Wall Street Today in the Buzz

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Your pulse on Wall Street! WallStreetBuzz delivers real-time market intelligence, breaking news, and expert analysis. From opening bell to closing bell, we cover major movers, market trends, sector rotation, institutional flows, and the stories moving stocks
 

•  06 Feb 2026
 

•   AMZN  
   
  +1.48%
•   COIN  
   
  +1.34%
•   HIMS  
   
  +0.22%
•   LLY  
   
  +0.94%
•   MOH  
   
  +0.27%

Wall Street flipped the script in dramatic fashion as risk appetite returned and volatility once again defined the session. After days of heavy selling and anxiety, equities rebounded sharply, led by a powerful comeback in crypto. Bitcoin rallied from nearly $60,000 to above $70,000 within hours, fueling a broader move higher across major indices. The Dow Jones gained more than 2%, the Nasdaq 100 climbed roughly 1.9%, and the S&P 500 followed with strong upside momentum. For traders navigating rapid sentiment shifts, the message is clear: this market rewards agility and punishes hesitation.

$MSTR surged as much as 24% as Bitcoin’s rebound reignited enthusiasm around crypto-linked equities. Despite reporting a quarterly loss, the stock moved in near lockstep with Bitcoin’s 11% spike, underscoring its identity as a leveraged proxy for the digital asset. Investors who were concerned about balance sheet exposure and debt levels quickly shifted focus to the improving price action in Bitcoin. The move highlights how positioning and sentiment, rather than traditional fundamentals, are often the primary drivers in high-beta names tied to crypto.

$COIN gained around 5% alongside the broader crypto rally, supported by expectations of stronger trading volumes if volatility persists. As Bitcoin reclaimed the $70,000 level, traders rotated back into exchange platforms that typically benefit from heightened activity. For investors, the stock represents a direct play on crypto market participation, making it highly sensitive to short-term price swings in digital assets.

$AMZN fell more than 8% after unveiling plans to ramp capital expenditures to over $200 billion in 2026, far exceeding Wall Street expectations. While aggressive investment reflects long-term ambition in AI infrastructure and cloud expansion, investors are focused on near-term margin pressure and free cash flow implications. In the current environment, capital discipline matters. Even dominant companies are not immune to sharp repricing when guidance raises profitability concerns.

$MOH collapsed roughly 26% after reporting a surprise quarterly loss and issuing weaker-than-expected guidance tied to Medicaid contract challenges. The magnitude of the selloff signals how unforgiving the market has become toward earnings disappointments, particularly in defensive sectors like healthcare where stability is expected. Investors are demanding visibility and execution consistency, and any deviation is met with immediate downside pressure.

$STLA plunged approximately 28% after announcing a €22 billion write-down and suspending its dividend, acknowledging it overestimated the pace of electric vehicle adoption. The sharp correction reflects a broader recalibration within the auto sector as demand growth slows and capital intensity remains elevated. The move serves as a reminder that large-scale strategic bets, especially in capital-heavy industries, can significantly reshape valuation when expectations shift.

$NVO jumped nearly 7.5% following supportive comments from the FDA regarding enforcement against illegal copycat weight-loss drugs. The regulatory clarity strengthened investor confidence in the company’s competitive positioning and long-term pricing power. In a market sensitive to policy risk, regulatory backing can act as a powerful catalyst for healthcare leaders.

$LLY advanced around 3.7% on the same regulatory momentum, as investors interpreted the FDA’s stance as protective of branded obesity treatments. The stock’s resilience highlights ongoing demand for innovation-driven healthcare companies, particularly those benefiting from structural growth trends like metabolic and weight-loss therapies.

$HIMS dropped about 9% after the FDA’s remarks, as stricter enforcement threatens business models dependent on compounded or alternative drug offerings. The reaction underscores how regulatory shifts can quickly alter risk profiles and revenue expectations, especially for emerging healthcare platforms.

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