CoreWeave stock slides as tech rout deepens; insider sale notices add fresh pressure

CoreWeave shares dropped roughly 8.5% to $82.40 in afternoon trade, hitting a session low of $82.11. A new round of selling pressure battered high-growth tech stocks. By mid-afternoon, volume reached around 17.7 million shares.

NASDAQ:AMD · NASDAQ:NVDA · Stock Market
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.
4 February 2026
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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/
4 February 2026
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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.
4 February 2026
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US economic calendar today: ADP jobs, ISM services and Treasury refunding set the tone for Wall Street

US economic calendar today: ADP jobs, ISM services and Treasury refunding set the tone for Wall Street

U.S. stock index futures hovered near flat on Wednesday as traders braced for a packed economic calendar, featuring ADP’s January jobs report and the ISM services index. At 05:29 a.m. ET, Dow futures edged up 0.27%, S&P 500 futures gained 0.09%, while Nasdaq 100 futures slipped 0.05%. In premarket moves, Advanced Micro Devices dropped 7.2%, and Super Micro Computer surged 12.4%.
4 February 2026
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Intel stock rises after CEO flags a new GPU push to take on Nvidia

Intel stock rises after CEO flags a new GPU push to take on Nvidia

Intel shares ticked up about 0.9% to $49.25 in after-hours trading Tuesday after CEO Lip-Bu Tan spoke to Reuters. He disclosed Intel’s plans to build graphics processing units for data centers and confirmed they’ve brought on Qualcomm veteran Eric Demmers as chief GPU architect. “I just hired the chief GPU architect, and he’s very good,” Tan said. He added that Intel is already talking with several customers and expects volume production using its 14A process to accelerate later in 2026.
4 February 2026
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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, the maker of ChatGPT, is unsatisfied with some of Nvidia’s latest AI chips and has looked for alternatives since last year, eight sources familiar with the matter said, potentially complicating investment talks between two of the most visible names in the AI boom. The concern centers on “inference” — when a model answers a user — as opposed to training, the heavy-lift phase that has powered Nvidia’s rise in graphics processing units.
3 February 2026
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#1 Strong buy

Alphabet

NASDAQ:GOOGL 92/100 • ★★★★½
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Taiwan Semiconductor Manufacturing

NYSE:TSM 89/100 • ★★★★½
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S&P Global

NYSE:SPGI 88/100 • ★★★★
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Amazon

NASDAQ:AMZN 86/100 • ★★★★
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Microsoft

NASDAQ:MSFT 84/100 • ★★★★
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