US Stock Market Today: S&P 500 Futures Edge Higher On Surging Global Tech Demand

The Morning Bull – US Market Morning Update Monday, Feb, 9 2026

E mini S&P 500 futures are slightly higher this morning, with investors eyeing a powerful surge in global tech and chip demand. Taiwan’s exports rose 69.9% year on year in January to US$65.77b, led by electronics and information technology products. This signals strong appetite for the components that sit inside everything from smartphones to data centers. At the same time, China’s foreign exchange reserves stand at US$3.399t, with its central bank still adding gold, which indicates that policy support and currency stability remain key themes. The key question now is whether this global tech and liquidity backdrop continues to favour growth heavy sectors such as semiconductors and communication services, or whether investors begin to rotate toward more income focused areas such as utilities and real estate.

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Top Movers

• Strategy (MSTR) jumped 26.11% after mixed analyst calls following its latest earnings and bitcoin update.
• CoreWeave (CRWV) gained 20.50% after unveiling its CoreWeave ARENA AI workload testing platform.
• Astera Labs (ALAB) rose 18.93%.

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Top Losers

• VeriSign (VRSN) declined 7.60% after its quarterly results and dividend increase update.
• Reddit (RDDT) fell 7.43% as multiple analysts adjusted their price targets following earnings and guidance.
• First Solar (FSLR) declined 6.67%.

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On The Radar

Earnings remain the main story over the next three sessions, with a heavy skew toward US large caps and growth names.

• Semiconductors and AI infrastructure: ON Semiconductor (ON) reports Q4 2025 today After-Market, spotlighting chip demand tied to data centers and autos.
• Consumer and financials readthrough: Loews (L) and Apollo Global Management (APO) post Q4 2025 today, highlighting insurance and alternative asset trends.
• Streaming and payments pulse: Spotify Technology (SPOT) and Fiserv (FI) issue Q4 2025 updates on Tuesday, framing consumer subscriptions and transaction volumes.
• Cloud and cybersecurity spending: Cloudflare (NET) and Datadog (DDOG) report Q4 2025 on Tuesday, giving a clear read on enterprise software demand.
• Mega cap networks: Cisco Systems (CSCO) delivers Q2 2026 numbers on Wednesday, shaping expectations around global networking and communications infrastructure budgets.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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