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Artificial Intelligence News 6 February 2026 - 7 February 2026

ServiceNow stock price falls again as Wall Street redraws the AI winners list

ServiceNow stock price falls again as Wall Street redraws the AI winners list

ServiceNow shares fell 1.8% to $100.74 Friday, capping a volatile week for software stocks as investors debated AI’s impact on subscription software. The S&P 500 Software & Services index dropped 13% in a week, erasing over $800 billion in value. ServiceNow slid 12% this week, while hardware stocks tied to AI data centers held steadier. Investors are watching upcoming tech conference appearances for further signals.
7 February 2026
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Lumentum (LITE) stock jumps after-hours as AI optics trade stretches into next week

Lumentum (LITE) stock jumps after-hours as AI optics trade stretches into next week

Lumentum Holdings shares jumped 9.3% to $551.99 in after-hours trading Friday after reporting fiscal Q2 revenue of $665.5 million and forecasting Q3 revenue of $780–$830 million. Analysts raised price targets following the upbeat outlook. A Form 144 filing disclosed a planned sale of 4,849 shares. Trading volume reached about 6.7 million shares.
6 February 2026
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AI stocks snap back: Nvidia surges, Dow clears 50,000 as Amazon’s AI spend spooks investors

AI stocks snap back: Nvidia surges, Dow clears 50,000 as Amazon’s AI spend spooks investors

Nvidia surged nearly 8% Friday, lifting the Dow above 50,000 for the first time, as chip stocks rallied. Amazon shares fell after the company projected 2026 capital spending would jump to $200 billion to expand AI infrastructure. The S&P 500 and Nasdaq also closed higher, while software stocks continued to slide.
6 February 2026
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Google stock price slips after-hours as Alphabet’s $185 billion AI spending plan stays in focus

Google stock price slips after-hours as Alphabet’s $185 billion AI spending plan stays in focus

Alphabet Class C shares fell 2.5% to $323.10 in after-hours trading Friday, trailing gains in major U.S. stock benchmarks. The company told investors it expects 2026 capital expenditures of $175–185 billion, far above analyst forecasts. Some analysts warned the spending could cut free cash flow by over 90%. Google Cloud revenue rose 48% to $17.7 billion in the December quarter.
6 February 2026
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Broadcom stock jumps 7% as Big Tech’s AI spending plans revive chip trade

Broadcom stock jumps 7% as Big Tech’s AI spending plans revive chip trade

Broadcom shares jumped 7% to $332.92 in after-hours trading Friday, outpacing other large tech stocks as chipmakers rallied. Alphabet projected 2026 capital spending of up to $185 billion, while Amazon outlined a $200 billion outlay, both focused on AI infrastructure. Amazon shares fell after its announcement. Investors weighed strong AI hardware demand against concerns over surging costs.
6 February 2026
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Amazon stock slides after $200 billion AI spending plan puts returns in the spotlight

Amazon stock slides after $200 billion AI spending plan puts returns in the spotlight

Amazon shares fell 6.2% to $208.93 Friday after the company projected $200 billion in 2026 capital spending, up from $131 billion in 2025, mostly for AI and cloud expansion. The stock dropped as much as 11.5% in after-hours trading Thursday. Fourth-quarter net sales rose 14% to $213.4 billion, with AWS revenue up 24%. The next earnings update is expected April 30.
6 February 2026
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Tesla stock jumps late week as China AI-training report hits tape; TSLA slips after hours

Tesla stock jumps late week as China AI-training report hits tape; TSLA slips after hours

Tesla shares closed up 3.5% at $411.02 Friday, then dipped 0.2% in after-hours trading. A Chinese report said Tesla has opened an AI training center in China for assisted-driving technology. China-made Model 3 and Model Y sales rose 9.3% in January, but Tesla’s China market share dropped to 8% in 2025 from 10% in 2024. Investors await delayed U.S. jobs and inflation data next week.
6 February 2026
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Nvidia stock price jumps after Amazon flags bigger AI spend — what investors watch next

Nvidia stock price jumps after Amazon flags bigger AI spend — what investors watch next

Nvidia shares rose 8.3% to $186.08 in late U.S. trading after Amazon announced sharply higher AI-related capital spending for 2026. The move followed a volatile week for chip stocks amid concerns over high valuations. Nvidia’s next earnings report is set for February 25. Policy risks remain over U.S. chip sales to China.
6 February 2026
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Dow Hits 50,000 as Nvidia Jumps and Amazon’s $200B AI Capex Plan Whipsaws Markets

Dow Hits 50,000 as Nvidia Jumps and Amazon’s $200B AI Capex Plan Whipsaws Markets

The Dow Jones Industrial Average closed above 50,000 for the first time Friday, rising 2.24% to 50,005.78, led by gains in Nvidia and Caterpillar. The S&P 500 climbed 1.73% and the Nasdaq rose 1.91%. Amazon and Alphabet’s plans for record AI spending unsettled markets earlier in the week but investors returned to tech stocks. Bitcoin, gold, and oil prices held steady after Thursday’s selloff.
6 February 2026
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Stock Market Today

CoreWeave stock price jumps 20% as CRWV rebounds on ARENA launch, earnings date looms

CoreWeave stock price jumps 20% as CRWV rebounds on ARENA launch, earnings date looms

7 February 2026
CoreWeave shares surged 20% to $89.95 in after-hours trading Friday after the company launched its ARENA platform for testing AI workloads at scale. Volume exceeded 36 million shares. The move follows a rough week for the stock and comes ahead of CoreWeave’s earnings report on Feb. 26. A regulatory filing showed Chief Development Officer Brannin McBee sold shares on Feb. 2 under a prearranged plan.
Bloom Energy stock price jumps after hours as BE forecasts up to $3.3 billion 2026 revenue

Bloom Energy stock price jumps after hours as BE forecasts up to $3.3 billion 2026 revenue

7 February 2026
Bloom Energy shares rose 4.8% to $143.03 in after-hours trading Friday after forecasting 2026 revenue of $3.1–$3.3 billion and non-GAAP EPS of $1.33–$1.48. The company reported record 2025 revenue of $2.02 billion, up 37%, and a $6 billion product backlog. BTIG and BMO raised price targets following the outlook. About 20.9 million shares traded during the session.
Coinbase stock jumps 13% after-hours as bitcoin rebounds above $70,000

Coinbase stock jumps 13% after-hours as bitcoin rebounds above $70,000

7 February 2026
Coinbase shares jumped 13% in after-hours trading Friday, tracking an 11% rebound in bitcoin to $71,531 after a sharp selloff. Volume in Coinbase topped 19.6 million shares as the stock swung between $151.45 and $167.12. The company reports results Feb. 12, with investors focused on trading volumes and costs. Put options remain heavy, signaling caution ahead of the Feb. 27 expiry.
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