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Artificial Intelligence 4 February 2026

Airbnb (NASDAQ:ABNB) Shares Rise Following Upgraded Outlook; AI Efficiencies Drive Expansion Funding
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
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.”
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AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

Constellation Energy

NASDAQ: CEG 95 / 100
#2 BUY

AerCap

NYSE: AER 93 / 100
#3 BUY

Walt Disney

NYSE: DIS 91 / 100
#4 ACCUMULATE

AIG

NYSE: AIG 89 / 100
#5 BUY ON PULLBACK

Cheniere Energy

NYSE: LNG 87 / 100
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Editorial model selection. Not personalised advice.