GameStop Corp.

Wayfair Inc.

ADT Inc.

Assured Guaranty Ltd.

A cult investor described a scenario in which GameStop stock could grow 260% by 2031

Burry: How the head of GameStop became the new Buffett and raised the company's value 10-fold

Alphabet Inc.

Uber Technologies, Inc.

Liberty Global Ltd.

Waymo has raised $16 billion at a $126 billion valuation and is scaling robotaxis. Australia's central bank raised the rate for the first time since 2023 due to persistent inflation. About these and other topics - in our review of key events for the morning of February 3.

Highlights for this morning: Waymo raises $16 billion, Australia's central bank raises rate

NVIDIA Corporation

OpenAI plans to remain a "giant customer" of Nvidia for a "very long time", claims OpenAI head Sam Altman

OpenAI unhappy with Nvidia chips and looking for alternatives - Reuters

AppLovin Corporation

Unity Software Inc.

Roblox Corporation

AppLovin's stock got caught up in the Jan. 30 selloff of video game developer securities by mistake, according to Benchmark Equity Research

An analyst advised buying AppLovin stock. Google's AI constructor does not threaten it

Robinhood Markets, Inc.

Shares of Robinhood Markets, the operator of a popular platform for trading on the stock and cryptocurrency markets, plunged nearly 10% on February 2, posting the worst performance in the S&amp;P 500. The company's securities are pressured by the bitcoin sell-off, as well as the end of the American soccer season, significant for the prediction market, where Robinhood is building a presence. At the same time, Piper Sandler analysts see drivers in the long term: changes in the U.S. legislation in the field of cryptocurrencies and the upcoming World Cup.

Robinhood stock has been the worst performer in the S&amp;P 500 index. What's going on with the company?

Tesla, Inc.

Elon Musk's rocket company SpaceX <a href="https://www.spacex.com/updates#xai-joins-spacex">announced </a>on February 2 that it had acquired his own artificial intelligence startup xAI. It did not disclose financial terms. But, as Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-02-02/elon-musk-s-spacex-said-to-combine-with-xai-ahead-of-mega-ipo?embedded-checkout=true">wrote </a>earlier on Monday, citing sources, after the deal, the valuation of the combined company will be about $1.25 trillion - that's the amount that was named in a memo to SpaceX employees, the agency's interlocutors said.

SpaceX announced a merger with xAI ahead of a massive IPO

Palantir Technologies Inc.

Military and civilian AI developer Palantir beat Wall Street expectations for fourth-quarter revenue and earnings, and gave a strong outlook for 2026. The software, which can organize large amounts of data, is in demand by businesses and the U.S. government, CNBC<a href="https://www.cnbc.com/2026/02/02/palantir-pltr-q4-2025-earnings.html"> writes</a>. Shares of Palantir jumped 7% in evening trading after the earnings release.

Palantir reported increased demand from military and commercial customers. Shares jumped

Over the last five trading sessions, Palantir securities have fallen in price by more than 10%

Palantir is among the 15 worst performing stocks in the S&amp;P 500 this year. What to expect from the company's report?

The United States and India have reached a deal on duties and will immediately begin reciprocal rate cuts, President Donald Trump <a href="https://truthsocial.com/@realDonaldTrump/posts/116002095109616255">said</a> on Monday. "We have agreed to a trade agreement between the United States and India under which the United States will reduce duties from 25% to 18%. India, for its part, will begin reducing duties and non-tariff barriers against the United States to ZERO," Trump <a href="https://truthsocial.com/@realDonaldTrump/posts/116002095109616255">wrote</a>.

US and India reach trade agreement: White House will cut duties to 18%

Freedom Holdings Corp.

Kazakh billionaire Timur Turlov is considering selling Freedom bonds in dollars and yuan. One of the options is to offer investors in the U.S. bonds Freedom Holding, traded on Nasdaq. The businessman wants to use the money to expand his business, including the development of telecom infrastructure and data centers to sell capacity to cloud giants such as Amazon and Microsoft.

Freedom Holding founder considers selling bonds in the U.S. 

The U.S. Bureau of Labor Statistics will postpone the release of the employment report for January, which was scheduled for Friday, February 6, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-02-02/january-jobs-report-will-be-delayed-due-to-shutdown-bls-says?sref=Y0jVLcFo&amp;embedded-checkout=true">writes</a>. It was supposed to be the culmination of a busy week of economic statistics, <a href="https://www.cnbc.com/2026/02/02/fridays-jobs-report-will-be-delayed-because-of-the-partial-government-shutdown.html">recalls</a> CNBC.

Important for investors reports on the US labor market will not be released due to the partial shutdown 

The option of merging SpaceX with Tesla was also considered, Bloomberg wrote

Small caps