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Artificial Intelligence 4 February 2026

NXP stock rebounds in regular trade as CEO pitches ‘physical AI’ after earnings whipsaw

NXP stock rebounds in regular trade as CEO pitches ‘physical AI’ after earnings whipsaw

NXP Semiconductors shares rose about 2% Wednesday to $225.03, rebounding after a 4.5% drop the previous session. The move followed a first-quarter revenue forecast of $3.05–$3.25 billion, above analyst expectations. CEO Rafael Sotomayor cited “physical AI” as a growth driver for industrial chips. BofA Securities cut its price target to $245 but maintained a buy rating.
4 February 2026
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Amazon stock slides ahead of Q4 earnings as Wall Street warns 2026 will be an AI “swing factor”

Amazon stock slides ahead of Q4 earnings as Wall Street warns 2026 will be an AI “swing factor”

Amazon shares fell 2.5% to $232.68 Wednesday, outpacing the Nasdaq-100’s 2.1% drop ahead of Thursday’s earnings report. Analysts expect Q4 sales of $211.56 billion and EPS of $1.98, with AWS revenue forecast at $35.02 billion. Options markets indicate traders are bracing for a 7% swing after results. Raymond James cut its price target to $260, citing AI strategy as key for 2026.
4 February 2026
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Synopsys stock slips again after Tuesday’s rout as AI disruption fears hit software

Synopsys stock slips again after Tuesday’s rout as AI disruption fears hit software

Synopsys shares fell 1.2% to $414.07 Wednesday afternoon, extending losses after an 8.5% drop Tuesday during a broad software sector selloff. Trading volume Tuesday more than doubled its 50-day average, with the stock now 36% below its July peak. Traders remain defensive, with options activity skewed toward downside bets. Synopsys reports Q1 earnings after markets close on Feb. 25.
4 February 2026
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Accenture stock price today: ACN steadies after rout as AI disruption trade bites

Accenture stock price today: ACN steadies after rout as AI disruption trade bites

Accenture shares rose 0.2% to $241.67 Wednesday after plunging 9.6% the previous day amid a broad tech selloff tied to AI disruption fears and a weak Gartner outlook. CEO Julie Sweet sold 10,696 shares at $262.22 each, according to a Form 4 filing. Investors are watching Accenture’s March 19 results for signs of stability in bookings and client demand.
4 February 2026
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Bloom Energy stock slides 18% ahead of earnings as AI-data center trade cools

Bloom Energy stock slides 18% ahead of earnings as AI-data center trade cools

Bloom Energy shares fell 18.3% to $137.92 Wednesday, erasing much of Tuesday’s 8.2% gain. The drop came ahead of Thursday’s quarterly earnings, despite Roth Capital raising its price target to $133. Investors are focused on 2026 guidance and order backlog tied to data-center demand. Fuel-cell peers and the Nasdaq QQQ also declined sharply.
4 February 2026
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Snowflake stock skids as AI fears hit software; SNOW eyes Feb. 25 earnings

Snowflake stock skids as AI fears hit software; SNOW eyes Feb. 25 earnings

Snowflake Inc shares fell 7.5% to $160.24 by early afternoon Wednesday amid investor concerns over AI’s impact on software business models. The company announced a $200 million multi-year deal with OpenAI and launched new AI tools, including Cortex Code and Semantic View Autopilot. Snowflake’s fiscal 2026 results are due Feb. 25 after market close.
4 February 2026
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Nvidia’s $20B OpenAI deal talk is back — and Oracle’s AI funding bet is in the spotlight

Nvidia’s $20B OpenAI deal talk is back — and Oracle’s AI funding bet is in the spotlight

Nvidia is nearing a $20 billion investment in OpenAI, a source said, as the AI firm seeks up to $100 billion at a valuation near $830 billion. Oracle’s stock rose after the company outlined plans to raise up to $50 billion, tied to OpenAI’s data center needs. Cerebras Systems secured $1 billion in funding, reaching a $23 billion valuation, as OpenAI explores chip alternatives.
4 February 2026
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AppLovin stock tumbles 14% as AI disruption jitters hit ad tech ahead of Feb 11 earnings

AppLovin stock tumbles 14% as AI disruption jitters hit ad tech ahead of Feb 11 earnings

AppLovin shares fell 13.7% to $398.51 Wednesday amid a broad sell-off in software and ad-tech stocks after Anthropic launched new AI plug-ins. The stock swung between $464.17 and $384.24 during the session. The S&P 500 software and services index has dropped nearly 13% over five sessions. AppLovin will report Q4 and full-year 2025 earnings on Feb. 11.
4 February 2026
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IBM stock price slides again as AI disruption fears hit software, IT services

IBM stock price slides again as AI disruption fears hit software, IT services

IBM shares fell $9.19, or 3.1%, to $285.12 Wednesday amid heightened concerns over AI competition and a weak outlook from Gartner. The selloff followed Anthropic’s launch of new AI tools and a sharp drop in Gartner’s consulting revenue. Investors are watching IBM’s upcoming earnings and February dividend record date. U.S. equities also declined Tuesday as tech sector worries spread.
4 February 2026
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Intuit stock price whipsaws in New York trade as AI disruption fears hit software names

Intuit stock price whipsaws in New York trade as AI disruption fears hit software names

Intuit shares closed up 0.5% at $436.13 after swinging between $411.48 and $447.00 Wednesday, while software stocks broadly fell on concerns over AI competition. Traders cited Anthropic’s new AI plug-ins as fueling fears of faster automation. The S&P 500 software and services index declined, despite the broader S&P 500 hitting a record. Investors await Intuit’s Feb. 26 earnings for signs of shifting demand and pricing power.
4 February 2026
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Salesforce (CRM) stock steadies after AI selloff jitters — what traders are watching next

Salesforce (CRM) stock steadies after AI selloff jitters — what traders are watching next

Salesforce shares edged up 0.1% to $196.54 Wednesday morning after a 7% drop the previous day, as software stocks faced heavy selling on AI disruption fears. Trading volume reached 11.1 million shares, with the stock swinging between $187.29 and $199.64. Investors are watching for Salesforce’s earnings and guidance for signs of demand and AI strategy.
4 February 2026
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ServiceNow stock steadies after AI disruption scare hits software names again

ServiceNow stock steadies after AI disruption scare hits software names again

ServiceNow shares hovered near $109.77 Wednesday after a 7% drop the previous day, as U.S. software stocks extended losses amid concerns over AI competition. The S&P 500 software and services index has fallen nearly 13% in five sessions. Investors are awaiting executive appearances for signals on demand and competition.
4 February 2026
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Blue Owl stock rebounds as AI fears rattle software borrowers ahead of Feb. 5 earnings

Blue Owl stock rebounds as AI fears rattle software borrowers ahead of Feb. 5 earnings

Blue Owl Capital shares rose 0.9% to $12.22 Wednesday morning, recovering from a sharp drop tied to fears of AI-driven disruption in software lending. Investors await the company’s fourth-quarter results and earnings call on Feb. 5, focusing on credit performance and fundraising. The stock remains volatile as concerns mount over loans to software firms.
4 February 2026
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Shopify stock drops again as ChatGPT checkout fees fuel fresh Wall Street split

Shopify stock drops again as ChatGPT checkout fees fuel fresh Wall Street split

Shopify shares fell 4.7% to $113.65 early Wednesday, extending Tuesday’s 8% drop. Investors weighed mixed analyst views on the company’s AI-driven “agentic commerce” strategy and a 4% merchant fee for ChatGPT checkout. Jefferies and Wolfe Research flagged profitability and valuation concerns. Wall Street’s consensus rating remains “Moderate Buy.”
4 February 2026
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AMD stock price slides 14% after outlook flags a slower quarter — and AI nerves bite

AMD stock price slides 14% after outlook flags a slower quarter — and AI nerves bite

AMD shares fell 14.2% to $207.81 in New York after the company warned of a 5% sequential drop in first-quarter revenue, citing about $100 million in China chip sales. The stock marked its steepest single-day loss in months. Fourth-quarter revenue rose 34% to $10.27 billion, with data center sales hitting a record $5.4 billion. Investors await Nvidia’s Feb. 25 earnings for further signals on AI hardware demand.
4 February 2026
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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.
4 February 2026
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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.
4 February 2026
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Stock Market Today

  • Dollarama (TSX:DOL) Share Price Gains Spur Valuation Questions
    May 15, 2026, 1:10 PM EDT. Dollarama's stock (TSX:DOL) has surged by 223.4% over five years, yet recent price movements show modest declines. The share closed at C$172.84, up 3.2% over one year. However, valuation metrics signal caution. A Discounted Cash Flow (DCF) analysis suggests the stock trades approximately 20.5% above its intrinsic value of C$143.42 per share, indicating potential overvaluation. The 2-stage free cash flow model, estimating growth to CA$2.90 billion by 2035, underpins this assessment. Dollarama scored 0 out of 6 in valuation checks, raising concerns among investors considering late entry. These insights underscore the importance of balancing recent strong share performance against fundamental value assessments in the Canadian retail sector.

Latest articles

Grab Stock Just Hit a Fresh 52-Week Low — Why Investors Still Aren’t Buying the Profit Beat

Grab Stock Just Hit a Fresh 52-Week Low — Why Investors Still Aren’t Buying the Profit Beat

15 May 2026
Grab Holdings shares hit a 52-week low of $3.46 in New York Friday, despite first-quarter revenue rising 24% to $955 million and profit reaching $120 million. Investors sold amid concerns over Indonesia’s new rule capping ride-hailing commissions at 8%, down from 20%. Grab said its Indonesian business model will need changes but downplayed the impact, noting two-wheel rides make up less than 6% of mobility volume.
Bitmine Stock Slides as Tom Lee’s $13.4 Billion Ethereum Bet Enters a New Test

Bitmine Stock Slides as Tom Lee’s $13.4 Billion Ethereum Bet Enters a New Test

15 May 2026
Bitmine Immersion Technologies shares dropped 7.7% Friday in New York as ether slid 3.4% to $2,221. Bitmine reported holding 5.2 million ETH, or 4.31% of supply, and plans to slow weekly ETH purchases. Peer Bit Digital said Q1 revenue fell 13.6% and ETH staking revenue dropped 29.4%. Polymarket traders put a 24% chance on Bitmine selling ETH in 2026.
Apple’s OpenAI Deal Hits Legal Turbulence Before WWDC AI Reveal

Apple’s OpenAI Deal Hits Legal Turbulence Before WWDC AI Reveal

15 May 2026
OpenAI is considering legal action against Apple after their ChatGPT-iPhone partnership failed to deliver deeper integration and subscription growth, sources told Reuters and the Financial Times. OpenAI’s lawyers are working with an outside firm on possible breach-of-contract steps. Apple is expected to detail more AI plans at WWDC, set for June 8-12. Apple shares rose about 1% Friday.
IREN Stock Drops After $3 Billion Debt Deal: Why Nvidia’s AI Bet Just Got More Expensive

IREN Stock Drops After $3 Billion Debt Deal: Why Nvidia’s AI Bet Just Got More Expensive

15 May 2026
IREN closed a $3.0 billion convertible senior notes sale to fund its shift from bitcoin mining to AI data centers. Shares fell $3.94 to $54.46 late Friday morning after the announcement. The offering follows a $3.4 billion AI cloud contract and a 5GW infrastructure partnership with Nvidia. IREN reported a wider net loss of $247.8 million for the March quarter as it decommissioned mining hardware.
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