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AI Industry News 31 January 2026 - 5 February 2026

Micron stock steadies after near 10% drop as AI-spending jitters hit chip trade

Micron stock steadies after near 10% drop as AI-spending jitters hit chip trade

New York, Feb 5, 2026, 16:05 EST — After-hours Micron Technology Inc shares edged up roughly 0.7% to $381.91 late Thursday in U.S. trading, swinging between $364 and $390.91 earlier in the session. Roughly 35.5 million shares changed hands. The whipsaw is key because Micron has become the go-to proxy for the AI data-center boom, and investors want to know…
5 February 2026
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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…
4 February 2026
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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…
4 February 2026
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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,…
4 February 2026
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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…
3 February 2026
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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…
3 February 2026
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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…
3 February 2026
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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…
1 February 2026
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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…
1 February 2026
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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…
1 February 2026
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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,…
1 February 2026
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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,”…
31 January 2026
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Stock Market Today

  • News Corp Q4 CY2025 Revenue Beats Estimates with 5.5% Growth
    February 5, 2026, 4:53 PM EST. News Corp (NASDAQ:NWSA) posted Q4 CY2025 revenue of $2.36 billion, surpassing analyst estimates by 3%, reflecting a 5.5% year-on-year increase. The company's GAAP earnings per share (EPS) matched expectations at $0.34. Adjusted EBITDA rose to $517 million, beating forecasts by 3.6%, although the operating margin fell to 10.2% from 16.3% last year. Free cash flow margin also declined to 5.6%. Despite short-term gains, News Corp's longer-term sales have been largely flat over five years, signaling challenges in sustaining growth. Its key segments-Dow Jones, News Media, and Book Publishing-show mixed performance with Dow Jones leading growth at 6.2% annually. Analysts anticipate a modest 3% revenue increase over the next year, below sector averages, indicating tepid outlook amid industry pressures.
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