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Artificial Intelligence News 4 February 2026

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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Intuit stock tumbles 11% then slips again premarket as AI jitters rattle software names

Intuit stock tumbles 11% then slips again premarket as AI jitters rattle software names

Intuit shares fell 0.7% to $431.03 in premarket trading Wednesday after a 10.9% plunge Tuesday, as software stocks continued to slide amid concerns over AI-driven disruption. The sector’s index has dropped over 12% in five days. Investors are watching Intuit’s Feb. 26 earnings call for guidance ahead of tax season. Oppenheimer cut its price target for Intuit to $696 from $868 but kept an Outperform rating.
4 February 2026
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Accenture stock price: ACN steadies premarket after Tuesday’s rout as AI disruption fears linger

Accenture stock price: ACN steadies premarket after Tuesday’s rout as AI disruption fears linger

Accenture shares fell 0.2% to $240.68 premarket Wednesday after plunging 9.59% Tuesday, as investors reassess software and IT services stocks on fears AI agents could disrupt business models. The S&P software and services index has dropped over 12% in five sessions. CEO Julie Sweet filed to sell 5,500 shares. Cognizant forecast full-year revenue above estimates, citing strong AI demand.
4 February 2026
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Salesforce stock (CRM) slides as Anthropic AI plug-ins rattle software names before open

Salesforce stock (CRM) slides as Anthropic AI plug-ins rattle software names before open

Salesforce shares fell 6.9% to $196.38 Tuesday as concerns mounted that new AI agents from Anthropic could threaten the company’s subscription model. U.S. and European software stocks dropped sharply, with the S&P 500 software and services index down over 12% in five sessions. JPMorgan’s Toby Ogg said investor appetite is “very low.” Salesforce director Amy Chang was granted 1,766 RSUs, set to vest through November.
4 February 2026
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AI stocks wobble as AMD slips on forecast and Nvidia faces fresh China questions

AI stocks wobble as AMD slips on forecast and Nvidia faces fresh China questions

AMD fell 1.5% to $242.11 premarket Wednesday, dragging Nvidia down 2.8% and Broadcom 3.3% after AMD forecast Q1 revenue of $9.8 billion, below last quarter’s $10.27 billion. Software and cloud stocks also slid on AI margin concerns, while Nvidia’s China H200 chip sales reportedly stalled pending a U.S. review. OpenAI is exploring alternatives to Nvidia chips for inference workloads.
4 February 2026
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Elon Musk’s xAI offers up to $100/hour for crypto experts after SpaceX mega-merger

Elon Musk’s xAI offers up to $100/hour for crypto experts after SpaceX mega-merger

xAI is hiring a remote “Finance Expert – Crypto” to help train its AI models, offering U.S. pay of $45–$100 an hour. The move follows SpaceX’s $1.25 trillion acquisition of xAI, announced by Elon Musk days earlier. xAI’s careers page lists 294 open roles, including several in finance. The crypto job excludes applicants from Wyoming and Illinois and does not offer benefits for part-time hires.
4 February 2026
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London Stock Exchange Group share price slides again as AI fears keep hitting LSEG stock

London Stock Exchange Group share price slides again as AI fears keep hitting LSEG stock

London Stock Exchange Group shares fell 1.8% to 7,048 pence by mid-morning, hovering near a 52-week low after a sharp two-day selloff in software and data stocks. The drop followed Anthropic’s launch of AI plug-ins, fueling fears over future subscription revenue. LSEG bought back over 253,000 shares on Feb. 3 at an average 7,685.36 pence each. Investors await Thursday’s Bank of England meeting amid continued volatility.
4 February 2026
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Zurich’s £8bn Beazley bid jolts FTSE 100 to a fresh record as GSK rallies, AI fears hit data stocks

Zurich’s £8bn Beazley bid jolts FTSE 100 to a fresh record as GSK rallies, AI fears hit data stocks

Zurich Insurance has proposed to buy Beazley for up to 1,335 pence per share, valuing the deal at about £8 billion. Beazley’s board said it would support the offer if Zurich makes a firm bid by Feb. 16. Beazley shares rose 9% on the news. The FTSE 100 hit a new intraday high, with GSK up and Relx and LSEG under pressure from AI concerns.
4 February 2026
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Experian share price edges up after buyback update as AI fears rattle data stocks

Experian share price edges up after buyback update as AI fears rattle data stocks

Experian shares rose 0.5% to 2,569 pence early Wednesday after plunging 6.75% on Tuesday amid heavy trading. The company disclosed it bought nearly 400,000 shares as part of a $1 billion buyback plan. Investors remain wary of new AI tools from Anthropic that could disrupt pricing in data-driven sectors. An interim dividend is due Feb. 6, with full-year results expected May 20.
4 February 2026
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LSEG share price extends AI-driven slide as investors brace for BoE, earnings

LSEG share price extends AI-driven slide as investors brace for BoE, earnings

London Stock Exchange Group shares fell 1.3% to 7,086 pence by 08:07 GMT Wednesday, after plunging 12.7% the previous day. The drop followed new AI tools from Anthropic, raising fears over LSEG’s data and analytics business. Trading volume on Tuesday hit 3.2 million shares, more than double the 50-day average. LSEG disclosed a fresh buyback as investors await the Bank of England’s Feb. 5 decision and earnings later this month.
4 February 2026
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Stock Market Today

SMIC stock set for results test this week as Hong Kong market reopens

SMIC stock set for results test this week as Hong Kong market reopens

8 February 2026
SMIC shares closed up 0.22% at HK$67.60 on Friday in Hong Kong. The board will announce unaudited results on Feb. 10, and shareholders vote Feb. 12 on acquiring the remaining 49% of SMNC. The register of members closes Feb. 9–12. SMIC plans to pay mainly with new RMB shares.
MediaTek stock price drops 3.4% as Taiwan market shuts; what investors watch next week

MediaTek stock price drops 3.4% as Taiwan market shuts; what investors watch next week

8 February 2026
MediaTek shares closed down 3.4% at NT$1,710 on Friday in Taipei, with 11.8 million shares traded before the market shut for the weekend. The company said it will double investment in data-center chips and advanced packaging, while warning of rising supply chain costs. Fourth-quarter sales rose 8.8% to NT$150.2 billion, but net income slipped 3.6%. Investors face uncertainty ahead of the Lunar New Year break and a weaker tech sector mood.
Arm Holdings stock rallies into weekend on AI spending hopes — Monday’s next test

Arm Holdings stock rallies into weekend on AI spending hopes — Monday’s next test

8 February 2026
Arm Holdings’ U.S. shares jumped 11.6% Friday to $123.70, capping an 18% two-day rebound amid a rally in chip stocks tied to AI data-center spending. The gains followed Arm’s fiscal Q3 revenue beat, but executives warned memory shortages could cut royalty revenue by up to 2% as smartphone chip shipments are expected to fall 7% in 2026. Investors now await Arm’s “Arm Everywhere” event on March 24.
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