Today: 8 February 2026
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Artificial Intelligence News 7 February 2026 - 8 February 2026

Goldman Sachs stock jumps on Anthropic AI push — what to watch before Monday

Goldman Sachs stock jumps on Anthropic AI push — what to watch before Monday

Goldman Sachs shares jumped 4.3% to $928.75 Friday after confirming it is working with AI startup Anthropic on internal “AI agents.” The stock’s rally helped lift the Dow above 50,000 for the first time. Delayed U.S. jobs and inflation data are due midweek and could affect rate expectations. Goldman also filed for new structured notes tied to the Russell 2000 and S&P 500.
7 February 2026
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Big Tech stocks swing on AI spending fears: Amazon slides, Nvidia rebounds as week ahead looms

Big Tech stocks swing on AI spending fears: Amazon slides, Nvidia rebounds as week ahead looms

Amazon shares fell 5.6% Friday after projecting $200 billion in 2026 capital spending, while Nvidia jumped 7.9%. The Dow closed above 50,000 for the first time, but the Nasdaq is down 0.9% for the year. Microsoft and Alphabet also signaled major AI investments, sending software stocks down sharply. Chipmakers rallied as Nvidia reported surging AI chip demand.
7 February 2026
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Semiconductor stocks surge as AI capex stays high; Nvidia and AMD lead into next week

Semiconductor stocks surge as AI capex stays high; Nvidia and AMD lead into next week

The Philadelphia Semiconductor Index jumped 5.7% to 8,048.6 on Friday, with Nvidia up 7.87% and AMD rising 8.28%. The surge followed new forecasts showing global chip sales could hit $1 trillion in 2026. Amazon expects a 50% increase in capital spending this year, fueling demand for chips. The Dow Jones crossed 50,000, helped by gains in chipmakers.
7 February 2026
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Amazon stock (AMZN) slides on $200 billion AI capex plan — what Wall Street watches next week

Amazon stock (AMZN) slides on $200 billion AI capex plan — what Wall Street watches next week

Amazon shares fell 5.6% to $210.32 on Friday after the company forecast 2026 capital spending would jump to $200 billion, up more than 50% from 2025. The drop came as the Dow closed above 50,000 for the first time. Amazon reported fourth-quarter net sales up 14% to $213.4 billion and operating income at $25 billion. Trading in Amazon was volatile, with 179 million shares changing hands.
7 February 2026
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Why Tencent stock fell: an OpenClaw AI warning, chip shortages — and what’s next for 0700.HK

Why Tencent stock fell: an OpenClaw AI warning, chip shortages — and what’s next for 0700.HK

Tencent shares fell 2% to HK$547.50 in Hong Kong on Friday, tracking a 1.1% drop in the Hang Seng TECH index. China warned of security risks tied to the OpenClaw AI agent, which Tencent Cloud offers, while Intel and AMD flagged longer waits and higher prices for server CPUs in China.
7 February 2026
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Applied Digital stock jumps 25% as AI data-center names rebound — what’s next for APLD

Applied Digital stock jumps 25% as AI data-center names rebound — what’s next for APLD

Applied Digital Corporation shares jumped 25.52% Friday to $34.95, then slipped to $34.60 after hours. The company reported fiscal Q2 revenue up 250% to $126.6 million and signed leases for 600 MW of data center capacity in North Dakota. Applied Digital broke ground on a new 430‑MW campus in the southern U.S. in January. Financing includes a $100 million promissory note with 8% interest, paid in kind.
7 February 2026
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Meta stock ends week down about 6% as Wall Street fixates on $135 billion AI capex

Meta stock ends week down about 6% as Wall Street fixates on $135 billion AI capex

Meta closed down 1.3% Friday at $661.46, capping a 6.4% weekly drop as investors questioned heavy AI spending. Amazon and Alphabet also fell after outlining major capital outlays. Meta’s Instagram suffered a brief outage this week. Legal risks persist, with trials involving Meta set for next week in Los Angeles and New Mexico.
7 February 2026
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GOOG stock price: Alphabet’s $185 billion AI spend plan keeps Google shares on edge into Monday

GOOG stock price: Alphabet’s $185 billion AI spend plan keeps Google shares on edge into Monday

Alphabet Class C shares (GOOG) fell 2.48% to $323.10 Friday after the company projected 2026 capital spending of up to $185 billion, more than double 2025 levels. CEO Sundar Pichai sold 32,500 shares earlier in the week under a pre-set plan. The Dow closed above 50,000 for the first time. Over 33.9 million GOOG shares traded, above recent volume.
7 February 2026
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Amazon stock tumbles on $200 billion AI spend plan — what to know before Monday

Amazon stock tumbles on $200 billion AI spend plan — what to know before Monday

Amazon shares fell 5.6% to $210.32 on Friday after the company projected about $200 billion in 2026 capital expenditures, triggering investor concern over AI spending. The stock had already dropped 11.5% after-hours Thursday. Amazon forecast Q1 net sales of $173.5–$178.5 billion and operating income of $16.5–$21.5 billion. Analyst Gil Luria downgraded Amazon, citing rising investment as its cloud lead narrows.
7 February 2026
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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

Alphabet shares fell 2.53% to $322.86 Friday, marking a fourth straight decline as investors questioned heavy AI-related spending. The Nasdaq slipped Thursday after Alphabet detailed up to $185 billion in capex, while the Dow and S&P 500 rose Friday on chipmaker gains. U.S. markets reopen Monday, with attention on Alphabet’s outlook and upcoming jobs and inflation data.
7 February 2026
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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

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.
7 February 2026
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Tesla stock price rises to $411 as Musk solar hiring push and China AI plan set up week ahead

Tesla stock price rises to $411 as Musk solar hiring push and China AI plan set up week ahead

Tesla shares closed up 3.5% at $411.11 on Friday after news of a U.S. solar hiring push and an AI training center in China. The company targets 100 GW of U.S. solar manufacturing by 2028, far above current national output. Investors remain focused on Tesla’s autonomy and energy projects. Upcoming U.S. jobs and inflation data may affect market sentiment next week.
7 February 2026
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Palantir stock price rebounds to $135.90 on Cognizant AI deal — what to watch next week

Palantir stock price rebounds to $135.90 on Cognizant AI deal — what to watch next week

Palantir shares closed Friday at $135.90, up 4.5% after Cognizant’s TriZetto unit announced plans to deploy Palantir Foundry and AIP in healthcare and business-process operations. The Dow closed above 50,000 for the first time. U.S. jobs and inflation data due next week may shift rate expectations for high-growth software stocks.
7 February 2026
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Amazon stock slides on $200 billion AI spending plan — what to know before Monday’s open

Amazon stock slides on $200 billion AI spending plan — what to know before Monday’s open

Amazon shares fell 5.55% to $210.32 Friday after the company outlined a $200 billion 2026 capex plan and forecast lower-than-expected operating income. D.A. Davidson downgraded the stock, citing tougher cloud competition. Analysts trimmed price targets following the results. Amazon reported Q4 net sales of $213.4 billion and AWS revenue of $35.6 billion.
7 February 2026
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Amazon stock slides as $200B AI spending plan meets cautious profit outlook

Amazon stock slides as $200B AI spending plan meets cautious profit outlook

Amazon shares fell 9% Friday after the company announced plans for $200 billion in 2026 capital spending, mainly for AWS and AI, and issued a first-quarter profit outlook below estimates. The stock drop could erase $200 billion in market value. Fourth-quarter net sales rose 14% to $213.4 billion, while free cash flow declined due to higher spending on AI infrastructure.
7 February 2026
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Stock Market Today

MediaTek stock price drops 3.4% as Taiwan market shuts; what investors watch next week

MediaTek stock price drops 3.4% as Taiwan market shuts; what investors watch next week

8 February 2026
MediaTek shares closed down 3.4% at NT$1,710 on Friday in Taipei, with 11.8 million shares traded before the market shut for the weekend. The company said it will double investment in data-center chips and advanced packaging, while warning of rising supply chain costs. Fourth-quarter sales rose 8.8% to NT$150.2 billion, but net income slipped 3.6%. Investors face uncertainty ahead of the Lunar New Year break and a weaker tech sector mood.
Arm Holdings stock rallies into weekend on AI spending hopes — Monday’s next test

Arm Holdings stock rallies into weekend on AI spending hopes — Monday’s next test

8 February 2026
Arm Holdings’ U.S. shares jumped 11.6% Friday to $123.70, capping an 18% two-day rebound amid a rally in chip stocks tied to AI data-center spending. The gains followed Arm’s fiscal Q3 revenue beat, but executives warned memory shortages could cut royalty revenue by up to 2% as smartphone chip shipments are expected to fall 7% in 2026. Investors now await Arm’s “Arm Everywhere” event on March 24.
Zhongji Innolight stock slides nearly 4% into China’s Monday open — what traders watch next

Zhongji Innolight stock slides nearly 4% into China’s Monday open — what traders watch next

8 February 2026
Zhongji Innolight closed down 3.9% at 540.01 yuan in Shenzhen on Friday, with turnover at 17.91 billion yuan. The company forecast 2025 net profit of 9.8–11.8 billion yuan, up as much as 128%, citing strong demand for high-speed products. Executives said most customer orders are booked through late 2026, but flagged tight supply of some optical chips. Zhongji reports earnings March 31 after shares dropped 12% from December highs.
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