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Artificial Intelligence 3 February 2026

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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AMD earnings today: AMD’s AI chip test heats up as OpenAI eyes options beyond

AMD earnings today: AMD’s AI chip test heats up as OpenAI eyes options beyond

AMD will report fourth-quarter results after Tuesday’s U.S. market close, with analysts expecting revenue near $9.67 billion and adjusted earnings of about $1.32 per share. Investors are watching data-center and AI chip sales, while tight supply and rising memory costs may weigh on PC guidance. OpenAI is reportedly considering AMD as an alternative to Nvidia for AI inference. AMD shares have risen 114% over the past year.
3 February 2026
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Oracle (ORCL) stock slides on $50 billion AI funding plan as dilution, debt loom

Oracle (ORCL) stock slides on $50 billion AI funding plan as dilution, debt loom

Oracle shares fell about 3% Tuesday after the company announced plans to raise up to $50 billion by 2026 to fund AI data center expansion. The financing will combine debt and equity, with Goldman Sachs and Citigroup managing the offerings. Oracle filed for an eight-part bond sale and a $20 billion at-the-market equity program. Investors await further pricing details and the March earnings report.
3 February 2026
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SanDisk stock jumps as AI memory shortage fuels a bold Q3 forecast

SanDisk stock jumps as AI memory shortage fuels a bold Q3 forecast

SanDisk forecast third-quarter revenue of $4.4–$4.8 billion and non-GAAP EPS of $12–$14, sending shares up over 9% after hours. The company posted $3.025 billion revenue and $803 million net profit for Q2, reversing a prior loss. SanDisk extended its Kioxia joint venture to 2034 and committed $1.165 billion to manufacturing services. Memory chip prices are surging amid an “unprecedented” shortage, driven by AI data center demand.
3 February 2026
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Palantir stock price jumps as AI stocks swing — Nvidia slips ahead of AMD earnings

Palantir stock price jumps as AI stocks swing — Nvidia slips ahead of AMD earnings

Palantir shares jumped 5.1% to $155.30 by 10 a.m. ET after reporting a 66% surge in U.S. government revenue. Teradyne rose 7.5% on strong AI-driven forecasts, while Western Digital gained 1.4% after expanding its share buyback. Nvidia, AMD, and Microsoft slipped, while Alphabet edged up.
3 February 2026
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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
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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
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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
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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
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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
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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
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Stock Market Today

  • GameStop Surges on Short Squeeze Bet; Markets Eye US Jobs Data and Fed Rate Cuts
    April 12, 2026, 4:40 PM EDT. GameStop shares surged on a speculated short squeeze fueled by Keith Gill's $116 million bet, spotlighting volatile trading ahead of US labor data. Investors watch upcoming jobs figures closely, as they could shape the Federal Reserve's timeline for potential interest rate cuts this year. NVIDIA reinforced its market position in anticipation of a 2026 AI chip launch amid ongoing chip industry competition. Meanwhile, global central banks, including the European Central Bank, are expected to adjust rates, influencing currency and commodity markets. The S&P 500 shows signs of rebounding from a corrective phase, reflecting cautious optimism among traders navigating evolving economic signals.

Latest article

Bitcoin Price Today Slips After Iran Talks End Without Deal, but ETF Buyers Keep Showing Up

Bitcoin Price Today Slips After Iran Talks End Without Deal, but ETF Buyers Keep Showing Up

12 April 2026
Bitcoin fell 1.4% to $71,707 on Sunday after U.S.-Iran talks in Islamabad ended without a deal. Spot bitcoin ETFs logged net inflows last week, with BlackRock and Fidelity leading Friday’s buying. Morgan Stanley launched its MSBT fund on April 8, the first Wall Street bank to debut a bitcoin ETF. U.S. inflation data showed headline CPI up 3.3% in March, while core CPI rose 2.6%.
XRP Price Today: XRP Slips to $1.33 After Failed U.S.-Iran Talks Hit Crypto

XRP Price Today: XRP Slips to $1.33 After Failed U.S.-Iran Talks Hit Crypto

12 April 2026
XRP slipped about 1% to $1.33 on Sunday after U.S.-Iran peace talks in Islamabad ended without a deal, pressuring crypto markets. The token traded in a narrow range, with bitcoin and ether also weaker. XRP’s market cap stands at $81.7 billion, with $1.96 billion in daily volume. The token remains 63.5% below its all-time high.
Gold Price Today: Bullion Near $4,762 After Weekly Gain, but Failed Iran Talks Cloud Outlook

Gold Price Today: Bullion Near $4,762 After Weekly Gain, but Failed Iran Talks Cloud Outlook

12 April 2026
Spot gold steadied at $4,761.79 an ounce Friday after a third weekly gain, with U.S. futures at $4,787.40. The dollar posted its biggest weekly drop since January, making gold cheaper for non-U.S. buyers. U.S.-Iran talks ended without a deal, keeping geopolitical risks high. China’s central bank increased gold reserves for a 17th month, reaching 74.38 million ounces.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 12.04.2026

12 April 2026
Futu Holdings (FUTU) rose 10.2% in the past week but trades 13.4% below its January level. Shares closed at $154.50, while analysts estimate intrinsic value at $245.48. The company posted a 92.2% return over 12 months. Valuation models indicate earnings exceed risk costs, supporting long-term growth projections.
India F-35 Deal Hits Pause: Lockheed Martin Says No Direct Talks, U.S. Door Still Open

India F-35 Deal Hits Pause: Lockheed Martin Says No Direct Talks, U.S. Door Still Open

11 April 2026
Lockheed Martin said it is not in direct talks with India over the F-35, clarifying that any approach must go through official U.S. and Indian channels under the Foreign Military Sales process. Indian officials confirmed no formal discussions on acquiring the F-35 have begun. India recently approved a $40 billion military upgrade, including other fighter jets, while Lockheed’s F-21 remains in a separate competition.
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