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Technology 1 February 2026 - 2 February 2026

Tech stocks brace for Alphabet, Amazon earnings as Nasdaq slip puts AI spending in focus

Tech stocks brace for Alphabet, Amazon earnings as Nasdaq slip puts AI spending in focus

U.S. tech stocks face a busy start to February: Alphabet announces earnings on Feb 4, with Amazon set to follow on Feb 5. The U.S. jobs report lands on Feb 6. Advanced Micro Devices and Qualcomm are also scheduled to report this week, providing fresh insight into demand for data-center chips and devices.
SK hynix stock price: Korea export surge sets up Monday test for chip shares

SK hynix stock price: Korea export surge sets up Monday test for chip shares

SK hynix is set to open Monday’s Seoul session following a sharp rise in South Korea’s semiconductor exports in January, keeping spotlight on the memory-chip sector. According to trade ministry figures, semiconductor exports soared 102.7%, pushing total exports up 33.9% to $65.85 billion. Analyst Park Sang-hyun at iM Securities called the surge “expected to continue for the time being.”
NS&I’s £3bn IT overhaul hits another reset as Premium Bonds giant weighs cutting legacy links

NS&I’s £3bn IT overhaul hits another reset as Premium Bonds giant weighs cutting legacy links

Britain’s state-owned savings bank, National Savings & Investments, is exploring ways to reduce the effort needed to link its aging IT systems with new services as it attempts to revive a delayed tech overhaul, CEO Dax Harkins told the Public Accounts Committee in a letter. The project is now expected to finish “outside the March 2028 target date and outside the agreed budget.” NS&I aims to complete an options analysis by the end of March, after which ministers will decide on a revised delivery plan.
1 February 2026
Google dodges $2.36 billion disgorgement bid in privacy class action, but $425 million verdict stands

Google dodges $2.36 billion disgorgement bid in privacy class action, but $425 million verdict stands

A U.S. federal judge in San Francisco dismissed an attempt to impose over $2 billion in extra penalties on Alphabet’s Google in a privacy class action. The court refused to order Google to hand over $2.36 billion in alleged profits or halt certain data practices. At the same time, the judge rejected Google’s request to decertify the class, keeping the September jury verdict intact.
1 February 2026
Nvidia’s $100 billion OpenAI deal goes cold as talks shift to a smaller stake

Nvidia’s $100 billion OpenAI deal goes cold as talks shift to a smaller stake

Nvidia’s effort to invest as much as $100 billion in OpenAI has hit a roadblock, The Wall Street Journal reported Friday, citing doubts from within the chipmaker. “We have been OpenAI’s preferred partner for the last 10 years. We look forward to continuing to work together,” an Nvidia spokesperson said. OpenAI did not immediately respond to requests for comment.
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AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

Xylem

NYSE: XYL 95 / 100
#2 BUY

AerCap

NYSE: AER 93 / 100
#3 BUY ON WEAKNESS

Visa

NYSE: V 90 / 100
#4 TACTICAL BUY

Chevron

NYSE: CVX 87 / 100
#5 ACCUMULATE

UPS

NYSE: UPS 84 / 100
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Editorial model selection. Not personalised advice.