Market Brief – 4 Feb 2026

In today’s Market Brief – After Hours, markets rotate sharply as investors dump technology stocks and move into defensive sectors, lifting the Dow while the Nasdaq slides. We break down losses across the S&P 500 and Nasdaq driven by heavy selling in semiconductors and software, including a 17 percent plunge in AMD, alongside gains in healthcare and industrials. The episode covers weak ADP payroll data, steady Treasury yields, Europe’s mixed close with the FTSE 100 hitting record highs, rising oil prices on Middle East tensions, gold consolidation and a rebound in silver. We also analyse key FX technical levels in EUR/USD, GBP/USD, USD/JPY, and EUR/GBP, plus major stock movers including Eli Lilly, Boston Scientific, Enphase Energy, and Bitcoin’s continued decline below key support. Hosted on Acast. See acast.com/privacy for more information.