Tower Semiconductor Ltd

Tower Semiconductor shares climbed 7.7% to $139.04 following a collaboration announcement with Nvidia on AI data-center optical modules. Investors now await the company's Feb. 11 earnings report for details on the photonics business ramp.

American Tower raised its 2026 forecast after Q1 revenue rose 6.8% to $2.74 billion and net income surged 76.2%, both topping estimates. Shares gained 1.9%.

Shares of healthcare real estate investment trust Welltower declined sharply as rising bond yields and shifting Federal Reserve expectations pressured the sector. The stock closed significantly below a recent peak.

Macquarie Group Ltd shares gained 0.6% after its asset management division announced a $685 million acquisition of IHS Towers' South American wireless tower portfolio. The transaction is expected to close in 2026.