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Software Stocks Meltdown, Walmart Breaks $1 Trillion

Software Stocks Meltdown, Walmart Breaks $1 Trillion

Published 3 weeks, 4 days ago
Description

Market update for Wednesday February 4, 2026

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In today’s episode:

  • Software stocks sell off as new AI tools from OpenAI and Anthropic spark fears of disruption
  • Eli Lilly surges while Novo Nordisk stumbles, exposing a price war in weight-loss drugsAMD slides after underwhelming guidance 
  • Walmart joins the exclusive $1 trillion market cap club, becoming the first retailer to ever do it
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