Today: 7 February 2026
Subscribe
Micron stock jumps into the weekend: UBS lifts target to $450 as Nvidia HBM4 doubts surface
7 February 2026
by

Micron stock jumps into the weekend: UBS lifts target to $450 as Nvidia HBM4 doubts surface

New York, Feb 7, 2026, 11:09 (EST) — Market closed. Micron Technology, Inc. shares finished Friday up 3.08% at $394.69, after trading between $372.87 and $396.65. With U.S. markets shut for the weekend, the stock heads into Monday with investors split between a bullish pricing story and a fresh jab at Micron’s position in AI memory. (Investing.com) Why it matters now: memory has turned into a frontline trade in the AI build-out. Big tech firms including Amazon, Alphabet, Microsoft and Meta are expected to spend more than $630 billion this year as they push deeper into artificial intelligence, putting suppliers
Read More
Johnson & Johnson stock price: What to watch after talc-case law firm ouster and new AFib data

Johnson & Johnson stock price: What to watch after talc-case law firm ouster and new AFib data

Johnson & Johnson shares rose 0.9% to $239.99 Friday after a New Jersey appeals court disqualified Beasley Allen from state talc cases, citing improper coordination with a former J&J attorney. The ruling affects about 3,600 state lawsuits, while a related federal motion is pending. J&J also reported early 12-month pilot data for its investigational AFib device at a cardiology meeting.
7 February 2026
··
Why Tencent stock fell: an OpenClaw AI warning, chip shortages — and what’s next for 0700.HK

Why Tencent stock fell: an OpenClaw AI warning, chip shortages — and what’s next for 0700.HK

Tencent shares fell 2% to HK$547.50 in Hong Kong on Friday, tracking a 1.1% drop in the Hang Seng TECH index. China warned of security risks tied to the OpenClaw AI agent, which Tencent Cloud offers, while Intel and AMD flagged longer waits and higher prices for server CPUs in China.
7 February 2026
········
Visa stock price closes higher as $100 million small-business push hits tape — what to watch next week

Visa stock price closes higher as $100 million small-business push hits tape — what to watch next week

·
7 February 2026
Visa shares closed up 0.74% at $331.58 Friday, trading between $327.10 and $335.13. The company launched “Visa & Main,” a small-business platform with a $100 million working-capital facility through Lendistry. Mastercard fell 0.6%, while American Express and PayPal each rose about 1.3%. Investors await next week’s U.S. jobs and inflation data.
Read More
Applied Digital stock jumps 25% as AI data-center names rebound — what’s next for APLD

Applied Digital stock jumps 25% as AI data-center names rebound — what’s next for APLD

····
7 February 2026
Applied Digital Corporation shares jumped 25.52% Friday to $34.95, then slipped to $34.60 after hours. The company reported fiscal Q2 revenue up 250% to $126.6 million and signed leases for 600 MW of data center capacity in North Dakota. Applied Digital broke ground on a new 430‑MW campus in the southern U.S. in January. Financing includes a $100 million promissory note with 8% interest, paid in kind.
Read More
Eli Lilly stock pops as FDA targets cheap weight-loss copycats — what to know before Monday

Eli Lilly stock pops as FDA targets cheap weight-loss copycats — what to know before Monday

····
7 February 2026
Eli Lilly shares rose 3.7% to $1,058.18 Friday after the FDA said it would act against telehealth firm Hims & Hers for marketing a $49 compounded weight-loss pill. The move followed a sharp selloff Thursday when Hims announced plans to sell a version of Novo Nordisk’s Wegovy. Investors remain uncertain how aggressively regulators will police copycat drugs and pricing in the obesity drug market.
Read More
Lumen stock surges 29% after CEO’s $500,000 buy; S&P debt upgrade adds to Monday watchlist

Lumen stock surges 29% after CEO’s $500,000 buy; S&P debt upgrade adds to Monday watchlist

·
7 February 2026
Lumen Technologies shares surged 29.4% to $8.06 Friday after CEO Kathleen E. Johnson bought 78,685 shares at around $6.35, according to an SEC filing. S&P raised its rating on Lumen’s $1.35 billion senior unsecured notes to “B” from “CCC” after the AT&T fiber sale. Volume exceeded 32.5 million shares. Investors await Lumen’s Feb. 25 investor day.
Read More
Saudi Aramco share price set for Sunday test after Tadawul ends market-making deal

Saudi Aramco share price set for Sunday test after Tadawul ends market-making deal

·
7 February 2026
Saudi Exchange approved Merrill Lynch KSA’s exit as market maker for Saudi Aramco, effective Feb. 8. Aramco shares closed at 25.60 riyals Thursday, down 0.06, with 22.1 million traded. The Tadawul index fell 1.3% as Brent crude dropped to $67.93. Aramco set March official selling prices at $2.10 above Argus for North America and $0.65 above ICE Brent for Western Europe.
Read More
Meta stock ends week down about 6% as Wall Street fixates on $135 billion AI capex

Meta stock ends week down about 6% as Wall Street fixates on $135 billion AI capex

·····
7 February 2026
Meta closed down 1.3% Friday at $661.46, capping a 6.4% weekly drop as investors questioned heavy AI spending. Amazon and Alphabet also fell after outlining major capital outlays. Meta’s Instagram suffered a brief outage this week. Legal risks persist, with trials involving Meta set for next week in Los Angeles and New Mexico.
Read More
CleanSpark stock price jumps 22% after earnings and AI push — what CLSK traders watch next week

CleanSpark stock price jumps 22% after earnings and AI push — what CLSK traders watch next week

··
7 February 2026
CleanSpark shares jumped 22% to $10.08 Friday after quarterly results and an AI infrastructure update, following bitcoin’s rebound above $70,000. The company reported a quarterly net loss tied to bitcoin price swings and outlined plans to expand power capacity in Houston. Peers Marathon Digital and Riot Platforms also surged. Upcoming U.S. jobs and inflation data next week could add further volatility.
Read More
Microsoft stock price heads into Monday: MSFT rebounds, but AI spending nerves stay hot

Microsoft stock price heads into Monday: MSFT rebounds, but AI spending nerves stay hot

···
7 February 2026
Microsoft shares rose 1.9% to $401.14 Friday, rebounding after a sharp drop earlier in the week tied to concerns over AI-related spending and Azure’s margins. Stifel downgraded the stock and cut its price target, citing questions about Azure growth. Investors are watching next week’s U.S. jobs and inflation data for further direction.
Read More
GOOG stock price: Alphabet’s $185 billion AI spend plan keeps Google shares on edge into Monday

GOOG stock price: Alphabet’s $185 billion AI spend plan keeps Google shares on edge into Monday

···
7 February 2026
Alphabet Class C shares (GOOG) fell 2.48% to $323.10 Friday after the company projected 2026 capital spending of up to $185 billion, more than double 2025 levels. CEO Sundar Pichai sold 32,500 shares earlier in the week under a pre-set plan. The Dow closed above 50,000 for the first time. Over 33.9 million GOOG shares traded, above recent volume.
Read More
Apple stock (AAPL) set for Monday test as memory-chip crunch revives iPhone price question

Apple stock (AAPL) set for Monday test as memory-chip crunch revives iPhone price question

···
7 February 2026
Apple shares closed up 0.8% at $278.12 Friday, then slipped 0.3% after hours. A global DRAM shortage is raising component costs, putting pressure on Apple’s pricing ahead of its Feb. 24 shareholder meeting. CEO Tim Cook said memory prices will rise “sharply” but gave no details on possible iPhone price hikes. Investors await signals before next week’s U.S. inflation data.
Read More
Roivant stock surges on brepocitinib skin-disease data; what to watch into Monday

Roivant stock surges on brepocitinib skin-disease data; what to watch into Monday

··
7 February 2026
Roivant shares surged 22.4% to $25.82 after Phase 2 data showed its drug brepocitinib outperformed placebo in cutaneous sarcoidosis, with no serious adverse events. The company plans a Phase 3 trial in 2026 and has filed for FDA approval in dermatomyositis. Quarterly revenue reached $2 million, with a $313.7 million loss. Cash holdings stood at $4.5 billion.
Read More
Amazon stock tumbles on $200 billion AI spend plan — what to know before Monday

Amazon stock tumbles on $200 billion AI spend plan — what to know before Monday

···
7 February 2026
Amazon shares fell 5.6% to $210.32 on Friday after the company projected about $200 billion in 2026 capital expenditures, triggering investor concern over AI spending. The stock had already dropped 11.5% after-hours Thursday. Amazon forecast Q1 net sales of $173.5–$178.5 billion and operating income of $16.5–$21.5 billion. Analyst Gil Luria downgraded Amazon, citing rising investment as its cloud lead narrows.
Read More
AMD stock jumps 8% in chip rebound — what investors are watching before Monday

AMD stock jumps 8% in chip rebound — what investors are watching before Monday

···
7 February 2026
AMD shares jumped 8.2% to $208.44 Friday, trading on heavy volume as chip stocks rebounded and the Dow closed above 50,000 for the first time. The Philadelphia Semiconductor Index rose 5.7% after Amazon’s AI spending plans lifted sector estimates. Nvidia’s CEO cited surging AI chip demand. AMD’s rally followed a weak revenue outlook earlier in the week.
Read More
Alphabet stock drops for a fourth straight day as AI spending jitters linger

Alphabet stock drops for a fourth straight day as AI spending jitters linger

···
7 February 2026
Alphabet shares fell 2.53% to $322.86 Friday, marking a fourth straight decline as investors questioned heavy AI-related spending. The Nasdaq slipped Thursday after Alphabet detailed up to $185 billion in capex, while the Dow and S&P 500 rose Friday on chipmaker gains. U.S. markets reopen Monday, with attention on Alphabet’s outlook and upcoming jobs and inflation data.
Read More
BBAI stock jumps 16% into BigBear.ai share-vote week — what to watch next

BBAI stock jumps 16% into BigBear.ai share-vote week — what to watch next

··
7 February 2026
BigBear.ai Holdings shares surged 15.7% Friday to $4.72 ahead of a key shareholder vote on doubling authorized shares to 1 billion. Options trading was heavy, with a put/call ratio of 0.19. The company recently announced deals in AI customs technology and a partnership with Abu Dhabi’s AD Ports Group. The special meeting is set for Feb. 18, with online voting open until late Feb. 17.
Read More
Strategy (MSTR) stock price whipsaws after $12.4 billion loss as bitcoin steadies — what to watch next week

Strategy (MSTR) stock price whipsaws after $12.4 billion loss as bitcoin steadies — what to watch next week

···
7 February 2026
Strategy Inc shares jumped 26.1% Friday to $134.93 after plunging 17.1% the day before, following a $12.4 billion quarterly loss tied to bitcoin price swings. The company held 713,502 bitcoins as of Feb. 1 at a cost of $54.26 billion. Bitcoin hovered near $69,000 Saturday. Strategy set up a $2.25 billion reserve to cover dividends and interest.
Read More
American Airlines stock jumps nearly 8% as airlines rally — what to watch next week

American Airlines stock jumps nearly 8% as airlines rally — what to watch next week

··
7 February 2026
American Airlines shares jumped 7.6% to $15.24 Friday, rebounding with a broad rally that sent the Dow past 50,000 for the first time. Investors are watching the carrier’s battle with United at Chicago O’Hare, where a summer capacity surge could trigger a fare war. American also announced new Philadelphia–Porto service for 2027 and launched a centennial inflight menu.
Read More
Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

···
7 February 2026
Google raised its 2026 capital expenditure forecast to $175 billion–$185 billion, with most spending expected on data-center chips. Broadcom shares rose about 2% after the announcement, while Nvidia and AMD slipped. Jefferies reiterated a buy rating on Broadcom, maintaining a $500 price target, implying a 62% upside from Wednesday’s close.
Read More
Go toTop