Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Wednesday's key moments. 1. Stocks were attempting to shake off continued fears that AI disruption could undermine traditional enterprise software companies. Some of the high-multiple names hit hardest in recent sessions, including Club name Microsoft , were trying to bounce Wednesday. Still, the broader market remained under pressure with the S & P 500 and Nasdaq down 1% and 2%, re ...

Advanced Micro Devices plunged 15.7% even after reporting stronger quarterly profit than analysts expected and issuing revenue guidance for early 2026 that also topped estimates. The decline came as investor expectations remained elevated after the stock had doubled over the past 12 months.Technology stocks more broadly faced pressure even where earnings remained strong. Market participants have increasingly questioned whether valuations in major technology companies had risen too sharply following years of ...

Stocks are kind of treading water here. The S&P is under a little bit of pressure. But again, these these pockets of pain, particularly in the tech space.We are seeing information technology as a sector sell off another one and a half%. Part of that is AMD. The stock is now down 16% sinking after earnings were better.Christina Parts Nevis joins us with more on the story. Christina, you wouldn't know it hearing Lisa Sue speak this morning. Yeah, you wouldn't.Yesterday you had uh a beating earnings expectatio ...

Market Overview - The U.S. stock market is experiencing mixed trading patterns with a notable rotation out of technology giants and into broader market sectors [1] - The S&P 500 has slipped around 0.2% to 0.3%, marking a modest decline for the fourth time in the last five days [2] - The Nasdaq Composite has traded approximately 1% lower, with the Nasdaq 100 specifically seeing a 1.4% loss [2] - The Dow Jones Industrial Average has risen by as much as 389 points, or 0.8%, indicating a shift away from tech stocks towards firms expected to benefit from improving growth prospects [2] Economic Indicators - The yield on 10-year Treasuries has remained steady at 4.28% [3] - Upcoming economic data includes the ADP Employment Change and ISM Services PMI for January, which are crucial for assessing the labor market and services sector [5] - The week will culminate with the U.S. Employment Report on February 6th, which includes non-farm payrolls and average hourly earnings [6] Company-Specific Highlights - Advanced Micro Devices (AMD) shares dropped by as much as 15.7% despite stronger-than-expected profits, indicating high expectations for AI-related companies [9] - Uber Technologies (UBER) fell 3% to 5% after its quarterly results and profit forecast fell short of expectations [10] - Super Micro Computer (SMCI) rallied by 12% to 14% after delivering stronger-than-expected profits [10] - Eli Lilly (LLY) surged by 9.2% after exceeding profit expectations and providing strong guidance, driven by its obesity drugs [11] - Silicon Laboratories (SLAB) shares soared by 51% following the announcement of its acquisition by Texas Instruments for approximately $7.5 billion [13] - Nvidia (NVDA) shares declined 2.8% due to a broad tech sell-off and uncertainty surrounding its OpenAI investment [14]

有分析人士指出，虽然AMD公布了超预期的营收利润表现，但市场认为，一季度指引总体略有逊色， 市场期待AMD在AI加速器上有更快的份额侵蚀与更高的短期出货量，任何相对保守的节奏都会被视 作"不及预期"。 格隆汇2月5日｜AMD股价延续跌势，跌幅扩大至近16%，创下自2018年以来最大跌幅。 消息面上，当地时间2月3日，AMD发布2025财年第四财季报告显示，AMD Q4营收超百亿美元创新 高、保持30%以上同比增速，EPS盈利增长放缓但较分析师预期高近16%，数据中心收入增至创纪录的 54亿美元，MI308芯片在华销售收入约3.9亿美元，美出口限制造成2025年约4.4亿美元的存货及相关费 用项影响；Q1营收指引中值98亿美元，略高于共识预期，但低于超过100亿美元的部分乐观预期。 ...

Group 1 - The technology sector is experiencing significant pressure, with major stocks like AMD dropping sharply due to disappointing earnings guidance, which has raised concerns about the company's progress in the AI field [2][7] - AMD's stock plummeted by 15%, while other tech stocks also faced declines, including Applovin Corporation down 13.73%, SanDisk down 11.52%, and Micron Technology down 8.88% [3][7] - The iShares Expanded Tech-Software Sector ETF saw a decline of approximately 3%, indicating ongoing investor concerns about the commercial risks associated with software companies as AI tools become more powerful [4][7] Group 2 - Analysts suggest that the market is not abandoning AI but is pricing it more cautiously, with AMD's performance being penalized for not exceeding high expectations set by previous rumors [7] - The storage sector is also facing significant declines, with SanDisk down over 11%, Western Digital nearly 10%, and Micron Technology down over 9%, while Seagate Technology has seen a drastic drop of over 65% [7] - Despite the challenges, there are positive implications for the AI supply chain, as memory and chip manufacturers will be essential for the operation of new AI tools and products [7]

【导读】科技股下跌，黄金白银跳水 大家好，今晚继续关注海内外市场的消息。科技股，黄金、白银都在跳水。 | | 分时 五日 日K 周K 月K 季K 年K 120分 60分 30分 15分 5分 1分 | | | 区间统计 全屏显示 | | | --- | --- | --- | --- | --- | --- | | 均价:209.72 最新:204.69 -37.42 -15.46% | | | | | | | 279.53 | | 15.46% | | 成交明细 | | | 270.18 | | 11.59% | 11:04 | 204.68 | રૂટ | | | | | 11:04 | 204.66 | 10 | | 260.82 | | 7.73% | 11:04 | 204.66 | 5 | | 251.47 | | 3.86% | 11:04 | 204.68 | 111 | | | | | 11:04 | 204.66 | 50 | | 242.11 | BB | 0.00% | 11:04 | 204.66 | 17 | | | | | 11:04 | 204.66 | 2 | | 232.7 ...

【导读】 科技股下跌，黄金白银跳水 中国基金报记者 泰勒 大家好，今晚继续关注海内外市场的消息。科技股，黄金、白银都在跳水。 | 换手:2.78% | | --- | | 振幅:5.56% | | 市净率:5.30 | | 市销率:11.38 | | 总市值:3340.90亿 | | 总股本:16.28亿 | | 货币单位: USD | 2月4日晚间，美股三大指数涨跌不一，道指上涨，纳指大跳水， 连续第二个交易日走弱 。 科技股普遍下跌，超威半导体（AMD）因财报表现不及预期而暴跌15%，进一步加剧了近期科技板块 的压力。这家芯片制造商的销售指引未能令投资者满意。这也被视作一个信号：公司在AI领域的推进 程度，未达到华尔街部分人士此前的预期。 | T 筛选 | 最新价 ÷ | 涨跌幅 + □ | | --- | --- | --- | | 美国超威公司 | 204.62 | -15.49% | | US AMD | | | | Applovin Corporation | 398.41 | -13.73% | | US APP | | | | 闪迪 | 615.70 | -11.52% | | US SNDK ...

来源：滚动播报 AMD股价跌幅扩大至16%，创2018年以来最大跌幅。 ...

Core Viewpoint - AMD is experiencing significant growth in both its data center and CPU businesses, with strong performance expected to continue into 2026, driven by increasing demand for AI and compute capabilities [2][4][5]. Group 1: Business Performance - AMD's data center business has shown remarkable strength, contributing to the company's overall success [2][4]. - The CPU business is described as "on fire," indicating robust demand and performance, which analysts have overlooked [5][6]. - The company anticipates a major inflection point in 2026, with new product launches expected to enhance growth [10][12]. Group 2: AI and Market Trends - There is an accelerating demand for AI capabilities from hyperscalers and enterprises, which is foundational for AMD's growth [9][15]. - The company is witnessing a surge in AI workloads, necessitating optimized compute solutions for both training and inference [12][16]. - AMD's upcoming MI450 series and Helios rack systems are positioned to capitalize on the growing AI market [13][10]. Group 3: Future Outlook - AMD's guidance for the second half of the year aligns with previous expectations, indicating confidence in continued growth [7][10]. - The company is focused on integrating AI tools with its hardware offerings to enhance product development and market responsiveness [18][19]. - There is a strong desire among customers to ramp up compute capabilities more quickly, reflecting the urgency in the market [15][16].