AI News Flash for February 04, 2026 at 09:00 UTC.

Topics:

1. Positron $230M Series B

https://techcrunch.com/2026/02/04/exclusive-positron-raises-230m-series-b-to-take-on-nvidias-ai-chips/

2. MediaTek Supply Chain and Price Adjustment

https://ca.finance.yahoo.com/news/taiwans-mediatek-flags-supply-chain-081742992.html

3. SaaS Stock Crash Hits Wix and monday.com

https://www.calcalistech.com/ctechnews/article/hk4b1tgpze

4. Bain Capital Pagliuca on AI and SaaS

https://www.bloomberg.com/news/videos/2026-02-04/pagliuca-ai-marks-turning-point-for-saas-investment-video

AI News Flash for February 04, 2026 at 08:00 UTC.

Topics:

1. Jensen Huang responds to software stock selloff

https://finance.yahoo.com/news/nvidias-huang-dismisses-fears-ai-065001192.html

2. Infineon boosts AI investment

https://www.bloomberg.com/news/articles/2026-02-04/infineon-forecasts-growing-revenue-from-ai-data-center-demand

3. Companies paying the price for replacing entry-level workers with AI

https://www.fastcompany.com/91483431/companies-replaced-entry-level-workers-with-ai

4. Sam Altman calls Moltbook a fad

https://finance.yahoo.com/news/openai-ceo-altman-dismisses-moltbook-191934665.html

AI News Flash for February 04, 2026 at 04:00 UTC.

Topics:

1. NVIDIA H200 chip sales to China stalled by US security review

https://www.investing.com/news/stock-market-news/nvidia-ai-chip-sales-to-china-stalled-by-us-security-review-ft-reports-4483556

2. Nintendo shares drop 10% on AI-driven memory shortage

https://www.cnbc.com/2026/02/04/nintendo-shares-sink-10percent-as-gaming-giant-faces-memory-shortage-concerns-.html

3. Eightfold AI faces class action lawsuit over secret job seeker data collection

https://fortune.com/2026/01/26/job-seekers-suing-ai-hiring-tool-eightfold-allegedly-compiling-secretive-reports/

4. Context engineering is key to onboarding AI agents

https://news.google.com/rss/articles/CBMickFVX3lxTE85dWQyU1BndG1zSk84UUlVcVRYX1BnNTFyZkJQTlBYM1hUOHptUWU1eVJiNVhPM3U4WGxGeVN2WGRDTEItZW9pLWFoZHRBR1N0eUdSYnhnYzFFYlhuUDFURHNINXpSc2o4R2U3NnN4TEJrQQ?oc=5

AI News Flash for February 04, 2026 at 03:00 UTC.

Topics:

1. Hong Kong Family Office 3C AGI $100M AI Fund

https://www.bloomberg.com/news/articles/2026-02-04/hong-kong-billionaire-family-office-backs-100-million-ai-fund

2. Korean Battery Makers Racing for AI Robot Batteries

https://www.upi.com/Top_News/World-News/2026/02/03/biz-battery-industry-robot-market-ai-physical-era/7101770170081

3. Agentic AI in Financial Services - 2026 Turning Point

https://impact.economist.com/

4. China's AI Surveillance System Expansion

https://www.cnn.com/2025/12/04/china/china-ai-censorship-surveillance-report-intl-hnk

AI News Flash for February 04, 2026 at 02:00 UTC.

Topics:

1. Anthropic $350B Valuation Employee Tender Offer

https://www.bloomberg.com/news/articles/2026-02-04/anthropic-plans-employee-tender-offer-at-350-billion-valuation

2. Pinterest CEO Fires Employees Who Built Layoff Tracker

https://www.cnbc.com/2026/02/03/pinterest-ceo-puts-staffers-on-blast-who-created-tool-to-track-layoffs.html

3. Software Stock Rout Spreads to Asia

https://www.bloomberg.com/news/articles/2026-02-04/ai-disruption-concerns-sink-software-makers-stocks-in-asia

4. SpaceX-xAI Merger - Muskonomy Update

https://www.cnbc.com/2026/02/03/muskonomy-shakeup-spacex-valuation-after-xai-merger-nears-tesla.html

AI News Flash for February 04, 2026 at 01:00 UTC.

Topics:

1. KKR Asia Data Center $10.9B Acquisition

https://www.morningstar.com/news/business-wire/20260202441025/kkr-led-consortium-with-singtel-group-to-fully-acquire-st-telemedia-global-data-centres-at-s138-billion-enterprise-value

2. Anthropic Legal AI Software Stock Selloff Continues

https://www.bloomberg.com/news/articles/2026-02-03/legal-software-stocks-plunge-as-anthropic-releases-new-ai-tool

3. Microsoft Promotes 4 AI Sales Leaders

https://www.cnbc.com/2026/02/03/microsoft-promotes-sales-leaders-as-company-pursues-ai-growth.html

4. LLM Router Adversarial Attack Research

https://arxiv.org/abs/2501.01818

AI News Flash for February 04, 2026 at 00:00 UTC.

Topics:

1. Software Stocks $300B Wipeout

https://www.bloomberg.com/news/articles/2026-02-03/-get-me-out-traders-dump-software-stocks-as-ai-fears-take-hold

2. NVIDIA-OpenAI Investment Stalled

https://www.cnbc.com/2026/02/03/nvidia-openai-stalled-on-their-mega-deal-ai-giants-need-each-other.html

3. AI Layoffs and AI-Washing

https://www.cbsnews.com/news/ai-layoffs-2026-artificial-intelligence-amazon-pinterest/

4. California AI Layoff Regulation Bill

https://calmatters.org/economy/technology/2025/08/california-ai-employment-legislation/

AI News Flash for February 03, 2026 at 23:00 UTC.

Topics:

1. AMD Q4 Earnings - Record Revenue on AI Demand

https://www.globenewswire.com/news-release/2026/02/03/3231629/0/en/AMD-Reports-Fourth-Quarter-and-Full-Year-2025-Financial-Results.html

2. Varonis Acquires AllTrue.ai

https://www.globenewswire.com/news-release/2026/02/03/3231593/33473/en/Varonis-to-Acquire-AllTrue-ai-to-Manage-and-Secure-AI-Across-the-Enterprise.html

3. Citi AI Agent Pilot

https://www.ciodive.com/news/citi-agentic-AI-tools-stylus-workspaces/760804/

4. Software Stocks Plunge on AI Fears

https://www.wsj.com/finance/stocks/threat-of-new-ai-tools-wipes-300-billion-off-software-and-data-stocks-d0a8927e

AI News Flash for February 03, 2026 at 22:00 UTC.

Topics:

1. Private Credit Stocks Plummet

https://www.cnbc.com/2026/02/03/private-credit-stocks-plummet-on-concern-about-exposure-to-software-industry-disrupted-by-ai.html

2. Match Group Earnings and AI Investment

https://www.cnbc.com/2026/02/03/match-group-mtch-q4-2025-earnings-.html

3. VPA Report on AI Neutrality

https://law.vanderbilt.edu/news/new-vpa-report-recommends-net-neutrality-for-ai/

4. AI-ISAC Development

https://www.nextgov.com/cybersecurity/2026/02/ai-info-sharing-center-development-cisa-official-says/411167/

5. Grammy CEO on AI

https://www.billboard.com/music/awards/grammy-ai-harvey-mason-jr-recording-academy-1236126346/

AI News Flash for February 03, 2026 at 21:00 UTC.

Topics:

1. Anthropic Legal AI Tool Triggers Stock Sell-Off

https://www.bloomberg.com/news/articles/2026-02-03/legal-software-stocks-plunge-as-anthropic-releases-new-ai-tool

2. Svedka Super Bowl's First Fully AI-Generated Ad

https://www.hollywoodreporter.com/business/digital/svedka-super-bowl-ad-ai-watch-1236493612/

3. Bitcoin Hits Lowest Level Amid AI Spending Concerns

https://www.cnn.com/2026/02/02/investing/gold-silver-bitcoin-us-stock-market

4. Wall Street AI Disruption Sell-Off

https://www.bloomberg.com/news/articles/2026-02-03/-get-me-out-traders-dump-software-stocks-as-ai-fears-take-hold