Daily Market News: February 04, 2026

Last updated: February 04, 2026

📰 Today’s Market Headlines

• Stock Market Today: Dow, S&P Live Updates for February 3 – Bloomberg

  The plunge in software makers came as Anthropic’s automation tool heightened concerns their core businesses are at risk. The S&P 500 fell 0.8% and the Nasdaq 100 slid 1.6%. News the US Navy shot down an Iranian drone headed toward an aircraft …

• Stock market news for Feb. 3, 2026

  Palantir — The stock jumped 11% following the AI-powered software provider's fourth-quarter earnings beat. Palantir reported adjusted earnings of 25 cents per share, versus the 23 cents expected from analysts polled by LSEG.

• Tuesday, February 3, 2026: Cramer says this cybersecurity stock will be a great buy despite the pullback

  Go behind the scenes with Jim Cramer and Jeff Marks of the CNBC Investing Club as they talk candidly about the market's biggest headlines, analyst calls and holdings in the Charitable Trust—and see up close how they decide when, and if, to take action on stocks.

• Markets News, Feb. 3, 2026: Major Indexes Fall as Tech Shares Dive; Dow Hits All-Time High Before Pulling Back; Gold, Silver Rebound

  U.S.-listed shares of Novo Nordisk were down more than 13% in recent trading after the Danish pharmaceutical firm said it sees both 2026 adjusted profit and adjusted sales growth down by 5% to 13%. Novo Nordisk said it sees global GLP-1 market …

• Stock Market Today: Dow, S&P Live Updates for February 4 – Bloomberg

  US futures steadied after a $285 billion global selloff in stocks sensitive to artificial-intelligence disruption that prompted a rotation into more economically sensitive shares. Gold reclaimed the $5,000-an-ounce mark.

• Stock market today: Live updates

  Advanced Micro Devices — The chipmaking stock declined about 7%. AMD said that it sees first-quarter revenue landing at $9.8 billion, plus or minus $300 million, while analysts sought $9.38 billion. The company also called for first-quarter non-GAAP gross margin of about 55%, landing roughly in line with the consensus StreetAccount estimate of 54.5%. Take-Two Interactive Software – Shares popped nearly 5%. The video game publisher raised its 2026 guidance for net bookings, calling for a range of $6.65 billion to $6.7 billion.

• S&P 500 flirts with record high; chipmakers and small caps jump | Reuters

  The S&P 500 closed higher on Monday, lifted by gains in chipmakers and other companies related to artificial intelligence, while smaller companies also rose sharply.

• Novo Nordisk stock tumbles after FY earnings, sales forecast

  U.S. Markets … Novo Nordisk said late Tuesday it sees sales and profit growth declining this year, expecting a U.S. sales hit. Novo's American depositary shares fell as much as 14% on the news. It comes as the Danish drugmaker is fighting to regain its footing as the leading weight loss drugmaker amid fierce competition. … Novo Nordisk signage on the floor of the New York Stock Exchange in New York, US, on Friday, Jan. 2, 2026.

📊 What Analysts Are Watching

• Earnings reports from major tech companies
• Federal Reserve commentary on interest rates
• Economic data releases including jobs report
• Sector rotation between growth and value

💡 What This Means For Investors

Understanding the drivers behind daily market movements helps inform longer-term investment decisions. Focus on fundamentals while monitoring sentiment shifts. Key sectors to watch today include technology, energy, and healthcare.

Disclosure: This article is for educational purposes only and does not constitute financial advice. Always do your own research before investing.