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Artificial Intelligence News 5 February 2026

Nvidia stock price edges up as Huang calls AI disruption fears “illogical”

Nvidia stock price edges up as Huang calls AI disruption fears “illogical”

New York, Feb 5, 2026, 10:08 (ET) — Regular session. Nvidia shares rose 0.8% to $175.60 on Thursday, as chief executive Jensen Huang tried to tamp down the idea that new AI will make software tools obsolete, calling it “illogical.” (Reuters) That debate matters now because investors have been dumping software and data-services stocks this week on worries that AI…
5 February 2026
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Dow Jones drops nearly 300 points as Alphabet AI spending plan rekindles tech jitters

Dow Jones drops nearly 300 points as Alphabet AI spending plan rekindles tech jitters

New York, February 5, 2026, 10:02 (EST) — Regular session The Dow Jones Industrial Average fell about 300 points in morning trade on Thursday, pulled down by losses in Amazon and Microsoft as investors weighed fresh worries over Big Tech spending and demand. The Dow was down 298 points, or 0.6%, at 49,203, while the S&P 500 slid 0.8% and…
5 February 2026
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Nvidia stock price slides again as AI payoff worries spread; what investors watch next

Nvidia stock price slides again as AI payoff worries spread; what investors watch next

New York, Feb 5, 2026, 09:34 (EST) — Regular session Nvidia shares slipped roughly 3.3% to $174.19 in early Thursday trading, deepening the pullback seen in AI-related stocks this week. This shift is significant since Nvidia’s stock now acts as a rapid barometer for AI expansion. Growth-focused sectors also took hits: the Nasdaq-tracking QQQ fell roughly 1.8%, while the semiconductor…
5 February 2026
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Microsoft stock flips higher after Stifel downgrade puts Azure, AI spend back in focus

Microsoft stock flips higher after Stifel downgrade puts Azure, AI spend back in focus

NEW YORK, Feb 5, 2026, 09:36 EST — Regular session. Microsoft shares climbed roughly 0.7% to $414.19 in early Thursday trading, clawing back some losses amid growing scrutiny over the expenses tied to the AI expansion. It’s crucial now, with software and cloud stocks undergoing rapid repricing. Investors are pressing hard: how long will companies keep sinking money into chips…
5 February 2026
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AMD’s plunge, Nvidia’s China chip talks and Alphabet’s AI spend plan: what’s driving AI stocks today

AMD’s plunge, Nvidia’s China chip talks and Alphabet’s AI spend plan: what’s driving AI stocks today

NEW YORK, Feb 5, 2026, 06:25 EST — Premarket Nvidia drew attention before Thursday’s U.S. open as Reuters revealed its planned sale of H200 AI chips to China’s ByteDance is still caught up in U.S. licensing rules. (Reuters) Timing is crucial. Investors are dividing the “AI trade” into clear winners and laggards, showing less tolerance for companies that can’t convert…
5 February 2026
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Google’s $185B AI spending plan jolts tech stocks as AMD plunges

Google’s $185B AI spending plan jolts tech stocks as AMD plunges

New York, February 5, 2026, 06:05 (EST) World stocks dipped Thursday after Alphabet unveiled plans to boost capital spending to as much as $185 billion by 2026. Chipmaker AMD’s 17% drop the day before added to a tech selloff that’s erased nearly $850 billion in market value this month. Craig Inches, head of rates and cash at Royal London Asset…
5 February 2026
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AppLovin stock tumbles on CloudX AI threat talk as traders brace for earnings

AppLovin stock tumbles on CloudX AI threat talk as traders brace for earnings

New York, Feb 5, 2026, 05:35 (ET) — Premarket. AppLovin Corp (APP) shares are under the microscope ahead of the open, coming off a 16.1% drop Wednesday that left the stock at $387.34. That followed a 4.4% decline the day before. Volume surged past 15 million shares, with the price fluctuating between $382.40 and $410.25. (Investing) Timing is key. This…
5 February 2026
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London Stock Exchange Group (LSEG) share price drops as buyback update lands and tariff jitters linger

LSEG share price slides again as AI fears linger — and buyback filings keep it in focus

London, Feb 5, 2026, 08:23 GMT — Regular session London Stock Exchange Group plc (LSEG.L) shares were down 1.9% at 7,046 pence in early London trade on Thursday, a day after the stock hit a 52-week low of 6,684 pence. The shares closed at 7,180 pence on Wednesday and are down about 42% from a 12,185 pence high over the…
5 February 2026
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Google’s $185B AI spending shock rattles stocks as Nasdaq slide spreads to Asia

Google’s $185B AI spending shock rattles stocks as Nasdaq slide spreads to Asia

LONDON, Feb 5, 2026, 07:20 GMT Asian stocks slipped Thursday after Alphabet, Google’s parent company, announced a steep rise in capital spending — targeting long-term assets like data centres and chips. The move intensified the tech sell-off that has already weighed on Wall Street this week. MSCI’s broad Asia-Pacific index excluding Japan dropped 1.8%, while South Korea’s KOSPI plunged 3.9%…
5 February 2026
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WiseTech Global share price slides again as AI jitters keep hammering ASX software stocks

WiseTech Global share price slides again as AI jitters keep hammering ASX software stocks

SYDNEY, Feb 5, 2026, 16:49 AEDT — Market closed Shares of WiseTech Global Ltd (WTC.AX) fell 2.6% to close at A$49.92 on Thursday, deepening a recent slide that’s wiped out roughly 13% over the past two sessions. The stock touched a 52-week low of A$47.69 during the day. Trading volume jumped to around 4.08 million shares, up from about 2.42…
5 February 2026
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Bitcoin slides under $71,000 as AI tech rout spills into crypto, stoking fresh selloff

Bitcoin slides under $71,000 as AI tech rout spills into crypto, stoking fresh selloff

NEW YORK, Feb 5, 2026, 01:03 EST Bitcoin slipped below $71,000 in Asian hours on Thursday as a renewed slide in global technology stocks bled into crypto markets, cutting short hopes that last week’s violent swings were settling down. The world’s largest token fell as much as 7.5% over the past 24 hours and touched lows near $70,700 before paring…
5 February 2026
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Accenture stock steadies near $242 after CEO share-sale filing as AI jitters rattle tech services

Accenture stock steadies near $242 after CEO share-sale filing as AI jitters rattle tech services

NEW YORK, February 4, 2026, 21:18 (EST) — Market closed. Accenture plc shares closed Wednesday roughly 0.2% higher at $241.65, bouncing between $231.85 and $244.95 during the session. Investors digested new insider-sale reports amid a gloomy tone in software and services sectors. The timing couldn’t be worse. A broad selloff in software and services stocks has investors questioning once more…
5 February 2026
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Stock Market Today

  • Cocoa Prices Fall Amid Surplus and Weak Demand Ahead of Ivory Coast Harvest
    February 5, 2026, 10:41 AM EST. Cocoa prices dropped sharply on Wednesday, with March ICE NY cocoa down 4.98% and London cocoa 3.72%, pressured by abundant global supplies and weak demand. Global cocoa stocks rose 4.2% year-on-year to 1.1 million metric tons, while forecasts predict ongoing surpluses in the 2025/26 and 2026/27 seasons. Demand slumped as consumers hesitated at high chocolate prices; Barry Callebaut reported a 22% sales volume decline in its cocoa division. European and Asian cocoa grindings also fell significantly in Q4, signaling sluggish consumption. Contrastingly, Ivory Coast farmers' shipments dipped slightly by 4.7%, and favorable West African growing conditions suggest a robust new harvest. However, rising inventories in U.S. ports and healthy pod counts exert downward pressure on prices despite these factors.
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