Today: 15 May 2026
Browse Category

Artificial Intelligence 3 February 2026 - 4 February 2026

Adobe stock price sinks 7% as AI disruption fears hammer software — what to watch next

Adobe stock price sinks 7% as AI disruption fears hammer software — what to watch next

Adobe shares fell 7.3% Tuesday to $271.93, leading a sharp decline across software stocks as investors reacted to concerns over new AI tools disrupting subscription pricing. The S&P 500 software and services index dropped 3.8%, its fifth consecutive loss. Anthropic’s launch of Claude “Cowork” plug-ins fueled worries about automation. Analysts downgraded Adobe, and volatility persisted ahead of major tech earnings.
4 February 2026
··
AppLovin stock slides as AI disruption fears rattle tech — here’s what investors watch next

AppLovin stock slides as AI disruption fears rattle tech — here’s what investors watch next

AppLovin shares fell 4.4% to $461.79 in after-hours trading Tuesday, with the stock swinging between $448.70 and $493.50. Wall Street retreated as investors weighed AI’s impact on gaming and ad-tech, and the Nasdaq dropped 1.43%. AppLovin will report Q4 and full-year 2025 earnings on Feb. 11, amid an ongoing SEC probe into its data-collection practices.
4 February 2026
····
Intuit stock drops 11% after-hours as AI disruption fears spread — what investors watch next

Intuit stock drops 11% after-hours as AI disruption fears spread — what investors watch next

Intuit shares plunged 10.9% to $434.09 in after-hours trading Tuesday, after falling 11% during the session. The S&P 500 software and services index dropped 3.8%, with Salesforce, Datadog, Adobe, Synopsys, and Atlassian also down sharply. The Nasdaq Composite lost 1.4%. Analysts cited aggressive repricing of software stocks as AI offerings from Anthropic raised concerns over future growth and competition.
4 February 2026
·········
Teradyne stock price jumps after Q4 beat, AI test demand lifts outlook

Teradyne stock price jumps after Q4 beat, AI test demand lifts outlook

Teradyne shares surged 13% to $282.98 in after-hours trading Tuesday after posting fourth-quarter revenue of $1.083 billion and adjusted EPS of $1.80, both above analyst estimates. The company forecast first-quarter revenue between $1.15 billion and $1.25 billion, citing strong AI-driven demand. Trading volume reached 11.8 million shares. Several brokers raised price targets following the results.
4 February 2026
···
IBM stock price slides after-hours as AI disruption fears rattle software and consulting shares

IBM stock price slides after-hours as AI disruption fears rattle software and consulting shares

IBM shares fell 6.5% to $294.31 in after-hours trading Tuesday, erasing about $20 from the session’s high. The drop followed a broader selloff in software and services stocks after Anthropic launched new AI tools. Trading volume reached 11.5 million shares. IBM’s dividend record date is Feb. 10, with preliminary Q1 earnings due April 22.
4 February 2026
···
Salesforce stock (CRM) slides nearly 7% as AI fears hit software — what traders watch next

Salesforce stock (CRM) slides nearly 7% as AI fears hit software — what traders watch next

Salesforce shares fell 6.8% Tuesday to $196.38, leading declines among major software stocks and dragging the Dow down 0.34%. The drop comes as investors weigh AI automation’s impact on per-user software pricing ahead of Salesforce’s Feb. 25 earnings report. Tableau chief Ryan Aytay announced his departure. Salesforce’s Spring ’26 release launches Feb. 23.
4 February 2026
······
Microsoft stock slides after hours on AI disruption jitters — what’s next for MSFT

Microsoft stock slides after hours on AI disruption jitters — what’s next for MSFT

Microsoft shares dropped 2.9% to $411.21 in after-hours trading Tuesday, extending losses from the main session amid a broader selloff in software and data-analytics stocks. The decline followed the debut of new automation tools from Anthropic and renewed concerns over AI’s impact on software demand. Piper Sandler maintained its Overweight rating and $600 price target. Investors await earnings from Alphabet and Amazon later this week.
3 February 2026
···
Nvidia stock slips after-hours as OpenAI IPO talk and chip-competition worries return

Nvidia stock slips after-hours as OpenAI IPO talk and chip-competition worries return

Nvidia shares fell 2.8% to $180.28 in after-hours trading Tuesday after CEO Jensen Huang confirmed plans to invest further in OpenAI, including its future IPO. A report said OpenAI is dissatisfied with some Nvidia chips and is considering alternatives. U.S. stocks closed lower, with the S&P 500 down 0.85%. Nvidia reports earnings on February 25.
3 February 2026
····
Huang says Nvidia will still invest in OpenAI, dismisses ‘drama’ as Oracle exposure draws scrutiny

Huang says Nvidia will still invest in OpenAI, dismisses ‘drama’ as Oracle exposure draws scrutiny

Nvidia CEO Jensen Huang confirmed plans to invest in OpenAI’s next funding round, denying reports of tension between the companies. Nvidia shares fell 3.6% and Oracle dropped 4% as investors reacted to uncertainty over OpenAI’s chip and cloud partnerships. OpenAI is testing alternatives to some Nvidia chips for AI inference tasks. Oracle aims to raise up to $50 billion in 2026 to expand data center capacity for OpenAI.
3 February 2026
····
Nvidia’s Huang says “no drama” with OpenAI as ChatGPT maker weighs other AI chips

Nvidia’s Huang says “no drama” with OpenAI as ChatGPT maker weighs other AI chips

Nvidia CEO Jensen Huang said the company’s investment in OpenAI is proceeding as planned and denied any rift, telling CNBC, “There’s no drama involved.” Reuters reported OpenAI has tested alternatives to Nvidia chips for some inference tasks, citing speed concerns. OpenAI CEO Sam Altman responded that Nvidia makes “the best AI chips in the world” and the company hopes to remain a major customer.
3 February 2026
·
AI disruption fear drags Nasdaq lower as Alphabet, Amazon earnings loom

AI disruption fear drags Nasdaq lower as Alphabet, Amazon earnings loom

U.S. stocks dropped Tuesday, with the S&P 500 down 1.46% and the Nasdaq off 2.17% as investors worried AI could pressure software makers’ margins. PayPal plunged 19% after a CEO change and weak outlook, while Walmart reached a $1 trillion market value. The 10-year Treasury yield rose to 4.287%. The House narrowly passed a bill to end the government shutdown.
3 February 2026
··········
Nvidia’s Jensen Huang says “no drama” with OpenAI as chip doubts and Oracle’s $50B AI funding plan collide

Nvidia’s Jensen Huang says “no drama” with OpenAI as chip doubts and Oracle’s $50B AI funding plan collide

OpenAI has been seeking alternatives to some Nvidia chips for AI inference tasks, sources said, raising questions about their partnership. Nvidia CEO Jensen Huang said investment talks with OpenAI remain on track. Oracle plans to raise up to $50 billion in 2026 to expand its AI cloud business, citing demand from OpenAI and others. Nvidia and Oracle shares each fell about 5% in midday trading.
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
·····
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
····
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
········
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
··
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
·····
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
······
1 … 46 47 48 49 50 … 184

Stock Market Today

  • Traders Price in Fed Rate Hike by December Amid Inflation Surge
    May 15, 2026, 2:25 PM EDT. Following a week of unexpectedly high inflation readings, traders in fed funds futures now expect the Federal Reserve to raise interest rates as soon as December 2025. According to the CME Group's FedWatch tool, the probability of a December hike stands at nearly 51%, rising to about 60% by January and exceeding 71% by March 2027. This shift marks the first time in the current cycle that markets anticipate a rate increase rather than a cut or pause. Inflation data showed consumer and wholesale prices hitting multi-year highs, reminiscent of the 2022 surge that triggered aggressive rate hikes. These developments add to uncertainty around Federal Reserve policy as former Fed Governor Kevin Warsh assumes leadership, suggesting potential for rate cuts despite recent data. Economists now forecast second-quarter inflation peaking at 6%, a significant revision upward.

Latest articles

Palantir’s Ukraine AI Push Puts PLTR Stock in a Human-Rights Crossfire

Palantir’s Ukraine AI Push Puts PLTR Stock in a Human-Rights Crossfire

15 May 2026
Palantir Technologies faces renewed investor pressure after shareholders representing $336.1 billion backed a call for an independent human-rights review of its software. The push comes as Palantir’s AI tools draw attention in Ukraine, where CEO Alex Karp signed a data-sharing deal with the military. Shareholders will vote on disclosure and rights proposals at the June 3 annual meeting. Palantir’s board opposes the measures.
American Airlines Adds 23,000 Football Seats. The Bigger Test Comes After Kickoff

American Airlines Adds 23,000 Football Seats. The Bigger Test Comes After Kickoff

15 May 2026
American Airlines will add more than 23,000 seats on over 80 routes for pro and college football travel this fall. The carrier’s shares fell 2.1% Friday afternoon, with Delta and United also down. American posted a first-quarter net loss of $382 million despite record revenue, and faces continued pressure from high fuel costs and debt.
Archer Aviation’s $8 Million Vendor Share Filing Puts Cash Burn Back in Focus

Archer Aviation’s $8 Million Vendor Share Filing Puts Cash Burn Back in Focus

15 May 2026
Archer Aviation registered 3.27 million shares for resale and plans to issue up to $8 million in stock to vendors, according to a new SEC filing. The move comes days after Archer reported a first-quarter net loss of $217.7 million and revenue of $1.6 million. Shares fell about 4% to $6.13 in New York trading. Archer ended March with $1.78 billion in cash and short-term investments.
UiPath Rallies as AI Bets Take Spotlight Before Earnings Report

UiPath Rallies as AI Bets Take Spotlight Before Earnings Report

15 May 2026
UiPath shares rose 7.4% to $10.39 Friday after the company launched Global AgentHack 2026, a developer contest focused on its new coding-agent platform. Trading volume hit nearly 29.9 million shares, with call options activity at 1.4 times the norm. The hackathon offers $50,000 in prizes and runs through June 29. Investors are watching to see if AI agents will boost or threaten UiPath’s automation business ahead of May 28 earnings.
Go toTop