Today: 7 February 2026
Subscribe
Browse Category

Technology Stocks News 3 February 2026 - 4 February 2026

Lam Research stock tumbles nearly 9% as chip gear sells off; COO change set for March

Lam Research stock tumbles nearly 9% as chip gear sells off; COO change set for March

Lam Research shares fell 8.6% to $210.33 by midday Wednesday, erasing earlier gains as semiconductor stocks slumped. The drop followed a sector-wide tech selloff and a sharp decline in AMD shares after a cautious forecast. Lam announced COO Patrick J. Lord will retire March 6, with Sesha Varadarajan set to succeed him. Cadence CEO Anirudh Devgan joined Lam’s board, expanding it by one member.
4 February 2026
·····
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
·····
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
····
BigBear.ai stock slides as dilution vote nears; CEO filing adds to the focus

BigBear.ai stock slides as dilution vote nears; CEO filing adds to the focus

BigBear.ai shares fell 6.1% to $4.65 Wednesday morning ahead of a key shareholder vote to double authorized common shares to 1 billion. CEO Kevin McAleenan recently sold 48,691 shares to cover taxes on vested stock. Pomerantz LLP is investigating potential securities violations at the company. AI-related software stocks traded unevenly as sector concerns grew.
4 February 2026
·····
Snap stock slips again ahead of earnings — here’s what traders are watching

Snap stock slips again ahead of earnings — here’s what traders are watching

Snap Inc shares fell about 1% to $6.03 Wednesday morning, extending a four-day losing streak ahead of its earnings report after the bell. The stock is down 48% from its 52-week high, with trading volume more than double the 50-day average. Snap will release Q4 and full-year 2025 results later today, as investors watch for updates on ad demand and its augmented reality push.
4 February 2026
·····
Palantir stock dips in premarket after earnings jump; 2026 revenue guide in focus

Palantir stock dips in premarket after earnings jump; 2026 revenue guide in focus

Palantir shares fell 0.8% to $156.60 in premarket trading Wednesday after a 6.9% surge the previous day. The company reported fourth-quarter revenue up 70% to $1.407 billion and projected 2026 revenue as high as $7.198 billion. U.S. commercial revenue more than doubled. The stock remains down nearly 17% for the year.
4 February 2026
·····
Digital Turbine stock jumps 20% premarket after outlook raise — what to watch at the open

Digital Turbine stock jumps 20% premarket after outlook raise — what to watch at the open

Digital Turbine shares surged about 20% to $5.93 in premarket trading after the company raised its full-year revenue and profit forecasts. Fiscal third-quarter revenue rose 12% to $151.4 million, with GAAP net income of $5.1 million. Debt fell by over $41 million to $355 million. Investors are watching if the rally holds at the open and how March-quarter demand develops.
4 February 2026
·····
Adobe stock slips again: ADBE hit by Piper Sandler downgrade as AI disruption fears linger

Adobe stock slips again: ADBE hit by Piper Sandler downgrade as AI disruption fears linger

Adobe shares fell 0.6% to $270.20 in Wednesday’s premarket after a 7.3% drop Tuesday. Piper Sandler downgraded the stock to neutral and cut its price target to $330, citing weaker demand for licenses. The selloff followed Anthropic’s launch of new AI plug-ins, raising concerns over competition. Adobe’s earnings call is scheduled for March 12.
4 February 2026
·····
KLA (KLAC) stock price slides nearly 4% as chip-tool rally cools — what traders watch next

KLA (KLAC) stock price slides nearly 4% as chip-tool rally cools — what traders watch next

KLA shares fell 3.9% to $1,355.54 Tuesday, tracking a broader tech selloff, then showed little change after hours. Roughly 2.1 million shares traded as the stock swung over $120 intraday. The drop followed recent earnings and guidance, with investors cautious ahead of major tech results and delayed U.S. economic data. KLA is scheduled to appear at SEMICON Korea next week.
4 February 2026
·····
Lam Research stock price slips 3%: LRCX traders eye COO handover and new board pick

Lam Research stock price slips 3%: LRCX traders eye COO handover and new board pick

Lam Research shares fell 3.1% to $230.10 Tuesday, touching an intraday low of $226.88, before steadying after hours. Anirudh Devgan, CEO of Cadence, joined the board, and Seshasayee Varadarajan will become COO on March 6, according to an SEC filing. Other chip-equipment makers also declined. Lam recently announced a research pact with CEA-Leti and forecast Q3 revenue of $5.7 billion.
4 February 2026
····
Palantir stock jumps after earnings; here’s what investors watch next for PLTR

Palantir stock jumps after earnings; here’s what investors watch next for PLTR

Palantir shares rose 6.9% to $157.90 in after-hours trading Tuesday after reporting a 70% jump in Q4 revenue to $1.407 billion and raising its 2026 outlook. U.S. government revenue climbed 66% to $570 million, while commercial revenue jumped 137% to $507 million. The company’s valuation remains under scrutiny, trading at 131 times projected earnings. Investors are watching for any disruption from the ongoing partial U.S. government shutdown.
3 February 2026
·····
1 2 3 4 5 6 … 99

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.
IAG share price jumps toward a 52-week peak — what to watch before London reopens

IAG share price jumps toward a 52-week peak — what to watch before London reopens

7 February 2026
IAG shares rose 4.33% to 438.50 pence Friday, near their 52-week high, ahead of full-year results due later this month. The company reported 162,073,135 treasury shares and total voting rights of 4,565,128,012. Brent crude fell 2.2% Thursday to $67.93 a barrel. South Europe Ground Services logged 712,340 operations in 2025 and seeks approval to operate in Portugal.
Go toTop