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Stock Market News 4 February 2026

Shopify stock drops again as ChatGPT checkout fees fuel fresh Wall Street split

Shopify stock drops again as ChatGPT checkout fees fuel fresh Wall Street split

Shopify shares fell 4.7% to $113.65 early Wednesday, extending Tuesday’s 8% drop. Investors weighed mixed analyst views on the company’s AI-driven “agentic commerce” strategy and a 4% merchant fee for ChatGPT checkout. Jefferies and Wolfe Research flagged profitability and valuation concerns. Wall Street’s consensus rating remains “Moderate Buy.”
4 February 2026
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AMD stock price slides 14% after outlook flags a slower quarter — and AI nerves bite

AMD stock price slides 14% after outlook flags a slower quarter — and AI nerves bite

AMD shares fell 14.2% to $207.81 in New York after the company warned of a 5% sequential drop in first-quarter revenue, citing about $100 million in China chip sales. The stock marked its steepest single-day loss in months. Fourth-quarter revenue rose 34% to $10.27 billion, with data center sales hitting a record $5.4 billion. Investors await Nvidia’s Feb. 25 earnings for further signals on AI hardware demand.
4 February 2026
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AMD stock drops on cautious Q1 outlook after record results; Costco rotisserie chicken faces lawsuit

AMD stock drops on cautious Q1 outlook after record results; Costco rotisserie chicken faces lawsuit

AMD shares fell nearly 7% premarket after forecasting first-quarter revenue of about $9.8 billion, below its record fourth quarter. The outlook includes $390 million in China-bound AI chip sales under a U.S. license. Fourth-quarter revenue rose 34% to $10.27 billion, with net income at $1.51 billion. CEO Lisa Su expects stronger AI server demand in the second half.
4 February 2026
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Broadcom stock slides as AI jitters hit chipmakers; AVGO eyes March 4 earnings

Broadcom stock slides as AI jitters hit chipmakers; AVGO eyes March 4 earnings

Broadcom shares fell 2.3% to $312.87 Wednesday, tracking declines in chip stocks after AMD’s weak sales forecast reignited doubts about AI hardware demand. The drop followed a 3.3% slide Tuesday, despite Broadcom unveiling new enterprise Wi-Fi 8 products. Software and IT services stocks also slid globally after Anthropic’s AI agent launch. Broadcom will report fiscal Q1 results on March 4.
4 February 2026
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Dow Jones today: Dow edges higher as Lilly, Super Micro cushion Wall Street after AI software rout

Dow Jones today: Dow edges higher as Lilly, Super Micro cushion Wall Street after AI software rout

The Dow rose 0.4% at Wednesday’s open, led by gains in Eli Lilly and Super Micro Computer after strong earnings. The Nasdaq slipped 0.27% as investors remained wary of software stocks amid AI disruption fears. ADP reported U.S. private payrolls rose by just 22,000 in January, missing forecasts. President Trump signed a bill ending the partial government shutdown, but funding for Homeland Security runs out February 13.
4 February 2026
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AMD stock plunges nearly 15% as Anthropic jitters hit AI chips and software

AMD stock plunges nearly 15% as Anthropic jitters hit AI chips and software

AMD shares fell 15% after its quarterly forecast missed expectations, deepening losses for AI chip stocks. Super Micro Computer surged 12.7% on a raised revenue outlook tied to strong server demand. Nvidia and Broadcom slipped, while software stocks including Salesforce and CrowdStrike also declined amid concerns over AI’s impact on pricing.
4 February 2026
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AMD stock slides after outlook; China AI chip sales and Nvidia gap back in focus

AMD stock slides after outlook; China AI chip sales and Nvidia gap back in focus

AMD shares fell 13% to $211.08 in early New York trading Wednesday after the company forecast a sequential revenue decline for the current quarter. The chipmaker expects Q1 revenue of about $9.8 billion, down 5% from the previous quarter, despite record Q4 sales driven by AI chip shipments. Nvidia and Broadcom also declined, while Super Micro Computer gained.
4 February 2026
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AppLovin stock sinks on AI ad-tech fears ahead of Feb. 11 earnings — what’s driving the slide

AppLovin stock sinks on AI ad-tech fears ahead of Feb. 11 earnings — what’s driving the slide

AppLovin shares fell about 12% Wednesday as software stocks slumped and investors grew wary of new AI-driven ad tech rivals. Unity Software dropped 10%. AppLovin will report fourth-quarter and full-year results after U.S. markets close on Feb. 11. CloudX, a startup using AI agents for mobile ad automation, launched its product the same day.
4 February 2026
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Super Micro (SMCI) jumps after record AI-server quarter, hikes 2026 sales view to $40 billion

Super Micro (SMCI) jumps after record AI-server quarter, hikes 2026 sales view to $40 billion

Super Micro Computer raised its fiscal 2026 net sales forecast to at least $40 billion after reporting record quarterly revenue of $12.68 billion. Gross margin fell to 6.3% from 9.3% the previous quarter. Net income reached $401 million, with diluted earnings of $0.60 per share. Shares rose about 7% in after-hours trading.
4 February 2026
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Palantir stock drops after earnings pop as PLTR traders weigh upgrades, AI jitters

Palantir stock drops after earnings pop as PLTR traders weigh upgrades, AI jitters

Palantir shares fell 2.8% to $153.50 Wednesday morning, reversing part of a 6.9% jump after strong earnings and a 2026 revenue forecast of up to $7.2 billion. U.S. commercial revenue surged 137% in the fourth quarter. Analysts raised price targets but flagged valuation risks as software stocks face pressure from AI disruption.
4 February 2026
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Stock Market Today

GSK share price set for Monday watch after EU clears Nucala COPD use

GSK share price set for Monday watch after EU clears Nucala COPD use

7 February 2026
GSK shares closed Friday up 0.83% at a 52-week high after the EU approved Nucala for certain uncontrolled COPD patients. Insider filings showed chairman Jonathan Symonds bought 2,500 shares while executive David Redfern sold 100,000. The FTSE 100 rose 0.6%. Broker ratings on GSK remained mixed.
Aye Finance IPO: Rs 454-crore anchor haul follows valuation cut below last round

Aye Finance IPO: Rs 454-crore anchor haul follows valuation cut below last round

7 February 2026
Aye Finance raised Rs 454.5 crore from 19 anchor investors ahead of its Feb 9 IPO, pricing shares at the top of a Rs 122–129 range. The company’s profit fell 40% to Rs 64.3 crore in the six months to September as bad loans rose to 4.85%. The IPO values Aye at about Rs 3,200 crore, below its last private round. Major investors include Nippon Life India and Goldman Sachs funds.
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