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
 

•  11 Feb 2026
 

•   HOOD  
   
  +1.49%
•   LYFT  
   
  +0.07%
•   MAT  
   
  +1.76%
•   MRNA  
   
  +6.60%
•   SHOP  
   
  +0.09%

Wall Street opened higher but quickly reversed, with major indexes sliding as much as 0.7% led by weakness in technology shares. The January jobs report surprised to the upside with 130,000 new positions added, more than double expectations, and unemployment dipping to 4.3%. While that eased fears of a sharp slowdown after soft consumer data earlier in the week, bond yields jumped as traders recalibrated expectations for Fed policy. A stronger labor market reduces the odds of a March rate cut, putting pressure on rate-sensitive growth stocks.

$MRNA is falling sharply after the FDA declined to review its seasonal flu vaccine application, casting doubt on near-term pipeline expansion beyond COVID products. For investors, regulatory uncertainty translates directly into valuation risk, particularly in biotech names where future growth is tied to approvals.

$HOOD is under pressure as crypto weakness weighs on transaction-driven revenues. Bitcoin’s slide toward the $66,000 level is spilling into trading platforms and digital asset–linked equities, reminding traders how tightly sentiment in crypto remains correlated with broader risk appetite.

$SHOP is volatile after announcing a $2 billion share buyback alongside mixed earnings. Stronger revenue growth and an aggressive capital return plan signal management confidence, but in a market focused on rates and multiples, even good news is being filtered through the lens of higher yields.

$BETA is jumping after Amazon disclosed a roughly 5% stake, a move that adds strategic validation to the electric aviation story. Institutional backing from a logistics giant reframes the company’s long-term potential and draws fresh speculative interest.

$LYFT is dropping on weaker revenue and cautious guidance, fueling concerns about consumer demand and competitive pressures from future autonomous ride-hailing models. Mobility names remain highly sensitive to both macro data and forward guidance tone.

$MAT is plunging 27% after missing on both revenue and earnings, a stark reminder that in this environment execution missteps are punished quickly. With peers gaining traction in digital gaming, capital is rotating toward clearer growth narratives.

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