Today: 2 May 2026
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NYSE:PLTR 1 February 2026 - 5 February 2026

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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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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Palantir stock jumps after earnings; here’s what investors watch next for PLTR

Palantir stock jumps after earnings; here’s what investors watch next for PLTR

Palantir shares rose 6.9% to $157.90 in after-hours trading Tuesday after reporting a 70% jump in Q4 revenue to $1.407 billion and raising its 2026 outlook. U.S. government revenue climbed 66% to $570 million, while commercial revenue jumped 137% to $507 million. The company’s valuation remains under scrutiny, trading at 131 times projected earnings. Investors are watching for any disruption from the ongoing partial U.S. government shutdown.
3 February 2026
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Palantir stock jumps, Thomson Reuters dives as Anthropic’s legal AI tool spooks software shares

Palantir stock jumps, Thomson Reuters dives as Anthropic’s legal AI tool spooks software shares

Palantir shares jumped 6.6% Tuesday after reporting a 70% surge in quarterly revenue and raising its 2026 outlook. Legal and enterprise software stocks tumbled, with Thomson Reuters down 17.4% and Salesforce and ServiceNow off about 8%, as traders worried over AI-driven price competition. Investors await AMD’s earnings after the bell. Anthropic’s new legal chatbot tool fueled concerns about disruption in knowledge-based sectors.
3 February 2026
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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.
3 February 2026
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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.
3 February 2026
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Salesforce stock price slides nearly 8% as AI disruption fears hit software — what’s next for CRM

Salesforce stock price slides nearly 8% as AI disruption fears hit software — what’s next for CRM

Salesforce shares fell 7.9% to $194.24 Tuesday afternoon, deepening a rout in software stocks as investors questioned whether new AI tools will drive revenue or just add costs. The drop erased $16.57 from Monday’s close and weighed heavily on the Dow. Anthropic’s rollout of a legal plug-in for its Claude chatbot fueled worries about AI disrupting traditional software models.
3 February 2026
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US economic calendar today: Shutdown scrubs key labor data as Wall Street leans on Fed talk, Treasury plans

US economic calendar today: Shutdown scrubs key labor data as Wall Street leans on Fed talk, Treasury plans

The partial U.S. government shutdown has delayed the January jobs report and December JOLTS data, clearing Tuesday’s economic calendar. S&P 500 and Nasdaq 100 futures rose modestly in premarket trading, while Treasuries slipped. Teradyne and Palantir jumped after strong forecasts. Richmond Fed President Tom Barkin is set to speak at 8 a.m. ET.
3 February 2026
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AI stocks today: Nvidia slips as OpenAI shops for chip alternatives, AMD earnings loom

AI stocks today: Nvidia slips as OpenAI shops for chip alternatives, AMD earnings loom

Nvidia fell 2.9% to $185.61 premarket after reports that OpenAI is dissatisfied with some of its latest AI chips and is seeking alternatives. AMD rose 4% to $246.27 ahead of its earnings report, while Palantir and Teradyne gained on positive AI investment news. Super Micro Computer advanced 2.1% before its quarterly results.
3 February 2026
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Palantir stock price whipsaws after earnings: PLTR forecast lifts 2026 outlook, then cools

Palantir stock price whipsaws after earnings: PLTR forecast lifts 2026 outlook, then cools

Palantir reported Q4 revenue of $1.41 billion, up 70% year-over-year, and issued 2026 guidance above analyst forecasts. Shares swung between $144 and $161 after hours before settling at $147.76. U.S. commercial revenue jumped 137% to $507 million, while government revenue rose 66% to $570 million. The company posted GAAP operating income of $575 million with a 41% margin.
3 February 2026
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Palantir Technologies stock pops after earnings as OpenAI chip doubts hit Nvidia — AI stocks in focus

Palantir Technologies stock pops after earnings as OpenAI chip doubts hit Nvidia — AI stocks in focus

Palantir shares jumped 7% after hours Monday as the company forecast 2026 revenue near $7.2 billion and reported U.S. commercial sales up 137% last quarter. Nvidia fell 2.9%, while AMD rose 4%. OpenAI is testing alternatives to Nvidia chips but remains reliant on them for most inference tasks. Snowflake announced a $200 million partnership with OpenAI to integrate its models across major cloud platforms.
2 February 2026
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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.
2 February 2026
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Palantir stock rises ahead of earnings after William Blair upgrade puts $200 back in play

Palantir stock rises ahead of earnings after William Blair upgrade puts $200 back in play

Palantir shares climbed 2.2% to $149.82 Monday morning ahead of quarterly results due after the close. William Blair upgraded the stock, projecting a return above $200 within 12 months and citing strong December quarter signals. The stock remains down about 30% from its record high. Investors await management’s outlook on commercial demand and margins amid volatile AI sector trading.
2 February 2026
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US economic calendar today: ISM factory PMI ahead as S&P 500 futures slip, oil tumbles

US economic calendar today: ISM factory PMI ahead as S&P 500 futures slip, oil tumbles

S&P 500 futures dropped 0.5% and oil prices plunged 4.9% to $62.05 a barrel in early trading Monday as the U.S. entered a government shutdown. Gold fell 1.8% after CME Group raised margin requirements. Factory and PMI data are due this morning, with Friday’s jobs report in focus. Tesla and NVIDIA shares slipped about 1% premarket, while Oracle rose nearly 4%.
2 February 2026
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Palantir Technologies co-founder Peter Thiel ditched Nvidia for Apple and Microsoft — here’s what the filings show

Palantir Technologies co-founder Peter Thiel ditched Nvidia for Apple and Microsoft — here’s what the filings show

Thiel Macro LLC reported no Nvidia shares in its latest U.S. stock filing, after holding 537,742 at end-June 2025. The fund listed stakes in Tesla, Apple, and Microsoft as of September 2025, with U.S. equity holdings dropping to $74.4 million from $212 million three months earlier. The portfolio shift is drawing attention as investors reassess AI exposure before Monday’s market open.
1 February 2026
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Stock Market Today

  • 3 Vanguard ETFs to Safeguard Portfolios Against Stock Market Crash
    May 2, 2026, 9:04 AM EDT. Despite the S&P 500 hitting record highs, signs of economic strain are evident, including a slowing labor market, rising inflation up to 3.3% in March, and geopolitical tensions from the Iran conflict. These factors threaten a swift market downturn. High exposure to tech stocks, especially in S&P 500-based portfolios (over 30% concentration), increases risk in such environments. Vanguard offers three ETFs that may cushion portfolios in a crash: the High Dividend Yield ETF (VYM), emphasizing established, cash-generative companies; the Health Care ETF (VHT), focusing on recession-resistant healthcare firms; and the Short-Term TIPS ETF, which invests in Treasury Inflation-Protected Securities to hedge against inflation. These funds provide diversification and defensive positioning amid growing uncertainty.

Latest article

Beyond ChatGPT And Nvidia: 3 Technologies Wall Street May Have To Reprice Before 2026 Ends

Beyond ChatGPT And Nvidia: 3 Technologies Wall Street May Have To Reprice Before 2026 Ends

2 May 2026
The S&P 500 and Nasdaq closed at record highs Friday as Alphabet, Amazon, Meta, and Microsoft projected 2026 AI spending above $700 billion. Meta shares dropped nearly 10% after raising its capital-spending outlook, while Alphabet rose on strong Google Cloud revenue. Meta acquired Assured Robot Intelligence, expanding into robotics AI. Google began selling its AI chips directly to customers, challenging Nvidia.
Forget Big Tech: Data Storage Stocks Are Becoming AI’s Quiet Market Dark Horse

Forget Big Tech: Data Storage Stocks Are Becoming AI’s Quiet Market Dark Horse

2 May 2026
Seagate shares rose 7.9% and Sandisk jumped 8.3% Friday, while Western Digital slipped 0.6%. Sandisk reported Q3 revenue up 251% to $5.95 billion and signed $42 billion in long-term supply deals. Western Digital’s Q3 revenue climbed 45% to $3.34 billion, topping analyst estimates. Seagate forecast Q4 revenue of $3.45 billion, citing AI-driven demand.
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