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AI News News 31 December 2025 - 6 February 2026

UK Stock Market Today: FTSE 100 Steadies Near Flat as AI Jitters Drag RELX

UK Stock Market Today: FTSE 100 Steadies Near Flat as AI Jitters Drag RELX

RELX fell 4.2% and Sage Group dropped 2.8% Friday, leading FTSE 100 decliners as AI disruption fears hit data and software stocks. The FTSE 100 was flat at 10,310.70 by 10:47 GMT. Sterling and UK bonds slid after a narrow Bank of England vote revived rate cut bets. Halifax reported UK house prices rose 0.7% in January, topping £300,000 for the first time.
6 February 2026
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Intuit stock price today: INTU steadies after AI fears rattle software names

Intuit stock price today: INTU steadies after AI fears rattle software names

New York, February 5, 2026, 12:06 ET — Regular session Intuit Inc shares were up about 0.2% at $446.47 on Thursday, after a choppy run that swung between $440.03 and $460.00 in early trade. About 2.0 million shares had changed hands. The small move came as U.S. software and data-services stocks tried to stabilize after a bruising selloff tied to worries that fast-advancing artificial intelligence tools could upend the sector. ServiceNow, Salesforce and Microsoft were down about 2.6% each, while the S&P 500 software and services index slipped 1.8% after losing more than $800 billion in market value over the
5 February 2026
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RELX share price steadies after AI shock selloff — what to watch before London opens

RELX share price steadies after AI shock selloff — what to watch before London opens

London, Feb 5, 2026, 07:49 GMT — Premarket RELX Plc shares (REL.L) enter Thursday’s London trading still under pressure following a steep drop in legal and data-analytics stocks linked to new generative AI developments. The stock ended Wednesday at 2,185 pence, down 1.3%, hovering close to a 52-week low of 2,115p after hitting a peak of 4,205p last year. (Hargreaves Lansdown) The move is part of a bigger shakeup in software and services stocks, which have dropped about $830 billion in market value across six consecutive sessions. Investors are wrestling with whether AI will disrupt subscription-heavy businesses. Reuters noted the
5 February 2026
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Broadcom stock sinks again as AI jitters hit chips; AVGO eyes March 4 earnings

Broadcom stock sinks again as AI jitters hit chips; AVGO eyes March 4 earnings

New York, February 4, 2026, 16:14 (EST) — After-hours Shares of Broadcom (AVGO.O) dropped 3.8% on Wednesday, slipping to $308.28 amid a broader tech and AI-related selloff that’s now stretched over two sessions. This move is significant since Broadcom plays a central role in the AI buildout, selling networking gear and custom chips for data centers. It also owns a major infrastructure software unit via VMware. When investors pull back, Broadcom often feels the impact on both fronts. Wednesday’s theme was clear: de-risking. U.S. stocks closed down as investors grew wary of lofty valuations and whether the AI-driven rally is
4 February 2026
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Broadcom stock slides as AI jitters hit chipmakers; AVGO eyes March 4 earnings

Broadcom stock slides as AI jitters hit chipmakers; AVGO eyes March 4 earnings

New York, Feb 4, 2026, 10:39 ET — Regular session Broadcom shares dipped 2.3% to $312.87 in early trading Wednesday, retreating alongside other chip stocks as investors scaled back risk following a steep decline in Advanced Micro Devices. Traders are rethinking the strength of the latest surge in AI chip demand. AMD shares dropped after the company forecasted sales below investor expectations, reigniting doubts about how fast AI hardware spending will grow and which players will benefit. (Reuters) The announcement comes amid jitters over AI’s ripple effects in software. After Anthropic unveiled its new “Claude Cowork” agent plug-ins, software and
4 February 2026
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Nvidia Stock Slides in Early Trade as OpenAI Chip Doubts and AI Selloff Bite

Nvidia Stock Slides in Early Trade as OpenAI Chip Doubts and AI Selloff Bite

New York, Feb 4, 2026, 09:32 ET — Regular session Nvidia Corp shares dropped $5.24, or 2.8%, to $180.34 in early Wednesday trading, deepening the slump for the stock at the center of the AI surge. This matters because Nvidia is central to data-center spending, and investors have shown they’re quick to react when there’s any sign the AI buildout might stall on the profit front. Whenever doubts creep in about “who wins” from AI, Nvidia often feels the brunt first. Shares fell 2.8% Tuesday amid a broader selloff in software and data-analytics stocks following Anthropic’s launch of plug-ins for
4 February 2026
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Wall Street futures steady after AI shock; Alphabet earnings and jobs data in focus

Wall Street futures steady after AI shock; Alphabet earnings and jobs data in focus

New York, Feb 4, 2026, 05:57 EST — Premarket U.S. stock index futures showed a mixed picture early Wednesday, hinting at a cautious open following a steep tech-driven selloff the day before. Dow futures added 77 points, or 0.16%, S&P 500 futures inched up 0.04%, while Nasdaq 100 futures dipped 0.06%. (markets.businessinsider.com) Traders are scrambling to figure out if Tuesday’s AI-fueled selloff was just a quick purge or signals a broader reset in software and data stocks. Adding pressure, a packed schedule of economic reports and major tech earnings is set to drop soon. The S&P 500 slipped 0.84% Tuesday,
4 February 2026
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Baidu stock jumps before the bell on Ernie 5.0 launch — what traders watch next

Baidu stock jumps before the bell on Ernie 5.0 launch — what traders watch next

New York, Jan 22, 2026, 07:56 EST — Premarket Baidu, Inc.’s shares listed in the U.S. jumped 8.2% to $162.28 in early trading Thursday, following a close at $150.03. The surge came after the company launched the official release of its Ernie 5.0 AI model during a Shanghai event. In Hong Kong, Baidu’s shares gained roughly 4%. (AAStocks) Timing is crucial for Baidu as investors now value Chinese tech stocks based on AI product rollouts, rather than solely on advertising trends. Nailing the launch is just the start. The real challenge lies in converting that into actual paid usage, and
22 January 2026
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Oracle stock (ORCL) slides after bondholders sue over AI debt disclosures

Oracle stock (ORCL) slides after bondholders sue over AI debt disclosures

New York, Jan 14, 2026, 16:40 EST — After-hours trading. Oracle Corp shares slipped Wednesday after bondholders filed a lawsuit accusing the company of hiding its plans for significant new debt tied to an AI expansion. In after-hours trading, Oracle’s stock dropped 4.3% to $193.61. The lawsuit hits at a sensitive time for AI-tied stocks, with investors scrutinizing data center expenses as much as revenue numbers. Oracle is pushing hard to close the gap with cloud leaders Amazon and Microsoft, a push that demands hefty investments in steel, power, and borrowing. For equity traders, the takeaway is clear: a legal
14 January 2026
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IREN stock drops after-hours as traders cool on CES AI buzz and crypto beta

IREN stock drops after-hours as traders cool on CES AI buzz and crypto beta

New York, Jan 6, 2026, 19:15 EST — After-hours IREN Ltd shares fell 4.8% to $45.91 in after-hours trading on Tuesday, giving back part of the prior session’s sharp rally. The slide followed a volatile start to 2026 for the Nasdaq-listed company, which had closed at $48.24 on Monday after a roughly 13% jump, data and market commentary showed. MarketBeat The moves matter now because investors are treating IREN as a high-beta proxy for two themes that have driven price action this week: bitcoin and demand for AI computing capacity. At CES in Las Vegas, Nvidia CEO Jensen Huang said
7 January 2026
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IREN stock back in focus as big funds build stakes ahead of Microsoft AI rollout

IREN stock back in focus as big funds build stakes ahead of Microsoft AI rollout

NEW YORK, Jan 2, 2026, 08:08 ET Institutional investors have been building positions in IREN Ltd as the Nasdaq-listed data centre operator pushes deeper into artificial intelligence cloud services, a report said on Friday. Shares were down about 1.3% at $37.77 in premarket trading. https://www.ad-hoc-news.de/boerse/ueberblick/institutional-investors-capitalize-on-iren-s-ai-infrastructure-pivot/68450663 The buying matters because demand for power and data centre capacity to run AI workloads has tightened, lifting interest in companies that can deliver new infrastructure quickly. For IREN, the shift comes with execution pressure. The company still generates most of its revenue from cryptocurrency mining, and its AI plans depend on bringing new facilities
2 January 2026
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AI stocks today: Nvidia, Meta dip after hours as China H200 chip rush and dealmaking hit the tape

AI stocks today: Nvidia, Meta dip after hours as China H200 chip rush and dealmaking hit the tape

NEW YORK, December 31, 2025, 17:33 ET — After-hours Nvidia has approached Taiwan Semiconductor Manufacturing Co about ramping production of its H200 graphics processing units (GPUs) — chips used to train AI systems — after Chinese tech companies placed orders for more than 2 million units for 2026, far above the roughly 700,000 Nvidia has in stock, sources told Reuters. Beijing has yet to clear imports and the Trump administration only recently allowed H200 exports to China subject to a 25% fee, the people said. Reuters The latest supply-and-policy test lands as investors try to gauge how much of the
31 December 2025
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Stock Market Today

Broadcom stock jumps 7% as Big Tech’s AI spending plans revive chip trade

Broadcom stock jumps 7% as Big Tech’s AI spending plans revive chip trade

6 February 2026
Broadcom shares jumped 7% to $332.92 in after-hours trading Friday, outpacing other large tech stocks as chipmakers rallied. Alphabet projected 2026 capital spending of up to $185 billion, while Amazon outlined a $200 billion outlay, both focused on AI infrastructure. Amazon shares fell after its announcement. Investors weighed strong AI hardware demand against concerns over surging costs.
Micron stock dips after report says Nvidia HBM4 orders may bypass it for SK Hynix, Samsung

Micron stock dips after report says Nvidia HBM4 orders may bypass it for SK Hynix, Samsung

6 February 2026
Micron shares fell 0.5% in premarket trading Friday after Semianalysis cut its forecast for Micron’s Nvidia HBM4 memory supply share to zero. The firm now expects Nvidia’s HBM4 orders to go 70% to SK Hynix and 30% to Samsung. DigiTimes reported Nvidia is seeking early HBM4 deliveries from Samsung as memory shortages loom. Micron stock had been up earlier on Amazon’s $200 billion capex plan.
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