With February jobs report on deck, economists expect steady gains to continue

🔌 Corning stock slides after Broadcom warns AI racks will stick with copper longer

Corning Incorporated dropped roughly 4.4% to $138.43 around 11:40 a.m. ET Thursday.

Broadcom gained 5.3%, while Ciena, another optical networking player, tumbled about 15.2%.

On Broadcom’s earnings call, CEO Hock Tan told analysts that customers still favor direct attached copper for scale up connections within AI racks, adding, CPOs will come in its time.

Not this year, maybe not next year. TechStock² reports.


✈️ Booking Holdings stock jumps as OpenAI cools ChatGPT checkout plans

Shares of Booking Holdings Inc. surged up to 11% Thursday morning in New York after news surfaced that OpenAI is dialing back its plans for shopping checkout within ChatGPT.

Expedia Group rallied too. Investors saw OpenAI’s move as a win for marketplaces, suggesting they might retain a bigger slice of transaction activity beyond the chatbot’s reach.

This shift could be significant for investors, who are weighing the odds that chatbots might turn into a new breed of online travel agency, an OTA as travel insiders call it, handling trip planning and bookings all in one spot.

Adding direct checkout means users could pay right inside the chatbot, skipping the need to click through to Booking.com or other competitors.

That threatens to siphon off both traffic and the commissions those sites rely on. TechStock² reports.


💻 Marvell projects strong fiscal 2028 revenue on AI driven data center boom, shares jump

Marvell Technology forecast fiscal 2028 revenue above Wall Street estimates on Thursday, signaling robust demand for custom chips and interconnect solutions used in artificial intelligence data centers, sending its shares surging 11% in premarket trading on Friday.

Growing adoption of AI tools has boosted demand for specialized chips such as Marvell's custom application specific integrated circuits used in advanced data centers, as well as its interconnect technologies that enable high speed data transfer between processors, memory and servers.

Big Tech firms including Alphabet, Microsoft, Amazon and Meta are expected to spend at least $630 billion to build AI infrastructure this year, lifting demand for chips used in servers and networking equipment from companies such as Marvell. Yahoo Finance reports.


🛒 Costco’s stock chart sees first bullish golden cross in 3 years as earnings are released

Costco Wholesale’s stock has produced a bullish chart pattern on Thursday that hasn’t been seen in nearly three years, just as membership based warehouse retailer released its latest earnings report.

The pattern, known as a golden cross, provides technical confirmation of the historic rally the stock has seen to start this year, as investors seemed to focus on how Costco’s sales growth has consistently beat that of its rivals at a time when consumers have been clamoring for discounted goods. MarketWatch reports.


📣 Trade Desk’s stock soars, as a potential OpenAI partnership gives investors reason to cheer

Shares of Trade Desk shot higher Thursday following a report that OpenAI may partner with the advertising technology company to help sell ads.

The rally was a welcome reprieve for Trade Desk investors, as the stock had closed at a six year low last week, and had been trading at about a fifth of the price of its late 2024 peak. MarketWatch reports.


👕 Gap stock tumbles on Q4 earnings as double miss overshadows $1 billion buyback

Net sales increased 2% on a year over year basis as comparable sales climbed 3%. Store sales were flat, while online sales increased 5% compared to the prior year’s quarter and represented 42% of total net sales.

The execution of our playbook is driving consistent results, as we achieved our second consecutive year of topline growth and eighth consecutive quarter of positive comparable sales, said Richard Dickson, president and CEO of Gap.

Gap ended the period with $2.2 billion in total inventory and approximately $3 billion in cash, cash equivalents and short term investments. Benzinga reports.

*Estimate and Actual numbers represent Earnings Per Share in US Dollars


COHN: Cohen & Co
Q4 2025
Before Market Open
Estimate: N/A
Actual: N/A

IMPP: Imperial Ptrl
Q4 2025
Before Market Open
Estimate: 0.340
Actual: N/A

EMBJ: Embraer
Q4 2025
Before Market Open
Estimate: 0.170
Actual: N/A

Time (ET) / Report / Period

8:30 AM - U.S. employment report - Feb.
8:30 AM - U.S. unemployment rate - Feb.
8:30 AM - U.S. hourly wages - Feb.

“In speculation, patience matters more than intelligence.”

– Masajirō Tazuke

Sourced in: Masajirō Tazuke Biography – Japanese Speculators.

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