The S&P 500 is down -0.11%, the Dow Jones is up +0.69%, and the Nasdaq 100 is down -1.05%. Super Micro Computer is up +13% after strong Q3 sales forecast, while Advanced Micro Devices is down -15% due to weak Q1 sales forecast. US economic news mixed with ADP employment change below expectations, but ISM services index stronger than expected. Market sentiment improves after end of government shutdown. Treasury announces $125 billion in T-note and T-bond sales next week. Mortgage applications fall -8.9%. Earnings season positive, with 80% of S&P 500 companies beating expectations. Market discounting 10% chance of rate cut in March meeting. Overseas markets mixed, with Euro Stoxx up +0.23% and Shanghai Composite up +0.85%. T-notes down, yields up due to strong economic data. European bond yields mixed. Eurozone CPI and PMI data adjusted downward. Swaps discount 1% chance of ECB rate hike. Stock movers include chip makers and AI-infrastructure stocks falling, leading to overall market decline. Cryptocurrency-exposed stocks also under pressure. Top gainers include Super Micro Computer, MGM Resorts, and Eli Lilly. Top losers include Boston Scientific, Cencora Inc, and T Rowe Price Group. Earnings reports expected for various companies on 2/4/2026.

Read more at Barchart: Rotation out of Tech Stocks Weighs on the Broader Market