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Stock Market News 4 February 2026

Texas Instruments stock price slips as TXN chases $7.5 billion Silicon Labs deal — what to watch next

Texas Instruments stock price slips as TXN chases $7.5 billion Silicon Labs deal — what to watch next

Texas Instruments shares fell 0.9% to $223.18 late morning after announcing a $7.5 billion deal to buy Silicon Labs at a 69% premium. The acquisition, expected to close in 2027, will be financed with debt and includes termination fees of $259 million for Silicon Labs and $499 million for Texas Instruments. Silicon Labs shares jumped 51% in premarket trading. Investors weighed the high price and execution risks.
4 February 2026
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Lumentum stock jumps as $400 million optics backlog and strong outlook move the price

Lumentum stock jumps as $400 million optics backlog and strong outlook move the price

Lumentum Holdings shares surged 7.3% to $466.89 Wednesday after the company posted $665.5 million in quarterly revenue and forecast stronger sales for the next quarter. CEO Michael Hurlston cited a $400 million optical switch backlog and a major new laser order. Analysts raised price targets following the report. Shares swung between $443.10 and $509.90 in volatile trading.
4 February 2026
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ServiceNow stock steadies after AI disruption scare hits software names again

ServiceNow stock steadies after AI disruption scare hits software names again

ServiceNow shares hovered near $109.77 Wednesday after a 7% drop the previous day, as U.S. software stocks extended losses amid concerns over AI competition. The S&P 500 software and services index has fallen nearly 13% in five sessions. Investors are awaiting executive appearances for signals on demand and competition.
4 February 2026
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Constellation Software hits a 1-year low — why analysts still see upside in CSU

Constellation Software hits a 1-year low — why analysts still see upside in CSU

Constellation Software shares hovered near a 52-week low Wednesday on the Toronto Stock Exchange, trading around C$2,342 after a steep two-day drop. Several banks cut price targets, but analysts tracked by MarketBeat kept a “moderate buy” consensus. The Sequoia Fund called the valuation “compelling” in a shareholder letter. Leadership changes continue after founder Mark Leonard stepped down last September.
4 February 2026
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Walmart stock holds near record after hitting $1 trillion mark — what investors watch next

Walmart stock holds near record after hitting $1 trillion mark — what investors watch next

Walmart shares rose 0.4% to $128.18 by late morning Wednesday, near record highs after the retailer surpassed a $1 trillion market cap Tuesday. Investors await Walmart’s quarterly results due Feb. 19. John Furner became president and CEO on Feb. 1. Amazon shares slipped 0.9%, while Costco and Target also gained.
4 February 2026
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Opendoor stock drops 5% after mortgage-demand data; Feb 19 results loom

Opendoor stock drops 5% after mortgage-demand data; Feb 19 results loom

Opendoor shares fell about 5% to $4.86 in late morning trading Wednesday after U.S. mortgage applications dropped 8.9% last week. Purchase applications fell 14% as Winter Storm Fern hit much of the country. Opendoor will report earnings and hold a “Financial Open House” event on Feb. 19. Other real estate stocks, including Zillow and Offerpad, also traded lower.
4 February 2026
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Why JPMorgan stock is up today: Baird upgrade meets a steeper Treasury curve

Why JPMorgan stock is up today: Baird upgrade meets a steeper Treasury curve

JPMorgan Chase shares rose 0.9% to $317.70 in late-morning New York trading Wednesday, after hitting $318.99 earlier. The 2-year/10-year Treasury spread widened to about 70.8 basis points as traders digested steady auction sizes and warnings of higher future deficits. U.S. private payrolls increased by 22,000 in January, missing forecasts. JPMorgan is in talks with investors on a new frontier-market bond index, sources said.
4 February 2026
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B2Gold stock slips as gold’s rollercoaster rattles miners ahead of BTG earnings

B2Gold stock slips as gold’s rollercoaster rattles miners ahead of BTG earnings

B2Gold shares fell 1% to $4.97 Wednesday morning after swinging as high as $5.22, mirroring sharp moves in gold prices. The VanEck Gold Miners ETF dropped 0.9% and Newmont and Kinross also declined. CME Group’s margin hike and a stronger dollar after Kevin Warsh’s Fed nomination fueled volatility. B2Gold will report Q4 and 2025 results on Feb. 18.
4 February 2026
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Qualcomm earnings day: Cantor trims QCOM target to $160 as handset worries return

Qualcomm earnings day: Cantor trims QCOM target to $160 as handset worries return

Cantor Fitzgerald and Mizuho both cut their Qualcomm price targets to $160, citing weaker handset demand and competition from MediaTek. Qualcomm shares rose 2.9% to $151.41 Tuesday but are down nearly 12% over the past month. The company reports earnings Wednesday after the bell, with Wall Street expecting $12.13 billion in revenue and $3.39 EPS for the December quarter.
4 February 2026
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Exxon Mobil stock price today: XOM nears fresh highs as oil steadies and dividend date looms

Exxon Mobil stock price today: XOM nears fresh highs as oil steadies and dividend date looms

Exxon Mobil shares rose 1.6% to $146.02 by late morning Wednesday, near their session high, as oil prices steadied after U.S.-Iran tensions flared in the Strait of Hormuz. Brent crude edged up to $67.38 a barrel. Traders are watching U.S.-Iran talks in Oman set for Friday and Exxon’s dividend record date on Feb. 12. Volume in Exxon shares more than doubled its 50-day average Tuesday.
4 February 2026
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Novo Nordisk stock plunges as 2026 sales warning fuels price-war fears around Wegovy

Novo Nordisk stock plunges as 2026 sales warning fuels price-war fears around Wegovy

Novo Nordisk shares fell 16% in Copenhagen after the company warned 2026 sales and profit may drop up to 13% due to falling U.S. drug prices and tougher competition. ADRs slid nearly 4% in New York. Novo plans a share buyback of up to 15 billion Danish crowns and named Jamey Millar as its new U.S. head. CEO Mike Doustdar said Wegovy price cuts have hit results but are meant to boost future demand.
4 February 2026
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Blue Owl stock rebounds as AI fears rattle software borrowers ahead of Feb. 5 earnings

Blue Owl stock rebounds as AI fears rattle software borrowers ahead of Feb. 5 earnings

Blue Owl Capital shares rose 0.9% to $12.22 Wednesday morning, recovering from a sharp drop tied to fears of AI-driven disruption in software lending. Investors await the company’s fourth-quarter results and earnings call on Feb. 5, focusing on credit performance and fundraising. The stock remains volatile as concerns mount over loans to software firms.
4 February 2026
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Stock Market Today

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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