AMD stock price slides nearly 17% as AI-chip outlook disappoints; Nvidia and Super Micro in focus

Advanced Micro Devices shares dropped almost 17% on Wednesday, deepening their steep slide after earnings as investors sought stronger evidence the company can capture market share in the booming AI data-center chip space. Nvidia slid around 4%, while Super Micro Computer climbed close to 9% amid a volatile day for AI-related stocks.

AMD stock slides after soft forecast revives Nvidia doubts despite record Q4 earnings

AMD stock slides after soft forecast revives Nvidia doubts despite record Q4 earnings

Advanced Micro Devices shares dropped nearly 7% in premarket Wednesday after the chipmaker’s Q1 sales outlook missed the mark for investors hungry for faster growth from its AI chips. Bernstein analyst Stacy Rasgon summed it up: “Overall results weren't all that much beyond ‘inline’ without the China boost.” https://www.reuters.com/business/amds-frankfurt-listed-shares-fall-after-weaker-sales-2026-02-04/
Meta stock slips as Senate “SCAM Act” targets scam ads and regulators circle

Meta stock slips as Senate “SCAM Act” targets scam ads and regulators circle

Meta Platforms shares dropped 1.7% to $679.86 Wednesday morning, extending a volatile stretch for the Facebook and Instagram parent. The selloff followed a bipartisan Senate bill proposal aimed at cracking down on scam ads. The legislation would force social media companies to verify advertisers and give enforcement powers to the Federal Trade Commission and state attorneys general.
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 dropped roughly 12% early Wednesday as software stocks took another hit and fresh concerns emerged over AI disrupting mobile ad tech. Unity Software wasn’t spared, sliding about 10%. https://www.investing.com/news/stock-market-news/applovin-stock-falls-amid-broader-software-selloff-and-mobile-ad-tech-concerns-4484979
Texas Instruments’ $7.5B Silicon Labs buy: the wireless-chip grab behind the deal

Texas Instruments’ $7.5B Silicon Labs buy: the wireless-chip grab behind the deal

Texas Instruments revealed Wednesday it will buy Silicon Laboratories in a $7.5 billion all-cash deal. The move stands out for the company, which typically sticks to steady sales of “everyday” chips. https://www.reuters.com/sustainability/sustainable-finance-reporting/texas-instruments-buy-chip-designer-silicon-laboratories-75-billion-deal-2026-02-04/
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US Stock Market Today Updates

AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

Kodiak Gas Services

NYSE:KGS • Energy infrastructure 88/100 • ★★★★☆
#2 STRONG BUY

Neurocrine Biosciences

NASDAQ:NBIX • Healthcare 87/100 • ★★★★☆
#3 STRONG BUY

Alphabet Class A

NASDAQ:GOOGL • Communication services 85/100 • ★★★★☆
#4 BUY ON WEAKNESS

Applied Materials

NASDAQ:AMAT • Semiconductor equipment 84/100 • ★★★★☆
#5 ACCUMULATE

JPMorgan Chase

NYSE:JPM • Financials 80/100 • ★★★★☆
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Editorial model selection. Not personalised advice.