Shan Ahmed Khan

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).

AMD stock drops on cautious Q1 outlook after record results; Costco rotisserie chicken faces lawsuit

AMD stock drops on cautious Q1 outlook after record results; Costco rotisserie chicken faces lawsuit

Advanced Micro Devices shares dropped nearly 7% in premarket trading Wednesday after the chipmaker projected first-quarter revenue below its record fourth-quarter figure. AMD forecast about $9.8 billion, plus or minus $300 million, factoring in a $390 million lift from China-bound Instinct MI308 AI chip sales under a U.S. license. Bernstein analyst Stacy Rasgon said some investors wanted clearer signs of sustained momentum. CEO Lisa Su expects demand for next-gen AI servers, including shipments to OpenAI, to pick up in the second half and downplayed concerns over the global memory-chip shortage.
4 February 2026
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AppLovin stock sinks on AI ad-tech fears ahead of Feb. 11 earnings — what’s driving the slide

AppLovin stock sinks on AI ad-tech fears ahead of Feb. 11 earnings — what’s driving the slide

AppLovin shares dropped roughly 12% early Wednesday as software stocks took another hit and fresh concerns emerged over AI disrupting mobile ad tech. Unity Software wasn’t spared, sliding about 10%. https://www.investing.com/news/stock-market-news/applovin-stock-falls-amid-broader-software-selloff-and-mobile-ad-tech-concerns-4484979
4 February 2026
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Texas Instruments’ $7.5B Silicon Labs buy: the wireless-chip grab behind the deal

Texas Instruments’ $7.5B Silicon Labs buy: the wireless-chip grab behind the deal

Texas Instruments revealed Wednesday it will buy Silicon Laboratories in a $7.5 billion all-cash deal. The move stands out for the company, which typically sticks to steady sales of “everyday” chips. https://www.reuters.com/sustainability/sustainable-finance-reporting/texas-instruments-buy-chip-designer-silicon-laboratories-75-billion-deal-2026-02-04/
4 February 2026
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Super Micro (SMCI) jumps after record AI-server quarter, hikes 2026 sales view to $40 billion

Super Micro (SMCI) jumps after record AI-server quarter, hikes 2026 sales view to $40 billion

Super Micro Computer boosted its fiscal 2026 sales outlook to a minimum of $40 billion, following a record quarter in revenue. The San Jose-based server maker posted net sales of $12.68 billion for the quarter ended Dec. 31 and forecasts at least $12.3 billion for the next quarter. CEO Charles Liang said, “We are scaling rapidly to support large AI and enterprise deployments.”
4 February 2026
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AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 Buy

Alphabet

Alphabet (NASDAQ:GOOGL) 92/100 ★★★★★
#2 Buy

Amazon

Amazon (NASDAQ:AMZN) 90/100 ★★★★★
#3 Accumulate

NVIDIA

Nvidia (NASDAQ:NVDA) 89/100 ★★★★½
#4 Accumulate

Microsoft

Microsoft (NASDAQ:MSFT) 86/100 ★★★★☆
#5 Selective buy

Meta Platforms

Meta Platforms (NASDAQ:META) 84/100 ★★★★☆
View full portfolio
Editorial model selection. Not personalised advice.
MARKET CALENDAR

Key Events Today

The catalysts most likely to move markets.

#1

Empire State Manufacturing

A figure above or below the 12.0 consensus could impact Treasury yields, the dollar, and cyclical stocks by influencing short-term growth outlooks.

#2

NAHB Housing Sentiment

A reading above or below 33 will influence expectations for housing demand, mortgage rate trends, and homebuilder stocks.

#3

Fabrinet After the Close

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

View full calendar
Times and estimates may change. Verify before trading.