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NASDAQ:GOOGL 1 February 2026 - 3 February 2026

AI disruption fear drags Nasdaq lower as Alphabet, Amazon earnings loom

AI disruption fear drags Nasdaq lower as Alphabet, Amazon earnings loom

U.S. stocks dropped Tuesday, with the S&P 500 down 1.46% and the Nasdaq off 2.17% as investors worried AI could pressure software makers’ margins. PayPal plunged 19% after a CEO change and weak outlook, while Walmart reached a $1 trillion market value. The 10-year Treasury yield rose to 4.287%. The House narrowly passed a bill to end the government shutdown.
Stocks Slide as AI Disruption Jitters Hit Tech — Earnings Wave Looms

Stocks Slide as AI Disruption Jitters Hit Tech — Earnings Wave Looms

U.S. stocks fell Tuesday, with the Nasdaq down nearly 2% as tech and software shares slid on AI disruption fears. Alphabet and Amazon dipped ahead of earnings, while Nvidia and Microsoft also declined. Teradyne jumped over 20% on a strong forecast. Labor-market data was delayed by the ongoing partial government shutdown.
S&P 500, Nasdaq slip as software rout deepens; Palantir jumps and Walmart hits $1 trillion

S&P 500, Nasdaq slip as software rout deepens; Palantir jumps and Walmart hits $1 trillion

The S&P 500 fell 0.45% and the Nasdaq dropped 1.02% Tuesday as software stocks slid, while the Dow edged up 0.08%. Palantir shares rose after reporting U.S. government revenue up 66% in Q4. Walmart’s market value topped $1 trillion for the first time. The U.S. Labor Department delayed key jobs data due to a partial government shutdown.
Stock market today: Nasdaq falls on artificial intelligence fears as Palantir pops and Walmart hits $1 trillion

Stock market today: Nasdaq falls on artificial intelligence fears as Palantir pops and Walmart hits $1 trillion

The S&P 500 fell 1.3% and the Nasdaq dropped nearly 2% Tuesday, erasing early gains, while the Dow slipped 0.9%. Palantir shares rose after an upbeat revenue forecast, but Microsoft and other major tech stocks declined. A partial U.S. government shutdown delayed key economic reports. Investors await Alphabet and Amazon earnings later this week.
Dow drops nearly 430 points as tech selloff deepens; Amazon, Alphabet earnings loom

Dow drops nearly 430 points as tech selloff deepens; Amazon, Alphabet earnings loom

The Dow Jones Industrial Average fell 429.92 points, or 0.87%, to 48,977.74 on Tuesday, with the S&P 500 down 1.04% and the Nasdaq off 1.68%. Sharp declines in IBM, Salesforce, and software stocks weighed on the Dow, while PayPal plunged 19% after its CEO was ousted and its profit forecast missed estimates. Palantir jumped 6.9% on strong sales. Investors await earnings from Alphabet and Amazon this week.
KLA stock slides as chip-equipment names retreat; shutdown jitters and megacap earnings in focus

KLA stock slides as chip-equipment names retreat; shutdown jitters and megacap earnings in focus

KLA shares fell 4.5% to $1,346.85 by midday Tuesday, underperforming other chip-equipment stocks as tech shares broadly declined. The partial U.S. government shutdown delayed key labor-market data, adding uncertainty for investors. Alphabet and Amazon earnings this week are in focus for signals on AI and cloud spending.
Palantir stock price jumps as AI stocks swing — Nvidia slips ahead of AMD earnings

Palantir stock price jumps as AI stocks swing — Nvidia slips ahead of AMD earnings

Palantir shares jumped 5.1% to $155.30 by 10 a.m. ET after reporting a 66% surge in U.S. government revenue. Teradyne rose 7.5% on strong AI-driven forecasts, while Western Digital gained 1.4% after expanding its share buyback. Nvidia, AMD, and Microsoft slipped, while Alphabet edged up.
AppLovin stock rebounds after Google ‘Project Genie’ selloff as Feb. 11 earnings loom

AppLovin stock rebounds after Google ‘Project Genie’ selloff as Feb. 11 earnings loom

AppLovin shares rose 2.1% to $483.00 Monday and gained another 1% after hours, rebounding from Friday’s 17% plunge triggered by Google’s “Project Genie” launch. Analyst reports downplayed long-term risks from Alphabet’s AI tool, maintaining bullish ratings and high price targets. Volatility spiked as investors weighed AI’s impact on mobile gaming and awaited AppLovin’s Feb. 11 earnings report.
Dow Jones today: 515-point jump as Wall Street braces for shutdown vote and Alphabet, Amazon earnings

Dow Jones today: 515-point jump as Wall Street braces for shutdown vote and Alphabet, Amazon earnings

The Dow closed up 1.05% at 49,407.66, led by chipmakers and small caps, while the S&P 500 ended just below its record. The January U.S. jobs report was postponed due to a partial government shutdown, with the House set to vote on a funding bill Tuesday. Oil prices fell sharply as Iran signaled talks with Washington. Factory data showed growth, but tariff concerns lingered.
CoreWeave stock slips as class-action notices pile up ahead of earnings

CoreWeave stock slips as class-action notices pile up ahead of earnings

CoreWeave shares fell 1.5% to $91.82 by midday Monday after new class action lawsuits alleged false statements and highlighted disclosure risks. Investors are awaiting the Feb. 18 earnings report for updates on capacity and spending. The stock faces pressure from litigation headlines and concerns over funding and delivery timelines. Nvidia and Microsoft also slipped, while Alphabet rose.
Nvidia slips on OpenAI funding doubts while Oracle pops — AI stocks in focus today

Nvidia slips on OpenAI funding doubts while Oracle pops — AI stocks in focus today

Nvidia fell 1.4% to $188.47 after reports of internal doubts over its support for OpenAI, while Oracle jumped 3% to $169.47 on plans to raise up to $50 billion for cloud expansion. AMD gained 4.9% and Palantir rose 2.4% ahead of earnings. Investors are watching for signs of AI demand as major tech firms prepare to report results this week.
Roblox stock price in focus: Egypt block adds heat as Google AI rattles gaming names

Roblox stock price in focus: Egypt block adds heat as Google AI rattles gaming names

Roblox shares fell 13% to $65.76 Friday after Google launched “Project Genie,” sparking a selloff in videogame stocks. Egypt’s media regulator announced a ban on Roblox over child safety concerns, though enforcement is pending. Roblox will report Q4 and full-year 2025 earnings after markets close Feb. 5. Dutch authorities also opened an investigation into Roblox’s protections for minors.
Verizon’s near-12% leap puts communication services stocks in focus ahead of Disney, Alphabet results

Verizon’s near-12% leap puts communication services stocks in focus ahead of Disney, Alphabet results

Verizon surged 11.8% after raising its 2026 profit outlook and announcing a $25 billion buyback. XLC closed at $120.08, up 0.24%, as telecom gains offset losses in internet platforms. AT&T and T-Mobile also rose sharply. The S&P 500 fell 0.43% Friday amid investor focus on Fed leadership and mixed tech earnings.
Tech stocks brace for Alphabet, Amazon earnings as Nasdaq slip puts AI spending in focus

Tech stocks brace for Alphabet, Amazon earnings as Nasdaq slip puts AI spending in focus

The Nasdaq Composite fell 0.94% Friday to 23,461.82 as tech stocks stumbled ahead of key earnings from Alphabet, Amazon, AMD, and Qualcomm this week. Microsoft dropped 0.7% after a steep cloud revenue miss; Apple rose 0.4% on strong guidance. Investors are watching AI spending and the impact of Kevin Warsh’s Fed nomination as wholesale inflation jumped 0.5% last month.
Data center stocks slide into packed week as Vertiv, Arista drop; investors eye Big Tech capex

Data center stocks slide into packed week as Vertiv, Arista drop; investors eye Big Tech capex

Vertiv shares fell 4.5% and Arista Networks dropped 4.3% Friday as data center stocks slid ahead of a key week for tech earnings and U.S. economic data. Equinix and Digital Realty Trust also declined, while sector ETFs lost up to 2.5%. The pullback followed higher-than-expected producer prices and news that Donald Trump picked Kevin Warsh for Fed chair. Rising yields pressured REITs and cloud suppliers.
Microsoft slump sets up a big week for Big Tech stock prices as Alphabet and Amazon report

Microsoft slump sets up a big week for Big Tech stock prices as Alphabet and Amazon report

Apple rose 0.4% to $259.48 Friday, while Tesla jumped 3.3% to $430.41; Microsoft fell 0.7% to $430.29 and Meta dropped 3% to $716.50. Wall Street’s main indexes closed lower after Donald Trump nominated Kevin Warsh as Fed chair and producer prices beat forecasts. Alphabet and Amazon report earnings this week, with the U.S. jobs report due Feb. 6. Investors remain focused on tech guidance and capital spending.
Nvidia stock, OpenAI and the AI trade: what to watch before Alphabet and Amazon earnings

Nvidia stock, OpenAI and the AI trade: what to watch before Alphabet and Amazon earnings

Nvidia CEO Jensen Huang called reports of a rift with OpenAI “nonsense” and confirmed plans for a major investment in the company, despite earlier doubts reported by the Wall Street Journal. Nvidia shares closed down 0.7% Friday. Amazon is also in talks to invest up to $50 billion in OpenAI, which is seeking $100 billion in funding. Microsoft, Alphabet, and Amazon shares all ended lower ahead of key earnings reports next week.
Google dodges $2.36 billion disgorgement bid in privacy class action, but $425 million verdict stands

Google dodges $2.36 billion disgorgement bid in privacy class action, but $425 million verdict stands

A U.S. judge in San Francisco refused to order Google to pay $2.36 billion in alleged profits or impose a broad injunction in a privacy class action. The court left intact a $425 million jury award and denied Google’s bid to decertify the class. Google plans to appeal the September verdict. The case centers on Google’s collection of app activity data despite users disabling a privacy setting.
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Stock Market Today

  • Goldman Sachs Sees Strong Upside in Nvidia, Samsara, Ulta Beauty and More
    June 13, 2026, 10:46 AM EDT. Goldman Sachs highlighted Nvidia, Samsara, BrightSpring Health Services, Ulta Beauty and Johnson & Johnson as favored stocks with growth potential. The bank calls Samsara a defensible growth stock with improving margins and positive catalysts after recent earnings. BrightSpring offers differentiated healthcare services geared to aging populations, supporting premium growth. Ulta Beauty showed resilience with raised earnings guidance and potential for market share gains despite a 23% drop in 2026. Goldman recommends buying dips in Ulta shares and views these companies as well positioned amid current market conditions.

Latest articles

FreeCast Stock Jumps 141% After DIRECTV Expansion, But CAST Risks Remain High

FreeCast Stock Jumps 141% After DIRECTV Expansion, But CAST Risks Remain High

13 June 2026
FreeCast shares soared 140.68% to $1.55 on June 12 after announcing an expanded DIRECTV partnership, but slid to $1.40 after hours as investors weighed the company’s $92,909 quarterly revenue, $4.53 million net loss, and “substantial doubt” about its ability to continue as a going concern, with no financial terms or revenue targets disclosed for the DIRECTV deal.
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