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
 

•  10 Feb 2026
 

•   APP  
   
  +0.19%
•   GILT  
   
  +0.47%
•   GOOG  
   
  -0.31%
•   INTC  
   
  +0.53%
•   LLY  
   
  -0.65%

$INTC tumbled 7% after a volatile session on Wall Street, as traders digested weaker-than-expected sentiment in tech and mixed signals from macroeconomic data. For investors, Intel pullback is a reminder that even established chipmakers are not immune to rotation and profit-taking, particularly as the market eyes broader sector trends rather than individual quarterly numbers.

$GILT fell 22% despite beating revenue forecasts for Q4 and 2025. The satellite shares had already surged 160% over the past year, pricing in perfection. Traders see this as a classic case of sky-high expectations meeting reality, where even solid results can trigger sharp pullbacks. The drop underscores the importance of relative valuation in high-flying growth stocks.

$MAND saw a steep decline of over 20% to $77 per share. After years of accelerated growth, the slowdown in revenue and margins spooked investors. For the market, Monday drop highlights how quickly sentiment can shift when a company moves from expansion to maturation, emphasizing the need to balance optimism with cautious sizing in volatile sectors.

$GOOG edged lower as the tech giant raised $20 billion in bonds to fund AI expansion. Demand exceeded $100 billion, signaling investor appetite but also hinting at rising leverage. Traders are watching how Alphabet invests these funds—particularly in AI—since execution could be a major driver of market sentiment over the next year.

$TSM reporting 20% revenue growth for January versus the previous quarter. The surge reflects ongoing global demand for semiconductors, reinforcing the chipmaker role as a bellwether for tech and AI-driven markets. For investors, TSMC momentum suggests that select hardware and AI infrastructure plays may continue to outperform even amid broader volatility.

$APP added 2.7% after resolving legal concerns tied to international allegations. Freed from regulatory overhang, the software company draws renewed attention for its fundamentals rather than headlines. Traders see this as a signal that risk factors can shift quickly, and that clearing noise can create short-term entry points.

$UPWK plunged 19% after guiding below expectations for revenue and earnings. The soft forecast has traders questioning the pace of growth in freelance platforms as the digital labor market slows. This reminds investors to scrutinize forecasts closely, not just past performance, particularly in sectors sensitive to macro trends.

$LLY made headlines with its $2.4 billion acquisition of Orna Therapeutics to expand RNA-based treatments. This move highlights the ongoing consolidation in biotech and pharmaceuticals, signaling to investors that strategic M&A remains a key lever for growth in healthcare, especially in cutting-edge therapies.

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