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Stock Market News 6 February 2026 - 7 February 2026

Oracle stock rebounds after a bruising week — what traders are watching next for ORCL

Oracle stock rebounds after a bruising week — what traders are watching next for ORCL

Oracle shares rose 4.6% to $142.82 in after-hours trading Friday, rebounding from a 7% drop the day before. The move follows disclosures of a $25 billion bond sale and plans for up to $20 billion in at-the-market share sales. Oracle aims to raise $45–$50 billion in 2026 for cloud infrastructure expansion. Investors are watching funding pace and AI-driven cloud spending ahead of the next earnings update.
Lumentum (LITE) stock jumps after-hours as AI optics trade stretches into next week

Lumentum (LITE) stock jumps after-hours as AI optics trade stretches into next week

Lumentum Holdings shares jumped 9.3% to $551.99 in after-hours trading Friday after reporting fiscal Q2 revenue of $665.5 million and forecasting Q3 revenue of $780–$830 million. Analysts raised price targets following the upbeat outlook. A Form 144 filing disclosed a planned sale of 4,849 shares. Trading volume reached about 6.7 million shares.
Intel stock jumps nearly 5% as China server CPU waits stretch and SambaNova funding news lands

Intel stock jumps nearly 5% as China server CPU waits stretch and SambaNova funding news lands

Intel shares closed up 4.9% to $50.59 Friday and were steady after-hours. Intel and AMD warned China customers of server CPU delays, with Intel lead times up to six months and prices rising over 10%. Intel plans to invest about $100 million in AI chip startup SambaNova in a new funding round. Investors are watching Q2 supply and the next earnings date.
Robinhood stock jumps 14% after-hours as bitcoin rebounds above $70,000

Robinhood stock jumps 14% after-hours as bitcoin rebounds above $70,000

Robinhood shares jumped about 14% to $82.82 in after-hours trading Friday as bitcoin rebounded above $70,000. The move comes ahead of Robinhood’s Feb. 10 earnings report, with traders watching for signs of sustained retail activity. Chief Brokerage Officer Steven Quirk sold 52,540 shares on Feb. 3 under a preset plan. Coinbase and Strategy also surged as crypto-linked stocks rallied.
Strategy (MSTR) stock jumps 26% as bitcoin bounces back after bruising earnings drop

Strategy (MSTR) stock jumps 26% as bitcoin bounces back after bruising earnings drop

Strategy Inc (MSTR) shares jumped 26% to $134.93 in after-hours trading Friday, tracking bitcoin’s rebound above $70,000 after a steep selloff. The surge followed a 17% drop Thursday after Strategy reported a $12.4 billion quarterly loss tied to bitcoin price swings. Trading volume hit 57.1 million shares. Crypto-linked stocks including MARA, Coinbase, and Robinhood also rallied.
AI stocks snap back: Nvidia surges, Dow clears 50,000 as Amazon’s AI spend spooks investors

AI stocks snap back: Nvidia surges, Dow clears 50,000 as Amazon’s AI spend spooks investors

Nvidia surged nearly 8% Friday, lifting the Dow above 50,000 for the first time, as chip stocks rallied. Amazon shares fell after the company projected 2026 capital spending would jump to $200 billion to expand AI infrastructure. The S&P 500 and Nasdaq also closed higher, while software stocks continued to slide.
Dow Jones breaks 50,000 for first time as Nvidia rebounds; Wall Street turns to delayed jobs report

Dow Jones breaks 50,000 for first time as Nvidia rebounds; Wall Street turns to delayed jobs report

The Dow Jones Industrial Average closed above 50,000 for the first time Friday, ending at 50,115.67, up 2.47%. Nvidia surged 7.8% as chip stocks rallied on AI spending hopes, while Amazon dropped 5.6% after projecting $200 billion in 2026 capital expenditures. Traders await delayed U.S. jobs and inflation reports next week.
Google stock price slips after-hours as Alphabet’s $185 billion AI spending plan stays in focus

Google stock price slips after-hours as Alphabet’s $185 billion AI spending plan stays in focus

Alphabet Class C shares fell 2.5% to $323.10 in after-hours trading Friday, trailing gains in major U.S. stock benchmarks. The company told investors it expects 2026 capital expenditures of $175–185 billion, far above analyst forecasts. Some analysts warned the spending could cut free cash flow by over 90%. Google Cloud revenue rose 48% to $17.7 billion in the December quarter.
Broadcom stock jumps 7% as Big Tech’s AI spending plans revive chip trade

Broadcom stock jumps 7% as Big Tech’s AI spending plans revive chip trade

Broadcom shares jumped 7% to $332.92 in after-hours trading Friday, outpacing other large tech stocks as chipmakers rallied. Alphabet projected 2026 capital spending of up to $185 billion, while Amazon outlined a $200 billion outlay, both focused on AI infrastructure. Amazon shares fell after its announcement. Investors weighed strong AI hardware demand against concerns over surging costs.
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Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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