CNBC Daily Open: Nvidia denies rift with OpenAI, while software and asset management stocks plunge  CNBC

Tech Stocks Are Not Always The Answer to Big Gains  Zacks Investment Research

Why PayPal Stock Crashed Today  fool.com

Global Investors Shun Thailand as Election Overhang Hits Assets  Bloomberg.com

Stock Market Today, Feb. 3: Novo Nordisk Slides as Pricing Pressure Clouds Obesity-Drug Outlook  Yahoo Finance

Stocks fall as S&P 500 dragged down by tech. Is the selling over?  MarketWatch

AI disruption fears rock software stocks again. How Jim Cramer is navigating the sell-off  CNBC

100% Stocks? One Expert Makes the Case for an All-Equity Portfolio in Your Working Years  Yahoo Finance

By David French and Isla Binnie WEST PALM BEACH, Florida, Feb 3 (Reuters) - A recent rush to sell private markets investments to everyday savers is risky and could have negative consequences for other investors too, prominent private equity executive Josh Harris said on Tuesday. Many large funds and authorities, including the Trump administration, have advocated for putting more retail retirement funds into private markets, where they see the promise of better returns for a global population that is likely to rack up ever longer life spans. Harris told the WSJ Invest Live event in West Palm Beach, Florida, that retail money was "the last big pocket of capital, and so everyone’s going after it". "My own view is that it’s not going to end well," said Harris, who co-founded Apollo, now one of the world’s largest alternative asset managers, before leaving to start his own firm, 26North Partners. Many retail investors "don’t understand that some of these new structures may not be liquid when things go wrong and they need the money," he said. Alternative assets like private equity have traditionally been the preserve of large sophisticated investors because they lock up money longer than publicly traded stock and bond funds, and their prices are determined monthly or quarterly. Private capital firms have looked to retail investors in part as a response to a dealmaking hiatus that sapped payouts and curbed the appetite of institutions to invest more. Some funds that are set up to give retail investors access to alternative assets, including by Blackstone and Blue Owl, have faced investor jitters. "I hope that we as an industry do a better job than we’ve done historically in educating people about the risks," Harris said. "But I fear, and what I see, is that we’re not doing that." Institutions like pension funds and endowments commit capital for a long time and can afford to wait for returns. But retail investors need returns more quickly, increasing pressure on money managers to deploy, Harris said. "Retail money pours in, you get the money up front that has to get invested very quickly, and it definitely hurts returns for everyone." Investing.com’s AI chart analysis visually reads your charts to spot patterns in just 1 minute—while highlighting only the top indicators that matter right now. Each analysis delivers an instant trading plan with specific entry, stop-loss, and profit targets. Works on stocks, futures, crypto, forex, commodities and indices – covering 94,000+ assets.

S&P 500 futures are little changed after tech sell-off drags down major averages: Live updates  CNBC

Stock Market Today, Feb. 3: Palantir Technologies Surges After Record Revenue Growth and Strong AI Demand  Yahoo Finance

Software Stocks Ditched on Fears AI Will Gut Industry  Bloomberg

2 Healthcare Dividend Stocks That are Just What the Doctor Ordered  Nasdaq

Techs and chips struggled Tuesday, while consumer staples, regional banks, precious metals and industrials are areas of strength. AMD, Lumentum were earnings movers late. The post Dow Jones Futures: Nasdaq Tumbles But These Sectors Lead; AMD, Lumentum Are Earnings Movers Late appeared first on Investor's Business Daily.

ORLANDO, Florida, Feb 3 (Reuters) - Wall Street slumped on Tuesday on concerns that tech companies could face steeper competition and lower margins as a result of AI, while precious metals rebounded sharply on renewed U.S.-Iran tensions. More on that below. In my column today I look at how President Donald Trump is shifting his interest rate focus to getting long-term U.S. yields down. The trouble is, the Fed has little control over that, no matter what it does with the policy rate. If you have more time to read, here are a few articles I recommend to help you make sense of what happened in markets today. 1. U.S. shoots down Iranian drone approaching aircraftcarrier, official says 2. Australia reverses course with rate hike, markets bet onmore 3. Dollar risk premium is rebuilding - Mike Dolan 4. How dollar disorder could be a wake-up call for globalinvestors 5. SpaceX acquires xAI in record-setting deal as Musk looksto unify AI and space ambitions Today’s Key Market Moves * STOCKS: Wall Street slumps, Nasdaq -1.4%. Europe littlechanged, Asia rallies - India +2.5%, Japan +4%, South Korea +7%. * SECTORS/SHARES: Walmart +3% to become a $1 trillioncompany, Palantir +7%, PayPal -20%, Expedia -15%. Materials +2%,energy +3%, tech -2%, software and services -4%. * FX: Aussie dollar +1% after rate hike, Indian rupee +1%on U.S.-India trade deal. Bitcoin -2%. * BONDS: U.S. yields inch up 1-2 bps, curve stays steep;German 30-year yield rises to 3.56%, highest since 2011. * COMMODITIES/METALS: Gold +6% for its best day since2008, silver +7%. Oil +3%. Today’s Talking Points * (Big) swings and roundabouts The wild price ride across a range of markets continued apace on Tuesday. Precious metals rebounded from Friday’s historic losses with historic gains, as did South Korean equities, while India’s rupee had its best day in six years. It’s a testing time for investors, and not just traders with a typically short-term horizon. Price moves and volatility on this scale can cause serious portfolio damage. And compounding the difficulty is finding a reliable hedge - traditional safe harbors like Treasuries, the dollar and gold are not without risk either. * RBA canary in the coal mine? The Reserve Bank of Australia isn’t the first G10 central bank to reverse course and raise interest rates. It follows the Bank of Japan, which is grappling with its own unique set of economic, political, FX and bond market issues. But the RBA’s move is potentially significant. It raised rates because inflation is drifting further above the bank’s 2-3% target range. Could the U.S. Fed be forced to do likewise later this year? After all, inflation has been above target for five years and is showing little sign of cooling. * U.S.-Iran tensions fire up again Just as it seemed like U.S.-Iran relations might be thawing, investors on Tuesday were grappling with news that the U.S. military shot down an Iranian drone in the Arabian Sea, and armed boats approached a U.S.-flagged vessel in the Strait of Hormuz. Nuclear talks between the U.S. and Iran are scheduled for Friday, but developments today suggest they will be fraught. Indeed, they might not take place at all, with Iran demanding that the venue and scope of negotiations be changed. Some level of geopolitical risk premium should still be in market pricing. What could move markets tomorrow? * Japan PMI (January, final) * Japan earnings including Mitsubishi UFJ, Panasonic,Sumitomo * Poland interest rate decision * Euro zone PMI (January, final) * Euro zone inflation (January, flash) * UK services PMI (January) * U.S. ISM services (January) * U.S. ADP private sector employment (January) * U.S. PMI (January, final) * U.S. earnings including Alphabet, Eli Lilly, Uber,Qualcomm * U.S. Federal Reserve officials scheduled to speak includeRichmond Fed President Thomas Barkin and Governor Lisa Cook Want to receive Trading Day in your inbox every weekday morning? Sign up for my newsletter here. Opinions expressed are those of the author. They do not reflect the views of Reuters News, which, under the Trust Principles, is committed to integrity, independence, and freedom from bias. (By Jamie McGeever; Editing by Nia Williams) What are the best investment opportunities in 2026? The best investments start with better data. Going with your gut has its place, but when excitement masquerades as intuition, it can lead to costly mistakes—or analysis paralysis. InvestingPro+ combines institutional-grade data with AI-powered insights that you don't need a finance PhD to understand. It won't guarantee winners, but it will certainly help you find more of them, more often. So what are the best investments of 2026 so far?

Earnings live: AMD, Chipotle stocks fall, Mondelez profits hit by high cocoa prices  Yahoo Finance

Stock Market Today: AI Threat Pummels Software Stocks; Nasdaq Sinks 350 Points — Live Updates  The Wall Street Journal