Amazon stock slides ahead of Q4 earnings as Wall Street warns 2026 will be an AI “swing factor”

Amazon shares fell 2.5% to $232.68 Wednesday, outpacing the Nasdaq-100’s 2.1% drop ahead of Thursday’s earnings report. Analysts expect Q4 sales of $211.56 billion and EPS of $1.98, with AWS revenue forecast at $35.02 billion. Options markets indicate traders are bracing for a 7% swing after results. Raymond James cut its price target to $260, citing AI strategy as key for 2026.
4 February 2026
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Synopsys stock slips again after Tuesday’s rout as AI disruption fears hit software

Synopsys stock slips again after Tuesday’s rout as AI disruption fears hit software

Synopsys shares fell 1.2% to $414.07 Wednesday afternoon, extending losses after an 8.5% drop Tuesday during a broad software sector selloff. Trading volume Tuesday more than doubled its 50-day average, with the stock now 36% below its July peak. Traders remain defensive, with options activity skewed toward downside bets. Synopsys reports Q1 earnings after markets close on Feb. 25.
4 February 2026
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Johnson & Johnson stock price rises as RBC hikes target; JNJ data catalysts line up next

Johnson & Johnson stock price rises as RBC hikes target; JNJ data catalysts line up next

Johnson & Johnson shares rose 1% to $235.50 Wednesday, bucking a broader market decline. RBC raised its price target to $255, citing strong financials despite ongoing talc litigation. New data showed ERLEADA cut prostate cancer death risk by 51% versus darolutamide. Investors await updates at the AF Symposium on Feb. 6 and a TD Cowen event on March 3.
4 February 2026
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Accenture stock price today: ACN steadies after rout as AI disruption trade bites

Accenture stock price today: ACN steadies after rout as AI disruption trade bites

Accenture shares rose 0.2% to $241.67 Wednesday after plunging 9.6% the previous day amid a broad tech selloff tied to AI disruption fears and a weak Gartner outlook. CEO Julie Sweet sold 10,696 shares at $262.22 each, according to a Form 4 filing. Investors are watching Accenture’s March 19 results for signs of stability in bookings and client demand.
4 February 2026
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AMD stock price slides nearly 17% as AI-chip outlook disappoints; Nvidia and Super Micro in focus

AMD stock price slides nearly 17% as AI-chip outlook disappoints; Nvidia and Super Micro in focus

AMD shares fell nearly 17% after forecasting a sequential revenue decline for the first quarter, despite posting record fourth-quarter sales. Super Micro Computer jumped almost 9% after raising its full-year outlook on strong AI server demand. Nvidia slipped about 4%. Traders are watching Nvidia’s Feb. 25 earnings and a delayed U.S. data release for further direction.
4 February 2026
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Nasdaq’s ‘Fast Entry’ plan could reshuffle the Nasdaq-100 faster — and QQQ holders are watching

Nasdaq’s ‘Fast Entry’ plan could reshuffle the Nasdaq-100 faster — and QQQ holders are watching

Nasdaq proposed a “Fast Entry” rule to add newly listed large companies to the Nasdaq-100 after 15 trading days, with at least five days’ notice and no immediate removals. The draft also suggests changes to market-cap rankings, low-float weighting, and quarterly index maintenance. The exchange is still seeking feedback on the plan.
4 February 2026
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PayPal stock slides again as CEO shake-up and weak 2026 outlook trigger fresh downgrades

PayPal stock slides again as CEO shake-up and weak 2026 outlook trigger fresh downgrades

PayPal shares fell 3% to $40.40 midday Wednesday after the company cut profit forecasts and named HP’s Enrique Lores as incoming CEO. The board reset its turnaround plan, citing disappointing holiday-quarter results and a slowdown in branded checkout volumes. HSBC and RBC lowered their price targets. Outgoing CEO Alex Chriss will assist with the transition until March 2.
4 February 2026
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Champion Homes stock jumps 12% on earnings, buyback refresh — what to watch next

Champion Homes stock jumps 12% on earnings, buyback refresh — what to watch next

Champion Homes shares surged 12.3% to $85.36 after reporting a 1.8% sales increase and an expanded $150 million buyback authorization. Net income fell 11.7% to $54.3 million, while backlog dropped 15.1% to $266 million. U.S. home sales slipped 2.6%, but average selling price rose 4.6% to $99,300. Other housing stocks also gained during the session.
4 February 2026
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Cabot (CBT) stock jumps 12% after earnings, battery deal headlines and tire worries linger

Cabot (CBT) stock jumps 12% after earnings, battery deal headlines and tire worries linger

Cabot shares rose 12% to $79.94 after the company tightened its full-year adjusted EPS guidance to $6.00–$6.50. Fiscal Q1 adjusted earnings reached $1.53 per share, while net sales fell to $849 million. Performance Chemicals EBIT increased, driven by battery materials demand, as tire-related volumes stayed weak. Cabot also announced the acquisition of Mexico Carbon Manufacturing from Bridgestone.
4 February 2026
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Reynolds Consumer Products stock jumps nearly 15% after Q4 results, steady 2026 outlook

Reynolds Consumer Products stock jumps nearly 15% after Q4 results, steady 2026 outlook

Reynolds Consumer Products shares jumped 14.6% to $25.00 after its Q4 earnings and 2026 outlook. The company reported Q4 net revenues of $1.034 billion and projected 2026 adjusted EBITDA of $660–$675 million, with EPS of $1.57–$1.63. The board approved a $0.23 dividend, payable Feb. 27. Retail revenues slipped, but non-retail sales rose sharply on higher aluminum demand.
4 February 2026
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Nasdaq slides as AMD forecast and AI disruption fears hammer tech again

Nasdaq slides as AMD forecast and AI disruption fears hammer tech again

Tech stocks fell sharply Wednesday, sending the Nasdaq down 1.1% and the S&P 500 off 0.24%, while the Dow rose 0.79% as investors rotated into value and small caps. AMD plunged 12.2% after forecasting lower first-quarter revenue, dragging chipmakers and software stocks lower. Seven of 11 S&P sectors gained. Super Micro Computer surged 13% on strong AI server demand; Eli Lilly jumped 9.3% on a bullish profit outlook.
4 February 2026
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Stock Market Today

  • Land Securities Group's Investment Outlook Shifts Amid Mixed Analyst Ratings
    April 29, 2026, 2:54 PM EDT. Land Securities Group (LSE:LAND) sees varied analyst outlooks. Goldman Sachs upgraded the stock with a fair value near £7.01, indicating optimism about fundamentals. Morgan Stanley maintains an Equal Weight rating, suggesting a balanced view with targets around £6.70. Meanwhile, Citi trimmed its price target by 23 GBp, signaling caution. Recent leasing deals, including bp's lease at Timber Square and strong tenant interest at MYO Kings Cross, underscore ongoing demand for Landsec's London office spaces. Timber Square's net zero design with Europe's tallest hybrid timber and steel building aligns with sustainability trends, potentially affecting future valuations. Investors should balance bullish upgrades against cautious price cuts as the investment story evolves.

Latest article

FuelCell Energy Stock Jumps As AI Power Bet Gets Fresh Boost From Bloom Energy

FuelCell Energy Stock Jumps As AI Power Bet Gets Fresh Boost From Bloom Energy

29 April 2026
FuelCell Energy shares climbed $2.75 to $12.69 Wednesday, trading on heavy volume after Bloom Energy raised its 2026 outlook and reported a 130% jump in first-quarter revenue to $751.1 million. Bloom shares surged over 23% after announcing its fuel cells would power Oracle’s planned New Mexico AI data center. FuelCell’s first-quarter revenue rose 61% to $30.5 million, but it posted a $23.7 million net loss.
Plug Power Stock Jumps Before Earnings As Hydrogen Rally Gets New Spark

Plug Power Stock Jumps Before Earnings As Hydrogen Rally Gets New Spark

29 April 2026
Plug Power shares rose about 10% to $3.33 Wednesday, trading on heavy volume after Clear Street raised its price target and Bloom Energy reported strong results. Plug will report first-quarter earnings May 11, as investors watch for signs that cost cuts and new orders are improving margins. The company recently won a major electrolyzer contract for a Québec project. Bloom Energy shares surged 23% after posting a 130% revenue jump.
Why Rising Dragon Acquisition Stock Surged as RDAC Seeks More Time for HZJL SPAC Deal

Why Rising Dragon Acquisition Stock Surged as RDAC Seeks More Time for HZJL SPAC Deal

29 April 2026
Rising Dragon Acquisition Corp. shares surged over 400% to $21.72 Wednesday after the SPAC proposed extending its merger deadline with HZJL Cayman Limited. The company called a May 28 shareholder meeting to vote on extending the deadline by up to 15 months. Rising Dragon’s board urged shareholders to approve the extension. The HZJL merger has not closed.
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