Today: 7 February 2026
Subscribe
Browse Category

Artificial Intelligence News 3 February 2026

Constellation Software’s 48% slide has investors split as AI fears rattle software stocks

Constellation Software’s 48% slide has investors split as AI fears rattle software stocks

Constellation Software shares have fallen about 48% in the past year amid investor concerns over AI’s impact on software pricing and a CEO transition. Founder Mark Leonard stepped down for health reasons, with Mark Miller now president. Ruane Cunniff says the stock trades at a high-teens forward P/E and sees the valuation as compelling despite ongoing uncertainty.
3 February 2026
··
Carnegie Mellon’s at-home cancer test draws $26.7m ARPA-H backing as AI courseware and leadership programs kick off 2026

Carnegie Mellon’s at-home cancer test draws $26.7m ARPA-H backing as AI courseware and leadership programs kick off 2026

Carnegie Mellon University secured up to $26.7 million in federal funding for an at-home test to detect over 30 types of Stage 1 cancer. Learnvia, backed by the Gates Foundation, will pilot AI-driven math courseware at 38 colleges this spring. TALI and Carnegie Mellon launched a six-month Emerging Leaders cohort for 29 professionals, set to graduate in June.
3 February 2026
Nvidia stock drops on OpenAI chip doubts as investors brace for earnings

Nvidia stock drops on OpenAI chip doubts as investors brace for earnings

Nvidia shares fell 2.9% to $185.61 Tuesday morning after reports that OpenAI is testing alternatives to Nvidia’s AI chips for inference tasks. OpenAI has considered chips from AMD and several startups. The broader chip sector rose, with AMD shares up about 4%. Nvidia’s quarterly earnings are scheduled for February 25.
3 February 2026
·····
Microsoft stock price slips early: MSFT hit by Azure glitches as OpenAI spreads across clouds

Microsoft stock price slips early: MSFT hit by Azure glitches as OpenAI spreads across clouds

Microsoft shares fell 1.6% to $423.37 in early Tuesday trading, underperforming tech peers after cloud service disruptions and record AI spending. Azure reported two incidents since Monday, affecting VM management and Managed Identity in multiple U.S. regions. Investors are watching heavyweight earnings and the Feb. 6 U.S. jobs report for the next market move.
3 February 2026
·····
AI stocks today: Nvidia slips as OpenAI shops for chip alternatives, AMD earnings loom

AI stocks today: Nvidia slips as OpenAI shops for chip alternatives, AMD earnings loom

Nvidia fell 2.9% to $185.61 premarket after reports that OpenAI is dissatisfied with some of its latest AI chips and is seeking alternatives. AMD rose 4% to $246.27 ahead of its earnings report, while Palantir and Teradyne gained on positive AI investment news. Super Micro Computer advanced 2.1% before its quarterly results.
3 February 2026
·······
Snowflake stock rises premarket after OpenAI deal, AI product rollout puts Feb. 25 earnings in focus

Snowflake stock rises premarket after OpenAI deal, AI product rollout puts Feb. 25 earnings in focus

Snowflake shares rose 1.3% to $193.22 in Tuesday’s premarket after announcing a $200 million partnership with OpenAI and new AI tools in London. The company will report fiscal 2026 earnings on Feb. 25. Jeremy Burton resigned from the board following Snowflake’s acquisition of Observe, Inc., with no disagreement cited. Executives are set to present at Morgan Stanley’s tech conference on March 3.
3 February 2026
····
Intel stock jumps in premarket after SoftBank AI-memory tie-up, new Xeon launch

Intel stock jumps in premarket after SoftBank AI-memory tie-up, new Xeon launch

Intel shares rose 2.7% to $50.14 in premarket trading Tuesday after SoftBank’s SAIMEMORY unit announced a partnership with Intel to develop advanced memory for AI data centers. The deal was unveiled as Intel stock extended Monday’s 5% rally, outpacing broader markets. Intel also launched new Xeon 600 workstation chips and disclosed a planned insider share sale. Traders are watching for major tech earnings this week.
3 February 2026
···
Teradyne stock jumps 23% in premarket after AI-driven outlook tops estimates

Teradyne stock jumps 23% in premarket after AI-driven outlook tops estimates

Teradyne shares jumped 22.8% to $306.50 in premarket trading after the company projected first-quarter revenue and adjusted EPS well above analyst estimates. The chip test-equipment maker reported a 44% rise in Q4 revenue to $1.083 billion, led by strong semiconductor test demand. Analysts cited AI-driven data center growth as a key factor. Teradyne’s earnings call is set for 8:30 a.m. ET Tuesday.
3 February 2026
···
Xero share price jumps on AI push and fresh US payments numbers — here’s what investors watch next

Xero share price jumps on AI push and fresh US payments numbers — here’s what investors watch next

Xero shares rose 2.6% to A$96.10 after an investor briefing outlined AI and U.S. payments plans. The company expects Melio to reach adjusted-EBITDA breakeven by H2 FY28. BillPay payments revenue jumped 74% to NZ$158 million in FY25, while U.S. gross margin slipped to 38%. Xero will update its guidance framework with full-year results on May 14.
3 February 2026
···
Teradyne stock jumps after hours on AI outlook; TER traders turn to Tuesday call

Teradyne stock jumps after hours on AI outlook; TER traders turn to Tuesday call

Teradyne shares jumped over 20% after hours Monday as the company forecast Q1 revenue of $1.15–$1.25 billion and adjusted earnings of $1.89–$2.25 per share, both above analyst estimates. Fourth-quarter revenue rose 44% to $1.08 billion, beating expectations. Trading volume more than doubled its 50-day average. Cantor Fitzgerald raised its price target to $270.
3 February 2026
···
1 … 15 16 17 18 19 … 239

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.
Go toTop