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NASDAQ:AMD News 4 February 2026 - 5 February 2026

Advanced Micro Devices AMD stock price slides after hours as forecast doubts linger and Nvidia looms

Advanced Micro Devices AMD stock price slides after hours as forecast doubts linger and Nvidia looms

AMD shares fell 3.9% to $192.46 in Thursday’s after-hours, following an 8% drop after the company forecast first-quarter revenue below market hopes. Fourth-quarter revenue hit a record $10.27 billion, up 34% year-over-year, but China sales drove much of the growth. Investors moved away from AI chip stocks amid Alphabet’s $185 billion capital spending plan and broader market declines.
5 February 2026
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Nvidia stock wobbles as AI spending jitters return — what NVDA traders are watching next

Nvidia stock wobbles as AI spending jitters return — what NVDA traders are watching next

Nvidia shares fell 0.7% to $173.04 Thursday after a sharp tech selloff and fresh concerns over AI chip valuations. Wall Street remains cautious ahead of Nvidia’s Feb. 25 earnings, with investors watching for updates on China licensing and supply. OpenAI is reportedly dissatisfied with some Nvidia chips and may seek alternatives. Talks continue over a possible $20 billion Nvidia investment in OpenAI’s next funding round.
5 February 2026
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AMD stock price steadies after 17% wipeout as China AI-chip boost gets rechecked

AMD stock price steadies after 17% wipeout as China AI-chip boost gets rechecked

AMD shares rose 1.3% to $202.82 in early Thursday trading, rebounding after a 17.3% plunge the previous day. The company’s Q1 revenue forecast, factoring in lower MI308 shipments to China, signals a slight sequential decline. AMD reported $10.3 billion in Q4 revenue, boosted by $390 million in China AI-chip sales. The company also filed an amended annual report after finding a disclosure error.
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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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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Stock Market Today: S&P 500 futures steady after tech slump as Alphabet AI spending rattles investors

Stock Market Today: S&P 500 futures steady after tech slump as Alphabet AI spending rattles investors

Nasdaq 100 futures edged up 0.13% premarket Thursday after a sharp tech sell-off, while Dow futures slipped 0.20%. Alphabet shares tumbled over 6% after forecasting $175–$185 billion in 2026 capital spending for AI. The S&P 500 software and services index has lost 13% in a week, erasing $800 billion in value. The dollar hit a two-week high as risk aversion grew.
5 February 2026
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IREN stock slides 17% ahead of earnings as bitcoin flirts with $70,000

IREN stock slides 17% ahead of earnings as bitcoin flirts with $70,000

IREN shares fell 17.4% to $44.94 Wednesday amid a sharp selloff in crypto and AI-linked stocks. Bitcoin touched $70,052 in Asian trading, its lowest since November, as investors braced for potential Fed tightening and ETF outflows. IREN will report quarterly results after Thursday’s close, with a conference call at 5 p.m. ET. Other bitcoin miners also posted steep declines premarket.
5 February 2026
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Bitcoin breaks below $71,000 as AI tech rout drags down crypto markets

Bitcoin breaks below $71,000 as AI tech rout drags down crypto markets

Bitcoin fell below $71,000 Thursday, hitting $70,129—its lowest since November 2024—as tech stocks slumped and nearly $770 million in crypto positions were liquidated in 24 hours. The broader crypto market lost almost $500 billion in a week, with bitcoin down 20% over that period. Thin liquidity and leveraged bets worsened the drop. Traders watched Alphabet’s capital spending and chipmaker AMD’s 17% plunge.
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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Applied Materials stock hammered after-hours as chip selloff deepens — what to watch next

Applied Materials stock hammered after-hours as chip selloff deepens — what to watch next

Applied Materials shares fell 6.6% to $297.60 in after-hours trading Wednesday as chip equipment stocks slid and investors braced for next week’s earnings report. The PHLX semiconductor index dropped 4.4%, while Lam Research fell 8.8% and KLA lost 3.6%. The Nasdaq closed down 1.51%. Traders are watching Applied’s Feb. 12 results for signals on chip demand and sector stability.
5 February 2026
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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 rose 260 points to 49,501.30, while the S&P 500 and Nasdaq fell as AI-linked tech stocks sold off and Advanced Micro Devices plunged 17% on a weak forecast. Oil jumped 3% after U.S.-Iran talks faltered, lifting energy shares. January’s private payrolls rose by just 22,000. The Labor Department postponed the monthly jobs report to next Wednesday.
4 February 2026
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Stock Market Today

Macquarie Group share price slips 2% after APRA eases liquidity curbs — what to watch next week

Macquarie Group share price slips 2% after APRA eases liquidity curbs — what to watch next week

7 February 2026
Macquarie Group shares fell 2.17% to A$207.83 Friday, marking a third straight decline as the ASX 200 slid 2%. Australia’s regulator trimmed liquidity requirements for Macquarie Bank after improvements in controls. Macquarie Asset Management announced two UK utility deals, including full ownership of Last Mile Infrastructure and the purchase of Energy Assets Group. Investors await Tuesday’s operational briefing.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 07.02.2026

7 February 2026
LIVEMarkets rolling coverageStarted: February 7, 2026, 12:00 AM ESTUpdated: February 7, 2026, 1:04 AM EST Crude Oil Prices Rise on Dollar Weakness, Geopolitical Tensions February 7, 2026, 12:52 AM EST. Crude oil prices edged higher on Friday, supported by a weaker U.S. dollar and escalating geopolitical risks in the Middle East. March WTI crude gained 0.41%, rebounding from early losses, while gasoline prices rose 1.38%. Doubts over a U.S.-Iran nuclear deal loom after reports of Iran's refusal to halt uranium enrichment, raising the risk of military action and potential disruption of vital shipping routes. Additionally, a surge in U.S. consumer
Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
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