UBS Group AG

NVIDIA Corporation

Nintendo Co., Ltd.

The US ended a brief shutdown after America's President Donald Trump signed legislation to fund the government, but disputes over immigration and the Department of Homeland Security budget remain ahead. UBS reported better-than-expected earnings but showed a weaker-than-expected quarter amid the complex integration of Credit Suisse. On these and other topics - in our review of key events for the morning of February 4.

Super Micro Computer, Inc.

The AI server maker's margins fell below its own forecasts

Supermicro raised its sales forecast, and the stock soared. But there's reason to worry

Nasdaq, Inc.

A record wave of buying of U.S. stocks by retail investors is starting to run out of steam, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-02-03/stocks-rally-at-risk-as-retail-fervor-fades-says-citadel-securities-rubner">says</a>, with net inflows last month exceeding January's figure by more than 50 percent a year ago, according to Citadel Securities, but seasonality and waning excitement point to the risk of a slowdown in February.


Stock market rally threatens to dampen excitement among retail investors - Citadel

Nebius Group N.V.

One of Nebius' strengths is its mature management and strong team, analysts said 

Nebius stock is up 160% for the year. Why do Freedom analysts recommend buying them?

Novo Nordisk A/S

Eli Lilly and Company

Even the most pessimistic analysts did not expect such a weak forecast, noted the investment firm ArthaScope

Novo Nordisk warned of a drop in revenue in 2026. Quotes collapsed by 15%

Advanced Micro Devices, Inc.

The company is competing with Nvidia for the AI chip market, but so far has only wrested a small share, CNBC writes

AMD disappointed investors: it's not gaining ground fast enough in the AI chip market

Microsoft Corporation

Meta Platforms, Inc.

The main U.S. stock indices collapsed at the end of trading on Tuesday, February 3. At the same time, the technological Nasdaq Composite suffered the most, it lost almost 1.5%. Investors reallocated capital from technology stocks to securities, which are more related to the improvement of the economy, <a href="https://www.cnbc.com/2026/02/02/stock-market-today-live-updates.html">explains </a>CNBC. The main pressure on the market was exerted by players that traders consider vulnerable amid the widespread introduction of artificial intelligence, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-02-03/us-stocks-teeter-on-edge-of-record-as-palantir-earnings-shine?embedded-checkout=true">points out </a>. These are mainly software developers.

The Nasdaq Composite fell 1.4 percent. Why did investors get rid of technology stocks?

Tesla, Inc.

A full consolidation of assets such as SpaceX and Tesla faces the problem of the companies' value mismatch, analysts say

Wedbush has allowed SpaceX and Tesla to merge within 12-18 months. Why would Musk want to do that?

Critical Metals Corp.

USA Rare Earth, Inc.

MP Materials Corp.

The rally in the sector began thanks to Trump's decision to create a strategic rare earth metals stockpile

EU to offer US partnership on critical minerals. Which companies' stocks are rising?

Pfizer Inc.

Pharma giant's shares were down 5% in trading on February 3

Pfizer reveals data on obesity drug. Why are analysts and the market disappointed?

The Walt Disney Company

Josh D'Amaro will take over for Bob Eiger in March

Disney has chosen a new CEO. He increased revenue in his division to a record high

Walmart Inc.

The largest US retailer is 2.5 times cheaper than the main marketplace - Amazon