Today: 8 February 2026
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Big Tech’s $630B AI data-center spending surge is squeezing chips, electricians — and investor patience
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8 February 2026
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Big Tech’s $630B AI data-center spending surge is squeezing chips, electricians — and investor patience

Amazon shares fell 9% Friday after announcing a $200 billion capital spending plan for 2026. Alphabet and Meta also outlined record capex, raising concerns about free cash flow and forcing potential cuts to buybacks or increased borrowing. Investors punished several tech stocks, including Amazon, Alphabet, Meta, ServiceNow, and Salesforce, while Nvidia rose. The surge in AI infrastructure spending is straining supply chains and power capacity.
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New MEXC safety review puts proof-of-reserves and withdrawal locks in the spotlight
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New MEXC safety review puts proof-of-reserves and withdrawal locks in the spotlight

A security review published Sunday highlighted MEXC’s use of withdrawal locks, two-factor authentication, and an account-freeze tool to counter account takeovers. MEXC restricts service in the U.S., Singapore, and other major markets. The company’s guides detail whitelist-based withdrawal controls and anti-phishing codes. Proof-of-reserves reports, often cited by exchanges, may not reveal all risks, according to U.S. audit authorities.
8 February 2026
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AMD stock jumped Friday on AI-spending signals — here’s what to watch before Monday’s open

AMD stock jumped Friday on AI-spending signals — here’s what to watch before Monday’s open

AMD shares jumped 8.2% to $208.44 Friday, leading a rally in chip stocks after Amazon and Alphabet signaled higher data-center spending. Nvidia gained 7.8%, Broadcom rose 7.1%, and the PHLX semiconductor index climbed 5.7%. The sector’s rebound followed a midweek drop after AMD’s revenue forecast disappointed. U.S. jobs and inflation data next week could sway markets further.
8 February 2026
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Apple stock heads into Monday with iPhone price question back on the table

Apple stock heads into Monday with iPhone price question back on the table

Apple closed at $275.97 Friday, last indicated up 0.8% at $278.12. A global memory-chip shortage is raising questions about whether Apple will hike iPhone prices or absorb higher costs. CEO Tim Cook warned of rising chip prices but gave no details on Apple’s response. Traders are watching upcoming U.S. payrolls and inflation data that could affect rate-cut expectations.
8 February 2026
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Strategy Inc (MSTR) stock rebounds 26% as bitcoin steadies near $71,000 — what traders watch next

Strategy Inc (MSTR) stock rebounds 26% as bitcoin steadies near $71,000 — what traders watch next

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8 February 2026
Strategy Inc shares jumped 26.1% Friday to $134.93, recovering from a 17.1% drop the day before as bitcoin rebounded above $70,000. The company holds 713,502 bitcoins, bought at an average of $76,052 each. Bitcoin traded near $70,864 early Sunday after swinging from $60,018 to over $70,000 on Friday. Options markets showed heavy demand for downside protection ahead of the Feb. 27 expiry.
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American Airlines stock: pilots, oil and U.S. data in focus for AAL ahead of Monday

American Airlines stock: pilots, oil and U.S. data in focus for AAL ahead of Monday

American Airlines shares jumped 7.6% to $15.24 Friday as airline stocks rallied and the Dow closed above 50,000 for the first time. CEO Robert Isom agreed to meet pilots’ union leaders after recent storm disruptions and labor tensions. Oil prices rose on Middle East supply fears. American warned the January storm could cut Q1 revenue by up to $200 million.
8 February 2026
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Robinhood stock jumps 14% on bitcoin bounce, putting HOOD in focus ahead of earnings

Robinhood stock jumps 14% on bitcoin bounce, putting HOOD in focus ahead of earnings

Robinhood shares jumped nearly 14% Friday to $82.82, rebounding after a three-day slide as bitcoin climbed above $70,000. Truist Securities lowered its price target on Robinhood to $130 but kept a Buy rating. Investors await the company’s earnings report on Feb. 10 for updates on trading demand and crypto exposure. Coinbase also gained as U.S. stocks posted strong gains.
8 February 2026
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Alphabet stock sinks on AI spending fears — what to watch for Google shares next week

Alphabet stock sinks on AI spending fears — what to watch for Google shares next week

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8 February 2026
Alphabet shares fell 2.5% to $322.86 Friday, lagging a broader tech rally as investors reacted to reports the company may double AI infrastructure spending this year. The Dow closed above 50,000 for the first time. Wall Street is shifting focus from AI demos to cash flow, putting pressure on Big Tech. Key U.S. jobs and inflation data are expected this week.
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Palantir stock rebounds into the weekend — what could move PLTR next week

Palantir stock rebounds into the weekend — what could move PLTR next week

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8 February 2026
Palantir shares closed up 4.5% at $135.90 on Friday after a volatile week, rebounding from earlier double-digit losses. The stock swung sharply following its quarterly report, which showed Q4 revenue up 70% to $1.41 billion and a 2026 forecast of up to $7.2 billion. Director Alexander D. Moore sold 20,000 shares on Feb. 2, SEC filings show. UK officials are calling for a pause on Palantir’s NHS and defense contracts.
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Kenvue stock price holds near $18 as KVUE heads into a dividend date and Feb. 17 results

Kenvue stock price holds near $18 as KVUE heads into a dividend date and Feb. 17 results

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8 February 2026
Kenvue shares closed at $18.13 on Friday, about $1 below the implied $19.15 value of Kimberly-Clark’s pending cash-and-stock takeover. Shareholders of both companies overwhelmingly approved the deal, which is expected to close in the second half of 2026 pending regulatory review. Kenvue will report earnings on Feb. 17 without a conference call. The board declared a $0.2075 dividend, payable Feb. 25.
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Bitmine Immersion Technologies stock jumps 18% into weekend as crypto steadies — what to watch Monday

Bitmine Immersion Technologies stock jumps 18% into weekend as crypto steadies — what to watch Monday

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8 February 2026
Bitmine Immersion Technologies shares jumped 17.6% to $20.47 Friday, rebounding after four days of losses. Bitcoin and ether both surged over 10%, but demand for downside protection in crypto options remained high. Bitmine’s stock tracked crypto moves closely, reflecting its large ether and bitcoin holdings. About 74 million Bitmine shares traded in a session that saw the stock swing between $18.70 and $20.70.
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Snap stock clings to $5 after a punishing week as insider sale notice and analyst calls stack up

Snap stock clings to $5 after a punishing week as insider sale notice and analyst calls stack up

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8 February 2026
Snap Inc shares closed at $5.22 Friday, up 1.95% but down nearly 25% for the week, with trading volume at 93 million shares. Co-founder Robert Murphy filed to sell up to 1 million shares. Stifel and B. Riley issued upgrades, while Barclays trimmed its price target. Snap’s Q4 revenue reached $1.716 billion, with first-quarter guidance below analyst estimates.
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IREN stock set for Monday test after wild swing as bitcoin rebounds above $70,000

IREN stock set for Monday test after wild swing as bitcoin rebounds above $70,000

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8 February 2026
IREN shares rose about 5% Friday after bitcoin rebounded above $70,000, easing pressure from earlier losses. The company reported a quarterly net loss of $155.4 million on $184.7 million in revenue, with $17.3 million from AI cloud services. Trading was volatile, ranging from $33.64 to $44.18. Investors await U.S. jobs data Feb. 11 and CPI Feb. 13.
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Amazon stock slides on $200 billion AI spending plan — what investors watch before Monday

Amazon stock slides on $200 billion AI spending plan — what investors watch before Monday

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8 February 2026
Amazon shares fell 5.6% to $210.32 Friday as investors reacted to the company’s plan to spend about $200 billion on AI and cloud infrastructure in 2026. Traders questioned whether heavy capital outlays would hurt near-term returns. The Dow closed above 50,000 for the first time. U.S. jobs and inflation data are due next week.
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Plug Power stock price jumps 12% into weekend as Feb. 17 share vote looms and lawsuit headlines hit

Plug Power stock price jumps 12% into weekend as Feb. 17 share vote looms and lawsuit headlines hit

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8 February 2026
Plug Power shares surged 11.56% to $2.08 Friday, outpacing the Nasdaq, after a volatile week. Shareholders will vote again Feb. 17 on proposals to double authorized shares, after failing to pass earlier this month. A new securities class action was filed against Plug and executives in New York federal court. Trading volume topped 108 million shares, well above average.
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Intel stock back above $50 after AI capex bounce and China CPU shortage report — what to watch next week

Intel stock back above $50 after AI capex bounce and China CPU shortage report — what to watch next week

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8 February 2026
Intel shares closed up 4.9% at $50.59 Friday after the company warned some China customers of server CPU delays of up to six months, Reuters reported. The move followed strong demand for AI-related hardware and broader gains in chip stocks. Intel also plans to invest about $100 million in AI chip startup SambaNova Systems, sources said.
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Bradesco stock price slides after earnings — what BBDC4 traders watch before Monday’s open

Bradesco stock price slides after earnings — what BBDC4 traders watch before Monday’s open

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8 February 2026
Bradesco preferred shares fell 2.6% to R$20.61 Friday after the bank reported fourth-quarter net income of 6.5 billion reais and set 2026 targets for loan growth and margins. The bank guided loan book expansion of 8.5% to 10.5% and projected higher operating expenses. Investors await Brazil’s inflation data Tuesday for rate signals. Bradesco’s preferred ADR closed at $3.98 in New York.
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Stellantis stock plunges: what to watch after the €22.2 billion EV reset and dividend pause

Stellantis stock plunges: what to watch after the €22.2 billion EV reset and dividend pause

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8 February 2026
Stellantis shares fell 23.8% to $7.28 after the automaker flagged €22.2 billion in charges for H2 2025 and suspended its 2026 dividend. The company will sell its NextStar Energy stake and dropped battery gigafactory plans in Italy and Germany. Stellantis reported a Q4 shipment rise but warned of a net loss and negative cash flow for the second half. Investors await earnings on Feb. 26 and a strategy update in May.
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CrowdStrike stock snaps seven-session slide — what CRWD traders watch before Monday’s open

CrowdStrike stock snaps seven-session slide — what CRWD traders watch before Monday’s open

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8 February 2026
CrowdStrike shares rose 4.9% to $395.50 Friday, ending a seven-session losing streak as software stocks rebounded. Trading volume topped recent averages. The company recently signed a memorandum of understanding with Saudi Aramco. Investors now await CrowdStrike’s March 3 earnings report and call.
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KKR stock rebounds 4% after earnings shock; what investors watch before Monday’s open

KKR stock rebounds 4% after earnings shock; what investors watch before Monday’s open

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8 February 2026
KKR shares jumped 4.06% to $103.20 Friday, rebounding from a steep drop the day before as trading volume surged. The firm disclosed a $1.4 billion deal to acquire Arctos and set an April 21 vote on governance changes, including a shift to one-vote-per-share by the end of 2026. Investors remain focused on KKR’s software exposure and loan leverage after an AI-driven selloff hit the sector.
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Gold.com (GOLD) stock jumps nearly 10% as Tether deal and earnings reshape the week ahead

Gold.com (GOLD) stock jumps nearly 10% as Tether deal and earnings reshape the week ahead

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8 February 2026
Gold.com, Inc. shares jumped 9.9% to $55.32 Friday after the company announced a $150 million share sale to Tether at an 11.9% discount, with $125 million closing first and the rest pending regulatory approval. Trading volume more than doubled the average. Gold.com posted Q2 revenue of $6.48 billion and net income of $11.6 million, and completed its Monex acquisition in January.
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