Today: 24 March 2026
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NASDAQ:NVDA 3 February 2026 - 5 February 2026

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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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 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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Nvidia’s $20B OpenAI deal talk is back — and Oracle’s AI funding bet is in the spotlight

Nvidia’s $20B OpenAI deal talk is back — and Oracle’s AI funding bet is in the spotlight

Nvidia is nearing a $20 billion investment in OpenAI, a source said, as the AI firm seeks up to $100 billion at a valuation near $830 billion. Oracle’s stock rose after the company outlined plans to raise up to $50 billion, tied to OpenAI’s data center needs. Cerebras Systems secured $1 billion in funding, reaching a $23 billion valuation, as OpenAI explores chip alternatives.
4 February 2026
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Salesforce (CRM) stock steadies after AI selloff jitters — what traders are watching next

Salesforce (CRM) stock steadies after AI selloff jitters — what traders are watching next

Salesforce shares edged up 0.1% to $196.54 Wednesday morning after a 7% drop the previous day, as software stocks faced heavy selling on AI disruption fears. Trading volume reached 11.1 million shares, with the stock swinging between $187.29 and $199.64. Investors are watching for Salesforce’s earnings and guidance for signs of demand and AI strategy.
4 February 2026
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ServiceNow stock steadies after AI disruption scare hits software names again

ServiceNow stock steadies after AI disruption scare hits software names again

ServiceNow shares hovered near $109.77 Wednesday after a 7% drop the previous day, as U.S. software stocks extended losses amid concerns over AI competition. The S&P 500 software and services index has fallen nearly 13% in five sessions. Investors are awaiting executive appearances for signals on demand and competition.
4 February 2026
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Nvidia Stock Slides in Early Trade as OpenAI Chip Doubts and AI Selloff Bite

Nvidia Stock Slides in Early Trade as OpenAI Chip Doubts and AI Selloff Bite

Nvidia shares fell 2.8% to $180.34 early Wednesday, extending losses after OpenAI was reported to be dissatisfied with some Nvidia chips and exploring alternatives. The drop followed a broader tech selloff sparked by Anthropic’s new AI tools and AMD’s weaker outlook. Nvidia is reportedly nearing a $20 billion investment in OpenAI’s funding round. CEO Jensen Huang called fears of AI replacing software “illogical.”
4 February 2026
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Nvidia stock steadies before the open as OpenAI chip doubts keep NVDA traders jumpy

Nvidia stock steadies before the open as OpenAI chip doubts keep NVDA traders jumpy

Nvidia shares rose 0.4% to $181.05 in U.S. premarket trading Wednesday, rebounding after a 2.8% drop. The move follows a broader tech selloff and comes as Nvidia nears a $20 billion investment in OpenAI’s funding round, according to a source. CEO Jensen Huang downplayed fears that AI will replace software tools. AMD fell nearly 7% after a weak sales forecast, while Intel confirmed a push into data center GPUs.
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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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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Dow Jones slips 167 points on AI disruption fears; Alphabet, Amazon earnings next

Dow Jones slips 167 points on AI disruption fears; Alphabet, Amazon earnings next

The Dow Jones Industrial Average fell 166.67 points, or 0.34%, to 49,240.99 Tuesday as tech and software stocks dropped on AI disruption fears. IBM and Salesforce weighed heavily, while Walmart rose 3% to surpass a $1 trillion market cap. The S&P 500 lost 0.84% and the Nasdaq slid 1.43%. Earnings from Alphabet and Amazon are due next.
3 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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Huang says Nvidia will still invest in OpenAI, dismisses ‘drama’ as Oracle exposure draws scrutiny

Huang says Nvidia will still invest in OpenAI, dismisses ‘drama’ as Oracle exposure draws scrutiny

Nvidia CEO Jensen Huang confirmed plans to invest in OpenAI’s next funding round, denying reports of tension between the companies. Nvidia shares fell 3.6% and Oracle dropped 4% as investors reacted to uncertainty over OpenAI’s chip and cloud partnerships. OpenAI is testing alternatives to some Nvidia chips for AI inference tasks. Oracle aims to raise up to $50 billion in 2026 to expand data center capacity for OpenAI.
3 February 2026
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Nvidia’s Huang says “no drama” with OpenAI as ChatGPT maker weighs other AI chips

Nvidia’s Huang says “no drama” with OpenAI as ChatGPT maker weighs other AI chips

Nvidia CEO Jensen Huang said the company’s investment in OpenAI is proceeding as planned and denied any rift, telling CNBC, “There’s no drama involved.” Reuters reported OpenAI has tested alternatives to Nvidia chips for some inference tasks, citing speed concerns. OpenAI CEO Sam Altman responded that Nvidia makes “the best AI chips in the world” and the company hopes to remain a major customer.
3 February 2026
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Stock Market Today

  • IFRA Sees $520.6 Million ETF Inflow, Shares Outstanding Up 14.4%
    March 24, 2026, 11:20 AM EDT. The iShares U.S. Infrastructure ETF (IFRA) recorded a $520.6 million inflow, marking a 14.4% week-over-week increase in shares outstanding, rising from 64.45 million to 73.7 million units. IFRA's last trade stood at $56.81, within a 52-week range of $39.94 to $60.87. ETF units differ from stocks in that they represent stakes in a fund's holdings and can be created or redeemed on demand, influencing the underlying asset purchases or sales. This substantial inflow signals strong investor demand and could impact the infrastructure sector components held by the ETF. Monitoring week-over-week unit changes helps identify such market movements.
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