Shan Ahmed Khan

Shan Ahmed Khan is a senior markets reporter at TS2.tech. His coverage ranges from stocks and technology to economic developments across global markets. He worked in investment research and market analysis before becoming a financial journalist and is a graduate of the Lahore University of Management Sciences (LUMS).

Nvidia’s $20B OpenAI deal talk is back — and Oracle’s AI funding bet is in the spotlight

Nvidia is close to finalizing a roughly $20 billion investment in OpenAI during the AI company’s latest funding round, a source familiar with the situation said. The agreement isn’t set in stone yet, even as OpenAI has looked at alternatives to some of Nvidia’s latest chips. That’s despite CEO Sam Altman describing Nvidia’s products as “the best AI chips in the world.”

4 February 2026

Artificial Intelligence·Cloud Computing·NASDAQ:NVDA·NYSE:ORCL

Tesla stock slides nearly 5% as China sales and Model Y pricing collide with a tech-led selloff

Tesla shares dropped 4.7% to $402.02 on Wednesday, nearing their session low. Investors weighed new demand data from China and Europe alongside recent price changes for the popular Model Y.

4 February 2026

Electric Vehicles·NASDAQ:TSLA·Stock Market·Technology·Tesla

AT&T stock pops as Amazon cloud-and-satellite tie-up puts fiber back in focus

Shares of AT&T climbed 2.1% to $27.39 by midday Wednesday following the company's announcement of a strategic connectivity initiative involving Amazon.com’s cloud division and its low-Earth-orbit satellite operations.

4 February 2026

Cloud Computing·NYSE:T·Stock Market

Confluent stock hovers below IBM’s $31 bid as key vote, results near

Confluent shares slipped 0.4% to $30.34 on Wednesday, staying within a tight range and roughly $0.67 short of IBM’s $31-per-share cash bid. Volume was heavy, as IBM’s stock dropped around 4%.

4 February 2026

NASDAQ:CFLT·NYSE:IBM·Stock Market

MARA stock price tumbles 11% as Bitcoin slides — what traders are watching next

MARA Holdings shares tumbled roughly 11% on Wednesday, closing near $8.02, following a steep plunge in Bitcoin that hit crypto-related stocks hard.

4 February 2026

Cryptocurrency·NASDAQ:CLSK·NASDAQ:MARA·NASDAQ:RIOT·Stock Market

Penserra boosts Invesco QQQ (QQQ) stake as Nasdaq proposes “fast entry” for Nasdaq-100

Penserra Capital Management LLC boosted its stake in the Invesco QQQ Trust during the third quarter, raising its share count by 26.2% to 66,979, worth roughly $40.2 million, according to an SEC filing. Morgan Dempsey Capital Management entered with a new position, while Navigoe LLC and PayPay Securities also upped their holdings, the filing revealed.

4 February 2026

ETFs·Nasdaq·Stock Market

Dow Rises but S&P 500, Nasdaq Slip as AMD Sparks Fresh AI Fears Ahead of Google Earnings

U.S. stocks showed mixed results Wednesday, dragged down by a decline in Advanced Micro Devices that reignited skepticism around the AI trade and weighed on software stocks.

4 February 2026

Earnings Reports·NASDAQ:AMD·NASDAQ:AVGO·NASDAQ:GOOGL·NASDAQ:INTC·NASDAQ:NVDA·Stock Market

TeraWulf stock slides 14% as Bitcoin dips; $200 million Kentucky site deal draws scrutiny

TeraWulf Inc shares dropped 13.6% to $12.79 by 10:50 a.m. EST, after fluctuating between $14.69 and $12.79. Bitcoin slid roughly 4.9%, pulling down crypto miners like Marathon Digital, Riot Platforms, and CleanSpark.

4 February 2026

Bitcoin·NASDAQ:CENX·NASDAQ:CLSK·NASDAQ:MARA·NASDAQ:RIOT·NASDAQ:TW

Constellation Software hits a 1-year low — why analysts still see upside in CSU

Constellation Software shares lingered near the low end of their 52-week range Wednesday, following a sharp decline the previous session. By 10:44 a.m. EST, the stock was changing hands around C$2,342, after falling as low as C$2,215 and closing Tuesday at C$2,288.91. https://stockanalysis.com/quote/tsx/CSU/

4 February 2026

Stock Market·TSX:CSU

Opendoor stock drops 5% after mortgage-demand data; Feb 19 results loom

Opendoor Technologies Inc shares dropped roughly 5%, hitting $4.86 in late morning trading Wednesday, following new data indicating a further slowdown in U.S. mortgage demand.

4 February 2026

Earnings Reports·NASDAQ:OPEN·Real Estate·Stock Market

B2Gold stock slips as gold’s rollercoaster rattles miners ahead of BTG earnings

B2Gold Corp shares slipped roughly 1% to $4.97 by late morning Wednesday, following an earlier bounce up to $5.22. The quick turnaround echoed the volatile swings seen in the gold market.

4 February 2026

Earnings Reports·NYSE:BTG·Stock Market

Qualcomm earnings day: Cantor trims QCOM target to $160 as handset worries return

Cantor Fitzgerald’s C.J. Muse lowered his price target on Qualcomm to $160 from $185, maintaining a Neutral rating ahead of the chipmaker’s quarterly report due Wednesday. Qualcomm shares gained roughly 2.9%, trading at $151.41 in early action.

4 February 2026

Earnings Reports·NASDAQ:QCOM·Stock Market·Technology

BigBear.ai stock slides as dilution vote nears; CEO filing adds to the focus

BigBear.ai Holdings, Inc saw its shares drop 6.1% to $4.65 during Wednesday morning trading. The stock had climbed to $5.00 before sliding to a low of $4.58, as roughly 14.6 million shares exchanged hands.

4 February 2026

NYSE:BBAI

Novo Nordisk stock plunges as 2026 sales warning fuels price-war fears around Wegovy

Shares of Novo Nordisk plunged roughly 16% in Copenhagen on Wednesday after the Wegovy maker warned that sales and profits could dip in 2026 amid renewed pressure on U.S. drug prices. Jyske Bank analysts described the revised outlook as “yet another blow” for investors. In New York, the company’s ADRs dropped $1.94, or about 3.9%, to $48.36.

4 February 2026

NYSE:LLY·NYSE:NVO·Pharmaceuticals·Stock Market

Blue Owl stock rebounds as AI fears rattle software borrowers ahead of Feb. 5 earnings

Shares of Blue Owl Capital Inc edged up 0.9% to $12.22 Wednesday morning, rebounding from an early dip to $11.75 but still shy of the day's peak around $12.34.

4 February 2026

Artificial Intelligence·Earnings Reports·NYSE:OWL·Stock Market

Ford stock rises on Geely partnership-talk report as investors look to Feb. 10 earnings

Ford Motor Company shares climbed roughly 1.9% to $13.99 in late morning trading Wednesday, having reached that price earlier in the session.

4 February 2026

Earnings Reports·HKG:175·NYSE:F·Stock Market

Robinhood stock tumbles with Bitcoin again as HOOD nears earnings and “oversold” alarms blare

Shares of Robinhood Markets fell once more on Wednesday, dragged down by another decline in Bitcoin. The stock’s steep retreat shows no signs of easing, unsettling one of the market’s most volatile retail trading names.

4 February 2026

Bitcoin·Earnings Reports·NASDAQ:HOOD·Stock Market

Snap stock slips again ahead of earnings — here’s what traders are watching

Snap Inc shares dropped roughly 1% to $6.03 in mid-morning trading on Wednesday, deepening losses ahead of the Snapchat parent’s earnings report after the bell.

4 February 2026

Earnings Reports·NASDAQ:SNAP·Stock Market

SanDisk stock drops 11% after $750–$1,000 targets pile up on AI memory demand

SanDisk Corp shares dropped roughly 11% Wednesday morning, erasing part of a recent sharp rally that had sparked a surge of bullish analyst recommendations. The stock slipped 11.2% to $617.88.

4 February 2026

NASDAQ:SNDK·Stock Market

AMD stock slides after soft forecast revives Nvidia doubts despite record Q4 earnings

Advanced Micro Devices shares dropped nearly 7% in premarket Wednesday after the chipmaker’s Q1 sales outlook missed the mark for investors hungry for faster growth from its AI chips. Bernstein analyst Stacy Rasgon summed it up: “Overall results weren't all that much beyond ‘inline’ without the China boost.” https://www.reuters.com/business/amds-frankfurt-listed-shares-fall-after-weaker-sales-2026-02-04/

4 February 2026

Earnings Reports·NASDAQ:AMD·Semiconductors·Stock Market·Technology

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Investors are focusing on revenue, margins, and comments on datacom as key factors for companies involved in optical networking and AI infrastructure supply chains.

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Shan Ahmed Khan

Nvidia’s $20B OpenAI deal talk is back — and Oracle’s AI funding bet is in the spotlight

Tesla stock slides nearly 5% as China sales and Model Y pricing collide with a tech-led selloff

AT&T stock pops as Amazon cloud-and-satellite tie-up puts fiber back in focus

Confluent stock hovers below IBM’s $31 bid as key vote, results near

MARA stock price tumbles 11% as Bitcoin slides — what traders are watching next

Penserra boosts Invesco QQQ (QQQ) stake as Nasdaq proposes “fast entry” for Nasdaq-100

Dow Rises but S&P 500, Nasdaq Slip as AMD Sparks Fresh AI Fears Ahead of Google Earnings

TeraWulf stock slides 14% as Bitcoin dips; $200 million Kentucky site deal draws scrutiny

Constellation Software hits a 1-year low — why analysts still see upside in CSU

Opendoor stock drops 5% after mortgage-demand data; Feb 19 results loom

B2Gold stock slips as gold’s rollercoaster rattles miners ahead of BTG earnings

Qualcomm earnings day: Cantor trims QCOM target to $160 as handset worries return

BigBear.ai stock slides as dilution vote nears; CEO filing adds to the focus

Novo Nordisk stock plunges as 2026 sales warning fuels price-war fears around Wegovy

Blue Owl stock rebounds as AI fears rattle software borrowers ahead of Feb. 5 earnings

Ford stock rises on Geely partnership-talk report as investors look to Feb. 10 earnings

Robinhood stock tumbles with Bitcoin again as HOOD nears earnings and “oversold” alarms blare

Snap stock slips again ahead of earnings — here’s what traders are watching

SanDisk stock drops 11% after $750–$1,000 targets pile up on AI memory demand

AMD stock slides after soft forecast revives Nvidia doubts despite record Q4 earnings

TechStock² Updates

Paramount Stock Gains as CNN Sale Option Meets a $1.3 Billion Warner Delay Bill

Hormuz Tensions Drive Brent 2.7% Higher; War Premium May Reach 22%

Microsoft Stock Loses an Estimated $112 Billion as Software Selloff Tests AI Capex Math

Baidu Shares Move 5.8% on Earnings as Chinese AI Arrives for U.S. Clients

Alphabet Drops 0.8% as Berkshire’s $37.8 Billion Stake Faces $200 Billion AI Challenge

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