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Technology News 3 February 2026 - 4 February 2026

SMCI stock steadies premarket after Super Micro lifts FY2026 sales outlook to $40 billion

SMCI stock steadies premarket after Super Micro lifts FY2026 sales outlook to $40 billion

Super Micro Computer raised its fiscal 2026 revenue forecast to at least $40 billion, up from $36 billion. Shares edged up 0.1% to $29.67 premarket after December-quarter sales hit $12.7 billion, but gross margin fell to 6.3% from 9.3%. Management cited tariffs, memory shortages, and rising costs as margin pressures. The company projects at least $12.3 billion in sales for the March quarter.
4 February 2026
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Sage Group share price slips again: AI selloff hits SGE.L ahead of AGM

Sage Group share price slips again: AI selloff hits SGE.L ahead of AGM

Sage Group shares fell 3.9% to 837 pence in London by mid-morning Wednesday, extending losses amid concerns that AI automation could threaten software subscription revenues. The company reported a 10% rise in organic revenue to £674 million and continued its buyback program, purchasing nearly 2 million shares on Feb. 3. Sage’s annual general meeting is set for Thursday, with a final dividend of 14.40 pence up for approval.
4 February 2026
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Experian share price edges up after buyback update as AI fears rattle data stocks

Experian share price edges up after buyback update as AI fears rattle data stocks

Experian shares rose 0.5% to 2,569 pence early Wednesday after plunging 6.75% on Tuesday amid heavy trading. The company disclosed it bought nearly 400,000 shares as part of a $1 billion buyback plan. Investors remain wary of new AI tools from Anthropic that could disrupt pricing in data-driven sectors. An interim dividend is due Feb. 6, with full-year results expected May 20.
4 February 2026
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Singtel stock price slips after record — KKR data-centre buyout is what traders are trading

Singtel stock price slips after record — KKR data-centre buyout is what traders are trading

Singtel and KKR agreed to buy the remaining 82% of ST Telemedia Global Data Centres for S$6.6 billion, valuing the company at S$13.8 billion. Singtel shares slipped 0.2% to S$4.85 after hitting a record S$4.95 earlier. KKR will hold 75% of STT GDC, with Singtel retaining 25%. The deal is expected to close in the second half of 2026, pending approvals.
4 February 2026
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Verizon stock price jumps near 4% and holds after hours as Salt Typhoon scrutiny builds

Verizon stock price jumps near 4% and holds after hours as Salt Typhoon scrutiny builds

Verizon shares rose 3.7% to $46.25 Tuesday, marking five days of gains even as the S&P 500 and Nasdaq fell on AI-related concerns. Senator Maria Cantwell called for a CEO hearing on telecom security after accusing Verizon and AT&T of blocking release of “Salt Typhoon” cyber-espionage assessments. JPMorgan raised its price target on Verizon to $49. The stock closed about 2% below its 52-week high.
4 February 2026
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AppLovin stock slides as AI disruption fears rattle tech — here’s what investors watch next

AppLovin stock slides as AI disruption fears rattle tech — here’s what investors watch next

AppLovin shares fell 4.4% to $461.79 in after-hours trading Tuesday, with the stock swinging between $448.70 and $493.50. Wall Street retreated as investors weighed AI’s impact on gaming and ad-tech, and the Nasdaq dropped 1.43%. AppLovin will report Q4 and full-year 2025 earnings on Feb. 11, amid an ongoing SEC probe into its data-collection practices.
4 February 2026
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Applied Materials stock drops 3% as tech selloff bites, with earnings and new analyst target in focus

Applied Materials stock drops 3% as tech selloff bites, with earnings and new analyst target in focus

Applied Materials shares fell 2.96% to $318.67 Tuesday, erasing Monday’s rally after Morgan Stanley raised its price target to $364. The stock is about 7.5% below its Jan. 29 high. Investors await the Feb. 12 earnings report and guidance update. Broader chip-equipment stocks also declined, with Lam Research and KLA both down over 3%.
4 February 2026
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Salesforce stock (CRM) slides nearly 7% as AI fears hit software — what traders watch next

Salesforce stock (CRM) slides nearly 7% as AI fears hit software — what traders watch next

Salesforce shares fell 6.8% Tuesday to $196.38, leading declines among major software stocks and dragging the Dow down 0.34%. The drop comes as investors weigh AI automation’s impact on per-user software pricing ahead of Salesforce’s Feb. 25 earnings report. Tableau chief Ryan Aytay announced his departure. Salesforce’s Spring ’26 release launches Feb. 23.
4 February 2026
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Western Digital stock jumps after $4 billion buyback boost and 100TB drive roadmap

Western Digital stock jumps after $4 billion buyback boost and 100TB drive roadmap

Western Digital shares rose 7.4% to $290.24 in after-hours trading Tuesday after the board approved an extra $4.0 billion for share buybacks, effective immediately. The company also unveiled a multi-year hard-drive roadmap targeting AI data centers, including a 40TB UltraSMR drive in qualification with hyperscale clients and plans for 60TB ePMR and 100TB HAMR drives by 2029.
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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Broadcom (AVGO) stock slides after hours as tech selloff bites; Wi‑Fi 8 launch and March earnings in focus

Broadcom (AVGO) stock slides after hours as tech selloff bites; Wi‑Fi 8 launch and March earnings in focus

Broadcom shares fell 3.3% to $320.33 in after-hours trading Tuesday, following a session marked by thin volume and wide price swings. The company launched new enterprise Wi‑Fi 8 and switch platforms for AI-ready networks and set its fiscal Q1 results for March 4. Broader U.S. markets declined amid concerns over AI-driven competition, with major tech stocks also down.
3 February 2026
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Sandisk stock price jumps after-hours as Bernstein lifts target to $1,000

Sandisk stock price jumps after-hours as Bernstein lifts target to $1,000

Sandisk shares jumped 4.5% to $695.36 in after-hours trading Tuesday, with volume topping 30 million and prices swinging between $647.50 and $712.93. Bernstein raised its price target to $1,000 after Sandisk posted Q2 revenue of $3.03 billion and forecast Q3 revenue up to $4.8 billion. The company completed its split from Western Digital last February. Investors are watching NAND flash prices and supply deals closely.
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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RTX stock price rises as Singapore expansion plan puts focus back on repair capacity

RTX stock price rises as Singapore expansion plan puts focus back on repair capacity

RTX shares rose 1.1% to $203.22 Tuesday after the company announced over $139 million in new investments to expand aerospace maintenance operations in Singapore. Collins Aerospace and Pratt & Whitney will boost repair capacity under new agreements, with full capabilities expected by 2030. Raytheon, an RTX unit, secured a DARPA contract for maritime defense tech and completed a ballistic test for the U.S. Army’s next-gen interceptor.
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 dropped Tuesday, with the S&P 500 down 1.46% and the Nasdaq off 2.17% as investors worried AI could pressure software makers’ margins. PayPal plunged 19% after a CEO change and weak outlook, while Walmart reached a $1 trillion market value. The 10-year Treasury yield rose to 4.287%. The House narrowly passed a bill to end the government shutdown.
3 February 2026
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Stock Market Today

Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

8 February 2026
Longsys disclosed new guarantees for a 100 million yuan Hong Kong loan and a $9 million Brazil credit line, bringing its total approved guarantee quota to 11 billion yuan and outstanding guarantees to 5.81 billion yuan. The company said all guarantees are for consolidated subsidiaries and within approved limits. Shares closed at 288 yuan Friday, down 1.6%. China inflation and credit data are due this week.
MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

8 February 2026
MACOM shares rose 3.5% to $235.87 Friday after the company reported fiscal Q1 revenue of $271.6 million and raised its full-year data center growth outlook to 35–40%. Fidelity’s FMR LLC disclosed a 10.7% stake, while shareholder Susan Ocampo filed to potentially sell up to 100,000 shares. Stifel raised its price target to $255. MACOM expects to repay $161 million in convertible notes in March.
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