Alphabet Inc.

Sony Group Corporation

HP Inc.

Dell Technologies Inc.

Acer Incorporated

ASUSTeK Computer Inc.

Silver collapsed after a speculative rally and tighter margin requirements. Alphabet shares sagged amid record plans to invest in AI infrastructure. These and other topics - in our review of key events by the morning of February 5.

Highlights for this morning: silver collapsed, PC makers ponder memory from China

Bloomberg analyst Mike McGlone thinks silver could fall to $50 an ounce

Silver collapsed more than 16%, reversing a two-day recovery

Janux Therapeutics, Inc.

Janux Therapeutics – a small-cap developer of prostate cancer therapies – has lost more than 65% of its market value over the past year. The steepest decline followed the release of data on one of the key candidates in the company’s pipeline. Despite this, Janux shares remain in the portfolios of BlackRock and investor Steve Cohen, according to its <a href="https://www.gurufocus.com/stock/JANX/ownership">Form 13F filing</a> as of the end of September. Wall Street analysts, for their part, continue to recommend buying the stock, expecting it could rise more than 300%.

Why biotech Janux, held by Blackrock and Steve Cohen, has consensus upside of 300%

Berkshire Hathaway Inc.

Bank of America Corporation

DaVita Inc.

Charter Communications, Inc.

Berkshire's new management has already signaled that it intends to shrink its portfolio by getting rid of Kraft Heinz

Berkshire is about to reveal Buffett's latest trades. Which three stocks might he have sold?

Elon Musk's SpaceX is counting on early inclusion in stock indexes after going public, which could come as early as later this year. Sources <a href="https://www.wsj.com/finance/stocks/spacex-seeks-early-index-entry-as-it-prepares-massive-ipo-8445ed59?mod=hp_lead_pos1">told </a>The Wall Street Journal that the company's advisers have contacted major index providers, including Nasdaq, to discuss how SpaceX could get into key benchmarks sooner than usual.

SpaceX seeks rapid inclusion in stock indexes after IPO - WSJ

Oracle Corporation

AppLovin Corporation

Workday, Inc.

Coinbase Global, Inc.

Intuit Inc.

The fortunes of American billionaires whose companies earn money from software development have fallen by at least $62 billion this year, Bloomberg has <a href="https://www.bloomberg.com/news/articles/2026-02-04/software-billionaires-drop-62-billion-in-ai-driven-stock-slump">calculated</a>. The sector is experiencing a massive sell-off as investors fear that the penetration of AI will wipe out the prospects of traditional software.

Billionaires have lost more than $60 billion since the beginning of the year due to the collapse of software developers

The company's shares have fallen in price, while quotes for chipmakers that could be supported by its new spending have jumped

Alphabet to grow Google Cloud revenue 1.5 times and double AI capex

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

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>.

Small caps