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Stock Market News 4 February 2026 - 5 February 2026

Uber stock sinks after earnings outlook miss as CFO change and robotaxi push hit focus

Uber stock sinks after earnings outlook miss as CFO change and robotaxi push hit focus

Uber shares fell about 5% to $73.92 in after-hours trading Wednesday after the company issued a first-quarter profit forecast below analyst expectations and announced CFO Prashanth Mahendra-Rajah will step down. Uber projected adjusted EPS of 65–72 cents, missing the 76-cent consensus. The company signaled a higher 2026 tax rate and plans to expand autonomous vehicle deployments.
5 February 2026
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Salesforce (CRM) stock rises after hours as Feb. 25 earnings date set amid AI-driven software jitters

Salesforce (CRM) stock rises after hours as Feb. 25 earnings date set amid AI-driven software jitters

Salesforce shares rose 1.5% to $199.44 in after-hours trading Wednesday, rebounding from a session low of $187.29. The company will report fourth-quarter and full-year results on Feb. 25 after markets close. Investors remain cautious on software stocks, with options activity showing defensive positioning. A director received 1,766 restricted stock units set to vest through 2026.
5 February 2026
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ServiceNow stock rebounds after AI panic — what traders watch next for NOW shares

ServiceNow stock rebounds after AI panic — what traders watch next for NOW shares

ServiceNow shares closed up 1.18% at $111.07 Wednesday after swinging between $105.25 and $111.15. The move followed a sharp sector selloff tied to fears that new AI tools could disrupt subscription software models. Trading volume reached about 36.5 million shares. Investors are watching Amazon’s earnings Thursday for signals on tech sector sentiment.
4 February 2026
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Lumentum stock price jumps after hours as upbeat outlook and analyst target hikes land

Lumentum stock price jumps after hours as upbeat outlook and analyst target hikes land

Lumentum Holdings shares rose 7.2% to $465.54 in after-hours trading Wednesday after the company reported fiscal Q2 revenue of $665.5 million and issued stronger-than-expected Q3 guidance. Analysts at Stifel and B. Riley raised their price targets, with B. Riley upgrading the stock to Buy. The company cited robust demand for transceivers and growth in optical circuit switches but warned of risks from shifting orders and pricing pressure.
4 February 2026
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Dow Jones ends higher as tech rout drags Nasdaq; AMD dive keeps AI nerves raw

Dow Jones ends higher as tech rout drags Nasdaq; AMD dive keeps AI nerves raw

The Dow rose 260 points to 49,501.30, while the S&P 500 and Nasdaq fell as AI-linked tech stocks sold off and Advanced Micro Devices plunged 17% on a weak forecast. Oil jumped 3% after U.S.-Iran talks faltered, lifting energy shares. January’s private payrolls rose by just 22,000. The Labor Department postponed the monthly jobs report to next Wednesday.
4 February 2026
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AMD stock plunges 17% after outlook rekindles doubts about its AI chip challenge to Nvidia

AMD stock plunges 17% after outlook rekindles doubts about its AI chip challenge to Nvidia

AMD shares fell 17.3% Wednesday and traded at $200.19 after hours after the company forecast first-quarter revenue of about $9.8 billion, below the previous quarter. Nvidia dropped 3.3% and Intel slipped 1.4%. The S&P 500 lost 0.51% and the Nasdaq fell 1.51%. Investors cited weak near-term AI chip sales and uncertainty over China as reasons for the selloff.
4 February 2026
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GOOG stock drops after-hours as Alphabet’s $185 billion spending plan rattles investors

GOOG stock drops after-hours as Alphabet’s $185 billion spending plan rattles investors

Alphabet’s Class C shares fell 2.1% to $333.42 in after-hours trading after the company projected 2026 capital expenditures of $175–185 billion. Fourth-quarter revenue rose 18% to $113.8 billion, with Google Cloud up 48% to $17.7 billion. The company announced a $0.21 per share dividend and a $2.1 billion compensation charge tied to Waymo. Investors questioned whether AI demand will offset the higher spending.
4 February 2026
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Meta stock slides after hours as AI jitters hit tech and senators target scam ads

Meta stock slides after hours as AI jitters hit tech and senators target scam ads

Meta Platforms shares fell 3.3% to $669 in after-hours trading Wednesday, extending losses during a turbulent week for tech stocks. The drop followed a broader Nasdaq decline of 1.51% as investors weighed AI spending and regulatory risks. U.S. lawmakers introduced a bill targeting scam ads on social media, drawing a response from Meta. Traders are watching Alphabet’s earnings and regulatory developments for further market direction.
4 February 2026
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Oracle stock drops 5% after-hours as $25B bond sale and $5B convertible preferred deal land

Oracle stock drops 5% after-hours as $25B bond sale and $5B convertible preferred deal land

Oracle shares fell 5.2% to $146.65 in after-hours trading after the company filed for a $25 billion notes offering and a $5 billion convertible preferred deal. The moves come as Oracle seeks funding for data-center expansion tied to cloud demand. Traders are watching for signs Oracle will tap its $20 billion at-the-market share program. The Nasdaq dropped 1.51% as tech stocks slid.
4 February 2026
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Stock Market Today

South32 share price drops 4% in ASX rout — what investors watch before results

South32 share price drops 4% in ASX rout — what investors watch before results

7 February 2026
South32 shares fell 4.1% to A$4.41 Friday as Australian miners dropped in the worst ASX session since April 2025. The S&P/ASX 200 lost 2%, erasing almost A$70 billion in value. South32’s half-year results and interim dividend decision are set for Feb. 12. Markets reopen Monday with investors watching for further volatility.
Wesfarmers share price: what to watch on ASX next week as results loom

Wesfarmers share price: what to watch on ASX next week as results loom

7 February 2026
Wesfarmers shares closed down 1.33% at A$85.04 on Friday, following a sharp drop in the S&P/ASX 200, which fell 2% for its steepest one-day loss in 10 months. Investors are watching for Australia’s household spending data next week and Wesfarmers’ half-year results due Feb. 19.
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