Home builders are reportedly pitching affordable-home policies to the Trump administration, and their shares were rising Wednesday. ...

Core Viewpoint - The recent chip selloff is compared to past fears related to DeepSeek, which were later deemed unfounded by a Bank of America analyst [1] Group 1 - The chip market is experiencing an indiscriminate selloff, raising concerns among investors [1] - The selloff is reminiscent of previous market fears that were ultimately proven to be unfounded [1]

Core Insights - The industrials sector has significantly benefited from the rotation out of technology stocks, with several defense and transportation stocks reaching new highs on Wednesday [1] Group 1 - The rotation out of tech has positively impacted the industrials sector [1] - Defense and transportation stocks have achieved new highs recently [1]

Jeffry BartashJeffry Bartash is a reporter for MarketWatch in Washington. ...

This company is providing relief from higher utility rates, and the stock is surging - MarketWatch# This company is providing relief from higher utility rates, and the stock is surging## Enphase Energy's stock soars after a beat-and-raise quarter and a call that consumer demand for solar is bottomingPublished: Feb. 4, 2026 at 11:42 a.m. ETShareResize---Listen(3 min)Enphase's stock was soaring Wednesday after the company's upbeat earnings report and a view that residential solar demand has bottomed as consum ...

Core Viewpoint - The service sector of the economy showed signs of growth in January, indicating a positive start to the year despite challenges from high tariffs and the integration of artificial intelligence [1] Group 1: Economic Growth - The largest part of the economy, the service sector, expanded again in January, suggesting decent growth early in the new year [1] - The survey of service companies, including banks, retailers, and restaurants, remained unchanged at 53.8% in January, indicating stability in the sector [1]

Earnings - AMD reported fourth-quarter revenue of $10.3 billion, which exceeded consensus estimates; however, this figure included $390 million in revenue from China that was not accounted for in Wall Street's projections [1][1][1] - The stock of AMD experienced a decline of over 13% following the earnings report, indicating market disappointment despite the revenue beat [1][1][1] Outlook - High operating expenditures are contributing to the negative sentiment surrounding AMD's earnings report, overshadowing what initially appeared to be a strong performance [1][1][1]

Jeffry BartashJeffry Bartash is a reporter for MarketWatch in Washington. ...

Core Insights - Glencore has agreed to sell a 40% stake in its copper and cobalt mines in the Democratic Republic of Congo (DRC) to a U.S. government-backed consortium, highlighting the strategic appeal of its mining operations [1] Group 1: Transaction Details - The stake is being sold in two DRC assets, Mutanda Mining and Kamoto Copper, to a consortium led by U.K. private-equity firm Orion Resource Partners, which includes the U.S. International Development Finance Corporation [1] - Abu Dhabi's sovereign wealth fund ADQ is also a partner in this transaction [1] Group 2: Strategic Implications - The sale may not only provide financial benefits but could also lower the risk premium associated with Glencore's mining operations due to the perceived backing from the U.S. government [1] - This deal reflects a new era of resource nationalism, indicating a shift in how mining assets are valued and perceived in the market [1]

Core Insights - Amazon needs to demonstrate ongoing growth in its cloud-computing segment to satisfy investors [1] - The expected growth rate of 21% may be lower than what is actually required to impress the market [1] Company Analysis - Continued momentum in Amazon's cloud-computing business is crucial for investor confidence [1] - The consensus growth rate of 21% may not be sufficient, indicating a potential need for higher performance metrics [1]