Stock Market News for February 3, 2026
808 news published.
Market internals & volumes that set the tone
CME Group (CME) said January trading volume hit a record 29.6 million contracts, up 15% year over year — heightened derivatives activity that can amplify equity and commodity swings. ICE Clear Credit’s new Treasury clearing service is live, a plumbing change that could shift fixed‑income liquidity and risk flows.
Markets & quarterly results that moved the tape
AMD (AMD) reported Q4 and full‑year 2025 results, a major semiconductor milestone that bears on CPU/GPU cycle visibility and data‑center spending forecasts for chip suppliers and cloud providers.
Chipotle (CMG) published Q4 and full‑year 2025 results, a key barometer for dining out and digital sales trends that influence restaurant comps and consumer‑spending sentiment.
Mondelēz International (MDLZ) reported Q4 and FY2025 results, important for packaged‑goods margins, pricing pass‑through and shopper behavior across grocery categories.
Jacobs (J) posted strong fiscal Q1 2026 results, underpinning infrastructure and services exposure amid steady government and industrial capex.
Prudential Financial (PRU) released FY and Q4 2025 results, a company‑level read on insurance spreads, investment income and reserve positioning that affects life‑insurer valuations.
RenaissanceRe (RNR) reported $2.6 billion of annual net income and strong operating income for 2025, a notable outcome for reinsurance profit cycles and capital returns to shareholders.
Amgen (AMGN) released Q4 and full‑year 2025 results, shaping R&D cadence and cash‑flow expectations for large‑cap biotech holdings.
Chubb (CB) reported a robust quarter — Q4 net income of $3.21 billion — reinforcing underwriting strength in property & casualty.
Enphase Energy (ENPH), Skyworks (SWKS), Electronic Arts (EA) and Take‑Two (TTWO) also updated results, collectively informing sector rotation across cleantech, semiconductors and consumer tech.
Consumer staples & discretionary reads
Clorox (CLX) confirmed Q2 fiscal 2026 results and outlook, a focal point for packaged‑goods margin resilience. Paired with Mondelēz’s update, investors get a clearer picture of grocery pricing power and demand elasticity.
Financial moves, M&A and capital markets
Webster Financial (SAN) agreed to be acquired by Banco Santander for $12.3 billion, a notable regional‑bank consolidation. Separately, Intapp (INTA) unveiled a $200 million stock repurchase, a capital‑allocation move that can support EPS and signal board confidence.
Insurance, reinsurance and real‑estate finance
Besides Prudential and RenaissanceRe, The Hanover (THG) posted record Q4 and full‑year per‑share results, while KKR Real Estate Finance (KREF) released Q4 results — collective updates shaping yield, capital and credit assumptions across insurtech and real‑estate finance allocations.
Software, AI, security and product launches
Amdocs (DOX) expanded its product set with aOS, an agentic operating system for telecoms — a strategic push that could deepen SaaS‑style revenue and upsell opportunities in network services.
Varonis (VRNS) remains active on M&A with its AllTrue.ai deal and reported quarterly financials, underscoring enterprise demand for AI governance and data security.
Energy, materials & industrials
Corteva (CTVA) highlighted a strong second half and full‑year 2025 driven by technology and execution, and Xcel Energy (XEL) advanced a 765 kV transmission proposal — both items that affect capex expectations for utilities and agritech suppliers.
Powell Industries (POWL) announced Q1 fiscal 2026 results, a relevant datapoint for electrical infrastructure supply chains.
Healthcare, diagnostics and policy shifts
Exact Sciences (EXAS) welcomed legislation creating a Medicare pathway for multi‑cancer early detection tests (details), which could materially alter reimbursement dynamics for diagnostics adoption.
Merck (MRK) and Pfizer (PFE) remain on watch for pipeline readouts that steer health‑care valuations.
Selected corporate & operational updates
- BrightView (BV) reported Q1 fiscal 2026 results with top‑line growth and improved adjusted EBITDA, reaffirming 2026 guidance (read).
- Amcor (AMCR) posted solid Q2 results and reiterated fiscal 2026 guidance (details), relevant for packaging cyclicality.
- Match Group (MTCH) announced Q4 and full‑year results (read), offering data on engagement and monetization in online dating.
- Clorox (CLX) confirmed outlook while Mondelēz (MDLZ) set consumer staples comparables for the quarter.
- Chipotle (CMG) results continue to be watched for digital mix and unit economics.
- Gladstone Investment (GAIN), Brandywine Realty (BDN) and other REITs reported quarterlies, updating dividend and leverage assumptions for property allocators.
Reminders, calendar and corporate actions to watch
Thryv (THRY) will report Q4 on Feb. 26 (read). Keep an eye on upcoming retailer and consumer reports that could reshape month‑end sector positioning.
Quick hits and smaller but relevant moves
- IPG Photonics (IPGP) to demo a high‑energy laser at the Singapore Airshow, a symbolic win for defense tech procurement.
- Patriot Financial Partners invested in Midland States Bancorp (MSBI) via open‑market purchases (details).
- Amdocs (DOX) also landed a T‑Mobile deal (previously noted), while Cirrus Logic (CRUS) reiterated its fiscal Q3 revenue of $580.6M.
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