Today: 8 February 2026
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Tesla stock slides as Volkswagen tops Europe EV sales — what investors are watching next

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

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
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Plug Power stock drops nearly 10% as share-vote delay returns — what PLUG traders watch next

Plug Power stock drops nearly 10% as share-vote delay returns — what PLUG traders watch next

Plug Power shares fell 9.3% to $1.86 Thursday after another delay in a shareholder vote on charter changes, with only 39.63% and 49.40% of outstanding shares backing two key proposals. The company rescheduled the special meeting for Feb. 17 and warned a reverse stock split may follow if the proposal to increase authorized shares does not pass.
5 February 2026
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GOOG stock whipsaws after Alphabet flags up to $185 billion in AI capex

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

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
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Bitcoin’s Slide to $63K Batters Strategy (MSTR) as Debt Questions and Earnings Loom

Bitcoin’s Slide to $63K Batters Strategy (MSTR) as Debt Questions and Earnings Loom

Strategy Inc. shares fell 18% Thursday as bitcoin dropped to $63,344, deepening the company’s paper loss on its crypto holdings to about $6.5 billion. The stock last traded at $106.34, near its session low. Other digital asset treasury firms, including Smarter Web Company and Metaplanet, also saw sharp declines. Strategy will report fourth-quarter results after markets close.
5 February 2026
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SMCI stock price swings again as Super Micro slides despite $40 billion revenue outlook

SMCI stock price swings again as Super Micro slides despite $40 billion revenue outlook

Super Micro Computer shares fell 10% Thursday to $30.36, erasing part of Wednesday’s rally after the company raised its fiscal 2026 revenue forecast to at least $40 billion. Gross margin dropped to 6.3% from 9.3% last quarter, even as second-quarter revenue beat estimates at $12.68 billion. Investors focused on profitability amid ongoing AI sector volatility.
5 February 2026
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Capgemini to sell ICE-linked U.S. unit as shares slip — what’s driving the backlash

Capgemini to sell ICE-linked U.S. unit as shares slip — what’s driving the backlash

Capgemini shares fell to 118.05 euros after the company announced plans to sell its U.S. subsidiary Capgemini Government Solutions, which handles contracts for U.S. Immigration and Customs Enforcement. French officials had pressed Capgemini over the unit’s $14.7 million in ICE-related skip-tracing contracts. Capgemini cited U.S. security restrictions as a barrier to oversight. The sale process will begin immediately.
5 February 2026
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Epstein files reignite Satoshi Nakamoto mystery as Binance and Brownstone posts claim Bitcoin was ‘hijacked’

Epstein files reignite Satoshi Nakamoto mystery as Binance and Brownstone posts claim Bitcoin was ‘hijacked’

Newly released Justice Department emails show Jeffrey Epstein sought contact with early Bitcoin developers and urged Gavin Andresen to call his New York office, DL News reports. Journalists criticized the document release for exposing victims’ names and images, prompting the DOJ to pull and replace thousands of records. Bitcoin fell 15% Thursday, trading near $62,500.
5 February 2026
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MercadoLibre stock slips with Wall Street tech selloff as MELI earnings loom

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
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SoFi stock price slides 5% as risk-off hits growth names; what traders watch next

SoFi stock price slides 5% as risk-off hits growth names; what traders watch next

SoFi Technologies shares dropped 5.3% to $19.65 Thursday afternoon, extending losses despite a JPMorgan upgrade earlier this week. Investors reacted to SoFi’s 2026 growth targets and a broader selloff in fintech and consumer-lending stocks. Affirm and Upstart also fell sharply. Attention shifts to next week’s delayed U.S. jobs and inflation data for clues on interest rates.
5 February 2026
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TransCode Therapeutics stock jumps on FDA filing for Phase 2a colorectal cancer trial

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

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

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
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PotlatchDeltic stock price today: Why PCH stopped trading after the Rayonier merger

PotlatchDeltic stock price today: Why PCH stopped trading after the Rayonier merger

PotlatchDeltic shares were suspended and delisted after closing its merger with Rayonier, with the final PCH price at $41.73. Each PCH share converts to 1.8185 Rayonier shares plus $0.61 in cash. Rayonier stock fell about 1% in afternoon trading, lowering the implied payout for former PCH holders. The merged company controls over four million acres of timberland.
5 February 2026
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Stock Market Today

AMD stock bounces 8% after brutal midweek slide — what investors watch before Monday

AMD stock bounces 8% after brutal midweek slide — what investors watch before Monday

8 February 2026
New York, Feb 7, 2026, 19:14 EST — Market closed. Advanced Micro Devices shares closed up 8.28% at $208.44 on Friday, after dropping 17.31% on Wednesday and 3.84% on Thursday. With U.S. markets shut for the weekend, attention turns to whether the rebound carries into Monday. (Investing.com) The move matters because AMD has become a quick proxy for sentiment around the AI hardware cycle. When investors think cloud firms will keep building out data centers, chipmakers tend to catch a bid. When that confidence wobbles, AMD has been one of the first to feel it. A lot of the pressure
Intel stock price jumps to $50: China CPU delays and SambaNova funding set up week ahead

Intel stock price jumps to $50: China CPU delays and SambaNova funding set up week ahead

8 February 2026
Intel shares rose 4.9% to $50.59 Friday, tracking a 5.7% jump in the PHLX semiconductor index as investors bet on AI-driven data-center spending. Reuters reported Intel and AMD warned Chinese customers of tighter server CPU supply, pushing Intel’s China prices up over 10%. Intel expects supply to improve in Q2. After the bell, Reuters said Intel plans to invest about $100 million in AI chip startup SambaNova Systems.
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