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Stock Market News 4 February 2026

AppLovin stock tumbles 14% as AI disruption jitters hit ad tech ahead of Feb 11 earnings

AppLovin stock tumbles 14% as AI disruption jitters hit ad tech ahead of Feb 11 earnings

AppLovin shares fell 13.7% to $398.51 Wednesday amid a broad sell-off in software and ad-tech stocks after Anthropic launched new AI plug-ins. The stock swung between $464.17 and $384.24 during the session. The S&P 500 software and services index has dropped nearly 13% over five sessions. AppLovin will report Q4 and full-year 2025 earnings on Feb. 11.
4 February 2026
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IBM stock price slides again as AI disruption fears hit software, IT services

IBM stock price slides again as AI disruption fears hit software, IT services

IBM shares fell $9.19, or 3.1%, to $285.12 Wednesday amid heightened concerns over AI competition and a weak outlook from Gartner. The selloff followed Anthropic’s launch of new AI tools and a sharp drop in Gartner’s consulting revenue. Investors are watching IBM’s upcoming earnings and February dividend record date. U.S. equities also declined Tuesday as tech sector worries spread.
4 February 2026
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Teradyne stock slides after AI-driven outlook rally — what traders watch next

Teradyne stock slides after AI-driven outlook rally — what traders watch next

Teradyne shares fell about 4% to $271.69 by midday Wednesday, pulling back after a surge on strong quarterly results and an upbeat Q1 forecast. The company reported Q4 revenue of $1.083 billion and projected Q1 revenue between $1.15 billion and $1.25 billion. CEO Greg Smith cited AI-driven demand as a key growth factor. Teradyne will present at SEMICON Korea on Feb. 11 and the Chiplet Summit on Feb. 17.
4 February 2026
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Intuit stock price whipsaws in New York trade as AI disruption fears hit software names

Intuit stock price whipsaws in New York trade as AI disruption fears hit software names

Intuit shares closed up 0.5% at $436.13 after swinging between $411.48 and $447.00 Wednesday, while software stocks broadly fell on concerns over AI competition. Traders cited Anthropic’s new AI plug-ins as fueling fears of faster automation. The S&P 500 software and services index declined, despite the broader S&P 500 hitting a record. Investors await Intuit’s Feb. 26 earnings for signs of shifting demand and pricing power.
4 February 2026
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Applied Materials stock slides 6% as chip tools sink; Wall Street eyes earnings and AI jitters

Applied Materials stock slides 6% as chip tools sink; Wall Street eyes earnings and AI jitters

Applied Materials shares fell 6% to $299.39 in late-morning trading, leading losses among chip equipment makers as the sector dropped. Lam Research slid 7.7%, ASML lost 3.4%, and KLA fell 2.1%. The declines followed renewed concerns about AI-driven demand and a weak outlook from Advanced Micro Devices. Investors are watching for Applied’s next results on Feb. 12 for signs of customer spending trends.
4 February 2026
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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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Stock Market Today

Meta stock faces an AI split: ad gains vs a $135 billion bill

Meta stock faces an AI split: ad gains vs a $135 billion bill

7 February 2026
Meta shares dropped 1.3% to $661.46 on Friday after the company projected 2026 capital spending of up to $135 billion, raising investor concerns over cash flow. Meta reported Q4 revenue of $59.89 billion, up 24% year-over-year, with ad impressions rising 18%. Analysts remain divided on whether AI-driven ad gains can offset the steep spending ramp.
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