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On February 4, MediaTek warned that surging AI demand is straining global chip supply and raising costs, and said it will adjust pricing and allocate supply based on profitability. The company reported fourth‑quarter revenue of $4.76 billion, up 8.8% year over year, while net income declined 3.6% to T$23.1 billion.

On February 4, 2026, AMD shares were down 7.12% to $224.88 in premarket trading after the company reported fourth-quarter 2025 results that topped forecasts. AMD posted $1.53 in EPS on $10.27 billion of revenue versus $1.32 and $9.67 billion expected, but its first-quarter 2026 revenue outlook of $9.8 billion, plus or minus $300 million, fell short of some investor hopes.

On Tuesday, spot Bitcoin ETFs posted $272 million in net outflows, pulling assets under management below $100 billion for the first time since April 2025, according to SoSoValue. Bitcoin fell under $74,000 and the crypto market cap declined from $3.11 trillion to $2.64 trillion over the past week, per CoinGecko, while Ether-, XRP- and Solana-linked ETFs saw $14 million, $19.6 million and $1.2 million in inflows.

As of February 4, 2026, Nvidia had not shipped any H200 AI chips to China, nearly two months after a December agreement with Donald Trump permitted sales. Licences from State, Defense, and Energy remain pending, and the State Department is pressing for stricter limits. The deal also includes a 25% government take and conditions on testing, reporting, and shipment allocations.

On Wednesday, Bitcoin fell about 3% to $76,000 as a tech-driven selloff on Wall Street spilled into Asia, weighing on risk appetite. Early trading saw weaker openings in Japan and Australia, with Hong Kong futures pointing to declines, while traders rotated toward more cyclical exposures.

Nvidia is close to committing $20 billion to OpenAI, a move that would be the chipmaker's largest single investment and part of a funding round that could reach $100 billion. Both companies' CEOs rejected speculation of strained ties, with Jensen Huang saying the next financing is a major commitment and Sam Altman signaling long-term demand for Nvidia's AI chips.

On February 4, 2026, the Japanese yen approached 160 per dollar, a level not seen in decades, as risk appetite faded. Traders who once expected a rebound shifted to growing net short positions, while Prime Minister Sanae Takaichi’s spending plans and a snap election slated for February 8 kept market focus on possible intervention around the 160 mark.

On 4 February 2026, Strategy’s Bitcoin stash stood at 713,502 BTC, equal to about 3.6% of supply and valued near $54.9 billion. Its realized average entry is around $76,000, close to spot, while a recent 855 BTC buy near $88,000 adds faster downside sensitivity. The firm’s funding links market strength to continued accumulation.

On February 3, 2026, Super Micro Computer reported second-quarter revenue of $12.68 billion, beating the $10.42 billion consensus; GAAP diluted EPS was $0.60 and non-GAAP EPS was $0.69. Net income stood at $400.6 million, and gross margin slipped to 6.3%. The company guided at least $12.3 billion for Q3 revenue and projected fiscal 2026 sales of at least $40.0 billion.

Galaxy Digital's stock fell about 17% on Tuesday after the firm posted a Q4 2025 net loss of $482 million and earnings of -$1.08 per share following a 22% drop in the value of its digital asset investments. The company swung from a strong third-quarter profit, while trading volumes slid roughly 40%, even as its loan book hovered near $1.8 billion and it advanced large-scale infrastructure and capital-raising plans for 2026.