Salesforce stock price slides nearly 8% as AI disruption fears hit software — what’s next for CRM

Salesforce shares dropped 7.9%, closing in on $194.24 Tuesday afternoon, after hitting a session low of $193.95. The stock slid $16.57 from Monday’s close and traded between $211.85 and $193.95 during the session.

3 February 2026

Beyond Nvidia: Broadcom and TSMC tipped as big winners in the custom AI chip boom

Broadcom shares dropped around 6%, while TSMC slid about 2% in U.S. trading Tuesday, despite growing investor interest in custom AI chips competing with Nvidia’s leading graphics processors.

3 February 2026

Industry Analysis·NASDAQ:AVGO·NYSE:TSM·Semiconductors·Technology

CoreWeave stock sinks below Nvidia deal price as lawsuit deadline comes into focus

CoreWeave shares dropped Tuesday, hit by class-action notices and a broader selloff in AI stocks. The stock traded down 3.6% to $85.71 by 1:17 p.m. EST, after opening at $90.86 and hitting a session high of $92.28.

3 February 2026

NASDAQ:NVDA·NVIDIA·Stock Market·Technology

KLA stock slides as chip-equipment names retreat; shutdown jitters and megacap earnings in focus

KLA Corporation shares dropped 4.5% to $1,346.85 by midday Tuesday, sliding alongside other semiconductor equipment firms as the broader tech sector weakened. Applied Materials, Lam Research, and ASML all fell between 3% and 4%, with semiconductor ETFs dipping roughly 3%.

3 February 2026

Earnings Reports·NASDAQ:AMAT·NASDAQ:AMZN·NASDAQ:ASML·NASDAQ:GOOGL·NASDAQ:KLAC·NASDAQ:LRCX·Stock Market·Technology

Cisco stock climbs on NBC Sports Olympics networking deal as Feb. 11 earnings near

Shares of Cisco Systems, Inc. climbed 1.5% to $81.83 by midday Tuesday. The stock reached an intraday peak of $83.14 and had closed at $80.64 in the previous session, market data showed.

3 February 2026

Earnings Reports·NASDAQ:CSCO·Stock Market·Technology

Applied Materials stock slips despite fresh Wall Street target hikes — what’s behind AMAT’s move

Applied Materials shares fell roughly 2% to $321.73 in midday trading Tuesday, erasing some of Monday’s gains and leaving the chip-equipment maker stuck in a weak tech sector.

3 February 2026

NASDAQ:AMAT·Stock Market·Technology

Nvidia’s Jensen Huang tells TSMC to “work very hard” as 2nm supply tightens

Nvidia CEO Jensen Huang has called on Taiwan Semiconductor Manufacturing Co to boost output to keep pace with AI demand, underscoring just how constrained capacity is despite heavy investment in new chip fabs.

3 February 2026

Artificial Intelligence·NASDAQ:NVDA·NYSE:TSM·Semiconductors·Technology

Broadcom stock dips today: AVGO slides as Wi‑Fi 8 push, VMware partner cuts sharpen focus on March earnings

Broadcom shares slipped 3.4% to $319.73 in late morning trading Tuesday, after kicking off at $336.60 and fluctuating from a high of $338.76 to a low of $315.15. The stock’s previous close was $331.11.

3 February 2026

Earnings Reports·NASDAQ:AVGO·Stock Market·Technology

AMD earnings today: AMD’s AI chip test heats up as OpenAI eyes options beyond

Advanced Micro Devices is set to release its fourth-quarter results after Tuesday’s market close, with expectations running high. Investors are focused on solid performance from the data-center segment and clearer insight into the pace of AI accelerator sales.

3 February 2026

Artificial Intelligence·NASDAQ:AMD·Stock Market·Technology

AMD stock price slips after early pop as OpenAI chip hunt meets earnings day

Advanced Micro Devices shares slipped 1.1% to $243.50 late this morning, after starting the day at $251 and hitting an intraday high of $252.52. The stock was down $2.77 from Monday’s close, with a low of $241.94 during the session.

3 February 2026

Earnings Reports·NASDAQ:AMD·Stock Market·Technology

SanDisk stock jumps as AI memory shortage fuels a bold Q3 forecast

SanDisk projected fiscal third-quarter revenue between $4.4 billion and $4.8 billion, with non-GAAP earnings expected at $12 to $14 per share, it said Tuesday. The company also anticipates a gross margin ranging from 65% to 67%. Shares jumped over 9% in after-hours trading. For the second quarter, SanDisk posted revenue of $3.025 billion, non-GAAP EPS of $6.20, and a gross margin of 51.1%. It generated $843 million in adjusted free cash flow and paid down $750 million in debt. Additionally, SanDisk agreed to spend $1.165 billion on manufacturing services from 2026 through 2029, extending its Yokkaichi joint venture with Kioxia to December 31, 2034.

3 February 2026

Artificial Intelligence·Financial Forecasts·NASDAQ:WDC·Stock Market·Technology

Amazon stock slips as AWS flags Europe power-grid delays — with earnings days away

Amazon shares dropped roughly 1.7% to $238.73 in Tuesday morning trading after the company told Reuters that lengthy delays for power-grid hookups are hindering plans to grow its data centers across Europe. “Connecting to the transmission network in Europe can take up to seven years,” Pamela MacDougall said.

3 February 2026

Amazon·Earnings Reports·NASDAQ:AMZN·Stock Market·Technology

Sandisk stock jumps at the open as upbeat outlook keeps the AI-memory trade in focus

Shares of Sandisk climbed 4.3% to $694.20 in early Tuesday trading, following a strong 15.4% gain the day before.

3 February 2026

NASDAQ:MU·NASDAQ:STX·NASDAQ:WDC·Stock Market·Technology

Ondas (ONDS) stock price jumps before the bell on Asia-Pacific defense contract, Rotron Aero deal

Ondas shares climbed about 2.7% to $10.64 in premarket action Tuesday following news that Airobotics secured a fresh defense contract with a government client in the Asia-Pacific region. The Nasdaq-listed stock also caught attention after a separate announcement the day before about its acquisition of Rotron Aero.

3 February 2026

Defense Industry·NASDAQ:ONDS·Technology

Intel stock pops before the bell on SoftBank AI-memory deal, fresh Xeon 600 launch

Intel shares climbed 4.3% to $50.89 in premarket trading Tuesday, building on earlier gains following SoftBank Corp.’s announcement that its fully owned subsidiary will partner with the chipmaker on a novel memory technology designed for AI data centers.

3 February 2026

Artificial Intelligence·NASDAQ:INTC·Semiconductors·Stock Market·Technology

Why Samsara (IOT) stock is on watch: Canada expansion and March 5 earnings date

Samsara shares dipped roughly 0.3% to $26.33 in Tuesday’s premarket. On Monday, the stock closed down 5.8% at $26.41.

3 February 2026

Earnings Reports·NASDAQ:IOT·Stock Market·Technology

PayPal picks HP’s Enrique Lores as CEO as weak outlook, earnings miss send shares sliding

PayPal on Tuesday chose Enrique Lores as its next CEO, following a profit forecast for 2026 that came in below expectations. The announcement knocked the stock down nearly 16% in premarket trading. The payments giant also posted holiday-quarter results that missed Wall Street estimates and revealed that growth in its higher-margin “branded checkout” button on merchant sites slowed to just 1%. This raised new concerns about competition from Apple, Google, and other rivals.

3 February 2026

NASDAQ:PYPL·NYSE:HPQ·Stock Market·Technology

Fusemachines stock jumps on IBM-partner deal — FUSE price action to watch before the bell

Shares of Fusemachines Inc dipped 1.5% to $2.66 in premarket Tuesday, following a strong 70.9% jump to $2.70 the day before. The Nasdaq-listed firm, with a market cap near $78 million, traded over 198 million shares on Monday, bouncing between $2.26 and $3.67.

3 February 2026

NASDAQ:FUSE·Stock Market·Technology

Sandisk stock price: why SNDK is moving again today after a 15% jump

Shares of Sandisk Corporation climbed about 2.9% early Tuesday, extending Monday’s sharp 15.4% gain. The stock last traded around $684.17, up from a close of $665.24 on Monday.

3 February 2026

NASDAQ:SNDK·Stock Market·Technology

Snowflake stock rises premarket after OpenAI deal, AI product rollout puts Feb. 25 earnings in focus

Snowflake shares climbed 1.33% to $193.22 in Tuesday’s premarket, rebounding from a nearly 1% drop the previous day when the stock ended at $190.68.

3 February 2026

Artificial Intelligence·Earnings Reports·NYSE:SNOW·Stock Market·Technology

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Beyond Nvidia: Broadcom and TSMC tipped as big winners in the custom AI chip boom

CoreWeave stock sinks below Nvidia deal price as lawsuit deadline comes into focus

KLA stock slides as chip-equipment names retreat; shutdown jitters and megacap earnings in focus

Cisco stock climbs on NBC Sports Olympics networking deal as Feb. 11 earnings near

Applied Materials stock slips despite fresh Wall Street target hikes — what’s behind AMAT’s move

Nvidia’s Jensen Huang tells TSMC to “work very hard” as 2nm supply tightens

Broadcom stock dips today: AVGO slides as Wi‑Fi 8 push, VMware partner cuts sharpen focus on March earnings

AMD earnings today: AMD’s AI chip test heats up as OpenAI eyes options beyond

AMD stock price slips after early pop as OpenAI chip hunt meets earnings day

SanDisk stock jumps as AI memory shortage fuels a bold Q3 forecast

Amazon stock slips as AWS flags Europe power-grid delays — with earnings days away

Sandisk stock jumps at the open as upbeat outlook keeps the AI-memory trade in focus

Ondas (ONDS) stock price jumps before the bell on Asia-Pacific defense contract, Rotron Aero deal

Intel stock pops before the bell on SoftBank AI-memory deal, fresh Xeon 600 launch

Why Samsara (IOT) stock is on watch: Canada expansion and March 5 earnings date

PayPal picks HP’s Enrique Lores as CEO as weak outlook, earnings miss send shares sliding

Fusemachines stock jumps on IBM-partner deal — FUSE price action to watch before the bell

Sandisk stock price: why SNDK is moving again today after a 15% jump

Snowflake stock rises premarket after OpenAI deal, AI product rollout puts Feb. 25 earnings in focus

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Abercrombie shares surge 22% after $100 million tariff refund improves 2026 guidance

Photronics Shares Surge 23% Premarket as Share of High-End IC Mask Mix Reaches All-Time High of 44%

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