Lennar shares jump on report it's working on a ‘Trump Homes' plan — Positive
LEN CNBC — February 03, 2026Shares 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.
TECNIMONT (MAIRE) AND BAKER HUGHES TO COLLABORATE ON LNG INITIATIVES GLOBALLY — Neutral
BKR PRNewsWire — February 03, 2026Memorandum 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.
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%.
Two Harbors: Tepid Book Value Growth, Underwhelming Earnings (Downgrade) — Negative
TWO UWMC Seeking Alpha — February 03, 2026Two 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, 2026The 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.
Palantir Earnings: Another Blowout Quarter — Negative
PLTR Zacks Investment Research — February 03, 2026Palantir again continued to fire on all cylinders throughout its latest period, with overall sales of $1.4 billion flying 70% year-over-year.
China moves to ban feature commonly seen on Tesla vehicles over fear of trapped passengers — Negative
TSLA Fox Business — February 03, 2026China bans electronic door handles starting 2027, requiring mechanical releases after safety incidents left passengers trapped inside vehicles.
KLA Sank After Earnings—Then Analysts Started Raising Targets — Neutral
KLAC MarketBeat — February 03, 2026Within 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.
Nelson Peltz Takes a Shot at Bob Iger Over Disney's CEO Transition — Negative
DIS WSJ — February 03, 2026Activist questions whether the selection of company parks chief Josh D'Amaro as chief executive will allow Iger to stay around
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.
Teradyne shares surge on AI-driven earnings beat — Positive
TER Proactive Investors — February 03, 2026Teradyne 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.
STOCKHOLDER ALERT: Pending Securities Fraud Lawsuit Against Ramaco Resources, Inc. (METC) — Neutral
METC Newsfile Corp — February 03, 2026Philadelphia, 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.
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, 2026ETN 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.
Alphabet's stock is the hottest in Big Tech, raising the bar for earnings — Positive
GOOG GOOGL Market Watch — February 03, 2026Alphabet's stock has rallied 80% in the last six months on AI enthusiasm. Here's how the Google parent can keep the momentum going.
Novo Nordisk shares tumble 11% after company forecasts sales declines this year — Negative
NVO CNBC — February 03, 2026Novo 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.
Uber Eyes Expansion in Asia Via Macau Relaunch: More Upside Ahead? — Positive
UBER Zacks Investment Research — February 03, 2026UBER is relaunching ride-hailing in Macau, marking its3 first new Asian market in years and adding taxi and limo services.
Novo Nordisk Posts Better-Than-Expected 2025 Sales. Stock Sinks. — Positive
NVO Barrons — February 03, 2026The Ozempic and Wegovy maker reports full-year sales of 309.1 billion Danish krone, beating analysts' forecasts.
SpaceX acquires xAI in record-setting deal, Palantir valuation concerns as stock soars — Positive
PLTR Yahoo Finance — February 03, 2026Market 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.