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Artificial Intelligence News 5 February 2026

Palantir stock drops again as AI jitters and valuation doubts bite after earnings whipsaw

Palantir stock drops again as AI jitters and valuation doubts bite after earnings whipsaw

Palantir shares fell 6.8% to $130.11 Thursday morning, extending a two-day slide that erased most of Tuesday’s rally. The drop follows a 12% plunge Wednesday amid concerns over AI-driven valuations and sector volatility. Director Alexander D. Moore disclosed selling 20,000 shares last week. Investors await U.S. economic data next week that could shift rate expectations for growth stocks.
5 February 2026
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Nvidia stock price edges up as Huang calls AI disruption fears “illogical”

Nvidia stock price edges up as Huang calls AI disruption fears “illogical”

Nvidia shares rose 0.8% to $175.60 Thursday, even as the S&P 500 software and services index lost over $800 billion in value in six sessions amid AI disruption fears. Alphabet projected 2026 capital spending of up to $185 billion, rattling markets and sending the Nasdaq down 1.36% at the open. Microsoft fell 2.6%, while AMD and Broadcom gained. OpenAI launched its Frontier agent service for enterprises.
5 February 2026
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Dow Jones drops nearly 300 points as Alphabet AI spending plan rekindles tech jitters

Dow Jones drops nearly 300 points as Alphabet AI spending plan rekindles tech jitters

The Dow fell 298 points to 49,203 Thursday morning, pulled down by Amazon and Microsoft as tech stocks slumped. Alphabet projected 2026 capital spending could double to as much as $185 billion, raising investor concerns. Qualcomm warned of missing earnings forecasts, sending shares lower. January layoffs hit 108,435, the highest for the month since 2009, with UPS and Amazon leading cuts.
5 February 2026
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Nvidia stock price slides again as AI payoff worries spread; what investors watch next

Nvidia stock price slides again as AI payoff worries spread; what investors watch next

Nvidia shares fell 3.3% to $174.19 early Thursday, extending losses across AI-related chip stocks as investors questioned when heavy spending will yield profits. AMD plunged 17% after a weak revenue forecast, while the Nasdaq-tracking QQQ dropped 1.8%. Alphabet said it will double capital expenditures this year, and Amazon’s earnings are due after the close.
5 February 2026
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Microsoft stock flips higher after Stifel downgrade puts Azure, AI spend back in focus

Microsoft stock flips higher after Stifel downgrade puts Azure, AI spend back in focus

Microsoft shares rose 0.7% to $414.19 in early Thursday trading after Stifel downgraded the stock to “hold,” citing concerns over Azure growth and heavy AI investment. The move followed a premarket dip and a broader tech selloff after Alphabet signaled sharply higher 2026 capital spending. Investors are scrutinizing AI expenses and their impact on margins and cash flow.
5 February 2026
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AMD’s plunge, Nvidia’s China chip talks and Alphabet’s AI spend plan: what’s driving AI stocks today

AMD’s plunge, Nvidia’s China chip talks and Alphabet’s AI spend plan: what’s driving AI stocks today

AMD shares plunged 17.3% after its outlook missed high expectations, while Super Micro Computer jumped 13.8% on a stronger revenue forecast. Nvidia’s planned H200 chip sale to ByteDance remains stalled over U.S. license terms. Alphabet projected 2026 capital spending of up to $185 billion, far above estimates. The Nasdaq fell 1.51% and the S&P 500 lost 0.51% on Wednesday.
5 February 2026
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Google’s $185B AI spending plan jolts tech stocks as AMD plunges

Google’s $185B AI spending plan jolts tech stocks as AMD plunges

Alphabet plans up to $185 billion in 2026 capital spending, far above forecasts, citing AI and cloud growth. AMD shares plunged 17% after its AI chip outlook fell short of Nvidia’s, deepening a tech selloff that erased $850 billion in market value this month. Software stocks also slid amid fears AI tools could disrupt established firms.
5 February 2026
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AppLovin stock tumbles on CloudX AI threat talk as traders brace for earnings

AppLovin stock tumbles on CloudX AI threat talk as traders brace for earnings

AppLovin shares fell 16.1% Wednesday to $387.34, following a 4.4% drop Tuesday, as trading volume topped 15 million shares. The declines came amid a broader selloff in software stocks and new competition from CloudX, a startup led by a former MoPub co-founder. AppLovin will report fourth-quarter and full-year results on Feb. 11 after the market closes.
5 February 2026
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London Stock Exchange Group (LSEG) share price drops as buyback update lands and tariff jitters linger

LSEG share price slides again as AI fears linger — and buyback filings keep it in focus

London Stock Exchange Group shares fell 1.9% to 7,046 pence early Thursday, extending losses after an AI-driven selloff hit data and software stocks this week. LSEG disclosed it bought back nearly 291,000 shares for cancellation on Feb. 4. The stock is down about 42% from last year’s high. The FTSE 100 hit a record Wednesday, contrasting with LSEG’s slide.
5 February 2026
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WiseTech Global share price slides again as AI jitters keep hammering ASX software stocks

WiseTech Global share price slides again as AI jitters keep hammering ASX software stocks

WiseTech Global shares fell 2.6% to A$49.92 Thursday, extending a two-day loss to 13% and hitting a 52-week low. Trading volume surged to 4.08 million shares. The S&P/ASX 200 Information Technology sector dropped 9.4% amid global concerns over AI’s impact on software firms. Investors await WiseTech’s interim results on Feb. 25 for further guidance.
5 February 2026
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Bitcoin slides under $71,000 as AI tech rout spills into crypto, stoking fresh selloff

Bitcoin slides under $71,000 as AI tech rout spills into crypto, stoking fresh selloff

Bitcoin fell as much as 7.5% in 24 hours, dropping below $71,000 in Asian trading Thursday. The broader crypto market lost $467.6 billion in value since Jan. 29, CoinGecko said. Over $700 million in leveraged crypto bets were liquidated in the past day, according to CoinGlass. The declines followed a sharp selloff in global tech stocks.
5 February 2026
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Stock Market Today

Intel stock jumps on China server CPU delays as traders map the week ahead

Intel stock jumps on China server CPU delays as traders map the week ahead

7 February 2026
Intel shares rose 4.87% to $50.59 Friday, trailing gains by Nvidia and Broadcom as chip stocks rallied. Sources said Intel and AMD warned Chinese customers of longer waits and higher prices for some server CPUs, with Intel lead times reaching six months. Intel said China accounts for over 20% of its revenue. Investors await key U.S. jobs and inflation data next week.
IRS tax refund delays? Watchdog flags staffing crunch as 2026 filing season ramps up

IRS tax refund delays? Watchdog flags staffing crunch as 2026 filing season ramps up

7 February 2026
IRS staffing has dropped to 2021 levels as the 2026 tax filing season begins, according to a Treasury watchdog. The agency faces a backlog of about 2 million returns, 129% above pre-pandemic levels. Most e-filers using direct deposit still get refunds within 21 days, but paper filings and amended returns could see delays. The IRS lowered its call-answer target to 70% for this season.
Plug Power stock jumps 12% after vote setback, with Feb 17 share decision in focus

Plug Power stock jumps 12% after vote setback, with Feb 17 share decision in focus

7 February 2026
Plug Power shares rose 11.6% Friday to $2.08 after a sharp drop the previous day, as attention shifted to a Feb. 17 shareholder vote on expanding authorized shares. The company failed to secure enough votes earlier this week and is urging overseas holders to participate. CEO Andy Marsh cited difficulties for European investors in casting ballots. A reverse stock split remains possible if the proposal fails.
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