Oil prices jumped more than 3.5% following the publication of Axios, <a href="https://www.axios.com/2026/02/04/iran-nuclear-talks-canceled-witkoff">which</a> cited two U.S. officials as reporting disagreements over upcoming talks between the U.S. and Iran scheduled for Friday, February 6.

Oil prices soared on the threat of disrupted talks and escalation between the U.S. and Iran

Uber Technologies, Inc.

The cab service operator expects a further acceleration in the growth of rides and gross booking value in the U.S. in 2026

Investors didn't like Uber's mixed outlook for the quarter. Shares fell

That's about one-sixth of current U.S. GDP

"The need for capital will be huge": Musk's data center in space estimated to cost $5 trillion a year

Alphabet Inc.

Investors will be looking at the company's 2026 outlook and capital expenditure signals on the back of the AI boom

Cathie Wood's ARK funds bought 50,000 shares of Alphabet stock ahead of the report. What to expect from it?

The main U.S. stock indices began trading in mixed direction on February 4 after a sharp <a href="https://oninvest.com/article/nasdaq-composite-upal-na-1-4-pocemu-investory-izbavlalis-ot-tehnologiceskih-akcij">decline a</a> day earlier, caused by the redistribution of capital from technology stocks to more protective securities. Also investors on Wednesday were reacting to new data on the labor market, CNBC <a href="https://www.cnbc.com/2026/02/03/stock-market-today-live-updates.html">writes</a>.

Dow Jones up, Nasdaq down: stocks under pressure from IT sector and weak labor market

Eli Lilly and Company

Novo Nordisk A/S

Novo a day earlier, by contrast, had warned of a decline in sales

Eli Lilly predicted revenue growth of 27% in 2026. Why is it better than Novo Nordisk?

The Boeing Company

Microsoft Corporation

Best Buy Co., Inc.

Burlington Stores, Inc.

Regency Centers Corporation

The list of shares-favorites JPMorgan for February 2026 was replenished with the securities of the owner and operator of industrial real estate from the U.S. First Industrial Realty Trust. At the same time, analysts excluded from their top list of ideas a number of retailers and a real estate investment fund, CNBC <a href="https://www.cnbc.com/2026/02/03/jpmorgans-favorite-stocks-for-february.html">writes</a>.

JPMorgan has updated its list of favorites for February. Who are the analysts betting on?

Microsoft shares haven't looked as cheap for eight years as they do now, argue Matrix Asset Advisors

'Best bet on AI': Piper Sandler urged clients to buy back Microsoft after collapse

Tesla, Inc.

Visa Inc.

Exxon Mobil Corporation

Only 12 companies in the U.S. have a market capitalization greater than Musk's fortune

Musk's fortune surpasses $850 billion for the first time since the deal between SpaceX and xAI - Forbes

Core inflation excluding food and energy prices was the lowest since October 2021

Eurozone inflation slowed to its lowest in more than a year. What to expect from the ECB?

MediaTek Inc.

NVIDIA Corporation

Nvidia's Taiwanese partner in the AI supercomputer project has been forced to increase costs due to increased pressure on the supply chain - and will now "adjust" its prices

Nvidia partner announces price hike amid increased workload due to AI boom

Advanced Micro Devices, Inc.

PayPal Holdings, Inc.

Pfizer Inc.

Super Micro Computer, Inc.

Merck & Co., Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.