Feb 4, 2026 (US): Tech-led selling pressured the Nasdaq and S&P 500 as a post-earnings plunge in AMD weighed on sentiment; the Dow was steadier helped by health care strength. ([apnews.com](https://apnews.com/article/696988a330fd224f3364709eaee6cf2a?utm_source=openai))
Eli Lilly jumped after blowout Q4 results and a stronger 2026 outlook driven by obesity/diabetes drugs Mounjaro and Zepbound, briefly pushing its market cap back near $1T. ([investors.com](https://www.investors.com/news/technology/eli-lilly-stock-eli-lilly-earnings-q4-3035/?utm_source=openai))
Enphase Energy surged on a Q4 beat and upbeat Q1 guidance, with multiple analyst upgrades signaling improving residential-solar demand. ([barrons.com](https://www.barrons.com/articles/enphase-earnings-stock-price-303ba7fe?utm_source=openai))
Texas Instruments announced a $7.5B all-cash deal to acquire Silicon Labs at $231/share; SLAB spiked on the news. ([ti.com](https://www.ti.com/about-ti/newsroom/news-releases/2026/2026-02-04-texas-instruments-to-acquire-silicon-labs.html?utm_source=openai))
Super Micro Computer rallied after reporting record revenue and raising its FY26 outlook on AI server demand. ([marketwatch.com](https://www.marketwatch.com/story/super-micro-logs-record-revenue-from-ai-demand-and-the-stock-surges-f048debe?utm_source=openai))