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Artificial Intelligence News 10 February 2026 - 11 February 2026

Bank of America stock (BAC) braces for a jobs-report jolt after AI scare hits financials

Bank of America stock (BAC) braces for a jobs-report jolt after AI scare hits financials

Bank of America shares fell 1.8% to $55.39 Tuesday, leading declines among major U.S. banks as financial stocks slid. Investors await a delayed January jobs report Wednesday and inflation data Friday, both seen as pivotal for Federal Reserve rate expectations. AI-driven disruption fears pressured wealth managers and brokerages. U.S. stock futures edged higher premarket, but trading remained cautious.
11 February 2026
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St. James’s Place share price sinks 9% as AI jitters hit wealth managers again

St. James’s Place share price sinks 9% as AI jitters hit wealth managers again

St James’s Place shares dropped about 9% to 1,318 pence in early London trading Wednesday, extending a two-day slide amid renewed fears over AI-driven disruption in financial services. The selloff follows similar moves in U.S. brokerage stocks after new AI tax tools were announced. Investors await the group’s Feb. 25 results for updates on client flows and cash returns.
11 February 2026
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Dow futures tick up as delayed jobs report nears and an AI tax tool rattles Schwab

Dow futures tick up as delayed jobs report nears and an AI tax tool rattles Schwab

The Dow closed at a record 50,188.14 Tuesday, while the S&P 500 and Nasdaq slipped after weak retail sales. U.S. stock futures edged higher late as traders awaited a delayed January jobs report, expected to show a 70,000 payroll gain and 4.4% unemployment. Brokerage shares fell sharply on AI disruption fears. Robinhood dropped 6.3% after missing revenue estimates.
11 February 2026
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RELX share price slides near 52-week low ahead of results as AI worries hang over data stocks

RELX share price slides near 52-week low ahead of results as AI worries hang over data stocks

RELX shares dropped about 3% in early London trading Wednesday, nearing a 52-week low ahead of annual results due Thursday. The stock traded at 2,078 pence by 08:30 GMT, down from 2,146. Investors remain cautious after a sharp selloff in “AI-exposed” data firms, with RELX and Thomson Reuters both down roughly a third since late 2025.
11 February 2026
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ServiceNow stock rebounds after software rout as JPMorgan flags “AI-resilient” names

ServiceNow stock rebounds after software rout as JPMorgan flags “AI-resilient” names

ServiceNow shares rose 2.5% to $106.48 Tuesday, rebounding with other software stocks after a sharp selloff tied to AI disruption fears. JPMorgan and Morgan Stanley said recent declines were driven by sentiment, not fundamentals. UBS downgraded the U.S. tech sector to “Neutral,” citing ongoing risks. Traders are watching if the rally holds into Wednesday.
11 February 2026
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CrowdStrike (CRWD) stock rises as JPMorgan flags ‘AI-disruption’ selloff as overdone

CrowdStrike (CRWD) stock rises as JPMorgan flags ‘AI-disruption’ selloff as overdone

CrowdStrike shares rose 2.2% to $417.09 in afternoon trading Tuesday, leading gains in cybersecurity stocks. The move follows a steep slide in software valuations tied to AI disruption fears, with strategists at JPMorgan and Morgan Stanley calling the drop sentiment-driven. Investors are watching for CrowdStrike’s fiscal Q4 results due March 3. Thirty-day implied volatility in tech software ETFs remains near 10-month highs.
10 February 2026
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Aon stock price bounces after ChatGPT insurance app spooks brokers — what investors watch next

Aon stock price bounces after ChatGPT insurance app spooks brokers — what investors watch next

Aon shares rose 3.1% to $319.86 Tuesday afternoon, rebounding after a steep Monday drop triggered by the launch of Insurify’s ChatGPT-based insurance comparison tool. Investors remain focused on whether AI-driven apps could pressure broker fees. Aon also announced a $25 million Ukraine war-risk reinsurance facility backed by the U.S. International Development Finance Corporation. WTW and Gallagher shares saw mixed moves.
10 February 2026
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AI stocks today: Cisco’s new chip enters the race as Nvidia faces China guardrails

AI stocks today: Cisco’s new chip enters the race as Nvidia faces China guardrails

Cisco unveiled its Silicon One G300 chip and router for AI data centers, aiming to boost network efficiency and compete with Nvidia and Broadcom. Nvidia, Broadcom, and AMD shares fell amid renewed U.S. licensing scrutiny on China and concerns over AI capital spending. Cisco stock edged up 0.3%. Investors are watching U.S. payroll and inflation data for signals on interest rates.
10 February 2026
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Datadog stock jumps 15% after earnings beat, with AI selloff still in the background

Datadog stock jumps 15% after earnings beat, with AI selloff still in the background

Datadog shares jumped nearly 15% to $130.86 after the company beat Wall Street’s fourth-quarter estimates, reporting $953.2 million in revenue and 59 cents adjusted profit per share. The S&P 500 software index rose 1.3%. Datadog forecast full-year revenue of up to $4.10 billion and ended 2025 with $4.47 billion in cash. U.S. retail sales were flat in December as Treasury yields fell.
10 February 2026
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Cisco stock rises after Silicon One G300 AI chip launch, with earnings next

Cisco stock rises after Silicon One G300 AI chip launch, with earnings next

Cisco shares rose 0.7% to $87.35 Tuesday after the company unveiled its Silicon One G300 AI networking chip and new router, targeting data-center customers. The G300, built on TSMC’s 3-nanometer process, is set for release in the second half of 2026. Investors await Cisco’s quarterly update later this week. Rival stocks Nvidia and Broadcom slipped during the session.
10 February 2026
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ServiceNow stock rebounds nearly 4% as AI-fueled software jitters ease — for now

ServiceNow stock rebounds nearly 4% as AI-fueled software jitters ease — for now

ServiceNow shares climbed 3.6% to $107.66 Tuesday after recent sharp declines, as software stocks rebounded from last week’s selloff. Retail inflows into BlackRock’s tech-software ETF reached a record $176 million, even as the S&P 500 software index remains down 13% since late January. Broader markets were mixed following flat December U.S. retail sales data. Datadog rose after beating quarterly estimates but issued cautious full-year guidance.
10 February 2026
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Meta stock nudges lower as EU targets WhatsApp AI rules and court revives privacy-fine fight

Meta stock nudges lower as EU targets WhatsApp AI rules and court revives privacy-fine fight

Meta shares slipped 0.2% to $675.62 after EU regulators warned they may force the company to allow rival AI assistants on WhatsApp, citing competition concerns over rules effective since Jan. 15. The European Commission sent Meta a formal charge sheet and is considering interim measures. Separately, the EU’s top court said WhatsApp can challenge a €225 million privacy fine.
10 February 2026
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GOOG stock dips as Alphabet taps $20 billion bond sale and faces fresh EU heat over AI Overviews

GOOG stock dips as Alphabet taps $20 billion bond sale and faces fresh EU heat over AI Overviews

Alphabet’s Class C shares fell 1.9% to $318.37 Tuesday morning after the company sold $20 billion in bonds to fund AI infrastructure. The drop cut Alphabet’s market value to about $2.9 trillion. Google also faces an antitrust complaint in Europe over its AI Overviews feature and a trademark lawsuit from Autodesk in the U.S.
10 February 2026
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Amazon stock slips premarket as report flags AWS plan for an AI content marketplace

Amazon stock slips premarket as report flags AWS plan for an AI content marketplace

Amazon shares fell 0.8% to $208.72 in premarket trading Tuesday after a report said AWS is planning a marketplace for publishers to sell content to AI firms. The Information said AWS shared slides referencing the marketplace ahead of its conference. Amazon declined to comment on specifics. Investors are watching for details on licensing terms and costs as AI-related spending rises.
10 February 2026
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Salesforce quietly cuts under 1,000 jobs as Agentforce AI unit gets hit

Salesforce quietly cuts under 1,000 jobs as Agentforce AI unit gets hit

Salesforce cut fewer than 1,000 jobs in early February, affecting marketing, product management, data analytics, and its Agentforce AI product, Business Insider reported. At least nine employees posted about the layoffs on LinkedIn, and two confirmed the cuts to the publication. The company is set to report quarterly results on Feb. 25. Salesforce did not respond to requests for comment.
10 February 2026
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