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NASDAQ:AMD 4 February 2026 - 5 February 2026

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

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

World stocks dipped Thursday after Alphabet unveiled plans to boost capital spending to as much as $185 billion by 2026. Chipmaker AMD’s 17% drop the day before added to a tech selloff that’s erased nearly $850 billion in market value this month. Craig Inches, head of rates and cash at Royal London Asset Management, described the markets as being at a “delicate stage.” https://www.reuters.com/business/retail-consumer/global-markets-global-markets-2026-02-05/
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 slipped below $71,000 in Asian hours on Thursday as a renewed slide in global technology stocks bled into crypto markets, cutting short hopes that last week’s violent swings were settling down. The world’s largest token fell as much as 7.5% over the past 24 hours and touched lows near $70,700 before paring some losses, CoinDesk data showed. https://news.futunn.com/post/68459830/bitcoin-slips-below-71000-as-ai-driven-tech-rout
Dow Jones ends higher as tech rout drags Nasdaq; AMD dive keeps AI nerves raw

Dow Jones ends higher as tech rout drags Nasdaq; AMD dive keeps AI nerves raw

The Dow Jones Industrial Average climbed 260.31 points, or 0.53%, closing at 49,501.30 on Wednesday. This rise came as the S&P 500 and Nasdaq slipped, with investors shying away from expensive tech stocks and favoring safer sectors. The S&P 500 dropped 35.09 points, or 0.51%, to 6,882.72, while the Nasdaq slid 350.61 points, or 1.51%, to 22,904.58 after Advanced Micro Devices tumbled 17% following a disappointing revenue forecast. “The market is suddenly skeptical and concerned,” said Jed Ellerbroek, portfolio manager at Argent Capital. Meanwhile, Josh Chastant of GuideStone Funds cautioned that “legacy software” might become “a ripe target for AI.”
AMD stock price slides nearly 17% as AI-chip outlook disappoints; Nvidia and Super Micro in focus

AMD stock price slides nearly 17% as AI-chip outlook disappoints; Nvidia and Super Micro in focus

Advanced Micro Devices shares dropped almost 17% on Wednesday, deepening their steep slide after earnings as investors sought stronger evidence the company can capture market share in the booming AI data-center chip space. Nvidia slid around 4%, while Super Micro Computer climbed close to 9% amid a volatile day for AI-related stocks.
AMD stock slides after soft forecast revives Nvidia doubts despite record Q4 earnings

AMD stock slides after soft forecast revives Nvidia doubts despite record Q4 earnings

Advanced Micro Devices shares dropped nearly 7% in premarket Wednesday after the chipmaker’s Q1 sales outlook missed the mark for investors hungry for faster growth from its AI chips. Bernstein analyst Stacy Rasgon summed it up: “Overall results weren't all that much beyond ‘inline’ without the China boost.” https://www.reuters.com/business/amds-frankfurt-listed-shares-fall-after-weaker-sales-2026-02-04/
AMD stock drops on cautious Q1 outlook after record results; Costco rotisserie chicken faces lawsuit

AMD stock drops on cautious Q1 outlook after record results; Costco rotisserie chicken faces lawsuit

Advanced Micro Devices shares dropped nearly 7% in premarket trading Wednesday after the chipmaker projected first-quarter revenue below its record fourth-quarter figure. AMD forecast about $9.8 billion, plus or minus $300 million, factoring in a $390 million lift from China-bound Instinct MI308 AI chip sales under a U.S. license. Bernstein analyst Stacy Rasgon said some investors wanted clearer signs of sustained momentum. CEO Lisa Su expects demand for next-gen AI servers, including shipments to OpenAI, to pick up in the second half and downplayed concerns over the global memory-chip shortage.
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