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Artificial Intelligence News 3 February 2026

TJX stock rises as Wall Street tumbles on AI disruption fears — what investors watch next

TJX stock rises as Wall Street tumbles on AI disruption fears — what investors watch next

TJX shares rose about 1.5% to $152.36 Tuesday afternoon, bucking a broad market decline as tech stocks fell on renewed AI concerns. Value-focused retailers outperformed, with Walmart up 2.2% and Ross and Burlington each gaining around 1%. Traders are watching for TJX’s quarterly update later this month. Key labor data releases remain delayed due to a partial U.S. government shutdown.
3 February 2026
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Adobe stock price slides on AI disruption jitters; investors look to March earnings call

Adobe stock price slides on AI disruption jitters; investors look to March earnings call

Adobe shares fell 7.1% to $272.62 Tuesday, leading a sharp sell-off in software stocks after Anthropic launched a new AI legal tool. Investors cited fears that generative AI could disrupt established players and pressure margins. Adobe will report earnings March 12, with focus on AI monetization and demand trends.
3 February 2026
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Stocks Slide as AI Disruption Jitters Hit Tech — Earnings Wave Looms

Stocks Slide as AI Disruption Jitters Hit Tech — Earnings Wave Looms

U.S. stocks fell Tuesday, with the Nasdaq down nearly 2% as tech and software shares slid on AI disruption fears. Alphabet and Amazon dipped ahead of earnings, while Nvidia and Microsoft also declined. Teradyne jumped over 20% on a strong forecast. Labor-market data was delayed by the ongoing partial government shutdown.
3 February 2026
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Intuit stock drops nearly 12% as AI fears sweep software — what investors watch next

Intuit stock drops nearly 12% as AI fears sweep software — what investors watch next

Intuit shares plunged nearly 12% to $429.20 by midafternoon Tuesday amid a broad selloff in software stocks triggered by renewed fears of AI disruption. The drop followed Intuit’s announcement of a multi-year partnership with Affirm to add pay-over-time options to QuickBooks Payments. The S&P 500 software and services index fell about 4%. Intuit’s fiscal Q2 earnings are due Feb. 26.
3 February 2026
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Bloom Energy stock swings as AI data-center power demand keeps fuel-cell trade in focus

Bloom Energy stock swings as AI data-center power demand keeps fuel-cell trade in focus

Bloom Energy shares rose 2.3% to $159.72 Tuesday after hitting $176.35, with nearly 9.7 million shares traded. Investors are awaiting fourth-quarter results due after markets close Feb. 5. A new report highlighted fuel cells as a stopgap for data-center power shortages, and Bloom’s stock is up over 400% in the past year. Roth Capital raised its price target to $133 but kept a Neutral rating.
3 February 2026
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Amphenol stock slips as tech selloff keeps AI demand and CommScope deal in focus

Amphenol stock slips as tech selloff keeps AI demand and CommScope deal in focus

Amphenol shares fell 0.5% to $144.26 Tuesday afternoon after earlier lows, as investors reviewed an earnings-call transcript highlighting AI data center orders and the impact of the CommScope acquisition. CEO R. Adam Norwitt said AI investment plans are rising, but the CommScope unit will lower first-quarter operating margins by about one percentage point. Fourth-quarter sales rose 49% to $6.4 billion.
3 February 2026
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Stock market today: Nasdaq falls on artificial intelligence fears as Palantir pops and Walmart hits $1 trillion

Stock market today: Nasdaq falls on artificial intelligence fears as Palantir pops and Walmart hits $1 trillion

The S&P 500 fell 1.3% and the Nasdaq dropped nearly 2% Tuesday, erasing early gains, while the Dow slipped 0.9%. Palantir shares rose after an upbeat revenue forecast, but Microsoft and other major tech stocks declined. A partial U.S. government shutdown delayed key economic reports. Investors await Alphabet and Amazon earnings later this week.
3 February 2026
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Salesforce stock price slides nearly 8% as AI disruption fears hit software — what’s next for CRM

Salesforce stock price slides nearly 8% as AI disruption fears hit software — what’s next for CRM

Salesforce shares fell 7.9% to $194.24 Tuesday afternoon, deepening a rout in software stocks as investors questioned whether new AI tools will drive revenue or just add costs. The drop erased $16.57 from Monday’s close and weighed heavily on the Dow. Anthropic’s rollout of a legal plug-in for its Claude chatbot fueled worries about AI disrupting traditional software models.
3 February 2026
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Palantir stock jumps on defense-led sales surge as AI trade wobbles

Palantir stock jumps on defense-led sales surge as AI trade wobbles

Palantir shares rose 6.4% to $157.27 Tuesday after reporting a 66% jump in U.S. government revenue for the fourth quarter, reaching $570 million. Total sales hit $1.41 billion, beating forecasts, as the company raised its 2026 outlook. The gains came as the Nasdaq and S&P 500 fell on broader tech weakness. Investors now await Alphabet and Amazon earnings later this week.
3 February 2026
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Teradyne stock jumps on AI-driven outlook — here’s what Wall Street is watching next

Teradyne stock jumps on AI-driven outlook — here’s what Wall Street is watching next

Teradyne shares surged 11% to $277.00 on Tuesday after the company posted fourth-quarter results and a first-quarter forecast that topped Wall Street estimates. Revenue for the quarter reached $1.083 billion, with full-year 2025 sales up 13% to $3.19 billion. The stock traded between $249.54 and $312.14. Traders are watching order momentum and chipmaker spending heading into 2026.
3 February 2026
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ServiceNow stock slides again as AI disruption fears rattle software — what investors watch next

ServiceNow stock slides again as AI disruption fears rattle software — what investors watch next

ServiceNow shares fell 8.1% to $108.40 in midday trading Tuesday, leading declines as software stocks sold off. The S&P 500 software and services index dropped 3.3% amid renewed concerns about AI disruption. Investors cited the rollout of new AI tools and upcoming earnings from Alphabet and Amazon as key drivers. ServiceNow last week announced a $7.75 billion deal for Armis and raised its share buyback program.
3 February 2026
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Nvidia’s Jensen Huang tells TSMC to “work very hard” as 2nm supply tightens

Nvidia’s Jensen Huang tells TSMC to “work very hard” as 2nm supply tightens

TSMC’s U.S.-listed shares fell 0.7% to $339 on Feb. 3 as Nvidia CEO Jensen Huang warned the chipmaker may need to more than double capacity in the next decade to meet AI demand. TrendForce reported TSMC’s 2nm and 3nm production is already tight, with advanced packaging emerging as a key bottleneck. TSMC plans to boost advanced packaging capacity by over 70% year-on-year by 2026.
3 February 2026
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Stock Market Today

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

7 February 2026
Google raised its 2026 capital expenditure forecast to $175 billion–$185 billion, with most spending expected on data-center chips. Broadcom shares rose about 2% after the announcement, while Nvidia and AMD slipped. Jefferies reiterated a buy rating on Broadcom, maintaining a $500 price target, implying a 62% upside from Wednesday’s close.
No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

7 February 2026
The IRS has not announced new federal stimulus payments for February 2026, and Congress has not approved fresh checks. Trump told NBC he is considering $2,000 tariff rebate checks but has not committed, saying any payout would likely come later in 2026. The IRS warns taxpayers to ignore texts and emails about “stimulus payments” and verify notices through official channels.
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