On February 10, 2026, Cisco shares advanced to $88.05 (+1.46%) after the company introduced the Silicon One G300, a 102.4 Tbps switch built on TSMC's 3‑nanometer process and slated for the second half of 2026. According to Cisco, the design accelerates certain AI jobs by 28%, lifts network utilization by 33%, and brings ~70% energy-efficiency gains with 100% liquid-cooled systems.

Hasbro's stock climbed more than 6% to $103.19 on February 10, 2026, after the company unveiled a multi-year global toy licensing partnership for the Harry Potter franchise starting in 2027. The deal will add a wide range of Harry Potter-themed products to Hasbro's portfolio and was announced alongside strong fourth-quarter 2025 results, including a 31% revenue increase to $1.45 billion.

On February 10, 2026, Spotify Technology shares climbed more than 14% in premarket trade after the company posted a sizable fourth-quarter earnings beat and issued upbeat first-quarter guidance. The audio-streaming platform reported stronger-than-expected user growth, higher operating income, and improved margins while continuing to push through subscription price increases in multiple markets. Despite the latest surge, the stock remains sharply lower year-to-date and over the past twelve months, with investors weighing growth prospects against slowing revenue expansion.

On February 9, 2026, Workday, Inc. shares fell more than 8% after the company said cofounder and executive chairman Aneel Bhusri would return as CEO, with Carl Eschenbach stepping down from the role and the board. The stock hit a new 52-week low even as Workday reaffirmed that its fiscal 2026 fourth quarter and full-year results are expected to match prior guidance, ahead of its scheduled report on February 24, 2026. The leadership transition comes as the enterprise software provider prepares for what it characterizes as a crucial phase in the AI era.

Major U.S. indexes posted their sharpest declines in months, with the Nasdaq Composite down roughly 1.6%, the S&P 500 off 1.23%, and the Dow Jones Industrial Average lower by 1.2%. Losses centered on AI-driven pressure in software, softer labor signals, and valuation concerns tied to heavy AI spending. Friday's futures rose 0.5%–0.6% across benchmarks, suggesting tentative stabilization.

On February 5, 2026, Broadcom Inc. shares climbed 5.62% in premarket trading to $325.35 after Alphabet detailed sharply higher AI infrastructure spending. Google projected up to $185 billion in capital expenditures for 2026, nearly double the prior year, with significant funding earmarked for AI data centers and custom TPU chips built in partnership with Broadcom.

Novo Nordisk A/S unexpectedly pre-released its 2026 outlook late Tuesday, projecting a sales decline of 5% to 13%. As of 10:23 AM EST on February 4, 2026, shares were off about 18% in Copenhagen and the ADS traded at $47.60, down 5.37%. Analysts cited U.S. pricing pressure, patent expiries, and competition as key headwinds.

On February 4, 2026, AMD shares were down 7.12% to $224.88 in premarket trading after the company reported fourth-quarter 2025 results that topped forecasts. AMD posted $1.53 in EPS on $10.27 billion of revenue versus $1.32 and $9.67 billion expected, but its first-quarter 2026 revenue outlook of $9.8 billion, plus or minus $300 million, fell short of some investor hopes.

On February 3, 2026, PayPal shares fell more than 16% in premarket trading after the company reported fourth-quarter earnings and revenue that missed Wall Street forecasts and issued a downbeat 2026 profit outlook. The firm also said Enrique Lores will take over as CEO on March 1, 2026, as it struggles with slowing branded checkout growth, higher expenses and intensifying competition from major technology companies.