Today: 22 June 2026
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Stock Market 3 February 2026 - 4 February 2026

Ford Motor shares were flat as Unifor began Canadian contract talks, with Ford leading the Detroit Three pattern agreement and its stock move linked to GM and Stellantis. Lumentum Holdings rose 6.1%, reversing earlier losses, tracking a rally in Coherent Corp., which has Nvidia as a backer in optical components. Ondas slipped 1.9% after announcing over $40 million in June defense system orders and filing to register 3.13 million acquisition-linked shares for resale. Applied Optoelectronics climbed 7.8%, with a catalyst in last week’s SEC filing showing its China unit doubled a credit line to RMB 500 million, signaling a manufacturing ramp. Palantir Technologies fell over 6% to a new 52-week low as software stocks slumped and investors questioned AI spending, rates, and valuations. SoFi Technologies traded 3.6% lower, with traders weighing insider buying, a weak chart, and its stablecoin push. Rocket Lab dropped 7.2% despite being added to the Nasdaq-100, with index changes bringing passive flows but weakness in SpaceX and the sector. Federal Direct Loan borrowers using auto pay will get a temporary 1 percentage-point rate cut from July 1, 2026, to June 30, 2028. Bloom Energy traded above last week’s record, with a survey showing 61% of AI data-center builders plan to secure their own power if needed. ITG is selling 19.5 million Class A shares, valuing it up to $2.67 billion, as the U.S. IPO calendar fills up. AbbVie is offering $135.11 per share for Apogee, a 49% premium, aiming to close in Q3, with Apogee’s top eczema drug set for Phase 3 trials this year. FTSE Russell will finalize new index membership after Friday’s close, with rebuilt indexes operating from Monday.
IBM stock price slides after-hours as AI disruption fears rattle software and consulting shares

IBM stock price slides after-hours as AI disruption fears rattle software and consulting shares

IBM shares fell 6.5% to $294.31 in after-hours trading Tuesday, erasing about $20 from the session’s high. The drop followed a broader selloff in software and services stocks after Anthropic launched new AI tools. Trading volume reached 11.5 million shares. IBM’s dividend record date is Feb. 10, with preliminary Q1 earnings due April 22.
Applied Materials stock drops 3% as tech selloff bites, with earnings and new analyst target in focus

Applied Materials stock drops 3% as tech selloff bites, with earnings and new analyst target in focus

Applied Materials shares fell 2.96% to $318.67 Tuesday, erasing Monday’s rally after Morgan Stanley raised its price target to $364. The stock is about 7.5% below its Jan. 29 high. Investors await the Feb. 12 earnings report and guidance update. Broader chip-equipment stocks also declined, with Lam Research and KLA both down over 3%.
Strategy Inc (MSTR) stock drops after hours as bitcoin slides; SEC filing shows fresh buy

Strategy Inc (MSTR) stock drops after hours as bitcoin slides; SEC filing shows fresh buy

Strategy Inc shares fell 4.6% after hours to $133.26 as bitcoin slid 3.5% to around $75,772. An SEC filing showed $106.1 million raised from ATM share sales, used to buy 855 bitcoin. The company raised its preferred dividend rate to 11.25% and declared a Feb. 28 payout. Investors await fourth-quarter results on Feb. 5 for updates on funding and dividend plans.
JPMorgan stock jumps while Wall Street slides — why JPM shares held up and what’s next

JPMorgan stock jumps while Wall Street slides — why JPM shares held up and what’s next

JPMorgan Chase shares closed up 2.18% at $314.85 Tuesday, defying a broader market selloff, then edged down 0.09% after hours. The gains followed a Baird upgrade and shifting rate forecasts, drawing renewed attention to large banks. U.S. stocks fell as investors dumped software and data-analytics shares on AI margin fears. JPMorgan’s stock traded between $308.15 and $316.18, with 12.69 million shares changing hands.
4 February 2026
Texas Instruments stock steadies after-hours as $7 billion Silicon Laboratories talks report surfaces

Texas Instruments stock steadies after-hours as $7 billion Silicon Laboratories talks report surfaces

Texas Instruments shares hovered near $225 in after-hours trading after a Financial Times report said it is close to acquiring Silicon Laboratories for $7 billion. Silicon Labs stock surged 28%, while Texas Instruments slipped 1%. Reuters has not verified the report. The deal would be TI’s largest since its $6.5 billion purchase of National Semiconductor in 2011.
4 February 2026
Netflix stock price slides as Warner Bros deal scrutiny tightens

Netflix stock price slides as Warner Bros deal scrutiny tightens

Netflix shares fell 3.4% to $79.94 Tuesday, steadying after hours as scrutiny intensified over its $82.7 billion bid for Warner Bros Discovery. The Senate Judiciary Committee questioned CEO Ted Sarandos on competition, while Paramount Skydance extended its rival tender offer to Feb. 20. Reed Hastings filed to sell up to 390,970 shares. European voice actors boycotted Netflix over AI contract terms.
Eli Lilly stock price drops 4% as Novo outlook jars weight-loss trade ahead of earnings

Eli Lilly stock price drops 4% as Novo outlook jars weight-loss trade ahead of earnings

Eli Lilly shares fell 3.9% to $1,003.46 on Tuesday, tracking a sharp 14% drop in Novo Nordisk after its 2026 forecast signaled deeper pricing pressure in the obesity-drug market. Pfizer also slipped on new weight-loss drug data. Lilly will report quarterly results Wednesday, as investors watch for signs of further price cuts and shifting demand in the sector.
Salesforce stock (CRM) slides nearly 7% as AI fears hit software — what traders watch next

Salesforce stock (CRM) slides nearly 7% as AI fears hit software — what traders watch next

Salesforce shares fell 6.8% Tuesday to $196.38, leading declines among major software stocks and dragging the Dow down 0.34%. The drop comes as investors weigh AI automation’s impact on per-user software pricing ahead of Salesforce’s Feb. 25 earnings report. Tableau chief Ryan Aytay announced his departure. Salesforce’s Spring ’26 release launches Feb. 23.
Oracle stock price falls as $50 billion funding push rolls out; ORCL bond, preferred terms in focus

Oracle stock price falls as $50 billion funding push rolls out; ORCL bond, preferred terms in focus

Oracle shares fell 3.4% to $154.67 Tuesday after the company announced $30 billion in new debt and equity financing to expand its cloud infrastructure. The $25 billion bond sale settles Feb. 4, and a $5 billion mandatory convertible preferred offering settles Feb. 5. Trading volume reached about 40.6 million shares. Credit ratings for the notes are Baa2/BBB/BBB from Moody’s, S&P, and Fitch.
4 February 2026
Western Digital stock jumps after $4 billion buyback boost and 100TB drive roadmap

Western Digital stock jumps after $4 billion buyback boost and 100TB drive roadmap

Western Digital shares rose 7.4% to $290.24 in after-hours trading Tuesday after the board approved an extra $4.0 billion for share buybacks, effective immediately. The company also unveiled a multi-year hard-drive roadmap targeting AI data centers, including a 40TB UltraSMR drive in qualification with hyperscale clients and plans for 60TB ePMR and 100TB HAMR drives by 2029.
4 February 2026
Exxon stock pops to a fresh 52-week high as oil rebounds; traders eye valuation and geopolitics

Exxon stock pops to a fresh 52-week high as oil rebounds; traders eye valuation and geopolitics

Exxon Mobil shares jumped 3.85% to $143.73 Tuesday, hitting a 52-week high as U.S.-Iran tensions lifted oil prices and energy stocks. Trading volume topped 37 million shares, more than double the average. BNP Paribas downgraded Exxon to “underperform” on valuation concerns despite strong quarterly results. Exxon also announced a new proxy-vote outreach program for retail investors.
4 February 2026
Intel stock rises after CEO flags a new GPU push to take on Nvidia

Intel stock rises after CEO flags a new GPU push to take on Nvidia

Intel shares rose 0.9% to $49.25 in after-hours trading after CEO Lip-Bu Tan announced plans to build GPUs for data centers and named Eric Demmers as chief GPU architect. Tan said Intel expects volume production on its 14A process later in 2026 and is in talks with several customers. Investors are pressing for clearer product and capacity timelines. CFO David Zinsner and officer April Boise disclosed recent share sales.
PayPal stock plunges after CEO exit and weak 2026 forecast — what investors watch next

PayPal stock plunges after CEO exit and weak 2026 forecast — what investors watch next

PayPal shares fell 20.7% to $41.70 in after-hours trading Tuesday after the company replaced CEO Alex Chriss with Enrique Lores and issued a weaker 2026 profit outlook. Fourth-quarter revenue reached $8.68 billion, with branded checkout growth slowing to 1%. PayPal withdrew its 2027 targets and announced a $0.14 quarterly dividend. CFO Jamie Miller will serve as interim CEO until March.
3 February 2026
Dow Jones slips 167 points on AI disruption fears; Alphabet, Amazon earnings next

Dow Jones slips 167 points on AI disruption fears; Alphabet, Amazon earnings next

The Dow Jones Industrial Average fell 166.67 points, or 0.34%, to 49,240.99 Tuesday as tech and software stocks dropped on AI disruption fears. IBM and Salesforce weighed heavily, while Walmart rose 3% to surpass a $1 trillion market cap. The S&P 500 lost 0.84% and the Nasdaq slid 1.43%. Earnings from Alphabet and Amazon are due next.
Broadcom (AVGO) stock slides after hours as tech selloff bites; Wi‑Fi 8 launch and March earnings in focus

Broadcom (AVGO) stock slides after hours as tech selloff bites; Wi‑Fi 8 launch and March earnings in focus

Broadcom shares fell 3.3% to $320.33 in after-hours trading Tuesday, following a session marked by thin volume and wide price swings. The company launched new enterprise Wi‑Fi 8 and switch platforms for AI-ready networks and set its fiscal Q1 results for March 4. Broader U.S. markets declined amid concerns over AI-driven competition, with major tech stocks also down.
Sandisk stock price jumps after-hours as Bernstein lifts target to $1,000

Sandisk stock price jumps after-hours as Bernstein lifts target to $1,000

Sandisk shares jumped 4.5% to $695.36 in after-hours trading Tuesday, with volume topping 30 million and prices swinging between $647.50 and $712.93. Bernstein raised its price target to $1,000 after Sandisk posted Q2 revenue of $3.03 billion and forecast Q3 revenue up to $4.8 billion. The company completed its split from Western Digital last February. Investors are watching NAND flash prices and supply deals closely.
3 February 2026
Tesla stock barely moves after-hours as $41,990 Model Y AWD debuts — what TSLA traders watch next

Tesla stock barely moves after-hours as $41,990 Model Y AWD debuts — what TSLA traders watch next

Tesla introduced a new all-wheel-drive Model Y at $41,990 on its U.S. website Tuesday, sending shares up 0.1% to $421.83 in after-hours trading. The move follows recent price cuts after the federal EV tax credit expired. Rivian fell 0.2% and Lucid rose 2.0%. Elon Musk also announced SpaceX acquired his AI startup xAI in a deal valuing SpaceX at $1 trillion and xAI at $250 billion.
Microsoft stock slides after hours on AI disruption jitters — what’s next for MSFT

Microsoft stock slides after hours on AI disruption jitters — what’s next for MSFT

Microsoft shares dropped 2.9% to $411.21 in after-hours trading Tuesday, extending losses from the main session amid a broader selloff in software and data-analytics stocks. The decline followed the debut of new automation tools from Anthropic and renewed concerns over AI’s impact on software demand. Piper Sandler maintained its Overweight rating and $600 price target. Investors await earnings from Alphabet and Amazon later this week.

Stock Market Today

  • Renewable Energy Stocks Q1 Review: Plug Power Trails While Bloom Energy Leads
    June 22, 2026, 3:48 PM EDT. Renewable energy stocks showed strength in Q1, with revenues beating analyst forecasts by 5.7% and share prices up 15.9% on average post-earnings. Plug Power (NASDAQ:PLUG) delivered $163.5 million in revenue, up 22.3%, outperforming sales estimates but missing on operating income and EPS, causing its shares to drop 19.3% to $2.84. In contrast, Bloom Energy (NYSE:BE) posted a remarkable 130% revenue increase to $751.1 million, exceeding forecasts by 42%, with shares climbing 45.3% to $329. The divergent performances highlight the sector's competitive dynamics amid ongoing economic and regulatory challenges for green energy companies.

Latest articles

Ford (NYSE:F) trades around $14 as Unifor labor talks put focus on margins

Ford (NYSE:F) trades around $14 as Unifor labor talks put focus on margins

22 June 2026
Ford (NYSE:F) traded nearly flat at $14.07 as Unifor opened Canadian contract talks, making Ford the first Detroit Three bargaining target; May U.S. F-Series sales fell 13.3% but end-May inventory stood at 2.6 months of sales, creating a cushion that could become a pricing risk if demand stays soft.
Lumentum Holdings (NASDAQ:LITE) rises as AI optics push lifts stock despite Nasdaq slump

Lumentum Holdings (NASDAQ:LITE) rises as AI optics push lifts stock despite Nasdaq slump

22 June 2026
Lumentum Holdings surged 6.1% to $901.89 despite a weak Nasdaq, driven by a $400M+ optical circuit switch backlog and “underappreciated” co-packaged optics attach-rate upside, as investors rotated into AI infrastructure stocks after the holiday; the stock’s inclusion in major indexes amplifies moves, but high valuation and risks from CPO adoption, production, and trade controls remain.
Ondas (NASDAQ:ONDS) slips; new defense orders up against resale share pressure

Ondas (NASDAQ:ONDS) slips; new defense orders up against resale share pressure

22 June 2026
Ondas (NASDAQ:ONDS) dropped 1.9% to $9.09 despite announcing over $40 million in June defense orders, as a same-day SEC filing registered 3.13 million acquisition-related shares for resale, highlighting investor concerns over increased stock supply from repeated Omnisys deal installments, with another balance payment still due.
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