Today: 4 July 2026
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NASDAQ:INTC 30 January 2026 - 4 February 2026

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

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

The S&P 500 and Nasdaq dropped Wednesday, pressured by renewed selling in software and chip shares. Advanced Micro Devices slumped following its earnings outlook. The Dow, however, nudged up as investors favored sectors viewed as more affordable or stable. The selloff hits now as the market grapples with two conflicting forces: massive AI investments and the risk that AI tools could disrupt the software companies that powered the previous cycle. This tug-of-war unfolds amid a packed earnings week.
4 February 2026
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Dow Rises but S&P 500, Nasdaq Slip as AMD Sparks Fresh AI Fears Ahead of Google Earnings

Dow Rises but S&P 500, Nasdaq Slip as AMD Sparks Fresh AI Fears Ahead of Google Earnings

U.S. stocks showed mixed results Wednesday, dragged down by a decline in Advanced Micro Devices that reignited skepticism around the AI trade and weighed on software stocks. The S&P 500 and Nasdaq dipped, despite the Dow nudging up slightly, following yesterday’s steep tech sell-off. Investors were also gearing up for Alphabet’s earnings report, set to drop after the bell.
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

New York, Feb 3, 2026, 5:52 PM EST — After-hours 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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Stock Market Today

  • Ares Management (ARES) Runs Up, Now Looks Fair by Value Model but Pricey on Earnings
    July 3, 2026, 8:25 PM EDT. Ares Management (ARES) is up 113.7% over five years but off 31.9% for the past year. The Excess Returns model spots intrinsic value at $107.47, just under market, so shares look near fair value, though about 8.8% over. The estimate includes growth pushes such as the Asia Direct Lending Fund, with a 27.31% return on equity forecast. On earnings multiples, though, ARES screens as expensive. Moves in sentiment on private credit and BDC valuations can swing the stock price. Shares now trade in the top end of fundamental support, so investors are watching if growth keeps up with these numbers.
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