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).

Nvidia’s Huang says “no drama” with OpenAI as ChatGPT maker weighs other AI chips

Nvidia’s Huang says “no drama” with OpenAI as ChatGPT maker weighs other AI chips

Nvidia Chief Executive Jensen Huang said the chipmaker will invest in OpenAI’s next fundraising round and would consider backing an eventual IPO, rejecting suggestions the talks have soured. “There’s no drama involved. Everything’s on track,” Huang told CNBC. https://www.cnbc.com/2026/02/03/nvidias-jensen-huang-denies-openai-deal-rumors-theres-no-drama.html https://www.reuters.com/technology/nvidia-will-consider-investing-openai-ipo-ceo-huang-tells-cnbc-2026-02-03/
AI disruption fear drags Nasdaq lower as Alphabet, Amazon earnings loom

AI disruption fear drags Nasdaq lower as Alphabet, Amazon earnings loom

U.S. stocks fell on Tuesday as investors worried that artificial intelligence would create new rivals for software makers and squeeze margins. The S&P 500 fell 1.46% and the Nasdaq dropped 2.17%, with Nvidia, Microsoft, Alphabet and Amazon sliding ahead of earnings from Alphabet on Wednesday and Amazon on Thursday. Art Hogan at B. Riley Wealth said some software names “may well be disrupted by AI,” while John Campbell of Allspring Global Investments said the market had “expectations … really high.”
Nvidia’s Jensen Huang says “no drama” with OpenAI as chip doubts and Oracle’s $50B AI funding plan collide

Nvidia’s Jensen Huang says “no drama” with OpenAI as chip doubts and Oracle’s $50B AI funding plan collide

OpenAI, the maker of ChatGPT, is unsatisfied with some of Nvidia’s latest AI chips and has looked for alternatives since last year, eight sources familiar with the matter said, potentially complicating investment talks between two of the most visible names in the AI boom. The concern centers on “inference” — when a model answers a user — as opposed to training, the heavy-lift phase that has powered Nvidia’s rise in graphics processing units.
Stocks Slide as AI Disruption Jitters Hit Tech — Earnings Wave Looms

Stocks Slide as AI Disruption Jitters Hit Tech — Earnings Wave Looms

Wall Street dipped Tuesday, dragged down by software stocks rattled over worries that emerging AI tools could tighten margins and shift the competitive landscape. Investors also grappled with a flood of earnings reports from major U.S. firms. https://www.reuters.com/business/sp-nasdaq-futures-edge-up-earnings-deluge-takes-center-stage-2026-02-03/
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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 ★★★★☆
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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.

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Times and estimates may change. Verify before trading.