Shares of Lennar and Taylor Morrison Home rose after Bloomberg News reported that the homebuilders were working on a plan dubbed "Trump Homes" that was aimed at easing the U.S. housing affordability crunch. Housing affordability has emerged as a key issue for President Donald Trump.

image for news Lennar shares jump on report it's working on a ‘Trump Homes' plan

Memorandum of Understanding signed to collaborate on prospective modularized, scalable LNG projects MILAN, Feb. 3, 2026 /PRNewswire/ -- MAIRE (MAIRE.MI) announces that TECNIMONT (Integrated E&C Solutions) and Baker Hughes, an energy technology company, have signed a non-exclusive Memorandum of Understanding (MoU) to explore cooperation opportunities on prospective modularized, scalable liquefied natural gas (LNG) projects worldwide. Under the MoU, the two companies will jointly evaluate participation in some future LNG tenders that incorporate Baker Hughes' NMBL™ LNG modular solution for liquefaction projects.

image for news TECNIMONT (MAIRE) AND BAKER HUGHES TO COLLABORATE ON LNG INITIATIVES GLOBALLY

Wegovy Maker Novo Nordisk Forecasts Sales Decline in 2026 — Negative

NVO   WSJ — February 03, 2026

The Danish drugmaker said adjusted sales should decline between 5% and 13% at constant exchange rates in 2026, a reversal from last year, when sales grew 10%.

image for news Wegovy Maker Novo Nordisk Forecasts Sales Decline in 2026

Two Harbors: Tepid Book Value Growth, Underwhelming Earnings (Downgrade) — Negative

TWO  UWMC   Seeking Alpha — February 03, 2026

Two Harbors: Tepid Book Value Growth, Underwhelming Earnings (Downgrade)

image for news Two Harbors: Tepid Book Value Growth, Underwhelming Earnings (Downgrade)

3 Metal Fabrication Stocks to Buy as Industry Trends Improve — Positive

EAF  NNBR  TRS   Zacks Investment Research — February 03, 2026

The outlook of the Zacks Metal Products - Procurement and Fabrication industry looks upbeat and stocks like TRS, EAF and NN are well-positioned to gain on industry trends.

image for news 3 Metal Fabrication Stocks to Buy as Industry Trends Improve

Palantir Earnings: Another Blowout Quarter — Negative

PLTR   Zacks Investment Research — February 03, 2026

Palantir again continued to fire on all cylinders throughout its latest period, with overall sales of $1.4 billion flying 70% year-over-year.

image for news Palantir Earnings: Another Blowout Quarter

China bans electronic door handles starting 2027, requiring mechanical releases after safety incidents left passengers trapped inside vehicles.

image for news China moves to ban feature commonly seen on Tesla vehicles over fear of trapped passengers

KLA Sank After Earnings—Then Analysts Started Raising Targets — Neutral

KLAC   MarketBeat — February 03, 2026

Within the wafer fabrication equipment (WFE) landscape, several high-profile companies tend to dominate the discussion. This includes firms like ASML NASDAQ: ASML, Lam Research NASDAQ: LRCX, and Applied Materials NASDAQ: AMAT.

image for news KLA Sank After Earnings—Then Analysts Started Raising Targets

Activist questions whether the selection of company parks chief Josh D'Amaro as chief executive will allow Iger to stay around

image for news Nelson Peltz Takes a Shot at Bob Iger Over Disney's CEO Transition

Texas Instruments: Cautiously Optimistic From Here — Positive

TXN   Seeking Alpha — February 03, 2026

Texas Instruments (TXN) posted in-line Q4 results, with gross margin upside and a modestly above-seasonal revenue guide supporting a cautious recovery narrative. TXN's data center segment is now formalized, growing ~70% YoY to a $450M quarterly run rate, while industrial and automotive remain key but incremental drivers. Capex intensity remains a headwind, but management signals 2026 capex could drop to $2–3B, potentially shifting focus back to free cash flow generation.

image for news Texas Instruments: Cautiously Optimistic From Here

Teradyne shares surge on AI-driven earnings beat — Positive

TER   Proactive Investors — February 03, 2026

Teradyne Inc (NYSE:TER) shares jumped more than 12% on Tuesday after the semiconductor test equipment maker posted fourth-quarter results that significantly exceeded Wall Street expectations, driven by strong demand linked to artificial intelligence (AI). The company reported adjusted earnings per share of $1.80, topping analysts' estimate of $1.36, while revenue rose 44% from a year earlier to $1.083 billion, above the $969 million forecast.

image for news Teradyne shares surge on AI-driven earnings beat

Philadelphia, Pennsylvania--(Newsfile Corp. - February 3, 2026) - National plaintiffs' law firm Berger Montague PC announces that a class action lawsuit has been filed against Ramaco Resources, Inc. (NASDAQ: METC) ("Ramaco" or the "Company") on behalf of investors who purchased Ramaco securities during the period from July 31, 2025 through October 23, 2025 (the "Class Period"). Investor Deadline: Investors who purchased Ramaco securities during the Class Period may, no later than March 31, 2026, seek to be appointed as a lead plaintiff representative of the class.

image for news STOCKHOLDER ALERT: Pending Securities Fraud Lawsuit Against Ramaco Resources, Inc. (METC)

Gartner, Inc. (IT) Q4 2025 Earnings Call Transcript — Neutral

IT   Seeking Alpha — February 03, 2026

Gartner, Inc. (IT) Q4 2025 Earnings Call Transcript

image for news Gartner, Inc. (IT) Q4 2025 Earnings Call Transcript

Eaton's Q4 Earnings on Par With Estimates, Revenues Up Y/Y — Positive

ETN   Zacks Investment Research — February 03, 2026

ETN posts Q4 EPS in line with estimates as revenues climb 13.1% year over year, with strong Electrical and Aerospace growth offsetting weaker Vehicle results.

image for news Eaton's Q4 Earnings on Par With Estimates, Revenues Up Y/Y

Gold (XAUUSD), Silver, Platinum Forecasts – Silver Soars 9% As Traders Buy The Dip — Neutral

AAAU  BAR  DBP  DGL  GLD  GLDM  IAU  OUNZ  SGOL  SIL  SILJ  SIVR  SLV  SLVP  UGL   FXEmpire — February 03, 2026

Precious metals markets rebound after the strong sell-off.

image for news Gold (XAUUSD), Silver, Platinum Forecasts – Silver Soars 9% As Traders Buy The Dip

Alphabet's stock is the hottest in Big Tech, raising the bar for earnings — Positive

GOOG  GOOGL   Market Watch — February 03, 2026

Alphabet's stock has rallied 80% in the last six months on AI enthusiasm. Here's how the Google parent can keep the momentum going.

image for news Alphabet's stock is the hottest in Big Tech, raising the bar for earnings

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 11% on the news.

image for news Novo Nordisk shares tumble 11% after company forecasts sales declines this year

Uber Eyes Expansion in Asia Via Macau Relaunch: More Upside Ahead? — Positive

UBER   Zacks Investment Research — February 03, 2026

UBER is relaunching ride-hailing in Macau, marking its3 first new Asian market in years and adding taxi and limo services.

image for news Uber Eyes Expansion in Asia Via Macau Relaunch: More Upside Ahead?

Novo Nordisk Posts Better-Than-Expected 2025 Sales. Stock Sinks. — Positive

NVO   Barrons — February 03, 2026

The Ozempic and Wegovy maker reports full-year sales of 309.1 billion Danish krone, beating analysts' forecasts.

image for news Novo Nordisk Posts Better-Than-Expected 2025 Sales. Stock Sinks.

Market Catalysts anchor Julie Hyman breaks down the latest market news for February 3, 2026. Elon Musk has confirmed that his private space company SpaceX will merge with his private AI developer xAI ahead of SpaceX's IPO planned later this year.

image for news SpaceX acquires xAI in record-setting deal, Palantir valuation concerns as stock soars