Stock Markets February 2, 2026

Mixed Monday Moves: AMD, Lam Lead Gains While Disney and Tesla Slip

Mega-cap semiconductors and chipmakers rally as entertainment and EV names retreat; notable swings across market-cap tiers

By Sofia Navarro AMD LRCX INTC V ABBV
Mixed Monday Moves: AMD, Lam Lead Gains While Disney and Tesla Slip
AMD LRCX INTC V ABBV

Stocks across market-cap tiers displayed notable volatility on Monday. Semiconductor names including Advanced Micro Devices and Lam Research outperformed, while several high-profile firms such as Disney and Tesla declined. Movers ranged from mega-cap technology and healthcare names to small-cap companies posting double-digit swings.

Key Points

  • Semiconductor and memory-related mega-cap stocks including AMD, Lam Research, Intel and Micron posted notable gains.
  • Several prominent names fell, including Disney and Tesla among mega-caps, and a mix of large-, mid- and small-cap firms showed double-digit declines.
  • Mid- and small-cap companies registered some of the largest percentage swings, both up and down, driven in part by corporate announcements and reported developments.

Monday's trading session produced a wide array of price swings, with strength concentrated among certain chipmakers and technology-related names and declines hitting select consumer and electric-vehicle companies. Market activity spanned mega-cap to small-cap securities, with single-day percentage changes that were substantial in some cases.


Mega-cap movers ($200 billion plus)

  • Advanced Micro Devices (AMD): +4.89%.
  • Lam Research Corp (LRCX): +3.33%.
  • Intel Corp (INTC): +4.05%.
  • Visa Inc (V): +3.23%.
  • AbbVie Inc (ABBV): +1.71%.
  • Oracle Corp (ORCL): +2.02% - Oracle kicks off eight-par USD bond offering - Bloomberg.
  • Mastercard Cl A (MA): +2.02%.
  • Micron Tech (MU): +4.42%.
  • Tesla Motors (TSLA): -2.48% - SpaceX may announce xAI merger as soon as this week, report says.
  • Disney (DIS): -6.38%.

Large-cap movers ($10 billion to $200 billion)

  • SanDisk Corp-Exch (SNDK): +15.1%.
  • Lumentum Holdings Inc (LITE): +11.1%.
  • Regencell Bioscience Holdings (RGC): +12.89%.
  • GameStop Corp (GME): +5.15%.
  • Bitmine Immersion Tech (BMNR): -5.6% - Bitmine’s ethereum holdings reach 3.55% of total ETH supply.
  • Robinhood Markets (HOOD): -8.3%.
  • Xpeng Inc (XPEV): -9.49%.
  • IBIT NASDAQ (IBIT): -6.3%.
  • MicroStrategy Inc (MSTR): -3.75%.
  • FBTC NYSE (FBTC): -6.09%.

Mid-cap movers ($2 billion to $10 billion)

  • Phoenix Asia Holdings (PHOE): -76.71%.
  • Twist Bioscience Corporation (TWST): +14.41% - Twist Bioscience stock rises 5% on revenue beat, raised guidance.
  • Semtech Corp (SMTC): +9.7%.
  • Alumis (ALMS): +9.91%.
  • Capnia Inc (SLNO): +8.49%.
  • VSE Corp (VSEC): -10.21% - VSE launches $1 billion offerings to fund Precision Aviation acquisition.
  • ETHA (ETHA): -11.43%.
  • FETH ETH (FETH): -11.15%.
  • Pennymac Fnl Ser (PFSI): -7.69%.
  • Chenghe Acquisition II (PLBL): -2.84%.

Small-cap movers ($300 million to $2 billion)

  • VenHub Global (VHUB): +82.4% - VenHub Global appoints Ian Rasmussen as EVP of global expansion.
  • Aquestive Therapeutics (AQST): +47.07% - FDA issues complete response letter for Aquestive’s anaphylaxis drug.
  • Peakstone Realty Trust (PKST): +32.71%.
  • Opera Ltd (OPRA): +17.33% - Opera expects to exceed Q4 guidance on revenue and earnings.
  • Columbia Financial (CLBK): +8.42% - Columbia to acquire Northfield in $597 million deal.
  • BMNU (BMNU): +1.31%.
  • BITX (BITX): -12.43%.
  • ETHU (ETHU): -22.75%.
  • Yext Inc (YEXT): -19.88% - Yext CEO withdraws $9 per share buyout proposal, company plans tender offer.
  • Adlai Nortye ADR (ANL): -17.59%.

These moves reflect intra-day volatility across sectors, with semiconductor and memory-related names among the stronger performers and a number of consumer-oriented and cryptocurrency-linked equities retreating. Specific corporate actions and reports were cited alongside some price moves, while percentage changes indicate the breadth of shifts from mega-cap to small-cap listings.

Readers should note that these figures represent the session's reported moves and accompanying brief notes as listed by market updates for the day.

Risks

  • Significant single-day declines among mid- and small-cap names introduce heightened short-term volatility risk for investors exposed to these sectors.
  • Corporate-specific developments noted alongside price moves - such as debt offerings, acquisition financing and regulatory communications - may affect balance-sheet and operational dynamics for affected companies.
  • Concentration of gains in semiconductor and memory-related names suggests sector-specific sensitivity that could translate into increased sector risk if conditions change.

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