Super Micro Computer, Inc.

The AI server maker's margins fell below its own forecasts

Supermicro raised its sales forecast, and the stock soared. But there's reason to worry

NVIDIA Corporation

Microsoft Corporation

Meta Platforms, Inc.

The main U.S. stock indices collapsed at the end of trading on Tuesday, February 3. At the same time, the technological Nasdaq Composite suffered the most, it lost almost 1.5%. Investors reallocated capital from technology stocks to securities, which are more related to the improvement of the economy, <a href="https://www.cnbc.com/2026/02/02/stock-market-today-live-updates.html">explains </a>CNBC. The main pressure on the market was exerted by players that traders consider vulnerable amid the widespread introduction of artificial intelligence, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-02-03/us-stocks-teeter-on-edge-of-record-as-palantir-earnings-shine?embedded-checkout=true">points out </a>. These are mainly software developers.

The Nasdaq Composite fell 1.4 percent. Why did investors get rid of technology stocks?

Tesla, Inc.

A full consolidation of assets such as SpaceX and Tesla faces the problem of the companies' value mismatch, analysts say

Wedbush has allowed SpaceX and Tesla to merge within 12-18 months. Why would Musk want to do that?

Teradyne, Inc.

Demand from the AI segment in computing, networking and memory was significantly higher than analysts' expectations

'Market surprise': Teradyne shares rise 9% to record after strong reporting

Intel Corporation

SoftBank Corp.

The two companies have partnered amid growing memory chip shortages and rising prices

SoftBank and Intel to develop next-generation memory for AI. How are investors reacting?

Samsung Electronics Co., Ltd.

SK hynix Inc.

Samsung quotes could rise 45-50% in 2026, JPMorgan Chase predicts

Samsung's stock made its biggest jump since 2008. What inspired investors?

Alphabet Inc.

Uber Technologies, Inc.

Liberty Global Ltd.

Waymo has raised $16 billion at a $126 billion valuation and is scaling robotaxis. Australia's central bank raised the rate for the first time since 2023 due to persistent inflation. About these and other topics - in our review of key events for the morning of February 3.

Highlights for this morning: Waymo raises $16 billion, Australia's central bank raises rate

OpenAI plans to remain a "giant customer" of Nvidia for a "very long time", claims OpenAI head Sam Altman

OpenAI unhappy with Nvidia chips and looking for alternatives - Reuters

SPDR S&P 500 ETF Trust

SPDR Gold Shares

iShares Biotechnology ETF

On January 28, the S&amp;P index <a href="https://oninvest.com/article/s-p-500-vpervye-v-istorii-prevysil-7000-punktov">hit the</a> 7,000 mark for the first time, fueled by optimism around artificial intelligence and expectations of corporate results. Two days later, a 10% drop in Microsoft shares triggered a large-scale sell-off. Oninvest asked Alexei Primak, founder of the Institute of Financial and Investment Technologies, what trends await us in February and where $10000 should be invested. His choice: the technology market (S&amp;P 500), gold ETFs, and a biotechnology fund.

Where to invest $10,000 in February: an example of a simple investment portfolio

Oracle Corporation

Alibaba Group Holding Limited

Oracle is preparing a large-scale capital raise to build data centers to meet the demand from its largest customers, and Alibaba and its competitors are rolling out multi-billion dollar campaigns to promote AI applications in China. About these and other topics - in our review of key events by the morning of February 2.

Top story for the morning: Oracle to raise up to $50 billion, gold and silver continue to fall

The value of securities in trading on January 29 collapsed at the strongest rate since 2020

Outperforming 99% of rivals, an investment fund bought Microsoft stock during the collapse

Roblox Corporation

Take-Two Interactive Software, Inc.

Securities of game companies fell sharply on Friday, January 30, after Google <a href="https://blog.google/innovation-and-ai/models-and-research/google-deepmind/project-genie/">presented a</a> model of artificial intelligence, capable of creating interactive digital worlds by text queries. Thus, the shares of Take-Two Interactive, the developer of Grand Theft Auto, fell by about 12%, the game platform Roblox - by 14%, and the securities of the developer of the game engine Unity Software fell in the moment by 28%.

Artificial intelligence (AI)