
🔥 Market Divergence: Tech & Crypto Bleed, Gold & Silver Shine | Wed, Feb 4, 2026

Markets delivered a stark lesson in rotation today: a brutal sell-off in software and crypto was met with a historic surge into precious metals. Here’s the breakdown of a wild Wednesday:

📉 The Great Unwind: Tech & Crypto Under Pressure
- Software Sector Slammed: The launch of a new AI tool by Anthropic triggered the worst sell-off in software stocks since April 2025, sparking fears of disruptive competition and valuation resets across the sector.
- Crypto Crash Deepens: Bitcoin plunged over 7%, breaking below its April 2025 lows, while Ethereum tumbled roughly 9%. The retreat from risk assets accelerated.
- $AMD(AMD.US)'s Mixed Signal: Despite reporting a record +39% surge in Data Center revenue for Q4, AMD shares fell 7% after hours as its Q1 revenue guidance failed to meet sky-high expectations.
📈 The Safe Haven Surge: Metals Explode
- Gold's Massive Rally: In a flight to safety, spot gold surged 6.2%, once again nearing the $5,000 per ounce mark.
- Silver Outperforms: Silver skyrocketed with an intraday rally of up to 12%, highlighting explosive momentum in the precious metals complex.
🤖 AI Frontier: Big Money Moves
- $NVIDIA(NVDA.US)'s Major Bet: Amid rumors of a changed deal (which it denied), Nvidia is reportedly planning a $20 billion investment in OpenAI, signaling an unprecedented capital commitment to the AI frontier.
📊 Earnings Roundup & Watch
- Today's Notable Report: $Paypal(PYPL.US) tumbled approximately 20% following its earnings release, adding to the tech sector pain.
- Key Reports Out: Earnings from $Alphabet(GOOGL.US), $Qualcomm(QCOM.US), $Arm(ARM.US), $Novo Nordisk AS(NVO.US), and $Eli Lilly(LLY.US) are now in focus.
- Positive Signal: Autonomous driving firm $Pony AI(PONY.US) issued a positive profit warning, indicating reduced losses, a rare spot of optimism in tech.
🎁 Comment & Earn!
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