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Technology News News 4 February 2026

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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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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Microsoft stock price slips at the open as AI disruption fears ripple — what’s driving MSFT now

Microsoft stock price slips at the open as AI disruption fears ripple — what’s driving MSFT now

Microsoft shares fell 2.9% to $411.21 in early Nasdaq trading Wednesday, dropping $12.12 from the previous close amid renewed investor concerns over AI’s impact on software. The move comes ahead of Alphabet’s earnings report later today and Amazon’s on Thursday, both seen as key for cloud demand signals.
4 February 2026
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Salesforce stock (CRM) slides as Anthropic AI plug-ins rattle software names before open

Salesforce stock (CRM) slides as Anthropic AI plug-ins rattle software names before open

Salesforce shares fell 6.9% to $196.38 Tuesday as concerns mounted that new AI agents from Anthropic could threaten the company’s subscription model. U.S. and European software stocks dropped sharply, with the S&P 500 software and services index down over 12% in five sessions. JPMorgan’s Toby Ogg said investor appetite is “very low.” Salesforce director Amy Chang was granted 1,766 RSUs, set to vest through November.
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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Adobe stock price sinks 7% as AI disruption fears hammer software — what to watch next

Adobe stock price sinks 7% as AI disruption fears hammer software — what to watch next

Adobe shares fell 7.3% Tuesday to $271.93, leading a sharp decline across software stocks as investors reacted to concerns over new AI tools disrupting subscription pricing. The S&P 500 software and services index dropped 3.8%, its fifth consecutive loss. Anthropic’s launch of Claude “Cowork” plug-ins fueled worries about automation. Analysts downgraded Adobe, and volatility persisted ahead of major tech earnings.
4 February 2026
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Teradyne stock price jumps after Q4 beat, AI test demand lifts outlook

Teradyne stock price jumps after Q4 beat, AI test demand lifts outlook

Teradyne shares surged 13% to $282.98 in after-hours trading Tuesday after posting fourth-quarter revenue of $1.083 billion and adjusted EPS of $1.80, both above analyst estimates. The company forecast first-quarter revenue between $1.15 billion and $1.25 billion, citing strong AI-driven demand. Trading volume reached 11.8 million shares. Several brokers raised price targets following the results.
4 February 2026
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IBM stock price slides after-hours as AI disruption fears rattle software and consulting shares

IBM stock price slides after-hours as AI disruption fears rattle software and consulting shares

IBM shares fell 6.5% to $294.31 in after-hours trading Tuesday, erasing about $20 from the session’s high. The drop followed a broader selloff in software and services stocks after Anthropic launched new AI tools. Trading volume reached 11.5 million shares. IBM’s dividend record date is Feb. 10, with preliminary Q1 earnings due April 22.
4 February 2026
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Texas Instruments stock steadies after-hours as $7 billion Silicon Laboratories talks report surfaces

Texas Instruments stock steadies after-hours as $7 billion Silicon Laboratories talks report surfaces

Texas Instruments shares hovered near $225 in after-hours trading after a Financial Times report said it is close to acquiring Silicon Laboratories for $7 billion. Silicon Labs stock surged 28%, while Texas Instruments slipped 1%. Reuters has not verified the report. The deal would be TI’s largest since its $6.5 billion purchase of National Semiconductor in 2011.
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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Stock Market Today

Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

7 February 2026
Amazon shares fell Friday after the company announced a $200 billion AI infrastructure plan for 2026, exceeding analyst expectations and reviving investor concerns about profitability. Combined 2026 capex flagged by Amazon, Alphabet, Microsoft, and Meta now tops $630 billion. Nvidia, AMD, and Broadcom shares surged on the news, while software and data firms remained under pressure.
Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

7 February 2026
Nvidia surged 7.8% Friday, leading a chip stock rally that pushed the Dow above 50,000 for the first time. The PHLX semiconductor index gained 5.7% as Advanced Micro Devices rose 8.3% and Broadcom 7.1%. Amazon fell 5.6% after projecting $200 billion in 2026 capital spending. Investors weighed a $600 billion AI infrastructure outlay against sharp losses in software shares.
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