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Artificial Intelligence News 31 January 2026 - 2 February 2026

Nvidia slips on OpenAI funding doubts while Oracle pops — AI stocks in focus today

Nvidia slips on OpenAI funding doubts while Oracle pops — AI stocks in focus today

Nvidia fell 1.4% to $188.47 after reports of internal doubts over its support for OpenAI, while Oracle jumped 3% to $169.47 on plans to raise up to $50 billion for cloud expansion. AMD gained 4.9% and Palantir rose 2.4% ahead of earnings. Investors are watching for signs of AI demand as major tech firms prepare to report results this week.
2 February 2026
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Nvidia stock slips early as OpenAI deal doubts hang over NVDA ahead of Feb. 25 results

Nvidia stock slips early as OpenAI deal doubts hang over NVDA ahead of Feb. 25 results

Nvidia shares fell 0.7% to $191.13 in early Monday trading after reports of internal pushback on its planned OpenAI investment of up to $100 billion. Both companies are reconsidering the partnership, with Nvidia’s CEO calling the $100 billion figure non-binding. Investors are watching Nvidia’s quarterly earnings, set for Feb. 25, as market nerves persist after a commodities sell-off.
2 February 2026
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AI stocks slide premarket as Oracle lines up $50 billion raise and Nvidia-OpenAI deal doubts linger

AI stocks slide premarket as Oracle lines up $50 billion raise and Nvidia-OpenAI deal doubts linger

Oracle shares fell 2.6% premarket after announcing plans to raise up to $50 billion this year for AI cloud infrastructure, splitting funding between debt and equity. The move follows a bondholder lawsuit and rising credit-default swap costs. Nvidia, Microsoft, Meta, and AMD also traded lower before the open. Nasdaq 100 futures slipped 0.9% amid a broader selloff in gold and silver and news of Kevin Warsh’s Fed nomination.
2 February 2026
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Roblox stock price in focus: Egypt block adds heat as Google AI rattles gaming names

Roblox stock price in focus: Egypt block adds heat as Google AI rattles gaming names

Roblox shares fell 13% to $65.76 Friday after Google launched “Project Genie,” sparking a selloff in videogame stocks. Egypt’s media regulator announced a ban on Roblox over child safety concerns, though enforcement is pending. Roblox will report Q4 and full-year 2025 earnings after markets close Feb. 5. Dutch authorities also opened an investigation into Roblox’s protections for minors.
2 February 2026
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Alibaba stock slips premarket after $431 million Qwen AI Lunar New Year blitz

Alibaba stock slips premarket after $431 million Qwen AI Lunar New Year blitz

Alibaba shares fell 0.8% to $168.17 in premarket trading after the company announced a 3 billion yuan ($431 million) investment to boost its Qwen AI app ahead of Lunar New Year. The campaign launches Feb. 6, with incentives distributed via digital red envelopes. Rival DeepSeek is expected to update its AI model mid-month. Alibaba’s next earnings report is scheduled for Feb. 19.
2 February 2026
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Tech stocks brace for Alphabet, Amazon earnings as Nasdaq slip puts AI spending in focus

Tech stocks brace for Alphabet, Amazon earnings as Nasdaq slip puts AI spending in focus

The Nasdaq Composite fell 0.94% Friday to 23,461.82 as tech stocks stumbled ahead of key earnings from Alphabet, Amazon, AMD, and Qualcomm this week. Microsoft dropped 0.7% after a steep cloud revenue miss; Apple rose 0.4% on strong guidance. Investors are watching AI spending and the impact of Kevin Warsh’s Fed nomination as wholesale inflation jumped 0.5% last month.
1 February 2026
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Nvidia stock, OpenAI and the AI trade: what to watch before Alphabet and Amazon earnings

Nvidia stock, OpenAI and the AI trade: what to watch before Alphabet and Amazon earnings

Nvidia CEO Jensen Huang called reports of a rift with OpenAI “nonsense” and confirmed plans for a major investment in the company, despite earlier doubts reported by the Wall Street Journal. Nvidia shares closed down 0.7% Friday. Amazon is also in talks to invest up to $50 billion in OpenAI, which is seeking $100 billion in funding. Microsoft, Alphabet, and Amazon shares all ended lower ahead of key earnings reports next week.
1 February 2026
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Alibaba stock slips into Monday: China PMI shock and AI chip access are the next tests

Alibaba stock slips into Monday: China PMI shock and AI chip access are the next tests

Alibaba’s U.S.-listed shares fell 2.7% to $169.56 Friday, with trading volume near 10.8 million. The drop followed weaker-than-expected Chinese manufacturing and services data, which renewed concerns about domestic demand. The Nasdaq lost 0.94% and the S&P 500 slipped 0.43%. Investors are watching for China’s upcoming economic data and Alibaba’s Feb. 19 earnings.
1 February 2026
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Meta stock price (META) slides into weekend — AI capex, lawsuits and a busy week ahead

Meta stock price (META) slides into weekend — AI capex, lawsuits and a busy week ahead

Meta shares fell 2.9% to $716.50 Friday after the company raised its 2026 capital spending target to as much as $135 billion and forecast higher total expenses. Investors weighed the jump in AI infrastructure costs against a 24% rise in quarterly ad revenue. A trial over teen safety on Meta platforms begins Monday in New Mexico. U.S. markets remain closed Sunday.
1 February 2026
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Microsoft stock price in focus after AI spending jolt: what to watch before Monday’s open

Microsoft stock price in focus after AI spending jolt: what to watch before Monday’s open

Microsoft shares closed at $430.29 on Friday, down 0.7% after a 10% plunge Thursday that wiped out nearly $360 billion in market value. The selloff followed news that Microsoft’s quarterly capital expenditures soared 66% to $37.5 billion, raising concerns about AI infrastructure costs outpacing revenue. A $750 million Azure deal with Perplexity was confirmed. U.S. economic data releases may face delays due to a partial government shutdown.
1 February 2026
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Microsoft stock (MSFT) heads into Monday with AI spending bill still in focus

Microsoft stock (MSFT) heads into Monday with AI spending bill still in focus

Microsoft shares fell 0.8% to $430.29 Friday, extending losses after a 10% drop Thursday that erased $360 billion in market value. Investors questioned heavy AI and data-center spending, with nearly half of Microsoft’s backlog tied to OpenAI. Tech stocks lagged, pulling the Nasdaq down 0.7%. Alphabet and Amazon earnings, plus U.S. jobs data, are due next week.
1 February 2026
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Nvidia’s $100 billion OpenAI deal goes cold as talks shift to a smaller stake

Nvidia’s $100 billion OpenAI deal goes cold as talks shift to a smaller stake

Nvidia’s proposed $100 billion investment in OpenAI has stalled amid internal concerns, with talks shifting to a smaller deal, The Wall Street Journal reported. Amazon is negotiating a separate investment of up to $50 billion, while OpenAI has signed a $10 billion-plus compute agreement with Cerebras, according to Reuters. Bloomberg says Nvidia-OpenAI talks have collapsed. OpenAI did not comment.
1 February 2026
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Big Tech stocks brace for Monday as Nvidia CEO vows ‘huge’ OpenAI investment and Apple’s iPhone rebound shows up

Big Tech stocks brace for Monday as Nvidia CEO vows ‘huge’ OpenAI investment and Apple’s iPhone rebound shows up

Nvidia CEO Jensen Huang said the company will make a “huge” investment in OpenAI but denied plans for a $100 billion deal. Amazon is in early talks to invest up to $50 billion in OpenAI, while SoftBank has discussed an additional $30 billion, sources told Reuters. Tech stocks fell Friday after Trump named Kevin Warsh as his Fed pick and producer prices rose. Tesla gained nearly 5% on SpaceX merger speculation.
31 January 2026
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Oracle stock price heads into Monday after $88 million Air Force cloud award and fresh AI product push

Oracle stock price heads into Monday after $88 million Air Force cloud award and fresh AI product push

Oracle shares fell 2.6% Friday to $164.58, slipping further after hours, despite securing an $88.1 million U.S. Air Force cloud contract. The Nasdaq dropped 0.94% as investors reacted to Trump’s Fed chair pick and inflation data. Oracle faces a new patent lawsuit from Mobility Workx LLC. Traders await Oracle’s March earnings and Friday’s U.S. jobs report.
31 January 2026
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Google stock (GOOG) holds steady as Alphabet heads into earnings week with AI capex in focus

Google stock (GOOG) holds steady as Alphabet heads into earnings week with AI capex in focus

Alphabet Class C shares closed at $338.64 Friday, slipping to $338.53 after hours. Google launched “Project Genie,” an AI tool for creating interactive worlds, triggering sharp declines in videogame stocks. A federal judge rejected over $2 billion in new privacy penalties against Google. Investors await next week’s earnings and updates on AI spending.
31 January 2026
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Microsoft stock heads into Monday on the back foot after Azure jitters and AI spend fears

Microsoft stock heads into Monday on the back foot after Azure jitters and AI spend fears

Microsoft shares fell 0.74% to $430.29 on Friday after a nearly 10% drop the previous day. The company reported $81.3 billion in quarterly revenue, with Azure cloud services up 39%, but capital expenditures surged to $37.5 billion. Investors are watching rising AI infrastructure costs and Microsoft’s exposure to OpenAI. Alphabet and Amazon report earnings next week.
31 January 2026
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Take-Two (TTWO) stock price slides 8% as Google’s Project Genie AI rattles videogame shares ahead of earnings

Take-Two (TTWO) stock price slides 8% as Google’s Project Genie AI rattles videogame shares ahead of earnings

Take-Two Interactive shares fell 7.93% to $220.30 Friday after Google launched “Project Genie,” an AI tool for generating digital worlds, triggering a selloff in videogame stocks. Take-Two will report fiscal third-quarter results after markets close Feb. 3. Rockstar Games’ Grand Theft Auto VI is now set for release on Nov. 19, 2026, after a second delay.
31 January 2026
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Stock Market Today

Amazon stock tumbles on $200 billion AI spend plan — what to know before Monday

Amazon stock tumbles on $200 billion AI spend plan — what to know before Monday

7 February 2026
Amazon shares fell 5.6% to $210.32 on Friday after the company projected about $200 billion in 2026 capital expenditures, triggering investor concern over AI spending. The stock had already dropped 11.5% after-hours Thursday. Amazon forecast Q1 net sales of $173.5–$178.5 billion and operating income of $16.5–$21.5 billion. Analyst Gil Luria downgraded Amazon, citing rising investment as its cloud lead narrows.
AMD stock jumps 8% in chip rebound — what investors are watching before Monday

AMD stock jumps 8% in chip rebound — what investors are watching before Monday

7 February 2026
AMD shares jumped 8.2% to $208.44 Friday, trading on heavy volume as chip stocks rebounded and the Dow closed above 50,000 for the first time. The Philadelphia Semiconductor Index rose 5.7% after Amazon’s AI spending plans lifted sector estimates. Nvidia’s CEO cited surging AI chip demand. AMD’s rally followed a weak revenue outlook earlier in the week.
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