Today: 7 February 2026
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AI Trends News 4 February 2026 - 6 February 2026

Blue Owl stock dips premarket as AI-software fears hit private credit despite earnings beat

Blue Owl stock dips premarket as AI-software fears hit private credit despite earnings beat

Blue Owl shares fell 3.4% to $11.63 in premarket trading Friday after the firm reported quarterly profit above estimates and assets under management topping $300 billion. Co-CEO Marc Lipschultz dismissed AI disruption fears, noting tech holdings showed no meaningful losses. Software holdings make up about 8% of AUM. Blue Owl declared a $0.225 dividend, payable March 2 to shareholders on record Feb. 20.
6 February 2026
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Palantir stock drops again before the bell as AI shakeout hits software — what investors watch next

Palantir stock drops again before the bell as AI shakeout hits software — what investors watch next

Palantir shares fell 6.8% in premarket trading Friday to $130.01, extending a sharp slide after Alphabet’s $185 billion capex plan rattled AI software stocks. The drop followed a 6.8% loss Thursday and nearly 12% Wednesday, despite Palantir’s new partnership with Cognizant and Q4 revenue of $1.407 billion. The S&P 500 software index has dropped seven days straight. Investors await key U.S. data and sector earnings next week.
6 February 2026
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U.S. stock market today: Dow futures up after tech rout, but AI capex worries won’t quit

U.S. stock market today: Dow futures up after tech rout, but AI capex worries won’t quit

U.S. stock futures rose early Friday after a sharp tech selloff, with S&P 500 futures up 0.3% and Nasdaq 100 futures gaining 0.35% by 5:11 a.m. ET. Amazon dropped about 8% premarket as investors reacted to major AI spending plans from cloud giants. The S&P 500 fell 1.23% Thursday after Alphabet announced up to $185 billion in 2026 capital spending. Traders await Fed comments and delayed jobs and inflation data next week.
6 February 2026
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RELX share price steadies as AI fears linger, buybacks roll and Feb 12 results loom

RELX share price steadies as AI fears linger, buybacks roll and Feb 12 results loom

RELX shares traded near 2,249p in early London trading Friday after a volatile week triggered by Anthropic’s launch of new AI legal tools. The stock fell 14% Tuesday but rebounded nearly 3% Thursday. RELX continued its buyback, purchasing over 479,000 shares on Feb. 5. Investors await the company’s full-year results due Feb. 12.
6 February 2026
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WiseTech share price hits fresh low as AI fears deepen software selloff — what to watch next week

WiseTech share price hits fresh low as AI fears deepen software selloff — what to watch next week

WiseTech Global shares fell 4.7% to A$47.60 in Sydney Friday, touching a new 52-week low amid a global selloff in software stocks. Investors cited fresh concerns over AI disruption after Anthropic launched a new legal tool for its Claude chatbot. WiseTech’s half-year results are due February 25. The ASX 200 dropped over 2% in late trading.
6 February 2026
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Seagate stock price falls again after record high as AI spending worries hit STX

Seagate stock price falls again after record high as AI spending worries hit STX

Seagate shares closed down 3.3% at $405.45 Thursday, holding steady after hours, as trading volume jumped to 5.6 million. The stock is now nearly 12% below its Feb. 3 high, extending a two-day slide amid a broader tech selloff that pushed the Nasdaq to its lowest since November. Western Digital dropped 3.4% and NetApp slipped 0.9%. Amazon plunged 10% after hours.
6 February 2026
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Palantir stock price slides 7% as AI disruption fears keep pounding software shares

Palantir stock price slides 7% as AI disruption fears keep pounding software shares

Palantir shares dropped 7.3% to $129.30 by mid-afternoon Thursday, extending a sharp two-day slide after an earnings-driven surge earlier in the week. The stock’s reversal comes as investors question high software valuations and worry about Big Tech’s AI spending. Director Alexander D. Moore sold 20,000 shares on Feb. 2, according to an SEC filing.
5 February 2026
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ServiceNow stock price slides as AI disruption fears keep pressure on software shares

ServiceNow stock price slides as AI disruption fears keep pressure on software shares

ServiceNow shares fell 3.7% to $106.97 Thursday, extending losses as U.S. software stocks continued a six-session slide that erased about $830 billion in market value. The drop follows investor concerns that rapid AI advances could disrupt the software subscription model. ServiceNow last week forecast 2026 subscription revenue of up to $15.57 billion and announced a $2 billion share buyback.
5 February 2026
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Apple stock price hovers near $276 as AI spending jitters hit tech; key dates ahead for AAPL

Apple stock price hovers near $276 as AI spending jitters hit tech; key dates ahead for AAPL

Apple shares slipped 0.02% to $276.45 in early Thursday trading after a 2.6% gain the previous day. The stock moved between $275.89 and $279.40 amid broader tech caution following chip and AI spending concerns. Apple’s dividend record date is Feb. 9, with its annual meeting set for Feb. 24. The company’s market value stands near $3.9 trillion.
5 February 2026
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Micron stock sinks nearly 10% as AI jitters hit chipmakers again

Micron stock sinks nearly 10% as AI jitters hit chipmakers again

Micron Technology shares fell 9.5% to $379.40 Thursday amid a broad tech selloff and investor retreat from AI-linked stocks. Goldman Sachs said hedge funds faced their toughest day in nearly a year as crowded tech bets unwound. Qualcomm warned of missed results due to a global memory shortage, while Alphabet projected 2026 capital spending could reach $185 billion to address compute bottlenecks.
5 February 2026
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Booking (BKNG) stock slips after-hours as AI worries hit analyst notes ahead of Feb. 18 results

Booking (BKNG) stock slips after-hours as AI worries hit analyst notes ahead of Feb. 18 results

Booking Holdings shares fell 0.8% to $4,607.13 in after-hours trading Wednesday after Citizens Bank downgraded the stock, citing AI risks and a lack of near-term growth drivers. The stock has dropped 9.3% since Tuesday amid heavy volume and sector-wide declines. Booking will report fourth-quarter and full-year earnings on Feb. 18. KeyBanc maintained an overweight rating but trimmed its price target.
5 February 2026
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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