Today: 7 February 2026
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Nvidia stock price slips after hours as Amazon flags $200B capex and China chip talks drag on

Nvidia stock price slips after hours as Amazon flags $200B capex and China chip talks drag on

Nvidia shares fell 1.2% to $171.84 in after-hours trading Thursday. Amazon projected $200 billion in 2026 capital expenditures, topping Alphabet’s $185 billion target. Amazon stock dropped nearly 8% after its first-quarter operating income forecast missed expectations. Traders are watching U.S. export license details for China and Nvidia’s earnings report due February 25.
5 February 2026
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Amazon’s $200B AI spending plan jolts investors after Q4 earnings drop

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

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
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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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Stock Market Today

Northern Star Resources share price dips into weekend as $50m Central Tanami deal closes

Northern Star Resources share price dips into weekend as $50m Central Tanami deal closes

7 February 2026
Northern Star Resources fell 1.7% to A$26.77 Friday, extending losses as gold miners and the broader market declined. MGX Resources completed its A$50 million purchase of a 50% stake in the Central Tanami Gold Project from Northern Star. The All Ordinaries Gold index dropped 3.24%. CME Group raised COMEX gold futures margin requirements to 9% amid volatility.
PLS Group share price slips into weekend as Morgan Stanley and MUFG filings land

PLS Group share price slips into weekend as Morgan Stanley and MUFG filings land

7 February 2026
PLS Group shares closed at A$4.12 Friday, down 1.2% after a 3.7% drop Thursday. Morgan Stanley and Mitsubishi UFJ Financial Group disclosed increased voting power in the lithium miner, both citing changes dated Feb. 2. The moves came as lithium prices fell and Australian equities posted their sharpest drop in months. PLS reports interim results Feb. 19.
Commonwealth Bank share price near A$159 as CBA earnings, dividend week looms after ASX rout

Commonwealth Bank share price near A$159 as CBA earnings, dividend week looms after ASX rout

7 February 2026
Commonwealth Bank of Australia shares closed at A$158.91, down 0.23% Friday, as the S&P/ASX 200 fell 2.03% and nearly A$70 billion was wiped from the market. The bank reports half-year results and an interim dividend on Feb. 11, with shares going ex-dividend Feb. 18. CBA flagged a A$68 million provision linked to ASIC’s Better Banking review. The RBA raised rates to 3.85% on Feb. 3, with CBA passing on the increase from Feb. 13.
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