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NASDAQ:AMD 4 February 2026 - 5 February 2026

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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Nvidia stock falls late Wednesday as AI jitters hit chips; OpenAI talks, Feb. 25 earnings in focus

Nvidia stock falls late Wednesday as AI jitters hit chips; OpenAI talks, Feb. 25 earnings in focus

Nvidia shares fell 2.7% to $175.52 Wednesday, trailing a 5.4% drop in the Philadelphia SE Semiconductor Index after AMD’s weak outlook triggered a sector selloff. Traders cited renewed AI-driven selling pressure. Nvidia’s rumored $20 billion OpenAI investment and its Feb. 25 earnings are in focus. CEO Jensen Huang dismissed fears that AI advances could disrupt the broader tech stack.
4 February 2026
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AMD stock dives 16% after guidance revives Nvidia worries and China boost questions

AMD stock dives 16% after guidance revives Nvidia worries and China boost questions

AMD shares fell 16.3% to $202.59 Wednesday after the company forecast a sequential revenue decline for the first quarter, citing uncertainty over China AI-chip shipments. Fourth-quarter revenue hit a record $10.27 billion, but the outlook projects around $9.8 billion. The company reported $390 million in China AI-chip revenue and flagged $440 million in inventory charges tied to U.S. export controls.
4 February 2026
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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

AMD shares fell nearly 17% after forecasting a sequential revenue decline for the first quarter, despite posting record fourth-quarter sales. Super Micro Computer jumped almost 9% after raising its full-year outlook on strong AI server demand. Nvidia slipped about 4%. Traders are watching Nvidia’s Feb. 25 earnings and a delayed U.S. data release for further direction.
4 February 2026
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Nasdaq slides as AMD forecast and AI disruption fears hammer tech again

Nasdaq slides as AMD forecast and AI disruption fears hammer tech again

Tech stocks fell sharply Wednesday, sending the Nasdaq down 1.1% and the S&P 500 off 0.24%, while the Dow rose 0.79% as investors rotated into value and small caps. AMD plunged 12.2% after forecasting lower first-quarter revenue, dragging chipmakers and software stocks lower. Seven of 11 S&P sectors gained. Super Micro Computer surged 13% on strong AI server demand; Eli Lilly jumped 9.3% on a bullish profit outlook.
4 February 2026
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KLA stock drops again as chip-equipment names slide; what’s driving KLAC now

KLA stock drops again as chip-equipment names slide; what’s driving KLAC now

KLA shares fell 4.4% to $1,295.70 by midday Wednesday, deepening a multi-day slide and leaving the stock down 23% from its Jan. 29 peak. Applied Materials dropped 9%, Lam Research 10.6%, and ASML 5.3% as chip-equipment makers tracked a broader tech sell-off. Investors focused on upcoming industry events with key U.S. labor and inflation data delayed.
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

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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