Nvidia Slips on Stalled OpenAI Investment; Palantir Soars on Strong AI-Driven Earnings

Nvidia (NVDA) shares fell in early trading on February 3, 2026, amid reports that its proposed $100 billion investment in OpenAI has stalled, raising investor concerns about the deal’s viability. According to The Wall Street Journal, internal skepticism persists over whether the agreement will proceed. Palantir (PLTR) surged 6% in after-hours trading after reporting Q4 2025 revenue of $1.41 billion—up 70% year-over-year—and full-year revenue of $4.48 billion, both exceeding expectations, driven by strong AI and U.S. defense demand. Meanwhile, Robinhood (HOOD) plunged 9.6% as weakening crypto markets and fading retail trading activity spooked investors. Micron (MU) rose over 5% on AI-driven memory demand but faces technical warning signs reminiscent of the 2000 dot-com bubble. Morgan Stanley also warned that a potential Kevin Warsh-led Fed could heighten U.S. Treasury volatility due to reduced policy guidance.