Today: 8 February 2026
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Khadija Saeed

A dedicated markets reporter, she covers stocks, macroeconomics, and major business developments with a sharp eye for detail and accuracy.

Dow Jones breaks 50,000 for first time as Nvidia rebounds; Wall Street turns to delayed jobs report

Dow Jones breaks 50,000 for first time as Nvidia rebounds; Wall Street turns to delayed jobs report

The Dow Jones Industrial Average closed above 50,000 for the first time Friday, ending at 50,115.67, up 2.47%. Nvidia surged 7.8% as chip stocks rallied on AI spending hopes, while Amazon dropped 5.6% after projecting $200 billion in 2026 capital expenditures. Traders await delayed U.S. jobs and inflation reports next week.
6 February 2026
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Google stock price slips after-hours as Alphabet’s $185 billion AI spending plan stays in focus

Google stock price slips after-hours as Alphabet’s $185 billion AI spending plan stays in focus

Alphabet Class C shares fell 2.5% to $323.10 in after-hours trading Friday, trailing gains in major U.S. stock benchmarks. The company told investors it expects 2026 capital expenditures of $175–185 billion, far above analyst forecasts. Some analysts warned the spending could cut free cash flow by over 90%. Google Cloud revenue rose 48% to $17.7 billion in the December quarter.
6 February 2026
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Broadcom stock jumps 7% as Big Tech’s AI spending plans revive chip trade

Broadcom stock jumps 7% as Big Tech’s AI spending plans revive chip trade

Broadcom shares jumped 7% to $332.92 in after-hours trading Friday, outpacing other large tech stocks as chipmakers rallied. Alphabet projected 2026 capital spending of up to $185 billion, while Amazon outlined a $200 billion outlay, both focused on AI infrastructure. Amazon shares fell after its announcement. Investors weighed strong AI hardware demand against concerns over surging costs.
6 February 2026
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Micron stock dips after report says Nvidia HBM4 orders may bypass it for SK Hynix, Samsung

Micron stock dips after report says Nvidia HBM4 orders may bypass it for SK Hynix, Samsung

Micron shares fell 0.5% in premarket trading Friday after Semianalysis cut its forecast for Micron’s Nvidia HBM4 memory supply share to zero. The firm now expects Nvidia’s HBM4 orders to go 70% to SK Hynix and 30% to Samsung. DigiTimes reported Nvidia is seeking early HBM4 deliveries from Samsung as memory shortages loom. Micron stock had been up earlier on Amazon’s $200 billion capex plan.
6 February 2026
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Amazon stock slides after $200 billion AI spending plan puts returns in the spotlight

Amazon stock slides after $200 billion AI spending plan puts returns in the spotlight

Amazon shares fell 6.2% to $208.93 Friday after the company projected $200 billion in 2026 capital spending, up from $131 billion in 2025, mostly for AI and cloud expansion. The stock dropped as much as 11.5% in after-hours trading Thursday. Fourth-quarter net sales rose 14% to $213.4 billion, with AWS revenue up 24%. The next earnings update is expected April 30.
6 February 2026
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Tesla stock jumps late week as China AI-training report hits tape; TSLA slips after hours

Tesla stock jumps late week as China AI-training report hits tape; TSLA slips after hours

Tesla shares closed up 3.5% at $411.02 Friday, then dipped 0.2% in after-hours trading. A Chinese report said Tesla has opened an AI training center in China for assisted-driving technology. China-made Model 3 and Model Y sales rose 9.3% in January, but Tesla’s China market share dropped to 8% in 2025 from 10% in 2024. Investors await delayed U.S. jobs and inflation data next week.
6 February 2026
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Micron stock swings after Nvidia HBM4 doubts clash with a bullish UBS call

Micron stock swings after Nvidia HBM4 doubts clash with a bullish UBS call

Micron Technology shares climbed 3.2% to $395.02 in after-hours trading Friday, following a volatile session driven by debate over AI-memory demand and data center spending. UBS raised its price target to $450, citing expected memory shortages into 2027. Semianalysis said Nvidia is unlikely to order HBM4 from Micron, favoring SK Hynix and Samsung. EVP Sumit Sadana sold 25,000 shares on Feb. 2, a filing showed.
6 February 2026
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Sandisk stock price jumps 5% as SNDK steadies after a wild week — what traders watch next

Sandisk stock price jumps 5% as SNDK steadies after a wild week — what traders watch next

Sandisk shares closed up 5.3% at $606.91 Friday, rebounding after volatile trading and heavy options activity flagged by TipRanks. The company reported Q2 revenue up 61% year-on-year and raised its fiscal Q3 forecast above estimates. Form 144 filings signaled possible insider share sales. Sandisk, spun off from Western Digital in 2025, next reports earnings April 29.
6 February 2026
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Microsoft (MSFT) stock snaps back above $399 after Stifel downgrade, AI spend in focus

Microsoft (MSFT) stock snaps back above $399 after Stifel downgrade, AI spend in focus

Microsoft shares rose 1.5% to $399.45 Friday, rebounding after a 5% drop Thursday triggered by Big Tech’s escalating AI spending plans. Stifel downgraded the stock, citing Azure capacity limits and higher AI costs, and cut its target to $392. Investors remain focused on whether surging capital outlays will squeeze margins before revenue growth materializes.
6 February 2026
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Hims & Hers (HIMS) stock slips again as $49 Wegovy copy draws FDA heat and Novo legal threat

Hims & Hers (HIMS) stock slips again as $49 Wegovy copy draws FDA heat and Novo legal threat

Hims & Hers Health shares fell 2.6% to $22.88 Friday after launching a $49 compounded version of Novo Nordisk’s Wegovy weight-loss pill. Novo called the move “illegal mass compounding” and threatened legal action, while the FDA warned it would act against unapproved copycat drugs. Hims said its pill uses “liposomal technology” to aid absorption but gave no details. Nearly a third of Hims shares are out on loan for short bets.
6 February 2026
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Morgan Stanley stock jumps as Dow breaks 50,000; what investors watch next week

Morgan Stanley stock jumps as Dow breaks 50,000; what investors watch next week

Morgan Stanley shares rose 2.6% to $180.49 Friday afternoon, rebounding after three days of declines. The move tracked a broad rally in U.S. bank stocks as the Dow Jones Industrial Average topped 50,000 for the first time. About 6 million Morgan Stanley shares traded hands. Investors await next week’s jobs and inflation data, along with a conference appearance by the bank’s wealth-management head.
6 February 2026
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Adobe stock slides as AI “software-mageddon” drags on — what investors watch next

Adobe stock slides as AI “software-mageddon” drags on — what investors watch next

Adobe shares fell 1.1% to $266.51 in Friday afternoon trading, lagging a broader market rebound. A Vanguard filing disclosed a 10.1% stake in the company as of Jan. 30. Adobe reversed plans to discontinue its Animate app, keeping it in maintenance mode. Investors await Adobe’s March 12 earnings call for updates on AI-driven revenue.
6 February 2026
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Stock Market Today

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

8 February 2026
Tower Semiconductor shares rose 7.7% to $139.04 Friday after announcing a collaboration with Nvidia on AI data-center networking. The stock touched $141 intraday and gained another 1% after hours. Investors await Tower’s Feb. 11 earnings for details on its silicon photonics work. No financial terms or shipment timeline were disclosed.
Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

8 February 2026
Longsys disclosed new guarantees for a 100 million yuan Hong Kong loan and a $9 million Brazil credit line, bringing its total approved guarantee quota to 11 billion yuan and outstanding guarantees to 5.81 billion yuan. The company said all guarantees are for consolidated subsidiaries and within approved limits. Shares closed at 288 yuan Friday, down 1.6%. China inflation and credit data are due this week.
MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

8 February 2026
MACOM shares rose 3.5% to $235.87 Friday after the company reported fiscal Q1 revenue of $271.6 million and raised its full-year data center growth outlook to 35–40%. Fidelity’s FMR LLC disclosed a 10.7% stake, while shareholder Susan Ocampo filed to potentially sell up to 100,000 shares. Stifel raised its price target to $255. MACOM expects to repay $161 million in convertible notes in March.
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