February 9, 2026
Finance

Market Update: Gold Surges and Sally Beauty Surpasses Earnings Estimates Amid Mixed Corporate Results

Stocks See Varied Performance as Key Companies Report Earnings; Commodities and Global Markets Show Positive Momentum

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Summary

Monday's trading session saw a mixed performance in U.S. equities with technology stocks advancing while consumer discretionary sectors lagged. Sally Beauty Holdings outperformed earnings expectations for Q1, whereas companies like Kyndryl Holdings and Hims & Hers Health faced declines following disappointing financial disclosures. Commodities such as gold and silver experienced significant gains, and global markets posted mostly positive results amid ongoing economic developments.

Key Points

The Nasdaq Composite rose over 1% while the Dow declined slightly during Monday trading.
Sally Beauty Holdings beat earnings expectations with adjusted EPS of $0.48 and revenues above estimates.
Nexstar Media Group shares jumped 12% after receiving endorsement for its acquisition deal of Tegna Inc.
Kyndryl Holdings reported weaker-than-expected Q3 results leading to a 53% drop in its share price.

On Monday, the U.S. stock markets exhibited a diverse range of movements. The Nasdaq Composite Index marked a notable increase, rising by over 1% to close at 23,295.01 points, reflecting a positive sentiment in the technology sector. Conversely, the Dow Jones Industrial Average experienced a slight decline, slipping by 0.07% to 50,078.58. The S&P 500 also moved upward, gaining 0.62% to reach 6,975.52.

Sectors Showing Contrasting Dynamics

Within the broader market, sectors showed varied performance. Information technology stocks gained momentum, climbing 1.1%, fuelled by optimism around key tech companies. On the other hand, consumer discretionary shares endured a downturn of 0.8%, indicating cautious investor sentiment in that domain.

Sally Beauty Holdings Delivers Strong Earnings

Sally Beauty Holdings Inc (NYSE:SBH) reported first-quarter earnings that exceeded analyst projections. The company achieved an adjusted earnings per share (EPS) of $0.48, surpassing the consensus estimate of $0.46. Additionally, quarterly revenues amounted to approximately $943.2 million, slightly above the anticipated $940.15 million.

Stocks Experiencing Upward Trajectories

Shares of Nexstar Media Group Inc (NASDAQ:NXST) rallied by 12% to $248.00 following a significant development. The endorsement of Nexstar's $6.2 billion acquisition of Tegna Inc (NYSE:TGNA) by former President Donald Trump marked a reversal from his earlier opposition to the deal announced in November. This support contributed to investor confidence in Nexstar's strategic expansion.

Valaris Ltd (NYSE:VAL) saw its stock soar by 24%, reaching $77.44, subsequent to the announcement that Transocean will acquire Valaris for an estimated $5.8 billion. This substantial premium reflects a consolidation trend in their sector.

Oracle Corp (NYSE:ORCL) also attracted positive investor attention with its shares appreciating 8% to $154.85. The upgrade from DA Davidson analyst Gil Luria, elevating Oracle from Neutral to Buy and keeping the price target steady at $180, bolstered confidence among stakeholders.

Stocks Encountering Declines

Kyndryl Holdings Inc (NYSE:KD) faced a sharp stock decline of 53%, falling to $10.98 after the company disclosed third-quarter results that did not meet expectations. Furthermore, Kyndryl reduced its guidance for adjusted pretax income and free cash flow for fiscal year 2026, signaling challenges ahead.

Hims & Hers Health Inc (NYSE:HIMS) shares dropped 25% to $17.22 in the wake of the company's decision to withdraw its weight-loss product. Additionally, Novo Nordisk initiated a patent infringement lawsuit against Hims & Hers. The health firm's General Counsel, Mike Stuart, also noted via social media that it had referred Novo Nordisk to the Department of Justice for investigation of possible legal violations, intensifying the legal complexities surrounding the dispute.

Pagaya Technologies Ltd (NASDAQ:PGY) shares declined 21% to $14.69 following the release of its quarterly earnings report, signaling investor concern over its financial performance.

Commodities Market Highlights

In commodity markets, oil prices rose by 0.8% to $64.05 per barrel, reflecting steady demand dynamics. Gold experienced a robust increase, climbing 2.2% to $5,088.80 an ounce, providing a safe haven appeal amid market uncertainties. Silver prices surged 7.9% to $82.94, and copper advanced 0.7% to $5.9250, indicating strengthening industrial demand.

Global Market Movements

European equities demonstrated modest gains with the STOXX 600 climbing 0.33%, Spain's IBEX 35 up 0.69%, Germany's DAX increasing 0.75%, and France's CAC 40 adding 0.25%. However, London's FTSE 100 edged down by 0.15%.

In the Asia Pacific region, markets closed strongly higher. Japan’s Nikkei surged 3.89%, Hong Kong’s Hang Seng Index increased by 1.76%, China’s Shanghai Composite advanced 1.41%, and India’s BSE Sensex climbed 0.58%, indicating positive investor sentiment across significant global economies.

Upcoming Economic Data

Market participants are anticipating the release of data on consumer inflation expectations later today, which could provide insights into future monetary policy directions and economic outlooks.

Risks
  • Hims & Hers Health faces legal challenges including a patent infringement lawsuit and regulatory referrals, impacting stock performance.
  • Kyndryl Holdings lowered its FY26 guidance for adjusted pretax income and free cash flow, indicating future financial uncertainties.
  • Market sectors such as consumer discretionary showed declines, reflecting uneven investor confidence.
  • Potential volatility ahead of consumer inflation expectations data release could influence market movement.
Disclosure
Education only / not financial advice
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Ticker Sentiment
SBH - positive NXST - positive VAL - positive ORCL - positive KD - negative
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