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AI Industry News 30 January 2026 - 4 February 2026

AMD stock plunges 17% after outlook rekindles doubts about its AI chip challenge to Nvidia

AMD stock plunges 17% after outlook rekindles doubts about its AI chip challenge to Nvidia

NEW YORK, Feb 4, 2026, 5:03 PM EST — After-hours Shares of Advanced Micro Devices plunged 17.3% during Wednesday’s regular session and were last quoted at $200.19 in after-hours trading, following a first-quarter forecast that suggested a decline from the previous quarter. Nvidia dropped 3.3%, while Intel edged down 1.4%. This move is significant since AMD stands as Wall Street’s…
Intel stock price slips after-hours as CEO’s GPU push meets AI jitters

Intel stock price slips after-hours as CEO’s GPU push meets AI jitters

New York, February 4, 2026, 16:38 EST — After-hours Intel Corporation shares dipped roughly 1.4% in after-hours trading Wednesday, last seen at $48.60. During the regular session, the stock fluctuated between $49.85 and $47.01. Trading volume topped 127 million shares. Intel’s stock movement boils down to one key issue: can the company turn its turnaround strategy into a meaningful presence…
SanDisk stock drops 11% after $750–$1,000 targets pile up on AI memory demand

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

NEW YORK, Feb 4, 2026, 10:53 EST 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. The swing is crucial because investors view SanDisk as a pure play on AI-driven demand for NAND flash—the storage memory powering phones, PCs,…
Intel stock price jumps on SoftBank AI memory pact as shares touch 52-week high

Intel stock price jumps on SoftBank AI memory pact as shares touch 52-week high

New York, February 3, 2026, 10:56 AM EST — Regular session Intel (INTC) shares climbed roughly 2.6% Tuesday, pushing past the $50 mark as investors reacted to a SoftBank-linked partnership focused on next-gen memory tech for AI. The stock hit a 52-week high of $51.46 earlier before settling around $50.07 in late morning trading. This shift is significant since Intel’s…
AMD stock price slips after early pop as OpenAI chip hunt meets earnings day

AMD stock price slips after early pop as OpenAI chip hunt meets earnings day

New York, Feb 3, 2026, 10:45 (EST) — Regular session underway. Advanced Micro Devices shares slipped 1.1% to $243.50 late this morning, after starting the day at $251 and hitting an intraday high of $252.52. The stock was down $2.77 from Monday’s close, with a low of $241.94 during the session. The decision came after a Reuters report Monday said…
AMD stock price rises after-hours as OpenAI shops for Nvidia chip alternatives

AMD stock price rises after-hours as OpenAI shops for Nvidia chip alternatives

New York, Feb 2, 2026, 18:17 EST — After-hours Advanced Micro Devices shares climbed roughly 4% to $246.27 in after-hours trading Monday, extending earlier gains. During the regular session, the stock fluctuated between $229.81 and $253. This matters as AMD approaches its results, with investors eager for signs on whether investment in data centers and AI equipment continues to flow…
Cisco stock price: CSCO heads into AI Summit week as rate jitters hit tech

Cisco stock price: CSCO heads into AI Summit week as rate jitters hit tech

New York, Feb 1, 2026, 12:01 PM EST — Market closed. Cisco Systems, Inc. shares slipped 0.14% to $78.32 on Friday, following a late-week drop in U.S. stocks as investors pulled back from rate-sensitive tech ahead of the upcoming week. (Investing) Sunday’s market closure leaves Monday, Feb. 2 focused squarely on rates rather than routers. The key question: will chatter…
Tesla stock jumps on SpaceX-xAI merger chatter; what TSLA traders watch next week

Tesla stock jumps on SpaceX-xAI merger chatter; what TSLA traders watch next week

New York, Feb 1, 2026, 09:50 EST — Market closed. Tesla (TSLA.O) shares climbed 3.3% to close at $430.41 on Friday, following reports that Elon Musk’s SpaceX is considering a deal that might bring Tesla closer to his AI startup, xAI. Earlier, the stock had jumped nearly 5%. Andrew Rocco, a strategist at Zacks Investment Research, said such a merger…
Nvidia stock price in focus after CEO calls OpenAI doubts “nonsense” ahead of Monday trade

Nvidia stock price in focus after CEO calls OpenAI doubts “nonsense” ahead of Monday trade

New York, Feb 1, 2026, 09:33 ET — The market is now closed. Nvidia shares are poised for a volatile start Monday following CEO Jensen Huang’s rebuttal of rumors that the company’s planned investment in OpenAI had stalled. (Reuters) In after-hours trading, the stock fell $1.30 to $191.13, a drop of roughly 0.7% from Friday’s close. During the session, it…
Samsung Electro-Mechanics stock in focus after report links it to Nvidia’s AI chip supply chain

Samsung Electro-Mechanics stock in focus after report links it to Nvidia’s AI chip supply chain

Seoul, February 1, 2026, 10:50 KST — The market has closed. When South Korean markets open Monday, all eyes will be on Samsung Electro-Mechanics after reports over the weekend revealed the company has become part of Nvidia’s AI chip supply chain. The stock closed Friday at 279,000 won. The timing is crucial as investors pile into Asia’s AI supply-chain stocks,…
Nvidia stock heads into Monday after Huang touts ‘huge’ OpenAI investment

Nvidia stock heads into Monday after Huang touts ‘huge’ OpenAI investment

New York, Jan 31, 2026, 09:32 ET — Market closed Nvidia (NVDA.O) shares head into next week with investors weighing CEO Jensen Huang’s weekend comments that the chipmaker plans a “huge” investment in OpenAI, even as he played down earlier talk of a nine-figure cheque. “We will invest a great deal of money, probably the largest investment we’ve ever made,”…
Nvidia stock price (NVDA) slips as OpenAI funding talks and AI spending nerves set up Feb. 25 earnings

Nvidia stock price (NVDA) slips as OpenAI funding talks and AI spending nerves set up Feb. 25 earnings

New York, Jan 30, 2026, 16:03 (EST) — After-hours Nvidia (NVDA.O) shares slipped on Friday and were down about 0.9% at $190.77 in late trading, after moving between $188.33 and $194.45 during the session. The stock has been sensitive to any hint that the biggest buyers of computing gear are getting pickier. Why it matters now: the chipmaker has become…
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Stock Market Today

  • Daily Dividend Updates: McDonald's, PepsiCo, Hershey, ICE, Delta Air Lines
    February 5, 2026, 2:50 PM EST. McDonald's declared a $1.86 quarterly dividend payable March 17, 2026. PepsiCo raised its dividend 5% to $1.4225 per share, payable March 31, 2026, continuing its 54-year streak of increases. Hershey announced dividends of $1.452 on common stock and $1.320 on Class B shares, payable March 16, 2026. Intercontinental Exchange (ICE) approved an 8% increase to $0.52 per share for Q1 2026, payable March 31, with annual dividends expected at $2.08. Delta Air Lines declared a $0.1875 quarterly dividend payable March 19, 2026. These payouts reflect ongoing confidence in cash flow and shareholder returns across diverse sectors.
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