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Artificial Intelligence News 4 February 2026

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 fell about 12% Wednesday as software stocks slumped and investors grew wary of new AI-driven ad tech rivals. Unity Software dropped 10%. AppLovin will report fourth-quarter and full-year results after U.S. markets close on Feb. 11. CloudX, a startup using AI agents for mobile ad automation, launched its product the same day.
KKR and Singtel clinch $5.2 billion STT GDC buyout as Asia’s AI data centre race heats up

KKR and Singtel clinch $5.2 billion STT GDC buyout as Asia’s AI data centre race heats up

KKR and Singtel agreed to buy the remaining 82% of ST Telemedia Global Data Centres for S$6.6 billion, valuing the company at S$13.8 billion. After the deal, KKR will own 75% and Singtel 25%. Singtel shares hit a record S$4.95 before closing up 1%. The transaction is expected to close in the second half of 2026, pending approvals.
Intuit stock tumbles 11% then slips again premarket as AI jitters rattle software names

Intuit stock tumbles 11% then slips again premarket as AI jitters rattle software names

Intuit shares fell 0.7% to $431.03 in premarket trading Wednesday after a 10.9% plunge Tuesday, as software stocks continued to slide amid concerns over AI-driven disruption. The sector’s index has dropped over 12% in five days. Investors are watching Intuit’s Feb. 26 earnings call for guidance ahead of tax season. Oppenheimer cut its price target for Intuit to $696 from $868 but kept an Outperform rating.
Accenture stock price: ACN steadies premarket after Tuesday’s rout as AI disruption fears linger

Accenture stock price: ACN steadies premarket after Tuesday’s rout as AI disruption fears linger

Accenture shares fell 0.2% to $240.68 premarket Wednesday after plunging 9.59% Tuesday, as investors reassess software and IT services stocks on fears AI agents could disrupt business models. The S&P software and services index has dropped over 12% in five sessions. CEO Julie Sweet filed to sell 5,500 shares. Cognizant forecast full-year revenue above estimates, citing strong AI demand.
Salesforce stock (CRM) slides as Anthropic AI plug-ins rattle software names before open

Salesforce stock (CRM) slides as Anthropic AI plug-ins rattle software names before open

Salesforce shares fell 6.9% to $196.38 Tuesday as concerns mounted that new AI agents from Anthropic could threaten the company’s subscription model. U.S. and European software stocks dropped sharply, with the S&P 500 software and services index down over 12% in five sessions. JPMorgan’s Toby Ogg said investor appetite is “very low.” Salesforce director Amy Chang was granted 1,766 RSUs, set to vest through November.
AI stocks wobble as AMD slips on forecast and Nvidia faces fresh China questions

AI stocks wobble as AMD slips on forecast and Nvidia faces fresh China questions

AMD fell 1.5% to $242.11 premarket Wednesday, dragging Nvidia down 2.8% and Broadcom 3.3% after AMD forecast Q1 revenue of $9.8 billion, below last quarter’s $10.27 billion. Software and cloud stocks also slid on AI margin concerns, while Nvidia’s China H200 chip sales reportedly stalled pending a U.S. review. OpenAI is exploring alternatives to Nvidia chips for inference workloads.
Elon Musk’s xAI offers up to $100/hour for crypto experts after SpaceX mega-merger

Elon Musk’s xAI offers up to $100/hour for crypto experts after SpaceX mega-merger

xAI is hiring a remote “Finance Expert – Crypto” to help train its AI models, offering U.S. pay of $45–$100 an hour. The move follows SpaceX’s $1.25 trillion acquisition of xAI, announced by Elon Musk days earlier. xAI’s careers page lists 294 open roles, including several in finance. The crypto job excludes applicants from Wyoming and Illinois and does not offer benefits for part-time hires.
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Stock Market Today

GE Vernova stock price jumps toward $800 — what to know before Monday trade

GE Vernova stock price jumps toward $800 — what to know before Monday trade

7 February 2026
GE Vernova shares jumped 5.7% to $779.35 Friday after Baird upgraded the stock and the Dow closed above 50,000. The company’s onshore wind unit reported 1.1 GW in U.S. repower orders for 2025, a figure previously disclosed. GE Vernova also completed a $2.6 billion senior notes offering to help fund its Prolec GE stake purchase. Next earnings report is set for April 22.
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