Market update for Wednesday February 4, 2026

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In today’s episode:

• Software stocks sell off as new AI tools from OpenAI and Anthropic spark fears of disruption
• Eli Lilly surges while Novo Nordisk stumbles, exposing a price war in weight-loss drugsAMD slides after underwhelming guidance 
• Walmart joins the exclusive $1 trillion market cap club, becoming the first retailer to ever do it