Today: 10 February 2026
Subscribe
Micron stock drops on Nvidia “Rubin” HBM4 chatter as MU investors brace for Wolfe conference
···

Micron stock drops on Nvidia “Rubin” HBM4 chatter as MU investors brace for Wolfe conference

Micron shares fell 2.4% to $374.41 in late trading Tuesday after reports said the company may miss out on supplying HBM4 memory for Nvidia’s upcoming “Vera Rubin” AI platform. South Korean media, citing SemiAnalysis, said Nvidia could allocate all initial HBM4 orders to SK hynix and Samsung, citing higher speed requirements. The iShares Semiconductor ETF slipped 0.3%.
10 February 2026
by
Read More
Palantir stock slips even as Daiwa turns bullish, investors brace for jobs data

Palantir stock slips even as Daiwa turns bullish, investors brace for jobs data

Palantir shares fell 2.3% to $139.63 Tuesday despite an upgrade to “buy” from Daiwa, which set a $180 price target. The stock traded in a wide range as investors awaited Wednesday’s U.S. jobs report. Broader markets closed mixed after weak retail sales data. CEO Alex Karp addressed internal concerns over Palantir’s ICE contracts in a video to staff, according to WIRED.
10 February 2026
··
Robinhood Stock Faces Earnings-Day Whiplash as Options Price a Double-Digit Swing

Robinhood Stock Faces Earnings-Day Whiplash as Options Price a Double-Digit Swing

Options pricing signals an expected 12% swing in Robinhood shares after Tuesday’s earnings, with some estimates closer to 9%. Wolfe Research upgraded the stock Monday, citing an overdone crypto-driven selloff. Analysts forecast earnings of 60–63 cents a share on revenue near $1.35 billion. Investors are watching whether new products can offset weaker crypto trading.
10 February 2026
··
Paramount sweetens Warner Bros. Discovery bid with ‘ticking fee’ as Netflix deal hangs over vote

Paramount sweetens Warner Bros. Discovery bid with ‘ticking fee’ as Netflix deal hangs over vote

···
10 February 2026
Paramount raised its $30-a-share bid for Warner Bros. Discovery on Tuesday by adding a delay-linked “ticking fee” and offering to cover breakup costs if WBD cancels its Netflix deal. WBD’s board is reviewing the revised offer but still backs the Netflix agreement. Netflix’s $27.75-a-share cash offer could drop if more debt is assigned to the Discovery Global spinout, according to WBD filings.
Read More
Reddit (RDDT) stock jumps 5% in afternoon trade as Wall Street resets targets

Reddit (RDDT) stock jumps 5% in afternoon trade as Wall Street resets targets

Reddit shares jumped 5.4% to $149.38 Tuesday, swinging as high as $152.34 while major indexes were flat or down. Analysts adjusted price targets after last week’s strong earnings and a $1 billion buyback plan. Fourth-quarter revenue rose 70% to $726 million, with daily active users up 19%. Investors are watching for buyback timing and the next earnings report, expected April 30.
10 February 2026
··
CrowdStrike (CRWD) stock rises as JPMorgan flags ‘AI-disruption’ selloff as overdone

CrowdStrike (CRWD) stock rises as JPMorgan flags ‘AI-disruption’ selloff as overdone

CrowdStrike shares rose 2.2% to $417.09 in afternoon trading Tuesday, leading gains in cybersecurity stocks. The move follows a steep slide in software valuations tied to AI disruption fears, with strategists at JPMorgan and Morgan Stanley calling the drop sentiment-driven. Investors are watching for CrowdStrike’s fiscal Q4 results due March 3. Thirty-day implied volatility in tech software ETFs remains near 10-month highs.
10 February 2026
··
DoorDash stock slips as U.S. retail sales stall — earnings next week loom

DoorDash stock slips as U.S. retail sales stall — earnings next week loom

DoorDash shares slipped 0.3% to $185.73 in Tuesday afternoon trading ahead of its Feb. 18 earnings report. Investors are watching for signals on demand, spending, and margins amid flat U.S. retail sales and pending jobs and inflation data. New York courts recently rejected DoorDash’s bid to block city tipping laws, with appeals planned. The company’s earnings call is set for 5 p.m. ET after markets close.
10 February 2026
··
Aon stock price bounces after ChatGPT insurance app spooks brokers — what investors watch next

Aon stock price bounces after ChatGPT insurance app spooks brokers — what investors watch next

····
10 February 2026
Aon shares rose 3.1% to $319.86 Tuesday afternoon, rebounding after a steep Monday drop triggered by the launch of Insurify’s ChatGPT-based insurance comparison tool. Investors remain focused on whether AI-driven apps could pressure broker fees. Aon also announced a $25 million Ukraine war-risk reinsurance facility backed by the U.S. International Development Finance Corporation. WTW and Gallagher shares saw mixed moves.
Read More
Verizon stock rises as yields slide; Senate phone-records hearing adds scrutiny

Verizon stock rises as yields slide; Senate phone-records hearing adds scrutiny

···
10 February 2026
Verizon shares rose 1.4% to $47.69 by 2:40 p.m. EST Tuesday as Treasury yields fell after weak U.S. retail sales. Senators questioned Verizon and other carriers over handling subpoenas for lawmakers’ phone records tied to the Jan. 6 probe. Director Clarence Otis Jr. will not seek re-election at the 2026 annual meeting, according to a new SEC filing.
Read More
Rocket Lab stock slides again on SpaceX IPO buzz; RKLB traders eye Feb. 26 earnings

Rocket Lab stock slides again on SpaceX IPO buzz; RKLB traders eye Feb. 26 earnings

····
10 February 2026
Rocket Lab shares fell 4.1% to $72.72 Tuesday, erasing gains from the previous session as traders cited renewed SpaceX IPO speculation and uncertainty over Mars mission funding. Investors await the company’s Feb. 26 results for an update on the delayed Neutron rocket timeline after last month’s tank test failure.
Read More
Nebius (NBIS) stock rises after Tavily acquisition, with February 12 earnings next

Nebius (NBIS) stock rises after Tavily acquisition, with February 12 earnings next

···
10 February 2026
Nebius Group shares rose about 1% after the company agreed to acquire AI search provider Tavily for an undisclosed sum, with cash upfront and a performance-based earn-out. The deal was announced two days before Nebius reports quarterly results. Tavily’s software will be integrated into Nebius’s Token Factory platform. Investors await Thursday’s earnings for more details on demand and spending.
Read More
IBM stock dips on ex-dividend day as it rolls out agentic AI FlashSystem storage

IBM stock dips on ex-dividend day as it rolls out agentic AI FlashSystem storage

··
10 February 2026
IBM shares fell 1.4% to $292.19 Tuesday, underperforming a flat market after trading ex-dividend and launching new FlashSystem storage products built around “agentic AI.” The company said the new systems, available March 6, can cut manual storage work by up to 90% and detect ransomware in under a minute. IBM’s board approved a $1.68 per share dividend, payable March 10.
Read More
Seagate (STX) stock price slides 6% as AI-storage names retreat; jobs and CPI next

Seagate (STX) stock price slides 6% as AI-storage names retreat; jobs and CPI next

··
10 February 2026
Seagate Technology shares fell 6.1% to $399.15 by 2:17 p.m. ET Tuesday, deepening losses in AI-linked storage hardware as the broader market stayed steady. Western Digital dropped 7.2% and Intel lost 5.6%. The moves followed Amazon’s sharp decline last week and came amid delayed U.S. economic data, including flat December retail sales. No new company-specific news drove Seagate’s drop.
Read More
Applied Digital stock price swings as SEC filing reveals big lease targets for top executives

Applied Digital stock price swings as SEC filing reveals big lease targets for top executives

·
10 February 2026
Applied Digital shares were nearly flat at $38.18 Tuesday afternoon after wide swings, following an SEC filing detailing five-year equity awards tied to hyperscaler lease signings and data-center launches. The company granted performance-based stock units to top executives, vesting on long-term contracts and data center capacity targets. Bitcoin slipped 2% as crypto-linked infrastructure stocks also traded lower.
Read More
Amphenol stock steadies near $145 after Monday bounce; what APH investors watch next

Amphenol stock steadies near $145 after Monday bounce; what APH investors watch next

·
10 February 2026
Amphenol shares rose 0.2% to $144.44 in Tuesday afternoon trading, following a 5.9% jump Monday after earnings topped guidance. The board approved a $0.25 per share dividend, payable April 14 to holders as of March 23. Chairman Martin Loeffler will retire at the 2026 annual meeting, with CEO R. Adam Norwitt set to succeed him. Director Robert Livingston bought 10,000 shares at $128.51 on Feb. 5.
Read More
AbbVie stock price rises as analysts reset targets and Wall Street waits on delayed jobs data

AbbVie stock price rises as analysts reset targets and Wall Street waits on delayed jobs data

··
10 February 2026
AbbVie shares rose 0.7% to $224.83 Tuesday afternoon, near the session high, after BNP Paribas Exane raised its price target to $213 but kept a neutral rating. The stock traded in a narrow range as investors awaited delayed U.S. payrolls and inflation data for rate signals. U.S. stocks were mixed, with the Dow at a record high and S&P 500 little changed.
Read More
AI stocks today: Cisco’s new chip enters the race as Nvidia faces China guardrails

AI stocks today: Cisco’s new chip enters the race as Nvidia faces China guardrails

··········
10 February 2026
Cisco unveiled its Silicon One G300 chip and router for AI data centers, aiming to boost network efficiency and compete with Nvidia and Broadcom. Nvidia, Broadcom, and AMD shares fell amid renewed U.S. licensing scrutiny on China and concerns over AI capital spending. Cisco stock edged up 0.3%. Investors are watching U.S. payroll and inflation data for signals on interest rates.
Read More
Datadog stock jumps 15% after earnings beat, with AI selloff still in the background

Datadog stock jumps 15% after earnings beat, with AI selloff still in the background

····
10 February 2026
Datadog shares jumped nearly 15% to $130.86 after the company beat Wall Street’s fourth-quarter estimates, reporting $953.2 million in revenue and 59 cents adjusted profit per share. The S&P 500 software index rose 1.3%. Datadog forecast full-year revenue of up to $4.10 billion and ended 2025 with $4.47 billion in cash. U.S. retail sales were flat in December as Treasury yields fell.
Read More
Qualcomm stock today: QCOM edges higher as Morgan Stanley warns memory crunch could bite again

Qualcomm stock today: QCOM edges higher as Morgan Stanley warns memory crunch could bite again

···
10 February 2026
Qualcomm shares rose 0.5% to $139.61 Tuesday after a turbulent week marked by supply concerns. Morgan Stanley resumed coverage with an underweight rating and a $132 target, citing memory shortages and weak handset demand. A company executive sold 3,200 shares under a preset 10b5-1 plan. Qualcomm recently forecast revenue and profit below estimates, blaming a global memory chip shortage.
Read More
Snowflake stock jumps again as AI rollouts grab attention ahead of Feb. 25 earnings

Snowflake stock jumps again as AI rollouts grab attention ahead of Feb. 25 earnings

···
10 February 2026
Snowflake shares climbed 4.3% to $183.47 Tuesday afternoon, after hitting $188.49 earlier in the session. The move followed new AI product releases and a $200 million OpenAI partnership. Investors are awaiting Snowflake’s quarterly results, set for Feb. 25. Broader software stocks also rebounded as Treasury yields fell.
Read More
Silver price today: Spot silver slips 3% as payrolls, CPI loom — what traders watch next

Silver price today: Spot silver slips 3% as payrolls, CPI loom — what traders watch next

·
10 February 2026
Spot silver fell 3.23% to $80.6125 an ounce by 1:32 p.m. EST Tuesday, reversing gains from the previous session. The iShares Silver Trust dropped to $72.87, while U.S. silver futures slipped to $80.22. Traders cited a stronger dollar and anticipation of U.S. jobs and inflation data later this week. The Silver Institute projected a sixth consecutive global supply deficit for 2026.
Read More
Boston Scientific (BSX) stock price edges up after selloff; Farapulse data and March 28 CHAMPION-AF readout in focus

Boston Scientific (BSX) stock price edges up after selloff; Farapulse data and March 28 CHAMPION-AF readout in focus

··
10 February 2026
Boston Scientific shares rose 0.7% to $74.61 by early afternoon Tuesday after a 2.8% drop Monday. New four-year Farapulse data showed higher treatment success than thermal ablation, with no long-term safety issues. Around 9.1 million shares traded by 1:15 p.m. The next major update is expected from the CHAMPION-AF trial results at ACC.26 on March 28.
Read More
Intuit stock price slips today after analyst target cuts; Mailchimp ecommerce push in focus

Intuit stock price slips today after analyst target cuts; Mailchimp ecommerce push in focus

·
10 February 2026
Intuit shares fell 0.7% to $434.58 Tuesday, trading between $429.22 and $450.99 as BMO and TD Cowen cut price targets but kept positive ratings. Analysts cited tax-season trends and AI risks. Investors are watching Mailchimp’s new ecommerce tools and upcoming quarterly results for signs of demand. Thirty-day implied volatility in software stocks stayed elevated.
Read More
Go toTop