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NASDAQ:AMD News 3 February 2026 - 4 February 2026

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

AMD forecast first-quarter revenue around $9.8 billion, down from $10.27 billion the previous quarter, citing lower MI308 AI chip sales to China. Shares fell nearly 7% in premarket trading after the outlook missed investor expectations. The company reported a 34% jump in fourth-quarter revenue, but analysts noted data-center sales would have missed forecasts without China-related MI308 sales.
4 February 2026
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AMD stock price slides 14% after outlook flags a slower quarter — and AI nerves bite

AMD stock price slides 14% after outlook flags a slower quarter — and AI nerves bite

AMD shares fell 14.2% to $207.81 in New York after the company warned of a 5% sequential drop in first-quarter revenue, citing about $100 million in China chip sales. The stock marked its steepest single-day loss in months. Fourth-quarter revenue rose 34% to $10.27 billion, with data center sales hitting a record $5.4 billion. Investors await Nvidia’s Feb. 25 earnings for further signals on AI hardware demand.
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

AMD shares fell nearly 7% premarket after forecasting first-quarter revenue of about $9.8 billion, below its record fourth quarter. The outlook includes $390 million in China-bound AI chip sales under a U.S. license. Fourth-quarter revenue rose 34% to $10.27 billion, with net income at $1.51 billion. CEO Lisa Su expects stronger AI server demand in the second half.
4 February 2026
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Broadcom stock slides as AI jitters hit chipmakers; AVGO eyes March 4 earnings

Broadcom stock slides as AI jitters hit chipmakers; AVGO eyes March 4 earnings

Broadcom shares fell 2.3% to $312.87 Wednesday, tracking declines in chip stocks after AMD’s weak sales forecast reignited doubts about AI hardware demand. The drop followed a 3.3% slide Tuesday, despite Broadcom unveiling new enterprise Wi-Fi 8 products. Software and IT services stocks also slid globally after Anthropic’s AI agent launch. Broadcom will report fiscal Q1 results on March 4.
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 were little changed early Wednesday, with Dow futures up 0.27% and Nasdaq 100 futures down 0.05% as investors awaited ADP payrolls and ISM services data. Advanced Micro Devices fell 7.2% premarket, while Super Micro Computer rose 12.4%. The Treasury will announce quarterly refunding plans at 8:30 a.m. ET. The Labor Department delayed the January jobs report due to the recent government shutdown.
4 February 2026
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AI stocks wobble as AMD slips on forecast and Nvidia faces fresh China questions

AI stocks wobble as AMD slips on forecast and Nvidia faces fresh China questions

AMD fell 1.5% to $242.11 premarket Wednesday, dragging Nvidia down 2.8% and Broadcom 3.3% after AMD forecast Q1 revenue of $9.8 billion, below last quarter’s $10.27 billion. Software and cloud stocks also slid on AI margin concerns, while Nvidia’s China H200 chip sales reportedly stalled pending a U.S. review. OpenAI is exploring alternatives to Nvidia chips for inference workloads.
4 February 2026
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Wall Street futures steady after AI shock; Alphabet earnings and jobs data in focus

Wall Street futures steady after AI shock; Alphabet earnings and jobs data in focus

Dow futures rose 0.16% premarket, S&P 500 futures edged up 0.04%, and Nasdaq 100 futures dipped 0.06% after Tuesday’s tech-led selloff. The S&P 500 closed down 0.84%, Nasdaq fell 1.43%, and Dow lost 0.34% as AI disruption concerns hit software stocks. Chipmaker AMD warned of weaker revenue, sending shares down 8% after hours. President Trump signed a bill ending a four-day partial government shutdown.
4 February 2026
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AMD stock price slides in premarket as forecast hints at softer quarter, spotlight stays on China chip sales

AMD stock price slides in premarket as forecast hints at softer quarter, spotlight stays on China chip sales

AMD shares fell 7.6% in premarket trading Wednesday after the company forecast a sequential revenue decline and projected first-quarter sales near $9.8 billion. The outlook included $100 million in MI308 AI chip sales to China, with management citing U.S. export controls as a key uncertainty. Data-center revenue rose 39% to $5.4 billion last quarter, but investors focused on AMD’s 55% adjusted gross margin versus Nvidia’s higher target.
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 rose 0.9% to $49.25 in after-hours trading after CEO Lip-Bu Tan announced plans to build GPUs for data centers and named Eric Demmers as chief GPU architect. Tan said Intel expects volume production on its 14A process later in 2026 and is in talks with several customers. Investors are pressing for clearer product and capacity timelines. CFO David Zinsner and officer April Boise disclosed recent share sales.
4 February 2026
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Nvidia stock slips after-hours as OpenAI IPO talk and chip-competition worries return

Nvidia stock slips after-hours as OpenAI IPO talk and chip-competition worries return

Nvidia shares fell 2.8% to $180.28 in after-hours trading Tuesday after CEO Jensen Huang confirmed plans to invest further in OpenAI, including its future IPO. A report said OpenAI is dissatisfied with some Nvidia chips and is considering alternatives. U.S. stocks closed lower, with the S&P 500 down 0.85%. Nvidia reports earnings on February 25.
3 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 has been seeking alternatives to some Nvidia chips for AI inference tasks, sources said, raising questions about their partnership. Nvidia CEO Jensen Huang said investment talks with OpenAI remain on track. Oracle plans to raise up to $50 billion in 2026 to expand its AI cloud business, citing demand from OpenAI and others. Nvidia and Oracle shares each fell about 5% in midday trading.
3 February 2026
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Palantir stock jumps, Thomson Reuters dives as Anthropic’s legal AI tool spooks software shares

Palantir stock jumps, Thomson Reuters dives as Anthropic’s legal AI tool spooks software shares

Palantir shares jumped 6.6% Tuesday after reporting a 70% surge in quarterly revenue and raising its 2026 outlook. Legal and enterprise software stocks tumbled, with Thomson Reuters down 17.4% and Salesforce and ServiceNow off about 8%, as traders worried over AI-driven price competition. Investors await AMD’s earnings after the bell. Anthropic’s new legal chatbot tool fueled concerns about disruption in knowledge-based sectors.
3 February 2026
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Lam Research stock dips as chip rally leaves equipment names behind — what to watch next

Lam Research stock dips as chip rally leaves equipment names behind — what to watch next

Lam Research shares fell 1.2% to $234.61 in late morning trading Tuesday, underperforming the Philadelphia Semiconductor Index, which rose 0.7%. Other chip-equipment makers also declined. Investors are watching for after-hours earnings from AMD and Super Micro. Lam cited risks from tariffs and export controls in its latest filing.
3 February 2026
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AMD earnings today: AMD’s AI chip test heats up as OpenAI eyes options beyond

AMD earnings today: AMD’s AI chip test heats up as OpenAI eyes options beyond

AMD will report fourth-quarter results after Tuesday’s U.S. market close, with analysts expecting revenue near $9.67 billion and adjusted earnings of about $1.32 per share. Investors are watching data-center and AI chip sales, while tight supply and rising memory costs may weigh on PC guidance. OpenAI is reportedly considering AMD as an alternative to Nvidia for AI inference. AMD shares have risen 114% over the past year.
3 February 2026
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AMD stock price slips after early pop as OpenAI chip hunt meets earnings day

AMD stock price slips after early pop as OpenAI chip hunt meets earnings day

AMD shares fell 1.1% to $243.50 late Tuesday morning, reversing early gains ahead of the company’s quarterly earnings report due after the close. The drop followed a Reuters report that OpenAI is seeking alternatives to Nvidia AI chips, citing dissatisfaction with inference performance. Nvidia stock fell 3.1%, while Intel rose 2.3%. Investors are awaiting updates on AMD’s data-center and AI accelerator plans.
3 February 2026
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Stock Market Today

RELX share price slides again on AI worries; what to watch ahead of Feb 12 results

RELX share price slides again on AI worries; what to watch ahead of Feb 12 results

8 February 2026
RELX shares fell 4.6% to 2,145p on Friday, near a 52-week low, despite the FTSE 100 closing higher. The company disclosed a new buyback of 465,361 shares on Feb. 6 and has repurchased over 8.8 million shares since Jan. 2. Investors await RELX’s full-year 2025 results on Feb. 12 amid concerns over AI’s impact on its core business.
Glencore shares steady after Rio walks away — what to watch before Monday’s trade

Glencore shares steady after Rio walks away — what to watch before Monday’s trade

8 February 2026
Glencore shares closed up 0.6% at 478.10 pence Friday after Rio Tinto ended merger talks, issuing a “no intention to bid” statement. Glencore’s board rejected the proposed deal terms, citing concerns over valuation and governance. Attention now turns to possible asset sales, including its $5 billion Kazzinc stake, ahead of Glencore’s annual results on Feb. 18.
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