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Stock Market 2 February 2026

U.S. index ETFs showed little movement in after-hours trading, with blue-chip stocks slightly up and growth stocks weaker, continuing the regular session’s trend. Amazon shares dropped 4.75% as investors questioned the payoff timeline for the tech industry’s heavy AI spending. Keel Infrastructure rose 5.9% to a new 52-week high, driven by investor interest in its power assets for potential AI data center leasing. Nokia shares climbed in both Helsinki and the U.S. after expanding its AI network-software partnership with Google Cloud. Infleqtion gained about 5% following a White House policy boost for quantum technologies, though risks include ongoing losses and unproven hardware. Nexentis Technologies more than doubled after an AI drug-discovery update, with heavy trading throughout the session. Grab fell 2.24% and is down 30% this year despite higher revenue and profit, as investors weigh its buyback and AI initiatives against concerns about competition and growth. Tesla shares rose 1.14% as focus remained on its robotaxi strategy and potential closer ties among Elon Musk’s companies. Marvell Technology fell 0.9% in its S&P 500 debut but remains up over 260% this year due to AI infrastructure demand, with investors balancing index-fund buying and high valuations. Apple slipped 0.3% but outperformed most large tech peers. Nvidia fell 0.97%, with large tech names dragging the Nasdaq down 1.3%. SpaceX shares dropped 16.43% amid its first bond sale, though the stock remains above its IPO price. Chipotle fell 6%, outpacing the broader restaurant group. Snap remains 19% below its June 15 close, with investor focus on capital discipline. Joby Aviation declined 1.4%, with lawsuits and index changes in focus. Coherent neared a 52-week high, with attention on U.S. indium phosphide capacity amid China’s stricter controls. UiPath fell 1.2% ahead of its annual meeting, with investors watching recurring-contract growth. The S&P 500 lost 0.48% and the Nasdaq 1.41%, as losses in Alphabet and other big tech stocks outweighed sector gains elsewhere. The Dow gained 0.28%, led by Caterpillar and Visa, while Alphabet’s decline weighed on tech. Ford was flat as Canadian contract talks began.
Ciena stock jumps about 6% as tech rebounds; CIEN traders eye March catalyst

Ciena stock jumps about 6% as tech rebounds; CIEN traders eye March catalyst

Ciena Corp shares rose about 6% to $267.26 by early afternoon Monday after an earlier drop, rebounding alongside other networking stocks like Corning and Nokia. The move followed analyst upgrades and news of new fiber projects in the Balkans. Wall Street’s tech sector gains came as metals prices fell sharply. Investors are watching for updates at the Mobile World Congress in early March.
2 February 2026
Why Coherent stock is jumping today as a unit sale closes and earnings loom

Why Coherent stock is jumping today as a unit sale closes and earnings loom

Coherent Corp shares rose 6.9% to $226.83 Monday ahead of its earnings report due Wednesday after market close. The move followed news that Bystronic finalized its purchase of Coherent’s Tools for Materials Processing unit. Morgan Stanley raised its price target to $190 but kept a neutral rating. Trading remained volatile as investors watched for updates on AI data center demand and debt repayment.
Oracle stock price rises as $50 billion funding plan eases AI buildout fears

Oracle stock price rises as $50 billion funding plan eases AI buildout fears

Oracle shares rose 1.7% Monday after the company announced plans to raise up to $50 billion in debt and equity this year to fund cloud expansion. The stock closed near $167.43. Oracle will split the financing between equity, including a $20 billion at-the-market program, and a single bond issuance in early 2026. The company filed a prospectus for 100 million depositary shares linked to mandatory convertible preferred stock.
Impinj stock jumps about 8% as chip rally returns ahead of PI earnings

Impinj stock jumps about 8% as chip rally returns ahead of PI earnings

Impinj shares rose about 8% to $149.21 by Monday afternoon, rebounding with chip stocks as tech led Wall Street gains. The move comes ahead of Impinj’s Q4 and full-year 2025 earnings call set for Feb. 5. Semiconductor sentiment remains volatile, with AI demand driving DRAM price forecasts sharply higher. U.S. factory data showed expansion in January, further lifting markets.
Cisco stock pops to a fresh 52-week high — here’s what Wall Street is watching next

Cisco stock pops to a fresh 52-week high — here’s what Wall Street is watching next

Cisco shares rose 3.4% to $81.00 by midday Monday, reaching a new 52-week high ahead of its AI Summit on Feb. 3 and earnings on Feb. 11. The stock traded between $77.64 and $81.14. Executives from Nvidia, OpenAI, AWS, and Intel are set to join Cisco leadership at the summit. Broader U.S. markets also advanced, with the S&P 500 up 0.6% and the Nasdaq gaining 0.9%.
UWM stock jumps nearly 9% as Two Harbors earnings near and merger math tightens

UWM stock jumps nearly 9% as Two Harbors earnings near and merger math tightens

UWM Holdings shares rose 8.6% to $5.33 by midday Monday after closing at $4.91, ahead of Two Harbors’ quarterly earnings report due after the bell. UWM last week filed a Form S-4 for its planned $1.3 billion stock-for-stock acquisition of Two Harbors. Two Harbors shares gained 7.5%. The deal’s value depends on UWM’s share price and awaits shareholder and regulatory approval.
Caterpillar stock price jumps nearly 4% as target hikes keep focus on backlog, data-center power

Caterpillar stock price jumps nearly 4% as target hikes keep focus on backlog, data-center power

Caterpillar shares rose 3.9% to $683.24 Monday after Truist Securities raised its price target and cited a record $51.2 billion order backlog. The company reported $19.1 billion in Q4 sales and warned of $2.6 billion in tariff costs by 2026. New orders for data-center power systems and a major West Virginia project fueled optimism. Broader markets were mixed amid a commodity selloff.
2 February 2026
Semtech stock jumps 9% today as SMTC hits fresh high — what’s moving the shares now

Semtech stock jumps 9% today as SMTC hits fresh high — what’s moving the shares now

Semtech shares surged 9.4% to $87.21 by midday Monday, hitting a new 52-week high of $88.59. Trading volume topped the 30-day average as the stock outpaced a 3% gain in the broader semiconductor index. The jump followed last week’s launch of new AirLink 5G “RedCap” routers targeting industrial IoT markets. Investors are watching for updates at DistribuTECH 2026 in San Diego this week.
2 February 2026
Costco stock jumps in midday trade as January sales report nears

Costco stock jumps in midday trade as January sales report nears

Costco shares rose 2.6% to $965.04 in midday trading Monday, rebounding from last week’s dip and outpacing retail peers. Analyst Joseph Feldman set a $1,100 price target, citing strong sales and membership growth. Investors await Costco’s January sales report, due Feb. 4. Net sales for the fiscal year’s first 18 weeks climbed 8.3% to $101.83 billion.
2 February 2026
MACOM stock jumps nearly 5% as MTSI swings sharply ahead of Feb. 5 earnings

MACOM stock jumps nearly 5% as MTSI swings sharply ahead of Feb. 5 earnings

MACOM shares rose 4.9% to $229.72 by midday Monday, rebounding from an early swing between $206.84 and $236.15 on volume over 980,000 shares. The move comes ahead of the company’s quarterly earnings release set for Feb. 5. Semiconductor stocks broadly gained, with the iShares Semiconductor ETF up 2.4%. Investors are watching for MACOM’s guidance and outlook during a busy week for tech earnings.
Soleno Therapeutics stock jumps nearly 9% today — what SLNO traders are watching next

Soleno Therapeutics stock jumps nearly 9% today — what SLNO traders are watching next

Soleno Therapeutics shares jumped 8.9% to $42.00 Monday, outpacing a broad biotech rally. The move follows attention on VYKAT XR’s U.S. launch, with preliminary 2025 revenue reported at up to $191 million and 1,250 patient starts. Investors are awaiting full financial results in late February and monitoring upcoming investor conference appearances. No new company news was released Monday.
2 February 2026

Stock Market Today

  • Google Earth Launches Browser-Based Flight Simulator
    June 23, 2026, 3:32 AM EDT. On June 12, 2026, Google introduced a free flight simulator within Google Earth accessible directly via web browsers at earth.google.com, eliminating the need for software installation. This update revives a feature originally hidden in the 2007 desktop app, enabling users to pilot a virtual fighter jet over detailed 3D satellite terrain and cities using keyboard and mouse controls. The simulator offers an experimental, immersive experience aimed at enhancing spatial understanding rather than serving as pilot training. This move aligns with Google's broader strategy to deploy advanced visual and AI-driven tools in browser environments, showcasing growing capabilities in lightweight, graphics-intensive online applications.

Latest articles

Amazon Stock Just Got Hit Before Prime Day — AI Spending Fears Are Back

Amazon Stock Just Got Hit Before Prime Day — AI Spending Fears Are Back

23 June 2026
Amazon shares plunged 4.75% to $232.79 as investors questioned whether the company’s massive AI and cloud spending will pay off quickly enough, just ahead of Prime Day—a key test of U.S. consumer demand—with Bank of America projecting $21.6 billion in sales for the event and analysts warning that profit quality could disappoint if shoppers focus on lower-margin essentials.
Keel Shares Hit Record—What’s Next for the Stock

Keel Shares Hit Record—What’s Next for the Stock

23 June 2026
Keel Infrastructure Corp. surged 5.9% to a 52-week high as investors bet its power sites can be converted to AI data-center leases, with shares ending at $6.66 on heavy volume; the stock’s rally now hinges on permits, construction, and landing customer contracts, while upcoming Russell 3000 index inclusion and recent $458 million convertible note financing add both opportunity and dilution risk.
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