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Stock Market News for February 4, 2026

785 news published.

Earnings and scheduled reports to watch

Arm Holdings plc (ARM) reported Q3 results, keeping attention on chip‑licensing trends that shape AI compute forecasts. Qualcomm (QCOM)'s earnings release remains a watchpoint for handset and auto connectivity demand.

NOV (NOV) reported Q4 and full‑year 2025 results, a key data point for oilfield services revenue and capex trends tied to global drilling activity.

McKesson (MCK) reported fiscal Q3 results and raised full‑year adjusted EPS guidance, signaling distribution margin resilience. Snap Inc. (SNAP) released Q4/FY2025 results, a barometer for digital ad budgets.

Veracyte (VCYT) said it will report Q4 and FY2025 results on Feb. 25, of interest to investors tracking diagnostic revenue and recurring services. Core Laboratories (CLB) posted Q4/FY2025 results, relevant for reservoir‑services exposure to oil prices.

Affiliated Managers Group (AMG) set Q4/FY results for Feb. 12. Vanda Pharmaceuticals (VNDA) will report on Feb. 11, and NerdWallet (NRDS) announced a call to review Q4/FY2025 results. These dates matter for revenue and margin updates across fintech and specialty pharma.

Bitdeer (BTDR) set an earnings call for Feb. 12, a timing note for investors watching crypto‑mining operator metrics and hash‑rate trends.

Major corporate moves and strategic reviews

FMC Corporation (FMC) is exploring strategic options, including a possible sale—an item that could prompt re‑ratings depending on buyer appetite. Cipher Mining (CIFR) priced $2.0 billion of senior secured notes, a large financing that alters leverage and capacity plans in crypto infrastructure.

Industrial orders, supply chain and manufacturing

Regal Rexnord (RRX) reported strong Q4 2025 results, driven by organic acceleration and ~$735 million of data‑center orders—an important signal for power transmission demand. Compass Minerals (CMP) reported fiscal Q1, offering color on raw‑material pricing across agriculture and deicing markets.

Technology M&A and product moves

SiTime (SITM) agreed to acquire Renesas’ timing business, expanding MEMS timing scale for comms and automotive. Snowflake (SNOW) continued to push enterprise AI use cases after United Rentals adopted a Snowflake BI agent, a sign of platform monetization via AI copilots.

Healthcare, biotech and diagnostics

QIAGEN (QGEN) beat Q4 2025 expectations, reinforcing demand for diagnostic reagents. XORTX (XRTX) provided an update on acquiring a renal anti‑fibrotic program from Vectus Biosystems—an example of small‑cap dealmaking that can reshape clinical pipelines.

Energy, mining and clean tech

Fluence Energy (FLNC) reported Q1 2026 results and reaffirmed guidance, giving visibility into multi‑hour storage contracts. Silvercorp Metals (SVM) issued an El Domo project update, which investors will watch for reserve and capex timing.

Financings, credit moves and capital markets

Cipher Mining (CIFR)’s $2.0 billion notes were a headline financing earlier; today FET (FET) extended a credit facility maturity to Feb. 2031, a liability management step that eases near‑term refinancing risk. Integra Resources (ITRG) priced a US$55 million bought‑deal, underlining ongoing capital raises in junior mining.

Corporate governance and leadership

Matrix Service (MTRX) named a new CEO alongside quarterly results—an operational reset investors monitor. Rubrik (RBRK) promoted Jesse Green to CRO, a sales leadership move ahead of growth initiatives.

Notable results and calendar items

Regulatory filings and corporate disclosures

Itaú Unibanco (ITUB) filed a material fact announcing a stock buyback program, a capital return move that can support share price and signal confidence in cash generation. CN (CNI) posted its 2025 annual financial statements and AIF on its website—useful for long‑term investors assessing balance‑sheet and strategy disclosures.

Calendar and upcoming calls

Salesforce (CRM) set timing for its Q4/FY2026 results call—closely watched for subscription growth and margin trends. Several smaller issuers, including Veracyte (VCYT), AMG (AMG), Bitdeer (BTDR) and Vanda (VNDA), also posted dates; check individual releases for dial‑in details and expected disclosures.

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