Xi emphasizes red lines on Taiwan - Alphabet with gigantic investment bet - Qualcomm beats expectations - Snap surprises with strong Q4 - Anthropic deliberately positions Claude ad-free and attacks OpenAI - Arm drops after-hours

Wall Street presented a mixed picture on Wednesday, February 4, 2026, showcasing a classic rotation day. The Dow Jones managed to hold its ground with an increase of about 0.53% to approximately 49,501 points, while the broader S&P 500 fell by around 0.51% to about 6,883 points. The technology exchange was hit particularly hard. The Nasdaq Composite lost approximately 1.51% and closed near 22,905 points. Behind this divergent development was primarily a sudden shift in sentiment in the tech sector. Investors suddenly questioned the sustainability...