Stock Markets February 3, 2026

U.S. Equity Markets Slip as Tech, Health and Consumer Services Weigh on Benchmarks

Dow falls 0.34% as broad indices register declines; individual movers include steep losses at Salesforce and gains at DaVita and Teradyne

By Ajmal Hussain VZ CSCO WMT CRM
U.S. Equity Markets Slip as Tech, Health and Consumer Services Weigh on Benchmarks
VZ CSCO WMT CRM

U.S. stocks closed lower on Tuesday with the Dow Jones Industrial Average down 0.34%, the S&P 500 off 0.84% and the NASDAQ Composite sliding 1.43%. Losses were concentrated in Technology, Healthcare and Consumer Services, while select names posted sharp moves in both directions. Market breadth was mixed across the exchanges and volatility edged higher.

Key Points

  • Major U.S. indices closed lower: Dow down 0.34%, S&P 500 down 0.84%, NASDAQ Composite down 1.43% - Technology, Healthcare and Consumer Services were drivers of the declines.
  • Notable individual moves included large gains for DaVita (NYSE:DVA) and Teradyne (NASDAQ:TER), and steep declines for Gartner (NYSE:IT), PayPal (NASDAQ:PYPL) and Salesforce (NYSE:CRM).
  • Market breadth mixed across exchanges; CBOE Volatility Index rose 10.16% to 18.00, indicating an increase in implied volatility.

U.S. equities finished in negative territory on Tuesday, weighed by declines in the Technology, Healthcare and Consumer Services sectors that pushed major indices lower by the close in New York.

At the NYSE close, the Dow Jones Industrial Average dropped 0.34%. The S&P 500 slipped 0.84%, and the NASDAQ Composite fell 1.43%.


Index and market breadth snapshot

On the New York Stock Exchange, advancing issues outnumbered decliners by 1,537 to 1,211, with 72 stocks unchanged. On the Nasdaq, 1,970 shares declined while 1,399 advanced and 192 were unchanged. The CBOE Volatility Index, which tracks the implied volatility of S&P 500 options, rose 10.16% to 18.00.


Notable movers on the Dow

Within the Dow Jones Industrial Average, Verizon Communications Inc (NYSE:VZ) was the session's top performer, advancing 3.59% or 1.60 points to finish at 46.21. Cisco Systems Inc (NASDAQ:CSCO) also gained ground, rising 3.07% or 2.48 points to 83.12, while Walmart Inc (NASDAQ:WMT) climbed 2.97% or 3.69 points to close at 127.75.

Losses among Dow components were pronounced in a handful of large-cap technology and enterprise names. Salesforce Inc (NYSE:CRM) lost 6.85% or 14.44 points to end at 196.37. International Business Machines (NYSE:IBM) fell 6.49% or 20.42 points to 294.31, and Microsoft Corporation (NASDAQ:MSFT) declined 2.88% or 12.21 points to 411.16.


Top S&P 500 performers and laggards

On the S&P 500, DaVita HealthCare Partners Inc (NYSE:DVA) led gainers with a 21.17% increase to 134.73. Teradyne Inc (NASDAQ:TER) rose 13.40% to settle at 282.96, and The AES Corporation (NYSE:AES) advanced 9.23% to close at 16.09.

At the opposite end, Gartner Inc (NYSE:IT) dropped 20.87% to 160.16, PayPal Holdings Inc (NASDAQ:PYPL) fell 20.31% to 41.70, and CoStar Group Inc (NASDAQ:CSGP) slipped 15.45% to 51.73.


Nasdaq winners and losers

The Nasdaq Composite saw several small-cap and micro-cap stocks produce outsized moves. Tian Ruixiang Holdings Ltd (NASDAQ:TIRX) surged 98.41% to 0.15. Liminatus Pharma Inc (NASDAQ:LIMN) climbed 87.36% to 1.07, and Utime Ltd (NASDAQ:WTO) gained 83.18% to close at 1.10.

Conversely, Massimo Group (NASDAQ:MAMO) plunged 59.49% to 1.28, Twin Hospitality Group Inc (NASDAQ:TWNP) fell 40.80% to 0.07, and PMGC Holdings Inc (NASDAQ:ELAB) dropped 39.40% to 2.03.


Price milestones and extremes reported

Several stocks hit notable price milestones during the session. Gartner Inc (NYSE:IT) fell to five-year lows, down 20.87% or 42.24 to 160.16. PayPal Holdings Inc (NASDAQ:PYPL) similarly reached five-year lows, losing 20.31% or 10.63 to 41.70. CoStar Group Inc (NASDAQ:CSGP) dropped to five-year lows as well, falling 15.45% or 9.45 to 51.73.

On the upside, Teradyne Inc (NASDAQ:TER) rose to all-time highs, increasing 13.40% or 33.43 to 282.96. Cisco Systems Inc (NASDAQ:CSCO) also rose to all-time highs, up 3.07% or 2.48 to 83.12, and Walmart Inc (NASDAQ:WMT) reached all-time highs, gaining 2.97% or 3.69 to 127.75. The AES Corporation (NYSE:AES) moved to 52-week highs, advancing 9.23% or 1.36 to 16.09.

At the bottom end of price history, Massimo Group (NASDAQ:MAMO) and Twin Hospitality Group Inc (NASDAQ:TWNP) fell to all-time lows, down 59.49% or 1.88 to 1.28 and 40.80% or 0.05 to 0.07, respectively. Salesforce Inc (NYSE:CRM) fell to 52-week lows, dropping 6.85% or 14.44 to 196.37.


Commodities and FX

In commodities trading, Gold Futures for April delivery were reported up 7.02% or 326.54 to $4,979.14 a troy ounce. Crude oil for delivery in March increased 3.01% or 1.87 to $64.01 a barrel, while the April Brent oil contract rose 2.71% or 1.80 to $68.10 a barrel.

On the currency front, EUR/USD was essentially unchanged, moving 0.32% to 1.18, and USD/JPY edged up 0.08% to 155.74. The US Dollar Index Futures was down 0.27% at 97.23.


Implications and context in trading

The session's price action was defined by concentrated moves among a small set of names while broader indices recorded declines. Technology, Healthcare and Consumer Services were among the sectors cited as drivers of the market slide. Volatility, as measured by the CBOE Volatility Index, ticked higher during the day.

Market participants also saw sharp divergences between individual winners that set new highs and laggards hitting multi-year or all-time lows, underscoring varied performance within and across sectors.


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Risks

  • Concentrated losses in Technology, Healthcare and Consumer Services could signal sector-specific pressure that may continue to weigh on index performance - impacts concentrated on those sectors.
  • Several large-cap names recorded multi-year lows and steep single-session drops, which could increase volatility and investor uncertainty in the near term - potential effect on institutional and retail positioning.
  • Marked divergence between individual stocks reaching all-time highs and others hitting all-time or multi-year lows may amplify dispersion risk across portfolios, affecting sector rotation and stock selection strategies.

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