semiconductor-supply

05
Feb

EverHint - Stock Market News — February 5, 2026 — Breaking Developments (last 12 hours, Morning Update - PST)

Hims shocks with $49 GLP-1 pill, surges 19% while Novo threatens legal action. Wall Street slumps on Alphabet capex anxiety and Qualcomm miss. Glencore-Rio talks collapse, stock drops 10%. Memory prices surge 90%. PC makers eye Chinese chips. Stifel downgrades Microsoft. Tower soars on Nvidia deal.
10 min read
04
Feb

Stock Market News — February 4, 2026 — Breaking Developments (last 12 hours, Evening Update - Pacific Time)

Alphabet pulls ahead of OpenAI, capex to double. TSMC invests $17B in Japan 3nm. Qualcomm/Arm hit by memory shortage. Short sellers gain $24B on software rout. SpaceX seeks $1T IPO index entry. Sony beats, SoftBank drops 7%. Apple bucks tech selloff. Baidu $5B buyback.
9 min read