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Artificial Intelligence 2 February 2026 - 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 dropped 2.9% to $185.61 Tuesday morning after reports surfaced that OpenAI is unhappy with some of Nvidia’s newest AI chips and is exploring other options. OpenAI has reportedly looked into chips from Advanced Micro Devices and startups like Cerebras Systems and Groq. The focus is shifting toward “inference”—the real-time output of trained AI models. Nvidia claims its platform leads on inference, offering "the best performance and total cost of ownership at scale." Meanwhile, OpenAI CEO Sam Altman praised Nvidia’s chips as the “best AI chips in the world” and said OpenAI aims to stay a “gigantic customer.”
Teradyne stock jumps after hours on AI outlook; TER traders turn to Tuesday call

Teradyne stock jumps after hours on AI outlook; TER traders turn to Tuesday call

Teradyne, Inc. shares surged over 20% in after-hours trading Monday, following a bullish forecast for Q1 revenue and profit driven by AI-related data-center demand. The chip-test equipment maker projects revenue between $1.15 billion and $1.25 billion, with adjusted earnings ranging from $1.89 to $2.25 per share. These figures outpace Street estimates of $934.5 million and $1.26 per share, based on LSEG data. The stock had closed up 3.6% at $249.53 after Teradyne posted fourth-quarter revenue of $1.08 billion, beating expectations of $973.2 million. Its client roster includes Qualcomm and Texas Instruments.
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