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Artificial Intelligence News 1 February 2026 - 2 February 2026

AI stocks swing as Oracle’s $50 billion funding plan lifts shares; AMD jumps into earnings

AI stocks swing as Oracle’s $50 billion funding plan lifts shares; AMD jumps into earnings

New York, February 2, 2026, 13:37 EST — Regular session Oracle shares gained roughly 1.1% to $166.42 Monday following the company’s announcement to raise up to $50 billion this year to boost cloud capacity for AI workloads. U.S. AI stocks remained in the spotlight as AMD jumped around 4.5%, Nvidia slipped about 0.8%, and Snowflake showed little movement. The reason…
Oracle stock price rises as $50 billion funding plan eases AI buildout fears

Oracle stock price rises as $50 billion funding plan eases AI buildout fears

NEW YORK, February 2, 2026, 13:33 EST — Regular session Oracle shares edged up Monday, reacting to the company’s announcement of a plan to raise up to $50 billion this year aimed at funding a costly cloud expansion. The stock gained roughly 1.7%, closing near $167.43, after fluctuating between $155.90 and $175.62 during the session. Oracle on Sunday detailed plans…
Microsoft stock dips as AI spending worries linger, with OpenAI exposure back in focus

Microsoft stock dips as AI spending worries linger, with OpenAI exposure back in focus

New York, Feb 2, 2026, 10:58 (EST) — Regular session Microsoft shares slipped roughly 0.6% to $427.58 on Monday. Investors remain cautious over the expenses tied to the company’s AI expansion and the speed of its cloud growth. The stock has had trouble finding footing since tumbling after last week’s earnings report. Microsoft ranks among the largest components of the…
Nvidia slips on OpenAI funding doubts while Oracle pops — AI stocks in focus today

Nvidia slips on OpenAI funding doubts while Oracle pops — AI stocks in focus today

New York, Feb 2, 2026, 10:29 (EST) — Regular session Nvidia shares dropped 1.4% to $188.47 in early trading, pulling down several AI-related stocks despite strength in the wider tech sector. The focus isn’t just on a single deal but on what it represents. Massive figures tied to AI infrastructure now sum up the hefty costs of training and operating…
Nvidia stock slips early as OpenAI deal doubts hang over NVDA ahead of Feb. 25 results

Nvidia stock slips early as OpenAI deal doubts hang over NVDA ahead of Feb. 25 results

New York, Feb 2, 2026, 09:32 EST — Regular session. Nvidia (NVDA.O) shares dipped in early Monday trading, adding to premarket declines after reports surfaced that the chipmaker’s plan to invest up to $100 billion in OpenAI faced pushback. The stock fell roughly 0.7% to $191.13. The timing couldn’t be worse for a market already jittery about hefty AI investments.…
AI stocks slide premarket as Oracle lines up $50 billion raise and Nvidia-OpenAI deal doubts linger

AI stocks slide premarket as Oracle lines up $50 billion raise and Nvidia-OpenAI deal doubts linger

NEW YORK, Feb 2, 2026, 06:17 EST — Premarket Oracle shares dropped 2.6% in premarket Monday after the company revealed plans to raise $45 billion to $50 billion this year to boost cloud infrastructure for AI workloads. The software giant, led by billionaire Larry Ellison, intends to fund this with roughly equal parts debt and equity, including a new $20…
Roblox stock price in focus: Egypt block adds heat as Google AI rattles gaming names

Roblox stock price in focus: Egypt block adds heat as Google AI rattles gaming names

NEW YORK, February 2, 2026, 05:24 EST — Premarket Roblox Corporation (NYSE: RBLX) was seen near $65.76 in premarket Monday, following a 13.3% plunge the day before. Take-Two Interactive hovered around $220.30 after falling 7.9%, and Unity Software last checked in at $29.10, tumbling 24.2%. Alphabet, meanwhile, held steady around $338. New overseas developments are rattling the stock. Egypt’s Supreme…
Alibaba stock slips premarket after $431 million Qwen AI Lunar New Year blitz

Alibaba stock slips premarket after $431 million Qwen AI Lunar New Year blitz

New York, Feb 2, 2026, 05:17 ET — Premarket Alibaba Group Holding’s U.S.-listed shares slipped 0.8% to $168.17 in early trading Monday, after the company announced plans to invest 3 billion yuan ($431 million) to boost users of its Qwen AI app. The stock had closed at $169.56 previously. (Reuters) Spending reveals the story. China’s top tech giants are racing…
Nvidia stock price preview: What NVDA investors watch after Huang flags “huge” OpenAI investment

Nvidia stock price preview: What NVDA investors watch after Huang flags “huge” OpenAI investment

New York, February 1, 2026, 17:37 (EST) — Market closed Nvidia shares are poised to catch the spotlight when Wall Street reopens Monday, following Huang’s announcement of a “huge” investment in OpenAI’s ongoing fundraising round. The stock closed Friday at $191.13, slipping roughly 0.7%. (Reuters) Timing is key here, as Nvidia’s stock remains a stand-in for a single issue: will…
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

New York, Feb 1, 2026, 13:12 (EST) — Market closed 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…
Nvidia stock, OpenAI and the AI trade: what to watch before Alphabet and Amazon earnings

Nvidia stock, OpenAI and the AI trade: what to watch before Alphabet and Amazon earnings

New York, Feb 1, 2026, 12:31 (EST) — Market closed AI stocks go into Monday with fresh focus on Nvidia after CEO Jensen Huang dismissed talk of a rift with OpenAI as “nonsense” and said the chipmaker would make a “huge” investment in the ChatGPT maker. Nvidia shares ended Friday down 0.7% at $191.13; Huang said, “Sam is closing the…
Alibaba stock slips into Monday: China PMI shock and AI chip access are the next tests

Alibaba stock slips into Monday: China PMI shock and AI chip access are the next tests

New York, Feb 1, 2026, 11:23 (EST) — Market closed. Alibaba Group Holding’s shares listed in the U.S. (BABA) dropped 2.7% Friday, closing at $169.56. The stock continued its decline for a second day as investors weighed fresh risks from China and the U.S. Trading volume hit roughly 10.8 million shares. (Nasdaq) Why it matters now: Chinese demand-sensitive stocks are…
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Stock Market Today

  • Sportradar Group (SRAD) Share Price Weakness Highlights Valuation Debate
    February 2, 2026, 3:29 PM EST. Sportradar Group (NasdaqGS:SRAD) has posted sharp share price declines, with a 22.34% drop over one month and 29.20% over three months, despite a positive three-year shareholder return of 38.88%. Trading at $18.11, well below the $32.61 narrative fair value based on earnings and cash flow forecasts, the stock faces questions about whether recent weakness offers a buying opportunity or reflects market skepticism over growth prospects. Increased demand for real-time sports data and premium products is driving revenue of €1.23 billion and net income near €95 million, supporting optimistic forecasts. However, Sportradar's high price-to-earnings ratio of 48.1x exceeds peers and industry averages, indicating valuation risk amid market sentiment shifts. Investors weigh growth potential against competition and contract renewal uncertainties.
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