Late Night Market Recap

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  Night.Owl
 
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Night.Owl masters market recaps, offering sharp analysis that uncovers hidden patterns and key moves. Stay ahead with Night.Owl’s expert insights.
 

•  02 Feb 2026
 

•   APTV  
   
  +0.28%
•   DIS  
   
  -0.22%
•   HOOD  
   
  -3.16%
•   MCD  
   
  +0.30%
•   NXPI  
   
  -4.51%

$HOOD Robinhood Markets slid sharply after a wave of crypto weakness pressured sentiment around trading activity. Reports highlighted lower crypto volumes tied to the weekend Bitcoin decline, overshadowing news of a UK stocks and shares ISA launch that some analysts view as a potential long-term catalyst. The stock saw heavy turnover with more than 59 million shares traded as investors reacted to the shifting outlook.

$PLTR Palantir Technologies dominated headlines after delivering a strong fourth quarter earnings beat with revenue of 1.4B topping estimates and non-GAAP EPS of 0.25 exceeding expectations. Management outlined an ambitious 61 percent revenue growth target for 2026 and guided above consensus for the upcoming quarter. Multiple upgrades followed including a move to Outperform, and shares were active with volume above 55 million as traders responded to the upbeat guidance and AI momentum narrative.

$ORCL Oracle ended lower despite unveiling plans to raise between 45B and 50B to accelerate its cloud infrastructure and AI buildout. The sizable funding plan sparked debate over whether the move represents a bold growth push or a costly expansion phase. While credit markets reacted positively with declining credit default swaps, equity investors took a more cautious stance, sending over 43 million shares through the tape.

$DIS Walt Disney moved lower even after surpassing first quarter earnings estimates and posting revenue growth with strength in its Experiences segment. The company projected double digit adjusted EPS growth for fiscal 2026 and highlighted solid cash flow expectations, yet concerns about higher costs and outlook commentary weighed on sentiment. Trading volume topped 37 million shares as the market digested the mixed signals.

$TER Teradyne advanced after reporting fourth quarter results that beat estimates by more than 32 percent on earnings and nearly 12 percent on revenue. The strong print reinforced confidence in demand trends heading into the new fiscal year. With close to 6 million shares traded, the reaction reflected renewed optimism around semiconductor equipment spending.

$NXPI NXP Semiconductors delivered a fourth quarter earnings and revenue beat and guided first quarter expectations above estimates. Despite the solid numbers, shares slipped in extended trading following the release, suggesting some investors were positioned for even stronger commentary. Volume reached more than 3.5 million shares as the market parsed the outlook.

$TSN Tyson Foods reported mixed first quarter results with revenue growth of 5.1 percent year over year and a non-GAAP EPS beat, while overall profit declined from the prior year period. The company maintained its fiscal 2026 sales growth outlook of 2 to 4 percent. Trading activity exceeded 3.2 million shares as investors balanced operational execution against margin pressures.

$RVTY Revvity posted fourth quarter adjusted EPS of 1.70 beating estimates alongside revenue growth of 5.9 percent to 772 million. The company projected 2 to 3 percent organic growth for 2026 and introduced its Signals Xynthetica AI platform. Despite the earnings beat, shares faced pressure, reflecting cautious positioning after the results, with volume above 3.2 million.

$APTV Aptiv reported fourth quarter earnings and revenue that topped estimates with solid year over year growth, but weaker first quarter profit guidance and margin concerns tempered enthusiasm. Even so, shares finished higher as investors weighed the upbeat 2026 revenue and EPS outlook. Nearly 2.5 million shares changed hands during the session.

$MCD McDonalds gained ground following an upgrade to Buy from BTIG, which cited improving value perception and stronger store traffic driven by discounted meal bundles. Notable options activity added to the focus on the name as traders positioned around the shifting consumer landscape. More than 2.1 million shares traded as sentiment turned constructive.

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