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Artificial Intelligence News 1 February 2026 - 2 February 2026

Oracle stock price rises as $50 billion funding plan eases AI buildout fears

Oracle stock price rises as $50 billion funding plan eases AI buildout fears

Oracle shares rose 1.7% Monday after the company announced plans to raise up to $50 billion in debt and equity this year to fund cloud expansion. The stock closed near $167.43. Oracle will split the financing between equity, including a $20 billion at-the-market program, and a single bond issuance in early 2026. The company filed a prospectus for 100 million depositary shares linked to mandatory convertible preferred stock.
2 February 2026
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Microsoft stock dips as AI spending worries linger, with OpenAI exposure back in focus

Microsoft stock dips as AI spending worries linger, with OpenAI exposure back in focus

Microsoft shares fell 0.6% to $427.58 Monday as investors remained wary after last week’s post-earnings drop tied to AI and cloud spending concerns. The stock has lost over $350 billion in value since Jan. 29. U.S. indexes showed mixed moves, with the Dow up 0.48% and Nasdaq down 0.07% by mid-morning. Alphabet and Amazon earnings, plus the Feb. 6 jobs report, are in focus this week.
2 February 2026
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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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Nvidia stock price preview: What NVDA investors watch after Huang flags “huge” OpenAI investment

Nvidia stock price preview: What NVDA investors watch after Huang flags “huge” OpenAI investment

Nvidia shares closed Friday at $191.13, down about 0.7%, after CEO Jensen Huang said the company will make a “huge” investment in OpenAI’s funding round, but not near $100 billion. Wall Street is watching for Nvidia’s February 25 results and big-tech earnings next week for signs of AI spending.
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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Stock Market Today

CapitaLand Investment share price jumps as CapitaLand REIT payouts roll in — what’s next for 9CI

CapitaLand Investment share price jumps as CapitaLand REIT payouts roll in — what’s next for 9CI

7 February 2026
CapitaLand Investment shares rose 1.3% to S$3.12 on Friday, bucking a 0.8% drop in Singapore’s benchmark index. CapitaLand Integrated Commercial Trust reported a 16.4% jump in second-half distributable income, while CapitaLand Ascendas REIT posted a 1.4% full-year rise. CapitaLand China Trust saw full-year DPU fall to 4.82 cents amid weaker yuan and occupancy. CLI reports FY2025 results on Feb. 11.
Keppel stock holds near 12-year high after profit jump, special dividend; buyback adds support

Keppel stock holds near 12-year high after profit jump, special dividend; buyback adds support

7 February 2026
Keppel shares closed at S$11.64 on Friday, up 0.17%, after surging 6.1% the previous day on stronger FY2025 profit and a larger dividend plan. The company bought back 151,400 shares for about S$1.74 million. Keppel reported a 29% rise in full-year profit to S$1.02 billion and proposed a total distribution of 47 cents per share, including a special dividend partly paid in Keppel REIT units.
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