Khadija Saeed, Author at TechStock²

Amazon’s $200B AI spending plan jolts investors after Q4 earnings drop

Amazon said it plans about $200 billion in capital spending by 2026, focusing on AI. Shares fell nearly 8% in after-hours trading after first-quarter profit guidance missed Wall Street estimates. Fourth-quarter sales rose 14% to $213.4 billion, with AWS revenue up 24%. Free cash flow dropped to $11.2 billion due to increased investment.

5 February 2026

Artificial Intelligence·Earnings Reports·NASDAQ:AMZN·Stock Market

Tesla stock slides as Volkswagen tops Europe EV sales — what investors are watching next

Tesla shares fell 2.7% to $394.85 after new data showed Volkswagen overtook Tesla in 2025 European battery-electric vehicle sales. January UK sales for Tesla plunged 57% year-on-year, while BYD and Ford gained ground. In China, Tesla’s market share slipped to 8% in 2025. A California judge signaled Tesla and CEO Elon Musk likely won’t get a copyright lawsuit dismissed.

5 February 2026

Electric Vehicles·NASDAQ:TSLA·Stock Market·Tesla

Microsoft stock sinks 5% after rare Stifel downgrade as AI spending nerves spread

Microsoft shares fell 5.2% to $392.74 in after-hours trading Thursday, as heavy selling hit the software sector. Trading volume reached about 50.7 million shares. Stifel downgraded Microsoft to “Hold,” citing slowing Azure growth and rising competition. The S&P 500 software and services index dropped 3.1%, with sector losses nearing $1 trillion since Jan. 28.

5 February 2026

Artificial Intelligence·Microsoft·NASDAQ:MSFT·Stock Market·Technology

GOOG stock whipsaws after Alphabet flags up to $185 billion in AI capex

Alphabet Class C shares fell 0.8% to $330.53 in after-hours trading Thursday after the company announced plans to nearly double capital spending to as much as $185 billion in 2026, focusing on data centers and AI. Revenue for the December quarter rose 18% to $113.8 billion, with Google Cloud up 48%. CEO Sundar Pichai cited AI as key to growth. The company declared a $0.21 dividend, payable March 16.

5 February 2026

NASDAQ:GOOG·Stock Market

Amazon stock drops after-hours as $200B capex plan and profit outlook jar investors

Amazon shares fell nearly 8% in after-hours trading after the company announced about $200 billion in capital spending for 2026 and a first-quarter profit outlook below Wall Street forecasts. The stock closed regular trading down 4.9% at $221.55. Investors are watching for updates on AWS demand and spending during Amazon’s earnings call at 5 p.m. ET.

5 February 2026

Amazon·Earnings Reports·NASDAQ:AMZN·Stock Market

SanDisk (SNDK) stock slips after-hours — what traders watch next after a wild session

SanDisk shares closed down 1.4% at $576.25 Thursday, then edged up 0.3% after hours. TrendForce raised its Q1 forecasts for DRAM and NAND contract prices, projecting DRAM to jump up to 95% and NAND up to 60% this quarter. Investors are weighing if SanDisk’s profit surge and higher outlook will last into contract talks.

5 February 2026

Earnings Reports·NASDAQ:SNDK·Stock Market

MercadoLibre stock slips with Wall Street tech selloff as MELI earnings loom

MercadoLibre shares fell 1.1% to $2,029.60 Thursday after a tech selloff triggered by Alphabet’s warning of higher AI costs in 2026. The S&P 500 ETF dropped 1.3%, while Amazon and Shopify also declined. MercadoLibre will report fourth-quarter results on Feb. 24. Analysts cited volatility tied to broader growth stock sentiment rather than company-specific news.

5 February 2026

Earnings Reports·NASDAQ:MELI·Stock Market

Ciena stock price swings on S&P 500 call-up, with Feb. 9 and March 5 in focus

Ciena shares fell 0.8% to $251.41 Thursday after S&P Dow Jones Indices said it will add the company to the S&P 500, replacing Dayforce on February 9. CEO Gary B. Smith sold 2,952 shares at $265.60 each under a preset plan. Ciena will report fiscal Q1 results on March 5. About 2.7 million shares traded as investors positioned ahead of the index change.

5 February 2026

Earnings Reports·NASDAQ:CIEN·Stock Market

TransCode Therapeutics stock jumps on FDA filing for Phase 2a colorectal cancer trial

TransCode Therapeutics shares surged nearly 19% Thursday after the company filed an amended IND application for a Phase 2a trial of TTX-MC138 in colorectal cancer patients. Trading volume hit 11.5 million shares, up from 8,500 the previous day. The dose-expansion study, set to begin in early 2026, will enroll up to 45 patients with positive ctDNA markers. The trial will run with Quantum Leap Healthcare Collaborative on the PRE-I-SPY platform.

5 February 2026

Biotechnology·OTC:RNAZ.O

Confluent stock holds near $31 IBM bid as new SEC filing details shareholder suits, Feb. 12 vote

Confluent shares edged up 0.1% to $30.37 Thursday after the company disclosed new details on shareholder litigation tied to its pending $11 billion IBM acquisition. The stock traded about 2% below IBM’s $31-per-share offer as investors watched for the Feb. 12 shareholder vote and Confluent’s earnings report on Feb. 11.

5 February 2026

Mergers and Acquisitions·NASDAQ:CFLT·NYSE:IBM·Stock Market

KLA stock rebounds after ASE flags big advanced-packaging push — what KLAC traders watch next

KLA shares rose about 2.3% to $1,337.09 Thursday afternoon after Argus raised its price target to $1,750. ASE Technology projected its advanced packaging segment to double by 2026 and announced $1.5 billion in new machinery investments. An ASE unit bought KLA machinery for T$1.14 billion. Other chip-tool stocks, including Applied Materials and Lam Research, also advanced.

5 February 2026

NASDAQ:KLAC·Stock Market

Freeport-McMoRan (FCX) stock slides as copper slips on swelling inventories

Freeport-McMoRan shares fell 3.8% to $59.48 Thursday as copper prices dropped and inventories rose on major exchanges. The Global X Copper Miners ETF slid 5.4%. Analysts cited ample supply and weak near-term demand, with traders awaiting next week’s U.S. jobs report and new data on physical copper demand.

5 February 2026

Commodities·NYSE:FCX·Stock Market

ConocoPhillips stock slides after earnings miss, $1 billion cost-cut plan — what COP investors watch next

ConocoPhillips shares fell 2.4% to $105.04 after the company missed fourth-quarter profit estimates and announced a $1 billion cost-cut target for 2026. Adjusted profit was $1.02 per share, below the $1.11 analyst estimate, as oil prices dropped ahead of U.S.-Iran talks. The company reaffirmed plans to return 45% of 2026 operating cash to shareholders.

5 February 2026

Earnings Reports·Energy Sector·NYSE:COP·Stock Market

Newmont stock dives as Tanami mine halt collides with a pullback in gold prices

Newmont shares fell 6.5% to $109.21 Thursday after the company halted operations at its Tanami mine in Australia following a worker’s death. Authorities are investigating a possible winch failure at the site. Gold-miner stocks broadly declined as precious metals prices dropped. Newmont has not set a date to resume Tanami operations.

5 February 2026

Gold Prices·Mining Industry·NYSE:NEM·Stock Market

Linde stock slides after earnings beat as 2026 outlook turns the focus to demand

Linde shares fell 2.7% to $460.65 after the company posted full-year results and issued a 2026 earnings forecast. Adjusted fourth-quarter EPS reached $4.20 on $8.76 billion in revenue, both above estimates. For 2026, Linde expects EPS of $17.40 to $17.90 and capital spending up to $5.5 billion. CEO Sanjiv Lamba called the outlook “guarded” and “prudent.”

5 February 2026

Earnings·NYSE:LIN

Snap stock price dives nearly 12% as weak revenue outlook outweighs Q4 beat and buyback

Snap Inc shares fell 12% to $5.22 Thursday after the company forecast first-quarter revenue of $1.50–$1.53 billion, below analyst expectations. The stock traded heavily between $6.38 and $5.19. Snap reported Q4 revenue up 10% to $1.716 billion and net income of $45 million. The board approved a $500 million buyback over 12 months.

5 February 2026

Earnings·NYSE:SNAP·Stock Market

PayPal stock slides again as downgrades pile up after CEO shake-up

PayPal shares fell 3.3% to $39.67 Thursday after the company named HP’s Enrique Lores as CEO and warned of a weaker 2026 outlook. CFO Jamie Miller cited pressure on retail merchants and sluggish branded checkout growth. Multiple analysts downgraded the stock, citing competition from Apple Pay and Google Pay. PayPal declared a $0.14 dividend and forecast a mid-single-digit drop in Q1 adjusted earnings.

5 February 2026

NASDAQ:PYPL·Stock Market

Estée Lauder stock sinks 21% as 2026 outlook, tariffs rattle investors

Estée Lauder shares fell 21% Thursday to $94.45 after a full-year forecast pointed to slower growth in its main market. The company reported fiscal Q2 net sales of $4.229 billion and raised its 2026 outlook, but warned of higher tariffs and shrinking Q3 margins. Estée Lauder plans to cut up to 7,000 jobs and pay a 35-cent dividend March 16. Coty and e.l.f. Beauty shares also dropped.

5 February 2026

NYSE:EL·Stock Market

Shopify stock drops again: AI disruption jitters and Feb. 11 earnings loom for SHOP

Shopify shares fell 2.1% to $111.59 Thursday, swinging between $108.90 and $115.71 as software stocks faced heavy selling. The S&P 500 software and services index dropped about 3%, with sector losses nearing $1 trillion since Jan. 28. Investors are watching Shopify’s Feb. 11 earnings for signs of AI’s impact on margins. New unemployment claims rose and job openings hit a five-year low.

5 February 2026

Artificial Intelligence·E-Commerce·Earnings Reports·NYSE:SHOP

Verizon stock price edges up after consumer chief steps down — what VZ investors watch next

Verizon shares rose 0.4% to $47.21 Thursday after announcing Sowmyanarayan Sampath, head of its consumer division, will depart by March 31. Alfonso Villanueva was named interim chief. The move follows a major January outage and renewed scrutiny from Washington over telecom security. Investors remain focused on execution in the consumer unit.

5 February 2026

NYSE:VZ·Stock Market

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Shell share price in focus after Kazakhstan investment pause and PwC audit switch

8 February 2026

Shell will pause new investments in Kazakhstan amid ongoing legal disputes over $16.5 billion in contested costs at major oilfields, CEO Wael Sawan said. Shell shares closed at 2,774.5 pence on Friday. The company repurchased 1.64 million shares on Feb. 6 as part of its ongoing buyback. Shell named PwC as auditor from 2027, replacing EY, which is under investigation by UK regulators.

Rio Tinto share price steadies after Glencore talks end, with Feb 19 results next test

8 February 2026

Rio Tinto shares closed up 0.25% at 6,843 pence in London after the company ended takeover talks with Glencore. British law now blocks new talks for six months. Investors await Rio’s annual results on Feb. 19 as iron ore prices hover near $100 a ton.

RELX share price slides again on AI worries; what to watch ahead of Feb 12 results

8 February 2026

RELX shares fell 4.6% to 2,145p on Friday, near a 52-week low, despite the FTSE 100 closing higher. The company disclosed a new buyback of 465,361 shares on Feb. 6 and has repurchased over 8.8 million shares since Jan. 2. Investors await RELX’s full-year 2025 results on Feb. 12 amid concerns over AI’s impact on its core business.

Glencore shares steady after Rio walks away — what to watch before Monday’s trade

8 February 2026

Glencore shares closed up 0.6% at 478.10 pence Friday after Rio Tinto ended merger talks, issuing a “no intention to bid” statement. Glencore’s board rejected the proposed deal terms, citing concerns over valuation and governance. Attention now turns to possible asset sales, including its $5 billion Kazzinc stake, ahead of Glencore’s annual results on Feb. 18.

Khadija Saeed

Stock Market Today