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NASDAQ:NVDA 3 February 2026 - 4 February 2026

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Nvidia’s $500 Billion Financing Push Turns Chip Demand Into Credit Risk
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 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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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 dropped 166.67 points Tuesday, closing down 0.34% at 49,240.99 as tech and software stocks came under pressure amid renewed worries about AI squeezing profit margins. “We’re seeing a lot of software companies across the spectrum get hit,” said Art Hogan, chief market strategist at B. Riley Wealth. The S&P 500 fell 0.84% to 6,917.81, while the Nasdaq slid 1.43% to 23,255.19. Merck bucked the trend, rising 2.2% after reporting results, and PepsiCo surged 4.9% following announcements of price cuts on brands like Lay’s and Doritos.
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 Chief Executive Jensen Huang said the chipmaker will invest in OpenAI’s next fundraising round and would consider backing an eventual IPO, rejecting suggestions the talks have soured. “There’s no drama involved. Everything’s on track,” Huang told CNBC. https://www.cnbc.com/2026/02/03/nvidias-jensen-huang-denies-openai-deal-rumors-theres-no-drama.html https://www.reuters.com/technology/nvidia-will-consider-investing-openai-ipo-ceo-huang-tells-cnbc-2026-02-03/
3 February 2026
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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 fell on Tuesday as investors worried that artificial intelligence would create new rivals for software makers and squeeze margins. The S&P 500 fell 1.46% and the Nasdaq dropped 2.17%, with Nvidia, Microsoft, Alphabet and Amazon sliding ahead of earnings from Alphabet on Wednesday and Amazon on Thursday. Art Hogan at B. Riley Wealth said some software names “may well be disrupted by AI,” while John Campbell of Allspring Global Investments said the market had “expectations … really high.”
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, the maker of ChatGPT, is unsatisfied with some of Nvidia’s latest AI chips and has looked for alternatives since last year, eight sources familiar with the matter said, potentially complicating investment talks between two of the most visible names in the AI boom. The concern centers on “inference” — when a model answers a user — as opposed to training, the heavy-lift phase that has powered Nvidia’s rise in graphics processing units.
3 February 2026
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Stocks Slide as AI Disruption Jitters Hit Tech — Earnings Wave Looms

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

Wall Street dipped Tuesday, dragged down by software stocks rattled over worries that emerging AI tools could tighten margins and shift the competitive landscape. Investors also grappled with a flood of earnings reports from major U.S. firms. https://www.reuters.com/business/sp-nasdaq-futures-edge-up-earnings-deluge-takes-center-stage-2026-02-03/
3 February 2026
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Nvidia stock drops on OpenAI chip doubts as investors brace for earnings

Nvidia stock drops on OpenAI chip doubts as investors brace for earnings

Nvidia shares dropped 2.9% to $185.61 Tuesday morning after reports surfaced that OpenAI is unhappy with some of Nvidia’s newest AI chips and is exploring other options. OpenAI has reportedly looked into chips from Advanced Micro Devices and startups like Cerebras Systems and Groq. The focus is shifting toward “inference”—the real-time output of trained AI models. Nvidia claims its platform leads on inference, offering "the best performance and total cost of ownership at scale." Meanwhile, OpenAI CEO Sam Altman praised Nvidia’s chips as the “best AI chips in the world” and said OpenAI aims to stay a “gigantic customer.”
3 February 2026
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