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Stock Market News 6 February 2026

Kenvue stock price today: KVUE inches up as Feb. 17 results near and Kimberly-Clark deal math grips shares

Kenvue stock price today: KVUE inches up as Feb. 17 results near and Kimberly-Clark deal math grips shares

Kenvue shares rose 0.2% to $18.11 Friday afternoon, trading about 3.6% below Kimberly-Clark’s $18.79-per-share offer. Kenvue will report Q4 and full-year results on Feb. 17 but will skip its usual conference call as the merger process continues. Shareholders of both companies approved the deal on Jan. 29; regulatory clearance remains pending.
6 February 2026
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Bloom Energy stock whipsaws after big 2026 forecast — what traders watch next

Bloom Energy stock whipsaws after big 2026 forecast — what traders watch next

Bloom Energy shares reversed a 15.9% early surge Friday, falling 0.7% to $135.64 after the company set a 2026 revenue forecast of $3.1–$3.3 billion and reported a $6 billion backlog. Volume hit 15 million shares. Bloom posted Q4 revenue of $777.7 million and full-year revenue of $2.02 billion. The company announced a partnership with Oracle and a $5 billion AI infrastructure alliance with Brookfield.
6 February 2026
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Cisco stock pops near a fresh high as UBS sticks with Buy ahead of Feb. 11 earnings

Cisco stock pops near a fresh high as UBS sticks with Buy ahead of Feb. 11 earnings

Cisco shares rose 2.4% to $84.32 Friday, nearing a record high ahead of its Feb. 11 earnings report. UBS reaffirmed its Buy rating and $90 target, citing stable enterprise demand and expected revenue above $15.05 billion. Investors are watching for updates on AI-driven orders and network spending. The earnings release coincides with key U.S. jobs and inflation data.
6 February 2026
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AI stocks swing hard: Nvidia jumps as Amazon slides on $200 billion AI spend

AI stocks swing hard: Nvidia jumps as Amazon slides on $200 billion AI spend

Nvidia jumped 7.3% and AMD rose 7.7% Friday, lifting the Philadelphia SE Semiconductor Index by 4.6%. Amazon fell 7% after announcing a $200 billion capital expenditure for 2026, far above expectations. Arm Holdings gained 9.8% despite a licensing revenue miss. Investors pulled $2.34 billion from tech funds for the week ending Feb. 4, LSEG Lipper reported.
6 February 2026
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Palo Alto Networks stock pops as PANW rolls out NextWave partner reboot into earnings week

Palo Alto Networks stock pops as PANW rolls out NextWave partner reboot into earnings week

Palo Alto Networks shares rose 2.4% to $158.44 Friday, rebounding from a 7.2% drop after the company launched an updated partner program to drive bundled platform sales. Channel Chief Michael Khoury said the overhaul includes new incentives and dropped discount caps. Investors await the Feb. 17 earnings report for signs of demand. Cybersecurity peers Fortinet and CrowdStrike also posted gains.
6 February 2026
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Amazon stock slides as $200 billion AI spending plan spooks investors

Amazon stock slides as $200 billion AI spending plan spooks investors

Amazon shares fell 6.3% to $208.58 Friday after the company announced $200 billion in 2026 capital spending, up over 50% from last year. The move raised investor concerns about delayed returns from AI investments. Several brokerages cut price targets, citing pressure on free cash flow. The S&P 500 software and services index has lost about $1 trillion in value since January 28.
6 February 2026
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Tower Semiconductor stock jumps again on Nvidia 1.6T optics tie-up as earnings loom

Tower Semiconductor stock jumps again on Nvidia 1.6T optics tie-up as earnings loom

Tower Semiconductor shares surged 8.9% to $140.53 Friday after the company disclosed new details on 1.6-terabit optical modules developed with Nvidia for AI data centers. The company withheld production and commercial timelines, leaving revenue impact unclear. Investors await further information in Tower’s Feb. 11 earnings report. Chip stocks broadly rallied, with the Philadelphia SE Semiconductor index up 4.6%.
6 February 2026
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McKesson stock falls today after 16% earnings surge as traders reassess guidance and spinoff clock (MCK)

McKesson stock falls today after 16% earnings surge as traders reassess guidance and spinoff clock (MCK)

McKesson shares fell 2.1% to $937.31 Friday, retreating after a 16.5% surge on an upgraded 2026 profit forecast and plans to spin off its medical-surgical division. Quarterly revenue rose 11% to $106.2 billion, with adjusted EPS up 16% to $9.34. The company filed an automatic shelf registration for future securities sales. TD Cowen raised its price target to $1,012, citing strong oncology and prescription-tech results.
6 February 2026
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Lumentum stock jumps nearly 8% as AI capex wave lifts optics names into the weekend

Lumentum stock jumps nearly 8% as AI capex wave lifts optics names into the weekend

Lumentum Holdings shares surged 8% to $544.68 Friday after reporting fiscal Q2 revenue of $665.5 million and a backlog topping $400 million for optical circuit switches. The company expects Q3 revenue between $780 million and $830 million. Traders cited strong AI-driven demand but flagged risks if cloud customers pause orders. Lumentum will brief investors at the OFC conference on March 17.
6 February 2026
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Intuit stock rises nearly 2% as ChatGPT apps go live — what INTU investors watch next

Intuit stock rises nearly 2% as ChatGPT apps go live — what INTU investors watch next

Intuit shares rose nearly 2% to $443.45 Friday afternoon after touching $447.92, rebounding with tech stocks following a steep AI-driven selloff. The company announced its apps are now available inside ChatGPT, stressing user data privacy. Investors await Intuit’s quarterly results and outlook on Feb. 26. The S&P 500 software and services index remains down about 13% for the week.
6 February 2026
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Stellantis stock price plunges as €22.2 billion EV reset charge jolts investors

Stellantis stock price plunges as €22.2 billion EV reset charge jolts investors

Stellantis shares plunged 24% in New York to $7.21 after a €22.2 billion writedown tied to scaling back electric-vehicle plans. The company will not pay a 2026 dividend and expects a €19–21 billion net loss in the second half of 2025. Stellantis agreed to sell its 49% stake in Canadian battery joint venture NextStar Energy to LG Energy Solution, pending approval.
6 February 2026
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ALGN stock jumps again as Align Technology rides Invisalign earnings beat and fresh analyst targets

ALGN stock jumps again as Align Technology rides Invisalign earnings beat and fresh analyst targets

Align Technology shares rose about 4% to $182.70 by midday Friday, following a strong earnings report and record clear-aligner shipments. The company posted Q4 revenue of $1.05 billion and non-GAAP earnings of $3.29 per share, with 676,900 cases shipped. Align forecast Q1 revenue between $1.01 billion and $1.03 billion. The stock jumped 11% in the previous session.
6 February 2026
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Seagate stock price jumps 5% as Citi lifts target; STX steadies after a choppy week

Seagate stock price jumps 5% as Citi lifts target; STX steadies after a choppy week

Seagate shares jumped nearly 5% to $425.61 midday Friday after Citigroup raised its price target to $480, maintaining a buy rating. The stock swung between $400.52 and $428.90 during the session, rebounding from a 3% drop Thursday. Other storage stocks, including Western Digital and Pure Storage, also rose. Trading volume in Seagate exceeded its 50-day average.
6 February 2026
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Stock Market Today

Ondas Inc stock jumps 14% as ONDS traders weigh defense deal news before Monday

Ondas Inc stock jumps 14% as ONDS traders weigh defense deal news before Monday

8 February 2026
Ondas shares surged 14.3% to $9.69 Friday, with 88 million shares changing hands after defense and drone contract announcements. The stock rebounded from double-digit drops earlier in the week, swinging between $8.45 and $9.76 during the session. After-hours trading was flat. Investors await Monday’s open for signs of continued momentum.
MARA stock braces for Monday after 22% jump as bitcoin rebounds above $70,000

MARA stock braces for Monday after 22% jump as bitcoin rebounds above $70,000

8 February 2026
MARA Holdings shares jumped 22.3% to $8.24 on Friday as bitcoin rebounded above $70,000 after a sharp drop. Blockchain data showed MARA-linked wallets moved about 1,317 bitcoin during the selloff. Peers Riot Platforms and CleanSpark also rallied. U.S. inflation data due Friday could further shift risk sentiment.
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