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
 

•  09 Feb 2026
 

•   AMZN  
   
  -0.23%
•   CLF  
   
  +3.30%
•   DT  
   
  +2.15%
•   HIMS  
   
  +8.90%
•   KR  
   
  -1.93%

NASDAQ opened on a soft note but quickly reversed higher, climbing about 1% as risk appetite improved through the session. The S&P 500 added roughly 0.6% while the Dow lagged with modest gains. The shift from early weakness to broad-based buying reflects a market still willing to lean into growth, even as macro uncertainty looms.

$LLY Eli Lilly is expanding deeper into RNA therapeutics with its $2.4 billion acquisition of Orna Therapeutics. The deal, structured with upfront cash and milestone payments, strengthens Lilly pipeline in oncology and autoimmune diseases. For investors, this signals continued capital deployment into next-generation platforms that could drive long-duration revenue growth beyond its current blockbuster portfolio.

$NVDA Nvidia continues to build on prior gains as markets price in stronger GPU demand tied to Amazon aggressive AI infrastructure spending. The stock remains a core proxy for AI capital expenditure trends, and its resilience reinforces the narrative that hyperscaler investment cycles are still in expansion mode.

$ORCL Oracle moves higher following an analyst upgrade highlighting renewed upside in its partnership with OpenAI. Structural changes and fresh funding at OpenAI reduce counterparty risk and improve visibility around large-scale cloud commitments. For traders, Oracle positioning at the intersection of enterprise cloud and AI infrastructure keeps it firmly in focus.

$NVO Novo Nordisk rallies after regulatory pressure pushed Hims & Hers to halt sales of a compounded version of its weight-loss drug. The development underscores the pricing power and legal defensibility of branded obesity treatments, a critical theme as competition intensifies in the fast-growing GLP-1 market.

$HIMS Hims & Hers tumbles sharply as it exits the compounded weight-loss segment under mounting legal and regulatory scrutiny. The retreat removes a key growth lever and raises broader questions about the scalability of its model in regulated pharmaceutical categories.

$KR Kroger jumps on reports of a potential CEO appointment with deep Walmart experience. Leadership change in a margin-sensitive retail environment is being viewed as a strategic reset, particularly as grocers navigate inflation dynamics and competitive pricing pressure.

$STM STMicroelectronics surges after securing a multiyear, multibillion-dollar agreement with Amazon Web Services to supply chips and AI-related data center infrastructure. The added equity option strengthens the strategic tie-up and highlights how hyperscalers are locking in semiconductor supply to support long-term AI demand.

$MU Micron declines on reports that Samsung is preparing mass production of next-generation HBM memory. As high-bandwidth memory is central to AI workloads, rising competitive pressure could weigh on pricing power and reshape the competitive landscape in advanced memory.

$AMZN Amazon edges lower following its plan to invest roughly $200 billion in capital expenditures in 2026, largely to meet AI-driven demand. While strategically aligned with long-term growth, the magnitude of spending introduces near-term margin sensitivity, forcing investors to balance scale advantages against capital intensity.

$DT Dynatrace advances after posting strong fiscal third-quarter results and raising its 2026 earnings outlook. The guidance upgrade reinforces confidence in enterprise demand for cloud monitoring and observability tools, particularly as AI-driven workloads add complexity to IT environments.

$CLF Cleveland-Cliffs falls after missing fourth-quarter revenue expectations, underscoring the cyclical vulnerability of steel producers to demand fluctuations and pricing volatility. In a market increasingly driven by structural growth themes like AI and biotech, traditional industrial names remain tightly linked to macro conditions.

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