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Technology Stocks News 1 February 2026 - 2 February 2026

Monolithic Power Systems (MPWR) stock sinks 5% into earnings week — what investors watch next

Monolithic Power Systems (MPWR) stock sinks 5% into earnings week — what investors watch next

Monolithic Power Systems shares fell 4.9% to $1,124.15 Friday after swinging between $1,188.88 and $1,114.06. The chipmaker will report quarterly and full-year results after markets close on Feb. 5, with a Q&A set for 5 p.m. ET. Broader chip stocks also declined. Investors are focused on guidance and demand signals ahead of the release.
2 February 2026
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Zhongji Innolight stock price in focus: profit forecast, 1.6T orders and what could move the A-shares next

Zhongji Innolight stock price in focus: profit forecast, 1.6T orders and what could move the A-shares next

Zhongji Innolight A-shares closed at 649 yuan on Jan. 30, up 5.7%, after the company forecast 2025 net profit of 9.8–11.8 billion yuan, an increase of up to 128% from last year. The optical module maker cited strong demand for AI data center infrastructure but flagged supply constraints and cost pressures. Monday’s open is expected to be volatile following weekend investor updates.
2 February 2026
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Infineon stock price: IFX heads into earnings week after a soft close — what to watch next

Infineon stock price: IFX heads into earnings week after a soft close — what to watch next

Infineon shares closed down 0.45% at 41.61 euros in Frankfurt on Friday. The chipmaker reports fiscal first-quarter results on Feb. 4, followed by a shareholder meeting on Feb. 19 with a proposed 0.35-euro dividend. Investors are watching for updates on auto and industrial demand, as well as AI-related power solutions.
2 February 2026
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Qualcomm stock price slips into earnings week — what QCOM investors are watching next

Qualcomm stock price slips into earnings week — what QCOM investors are watching next

Qualcomm shares fell 0.41% to $151.59 Friday, then edged down after hours as Wall Street slipped on Fed leadership uncertainty and a strong inflation reading. Investors await Qualcomm’s Feb. 4 earnings report and management’s outlook on chip demand and licensing. Chip stocks were mixed, with Nvidia and Texas Instruments down and Broadcom slightly higher. U.S. markets reopen Monday.
2 February 2026
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KLA stock price tumbles 15% after earnings — what traders watch next for KLAC

KLA stock price tumbles 15% after earnings — what traders watch next for KLAC

KLA shares fell 15.2% Friday to $1,427.94 after its outlook on chip-tool demand disappointed investors. The drop followed a strong pre-earnings rally, despite the company reporting record results and guidance ahead of estimates. Markets are closed for the weekend, with attention shifting to Monday’s open and upcoming U.S. economic data.
2 February 2026
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Analog Devices stock (ADI) slips from record high — what to watch before Monday’s open

Analog Devices stock (ADI) slips from record high — what to watch before Monday’s open

Analog Devices shares fell 2.4% to $310.88 on Friday, retreating from a record high set the previous day as chip stocks weakened. The drop came ahead of the company’s fiscal first-quarter earnings, scheduled for Feb. 18. Broader U.S. markets also slipped after Donald Trump named Kevin Warsh as his pick for Federal Reserve chair and December producer prices rose more than expected.
2 February 2026
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SK hynix stock price set for Monday test after Korea chip export surge and 909,000-won close

SK hynix stock price set for Monday test after Korea chip export surge and 909,000-won close

SK hynix shares closed at 909,000 won Friday after South Korea’s January exports jumped 33.9% and chip shipments soared 102.7%. The company will cancel 15.3 million shares on Feb. 9 and declared a year-end dividend of 1,875 won per share. Investors are watching Monday’s open following strong trade data and ongoing memory price gains.
2 February 2026
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KLA stock (KLAC) just got hit — what to know before Monday’s open

KLA stock (KLAC) just got hit — what to know before Monday’s open

KLA shares fell 15.2% to $1,427.94 on Friday after the company cut its chip-tool demand forecast, despite beating quarterly earnings and revenue estimates. The drop followed a 7% after-hours slide and came as investors reacted to new inflation data and adjusted expectations for the Federal Reserve. Traders are watching for continued volatility in semiconductor equipment stocks ahead of key U.S. data due Feb. 6.
1 February 2026
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Lam Research stock drops 6% into weekend — here’s what traders watch before Monday

Lam Research stock drops 6% into weekend — here’s what traders watch before Monday

Lam Research shares fell 5.9% to $233.46 Friday despite strong quarterly guidance, as chip-equipment stocks slid in a volatile market. The Nasdaq closed down 0.94%. Lam projected March-quarter revenue of about $5.7 billion, beating Wall Street forecasts. U.S. markets will reopen Monday after the weekend.
1 February 2026
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Palantir stock braces for Monday earnings after Friday drop as options price in a big swing

Palantir stock braces for Monday earnings after Friday drop as options price in a big swing

Palantir shares fell 3.4% to $146.59 on Friday ahead of its fourth-quarter earnings report set for Monday after the market closes. Options pricing signals traders expect a swing of at least 9% in the stock next week. Analysts forecast record revenue of $1.34 billion and adjusted earnings of $0.23 per share. Investors are focused on guidance for commercial growth and profitability.
1 February 2026
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Broadcom stock price: Wolfe’s $400 call keeps AVGO in play heading into Monday

Broadcom stock price: Wolfe’s $400 call keeps AVGO in play heading into Monday

Broadcom closed up 0.2% at $331.30 Friday after Wolfe Research upgraded the stock, citing strong demand for Alphabet’s TPUs and projecting shipments could reach 7 million units by 2028. Trading volume hit 28 million shares as attention shifted to VMware, where Broadcom told some partners contracts would not be renewed and set a March 31 deadline for open deals.
1 February 2026
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Global Unichip (3443) stock slips on margin squeeze; next catalyst is Feb. 10 revenue data

Global Unichip (3443) stock slips on margin squeeze; next catalyst is Feb. 10 revenue data

Global Unichip shares dropped 2.78% to NT$2,620 Friday as gross margin slid to 19% despite fourth-quarter sales jumping 44% to NT$12.4 billion. Turnkey revenue surged 79% but NRE revenue fell 26%. Inventories rose to NT$10.15 billion by year-end. The broader Taiwan stock index closed down 1.45%.
1 February 2026
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Stock Market Today

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 07.02.2026

7 February 2026
LIVEMarkets rolling coverageStarted: February 7, 2026, 12:00 AM ESTUpdated: February 7, 2026, 12:27 AM EST Dollar Dips as Stocks Rally and US Data Influences Fed Rate Expectations February 7, 2026, 12:18 AM EST. The **dollar index** fell 0.17%, pressured by a rebound in equity markets reducing demand for the safe-haven currency. Weaker-than-expected U.S. labor market data raised the odds of a Fed rate cut to 18% for March, though consumer sentiment improved to a six-month high, limiting losses. Hawkish comments from Atlanta Fed's Raphael Bostic emphasized maintaining restrictive monetary policy. The dollar faces medium-term weakness amid expectations for rate cuts
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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