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Arm’s stock falls after earnings, showing how high the bar is for AI companies now

Arm says memory shortages could impact its business, but to a small degree.

MarketWatchFeb 4, 2026finnhub
This AI stock is the newest member of the S&P 500

Ciena, maker of networking and telecom equipment, is set to join the S&P on Friday.

MarketWatchFeb 4, 2026finnhub
The Fed has bought over $90B in Treasury bills since December. Why this has a huge impact on your finances.

The Treasury Deparment said Wednesday that the Federal Reserve has bought more than $90 billion of short-dated government bills over the past eight weeks.

MarketWatchFeb 4, 2026finnhub
Qualcomm’s stock falls as memory constraints hit outlook

Tech companies across the board are feeling the sting of memory-chip shortages, and Qualcomm just showed it’s no exception.

MarketWatchFeb 4, 2026finnhub
This trucker is finally seeing signs of a bottom, and providing a boost to transport stocks

Old Dominion’s stock surged into record territory after saying a long freight recession may finally be ending, and is helping provide a boost to the overall transportation sector.

MarketWatchFeb 4, 2026finnhub
Software ate the world. Now, Wall Street is worried AI will eat software.

Investors have quickly moved to sell shares of companies that looked like they could be on the menu

MarketWatchFeb 4, 2026finnhub
Soybean prices surge to highest level this year, as Trump surprises market with plan for more sales to China

The sort of buying President Trump outlined from China seems “unlikely on many fronts, but neither can the possibility be ignored,” analyst says.

MarketWatchFeb 4, 2026finnhub
E.l.f. Beauty stock soars 15% on big earnings beat, raised guidance

Shares of E.l.f. Beauty surged Wednesday after the company reported a major earnings beat.

CNBCFeb 4, 2026finnhub
E.l.f. Beauty’s more upbeat outlook shows demand for cosmetics is still growing

E.l.f. Beauty’s stock surged after a raised outlook for both sales and profit, as demand for cosmetics keeps growing.

MarketWatchFeb 4, 2026finnhub
SpaceX rivals AST SpaceMobile and Rocket Lab join space-stock selloff

Losses could be tied in part to this week’s software rout, according to one analyst.

MarketWatchFeb 4, 2026finnhub
Oil Services Stocks Stage Historic Comeback – Expert Highlights An 'Accumulating Strength' - VanEck Oil Services ETF (ARCA:OIH)

Oilfield services stocks surge in 2026 as investors rotate out of tech, driving OIH to the top of the market and signaling a long‑term shift in global energy investment.

benzinga.comFeb 4, 2026marketaux
ADP National Employment Report: 22K Private Jobs Added In January

The ADP employment report revealed that 22,000 nonfarm private jobs were added in January, down from the 37,000 added in December.

SeekingAlphaFeb 4, 2026finnhubIVV
Walmart Provides a Buffer in These ETFs

In December, Walmart (WMT) shifted its stock listing to the Nasdaq Global Select Market after five decades on the New York Stock Exchange.

etftrends.comFeb 4, 2026marketaux
I'm Buying The Software Meltdown

Software stocks have been sharply oversold on AI disruption fears, creating compelling value opportunities for patient investors. Click here to know more.

SeekingAlphaFeb 4, 2026finnhubVOO
Stocks Mixed on Sector Rotation out of Tech

The S&P 500 Index ($SPX ) (SPY ) today is up +0.08%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is up +0.54%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.56%. March E-mini S&P futures (ESH26 ) are up +0.08%, and March E-mini Nasdaq futures...

YahooFeb 4, 2026finnhubSPY
Warsh To Change Federal Reserve Policy Approach?

Fed policy shifts may loom: Bernanke-era QE/QT fueled 16 years of growth and stocks, but Kevin Warsh could pivot away.

SeekingAlphaFeb 4, 2026finnhubVOO
Why 2026 Could Be A Replay Of 2022

Equity markets display striking similarities to 2022, with elevated valuations and investor complacency. Read full analysis here.

SeekingAlphaFeb 4, 2026finnhubVOO
Trump's 'One Big Beautiful Bill' Could Drive A 15% Earnings Boom In 2026 As US Manufacturing Roars Back, Says Analyst - Invesco QQQ Trust, Series 1 (NASDAQ:QQQ), State Street SPDR S&P 500 ETF Trust (A

Jason Trennert tells Steve Eisman how 2026 stimulus bill and tax credits could fuel 15% earnings growth and a U.S. industrial building boom.

benzinga.comFeb 4, 2026marketaux
First Negative S&P 500 Signals As Mega Tech Breaks Down From October Highs

S&P 500 Momentum Gauges turned negative on daily & weekly signals, indicating strong outflows & heightened risk for February. Read full analysis here.

SeekingAlphaFeb 4, 2026finnhubVOO
IDE: This Infrastructure Fund Is Well-Positioned For The Current Environment

The Voya Infrastructure, Industrials and Materials Fund (IDE) offers an 8.99% yield by investing in infrastructure, materials, and select growth equities.

SeekingAlphaFeb 4, 2026finnhubBND
How I Use XLB As A Leading Indicator For S&P 500

XLB leads with a 21% quarterly gain and a +0.71 SPY correlation, signaling early-cycle industrial demand and broad expansion. Click here to read my full analysis.

SeekingAlphaFeb 3, 2026finnhubVTI
VXUS: Temporary Alpha
SeekingAlphaFeb 3, 2026finnhubVXUS
February 2026 Perspective

The year has gotten off to a constructive start in terms of absolute returns, but the underlying market dynamics are more complex than headline index returns alone might suggest.

SeekingAlphaFeb 3, 2026finnhubVUG
AOM: Multi-Asset ETF With Low Risk, But A Caveat

iShares Core 40/60 Moderate Allocation ETF offers 40/60 global equity-bond mix, emphasizing moderate risk & low volatility. Read more on AOM ETF here.

SeekingAlphaFeb 3, 2026finnhubBND
Total Return Forecasts: Major Asset Classes - February 3, 2026

The long-term return forecast for the Global Market Index held steady in January at 7%-plus while the benchmark’s trailing 10-year shot higher through last month, rising above 10%.

SeekingAlphaFeb 3, 2026finnhubVTI
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