Microsoft Corporation

Microsoft shares haven't looked as cheap for eight years as they do now, argue Matrix Asset Advisors

'Best bet on AI': Piper Sandler urged clients to buy back Microsoft after collapse

MediaTek Inc.

NVIDIA Corporation

Nvidia's Taiwanese partner in the AI supercomputer project has been forced to increase costs due to increased pressure on the supply chain - and will now "adjust" its prices

Nvidia partner announces price hike amid increased workload due to AI boom

Salesforce, Inc.

Adobe Inc.

PayPal Holdings, Inc.

The market is gripped by fear that plug-ins from Anthropic will displace traditional enterprise software

Threat from new AI tools wiped out $300 billion of capitalization in a day

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

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.

Artificial intelligence (AI)