AMAT stock jumps after TSMC ups spending plan; Barclays upgrade adds lift

AMAT stock jumps after TSMC ups spending plan; Barclays upgrade adds lift

Applied Materials shares rose 5.7% to $319.08 in after-hours trading Thursday after TSMC projected up to $56 billion in 2026 capital spending. Barclays upgraded Applied to Overweight and raised its price target to $360. Wells Fargo also lifted its target. Investors are watching for Applied’s Feb. 12 earnings, focusing on orders, memory demand, and China exposure.
Meta stock rises after-hours as Wikipedia AI training deals put data costs back in focus

Meta stock rises after-hours as Wikipedia AI training deals put data costs back in focus

Meta Platforms shares rose 0.9% to $620.80 in after-hours trading Thursday after Wikipedia named Meta as a partner in new AI content training deals. COO Javier Olivan sold 517 shares at $653 each, according to a recent filing. Two dump truck drivers were arrested by ICE at a Meta data center construction site in Louisiana. Meta reports earnings Jan. 28.
Broadcom stock closes higher on TSMC-fueled chip rally — then slips after hours

Broadcom stock closes higher on TSMC-fueled chip rally — then slips after hours

Broadcom closed up 0.9% Thursday but slipped in after-hours trading, following a sector rally sparked by Taiwan Semiconductor’s upbeat outlook. The stock had dropped over 4% the previous day after reports that China ordered firms to stop using U.S. and Israeli cybersecurity software, affecting VMware, which Broadcom owns. Traders remain alert to policy risks in China and shifts in chip demand.
Apple stock slips after India antitrust warning; AAPL traders brace for key dates

Apple stock slips after India antitrust warning; AAPL traders brace for key dates

Apple shares fell 0.7% in after-hours trading after India’s competition authority warned it will proceed with an antitrust case over the App Store if Apple fails to respond by next week. The Delhi High Court will review Apple’s challenge on Jan. 27. A coalition of advocacy groups also urged Apple and Google to remove X and Grok from their app stores over explicit content concerns.
15 January 2026
Amazon stock rises after AWS launches Europe-only “sovereign cloud” as AI buildout stays in focus

Amazon stock rises after AWS launches Europe-only “sovereign cloud” as AI buildout stays in focus

Amazon shares rose 0.7% in after-hours trading after AWS launched a Europe-only “sovereign cloud” and Rio Tinto agreed to supply copper for Amazon’s AI data centers. The cloud service will operate under strict EU rules with no outside control. Amazon also challenged Saks Global’s bankruptcy plan in court and plans to appeal a reduced €752.4 million Italian antitrust fine.
Tesla stock slips after Musk sets a deadline to end one-time Full Self-Driving sales

Tesla stock slips after Musk sets a deadline to end one-time Full Self-Driving sales

Tesla shares fell 0.2% to $438.45 after CEO Elon Musk said the company will end one-time purchases of its Full Self-Driving software, making subscriptions the only option from Feb. 14. The move comes as U.S. regulators continue to investigate safety issues linked to FSD. Tesla also agreed to mediation in a federal lawsuit alleging racial harassment at its Fremont plant, with talks expected in March or April.

Stock Market Today

Alphabet stock drops for a fourth straight day as AI spending jitters linger

Alphabet stock drops for a fourth straight day as AI spending jitters linger

7 February 2026
NEW YORK, Feb 7, 2026, 09:00 ET — Market closed. Alphabet (GOOGL.O) shares closed down 2.53% at $322.86 on Friday, their fourth straight daily decline. With U.S. markets shut for the weekend, investors are left weighing the Google parent’s surge in planned spending against signs demand for its AI tools is real. (Investing.com) The stakes are bigger than one stock. Alphabet, Amazon, Microsoft and Meta have all pushed outlays higher for artificial intelligence, with the group expected to spend more than $630 billion this year; Alphabet alone has pointed to as much as $185 billion in capital spending, or capex
BBAI stock jumps 16% into BigBear.ai share-vote week — what to watch next

BBAI stock jumps 16% into BigBear.ai share-vote week — what to watch next

7 February 2026
BigBear.ai Holdings shares surged 15.7% Friday to $4.72 ahead of a key shareholder vote on doubling authorized shares to 1 billion. Options trading was heavy, with a put/call ratio of 0.19. The company recently announced deals in AI customs technology and a partnership with Abu Dhabi’s AD Ports Group. The special meeting is set for Feb. 18, with online voting open until late Feb. 17.
American Airlines stock jumps nearly 8% as airlines rally — what to watch next week

American Airlines stock jumps nearly 8% as airlines rally — what to watch next week

7 February 2026
American Airlines shares jumped 7.6% to $15.24 Friday, rebounding with a broad rally that sent the Dow past 50,000 for the first time. Investors are watching the carrier’s battle with United at Chicago O’Hare, where a summer capacity surge could trigger a fare war. American also announced new Philadelphia–Porto service for 2027 and launched a centennial inflight menu.
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