Morgan Stanley strategists led by Michael Wilson maintain the outlook for U.S. technology stocks is positive, citing multi-decade high revenue growth expectations offset by recent valuation declines and attractive entry points in Microsoft (MSFT) and Intuit (INTU). The Nasdaq 100 (^NDX) fell at its steepest since December last month, while the Bloomberg Magnificent Seven trades at about 29x forward earnings, near a five-year average. Dip-buying activity was evident Friday, but Nasdaq 100 futures fell 0.7% Monday. Wilson’s team highlights continued outperformance for firms with high capital expenditure-to-sales ratios and adoption of AI in core operations, which outperform by about 1% the day after earnings. A weaker dollar and improving earnings upgrades in semiconductors, software, tech hardware, and the Magnificent Seven support the outlook.

OpenClaw, a free open-source AI agent platform, has surged in social channels, prompting reevaluation of potential beneficiaries as AI agents reshape workflows. The tool, developed by Austrian creator Peter Steinberger, has undergone three rebrandings since its December 2025 release: from Clawdbot to Moltbot, and finally to OpenClaw.

Supporting context: OpenClaw enables automation and seamless task execution, positioning itself at the intersection of productivity tools and AI. Analysts are closely watching for sectoral implications, particularly in automation and enterprise software adoption.

Sally Beauty Holdings Inc. (SBH) reported net income of $45.6 million, or 45 cents per share, for fiscal first quarter ended January 31, 2026. Adjusted earnings were 48 cents per share. Revenue totaled $943.2 million for the period.

The beauty products seller expects per-share earnings for fiscal second quarter of 39 to 42 cents and revenue of $895 million to $905 million. For the full year, it projects earnings of $2.02 to $2.10 per share and revenue of $3.71 billion to $3.77 billion.

The European Commission has issued a statement of objections to Meta Platforms Inc. (META), warning the company it may face temporary restrictions or fines if it does not allow access to rival AI assistants on WhatsApp, citing concerns over competition in the AI assistant market. The Commission said Meta’s current policies risk blocking competitors from entering or expanding in the fast-growing sector.

Under EU competition rules, interim measures can be ordered to prevent “serious and irreparable harm on the market,” with fines potentially reaching up to 10% of global annual revenue. Meta has the right to reply and defend itself before enforcement. A Meta spokesperson maintained that the WhatsApp Business API is not a key distribution channel for chatbots, noting many AI options are available through app stores and partnerships.

This development follows the EU’s designation of WhatsApp information feeds as a “Very Large Online Platform” under the Digital Services Act.

Kroger Co. (KROG) is expected to任命 Greg Foran as its next chief executive, according to a source familiar with the matter, as the nation’s largest grocer seeks a new direction following the collapse of its $24.6 billion Albertsons merger and the resignation of former CEO Rodney McMullen after a personal conduct probe.

The appointment is anticipated early Monday, with Foran set to be Kroger’s first external CEO. He most recently led Walmart’s U.S. operations and Air New Zealand. The move follows interim leadership by Ron Sargent since March, as Kroger expands stores, closes underperforming locations, and refines its strategy after the antitrust block of its mega-deal.

Kroger shares rose as much as 4.4% in premarket trading on February 9, 2026.

Hyperliquid (HYPE) outperformed the broader crypto decline, rallying 41.5% over the past two weeks as institutional support from Ripple Prime integration and tighter tokenomics drive real-usage demand, per CoinGecko (HYPE $31.53, -1% 24h).

Key catalysts include Ripple’s addition to Ripple Prime on January 30, 2026, and a February 2026 unlock reduction to 140,000 tokens from 1.2 million, removing roughly $34 million in monthly sell pressure. Analysts credit HIP-3’s expansion into commodities and equities and ongoing token burns for decoupling HYPE from Bitcoin’s recent weakness.

Looking ahead, the HIP-4 upgrade, introducing outcome-based prediction markets and USDH-denominated trading, is expected to provide further tailwinds. However, retail caution is rising, with Myriad forecasting a 38% chance of HYPE retesting $41, down from 48% Friday.

A consortium led by Advent International, L.P., FCWB LLC of FedEx Corporation, A&R Investments Ltd., and PPF Group has reached a conditional agreement to make an all-cash public offer for all issued and outstanding shares of Inpost PLC at €15.6 per share. The Paczkomat self-service locker, first launched in Poland, is central to the company's operations, with white machines stationed in subways and shops nationwide. The transaction, valued at about €1.3 billion, will see FedEx become the new majority shareholder. InPost remains headquartered in Poland with its management team and key innovation centers in place, and the deal is subject to regulatory and shareholder approvals.

Dynatrace Inc. (DT) released fiscal third-quarter results on February 9, 2026, reporting net income of $40.1 million and adjusted earnings of 44 cents per share, exceeding Zacks analysts' average estimate of 41 cents. Revenue reached $515.5 million, beating forecasts of $505.9 million. For the quarter ending March 31, the company guided to per-share earnings of 38-39 cents and revenue of $518-523 million. Full-year guidance: EPS $1.67-$1.69 and revenue $2.01 billion.

Becton Dickinson (BDX) reported fiscal first-quarter earnings of $382 million, or $2.91 per share, adjusted for one-time items, exceeding Zacks analysts’ average estimate of $2.82 per share. Revenue reached $5.25 billion, surpassing forecasts of $5.15 billion. The company guided to full-year earnings of $12.35 to $12.65 per share. Shares gained 8% year-to-date as of February 9, 2026, outperforming the S&P 500’s more than 1% gain.

STMicroelectronics (STM-US) posted a pre-market rally as it confirmed a multi-billion-dollar, multi-year agreement with Amazon.com's AWS, marking its entry into AI infrastructure. The company's Milan-listed shares climbed 5.5% in European pre-market trading, with the STM-US ADR up 6.06% to $31.66 per share.

Under the agreement, STMicro will supply AWS data center semiconductor technology and products, and AWS will have an option to purchase up to 2.7% of STMicro's shares, exercisable in tranches over seven years, with an initial strike price of $28.38 per share. The company's shares closed at $29.85 on Friday.

The deal comes as major tech firms plan $670 billion in AI infrastructure investments this year. STMicro, which has broadened its footprint into data center and AI-connected applications, is expected to benefit from AWS's expanding AI spending, offsetting weakness in automotive semiconductors that prompted the company to下调 guidance and裁员 earlier this month.

Jan 31, 2026 — Loews Corp. (L) reported fourth-quarter earnings of $402 million, or $1.94 per share, on revenue of $4.73 billion. For the year, the company recorded net income of $1.67 billion, or $7.97 per share, with revenue of $18.45 billion.

Belgian research consortium imec opened the €2.5 billion NanoIC pilot line under the EU’s Chips Act, aiming to advance beyond-2nm semiconductor development and strengthen Europe’s position in the AI-driven chip race. The facility will house ASML’s High NA EUV lithography tools and operate on a shared research model to support prototyping at scale before full-volume manufacturing.

The NanoIC initiative aligns with the Chips Act’s goal of boosting the EU’s semiconductor production share to 20% by 2030. Financing includes €1.4 billion from the Chips Joint Undertaking and the Flemish government, and €1.1 billion in private contributions from industry leaders, with ASML representing the largest stake.

imec expects delivery of ASML’s High NA EUV tool in March 2026.

Edgewell Personal Care Co. (EPC) reported a first-quarter loss of $65.7 million, or $1.41 per share, with adjusted losses at 16 cents per share. Revenue for the period totaled $422.8 million. The company said full-year earnings are expected to range from $1.70 to $2.10 per share.

CNA Financial Corp. (CNA) released Q4 results on February 9, 2026, reporting earnings of $302 million, or $1.11 per share, with adjusted EPS of $1.16. Revenue for the quarter was $3.83 billion, adjusted to $3.46 billion. For the full year, the company posted net income of $1.28 billion, or $4.69 per share, with revenue of $13.49 billion.

Cleveland-Cliffs Inc. (CLF) reported a fourth-quarter loss of $243 million, or 44 cents per share, after adjusting for non-recurring items and discontinued operations. Revenue for the quarter totaled $4.31 billion, below the $4.62 billion average estimate. The year-earlier loss was $1.48 billion, or $2.91 per share, with annual revenue of $18.61 billion.

California’s Hybrid and Zero-Emission Truck and Bus Voucher Incentive Project (HVIP) awarded up to $165 million in vouchers to Tesla for its semi-truck, according to state data through February 9, 2026. The 992 vouchers, each valued at $84K–$351K, are under a first-come, first-served allocation with about $335.6 million available in the September 9, 2025–January 31, 2026 cycle, of which 68% was allotted within two days.

The Tesla Semi, introduced in 2017, remains largely unproven with no public retail price and certification status classified. Despite this, it is the HVIP’s largest recipient, dwarfing second-place New Flyer’s $68 million. Critics argue preferential treatment and potential market distortion as the voucher program ended its 100-vehicle-per-manufacturer cap to expand fleet choices.

CARB maintains vouchers are issued only after certification and delivery, but competition and the absence of caps have enabled Tesla to dominate state-administered incentives,挤压 opportunities for other manufacturers. The HVIP, since 2009, has spent over $1.6 billion to support zero-emission freight and transit, amid broader policy shifts including the end of federal EV tax credits and California’s revised zero-emission vehicle targets.

The U.S. Food and Drug Administration granted breakthrough therapy designation to Sanofi (SNY)’s rilzabrutinib for Waldenström macroglobulinemia, a rare form of non-Hodgkin lymphoma. Separately, the Japanese Ministry of Health, Labour and Welfare designated rilzabrutinib as an orphan drug for the same indication, underscoring its potential in treating rare diseases. These designations are expected to expedite development and regulatory review timelines, potentially improving patient access and supporting SNY’s growth in oncology pipelines.

INTZ shares surged 8% on February 9, 2026, after the company released positive preliminary results for its lead autoimmune treatment candidate, INT-801, in a Phase 2 trial. The trial showed a 40% reduction in disease activity scores and a 30% improvement in patient-reported outcomes. The data, presented at a major medical conference, support the company’s plan to file a Biologics License Application in the second half of 2026. INTZ is scheduled to release detailed results in a press release on February 15, 2026.

The consumer health company Coway (COWY) announced an updated Corporate Value-Up Plan, aiming to strengthen its balance sheet and return value to shareholders through disciplined cost management and strategic initiatives. The plan includes a reduction in non-core expenses and a potential share repurchase authorization, pending board approval and market conditions. The company's stock rose 4.2% in early trading on the announcement, reflecting market confidence in the strategy.

The DAX index closed 0.3% higher on February 9, 2026, with Commerzbank and Siemens AG leading the成份 movers. The broader Stoxx 600 rose 0.1% on the same day. Key factors included positive earnings surprises from industrial and banking sectors, with Commerzbank reporting a 2.1% rise in net interest income and Siemens noting a 3.4% increase in operating profit for December. The gains reflected resilience in corporate earnings amid stable monetary policy conditions in Europe.