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Artificial Intelligence 8 February 2026 - 9 February 2026

Microsoft stock rises despite Stifel downgrade as Azure issues keep AI spending in focus

Microsoft stock rises despite Stifel downgrade as Azure issues keep AI spending in focus

Microsoft shares rose 1.8% to $401.14 Monday morning, bucking declines in the S&P 500 and Nasdaq. The move followed a downgrade by Stifel, which cited cloud supply constraints, rising AI competition, and heavy investment. Microsoft also reported a weekend Azure outage tied to a power interruption at a West US data center. Investors await key U.S. jobs and inflation data later this week.
9 February 2026
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Palantir stock holds near $136 before the bell as AI jitters and U.S. data week loom

Palantir stock holds near $136 before the bell as AI jitters and U.S. data week loom

Palantir shares hovered near $135.90 in premarket trading Monday after a 4.5% gain Friday, with about 1.5 million shares traded early. Software stocks remained volatile as investors awaited U.S. jobs and inflation data. The S&P software group has lagged the broader index by nearly 24 percentage points in three months. Palantir also faced scrutiny in Britain over a £241 million defense AI contract awarded without competition.
9 February 2026
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Amazon stock slides again as AI spending worries linger — here’s what investors watch next

Amazon stock slides again as AI spending worries linger — here’s what investors watch next

Amazon shares dropped 5.6% to $210.32 in early trading Monday after AWS signed a multi-year chip supply deal with STMicroelectronics, which includes warrants for up to 24.8 million ST shares. Investors are weighing Amazon’s $200 billion capital spending plan for 2026 and a decline in free cash flow to $11.2 billion. Microsoft rose 1.8% while Alphabet fell 2.5%. Traders await U.S. jobs data Feb. 11 and CPI Feb. 13.
9 February 2026
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Amazon stock (AMZN) flat before the bell as $200B AI spending plan stays in focus

Amazon stock (AMZN) flat before the bell as $200B AI spending plan stays in focus

Amazon shares were flat in premarket trading Monday at $210.31 after falling 5.6% Friday, as investors reacted to the company’s plan to boost 2026 capital spending to $200 billion. The increased spending, mainly for AI infrastructure, has raised concerns over cash flow and margins. AWS revenue grew 24% last quarter, trailing Google Cloud and Microsoft Azure. Markets await U.S. jobs and inflation data this week for further direction.
9 February 2026
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Corning stock (GLW) edges up in premarket after record close as Meta AI data-center deal stays in focus

Corning stock (GLW) edges up in premarket after record close as Meta AI data-center deal stays in focus

Corning shares climbed 1.8% to $124.40 in premarket trading Monday after closing at a record $122.16 Friday. The rally follows a supply deal with Meta Platforms worth up to $6 billion for optical fiber and cable. Corning reported Q4 2025 core sales of $4.41 billion and forecast Q1 core sales of $4.2–$4.3 billion. Investors are watching whether demand from big tech customers holds as regular trading opens.
9 February 2026
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IBM and Meta bring AI Alliance to Indonesia as IBM shares rise; Australia reviews Confluent deal

IBM and Meta bring AI Alliance to Indonesia as IBM shares rise; Australia reviews Confluent deal

IBM and Meta have expanded their AI Alliance to Indonesia, aiming to boost open-source AI adoption and training. The alliance now includes 195 members in 29 countries. IBM’s $11 billion acquisition of Confluent remains under review by Australia’s competition regulator, with public submissions due by Feb. 12. Many Indonesian firms report unclear returns from new AI systems despite rising adoption.
9 February 2026
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AI stocks brace for a big week: Micron slips on Samsung HBM4 talk as Nvidia looms

AI stocks brace for a big week: Micron slips on Samsung HBM4 talk as Nvidia looms

Micron shares fell 3% premarket after reports that Samsung will begin mass production of HBM4 memory for Nvidia AI chips this month. Nvidia dropped 1%, Super Micro Computer slipped 1.5%, while Microsoft and Amazon edged higher. Traders focused on upcoming U.S. jobs and inflation data for rate signals. Nvidia reports earnings Feb. 25.
9 February 2026
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Nvidia’s Jensen Huang calls Meta AI’s profit pioneer as spending fears swirl

Nvidia’s Jensen Huang calls Meta AI’s profit pioneer as spending fears swirl

Meta forecast 2026 capital expenditures of $115 billion to $135 billion as fourth-quarter revenue rose 24% to $59.9 billion and earnings per share hit $8.88. CEO Mark Zuckerberg cited strong 2025 performance, while Nvidia’s Jensen Huang told CNBC that Meta leads in AI profitability. Meta’s ad upgrades lifted Facebook clicks 3.5% and Instagram conversions over 1% in Q4.
9 February 2026
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Datavault AI (DVLT) stock rises in premarket after Friday’s 33% spike — what investors watch next

Datavault AI (DVLT) stock rises in premarket after Friday’s 33% spike — what investors watch next

Datavault AI Inc shares climbed about 4% to $0.884 in premarket trading Monday after a 32.9% jump Friday. The company last week reported preliminary 2025 revenue of at least $30 million, up from $2.7 million in 2024, and announced $49 million in new agreements. No new press releases have been issued since Feb. 5. Token distribution is set to begin Feb. 21.
9 February 2026
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Billionaires Buy These AI Stocks Up 2,000% — and It’s Not Nvidia or Broadcom

Billionaires Buy These AI Stocks Up 2,000% — and It’s Not Nvidia or Broadcom

Ken Griffin, Cliff Asness, Israel Englander, and Steven Cohen bought shares of Palantir Technologies and Comfort Systems USA in the third quarter, according to a new report. Palantir shares have surged about 2,000% since January 2023, while Comfort Systems is up 970%. Palantir rose 4.5% and Comfort Systems 7% in premarket trading Monday. Robinhood Markets gained 14%, and Nvidia and Broadcom each rose 7%.
9 February 2026
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Goldman Sachs stock jumps after Anthropic AI “agents” plan as traders size up a big week

Goldman Sachs stock jumps after Anthropic AI “agents” plan as traders size up a big week

Goldman Sachs shares rose 4.3% to $928.75 Friday as U.S. stocks rallied, with the Dow closing above 50,000 for the first time. Goldman confirmed it is working with AI startup Anthropic on internal automation tools, aiming to launch them soon. The bank also helped lead Once Upon a Farm’s $198 million IPO and issued $25.75 million in structured notes. Treasury Secretary Scott Bessent said the Fed may wait up to a year before shrinking its balance sheet.
8 February 2026
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Amazon’s $200 billion AI spending plan rattles tech stocks — what traders watch next week

Amazon’s $200 billion AI spending plan rattles tech stocks — what traders watch next week

Amazon projected about $200 billion in capex for 2026, far above analyst expectations, sending its shares down 5.6% Friday. The Nasdaq rose 2.18% as chipmakers surged, with Nvidia up 7.8%. About $1 trillion in market value has been wiped from the S&P 500 software and services index since Jan. 28. Wall Street’s tech sector is down roughly 9% from its late-October peak.
8 February 2026
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Cloud computing stocks bounce back — SKYY jumps, but Amazon’s AI spending plan keeps nerves high

Cloud computing stocks bounce back — SKYY jumps, but Amazon’s AI spending plan keeps nerves high

Cloud-focused ETFs rose 2%–4% Friday as tech stocks rebounded, with the First Trust Cloud Computing ETF up 4.4%. Amazon dropped 5.6% on concerns over $200 billion in planned AI infrastructure spending. Snowflake jumped 7.5% and Microsoft gained 1.8%. U.S. jobs and inflation data due later this week could shift rate expectations and impact high-growth cloud shares.
8 February 2026
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Big Tech stocks brace for AI spending scrutiny after Nvidia’s jump and Amazon’s drop

Big Tech stocks brace for AI spending scrutiny after Nvidia’s jump and Amazon’s drop

The Dow closed above 50,000 for the first time Friday as Nvidia surged 7.9% and Amazon dropped 5.6% on news of a $200 billion capex plan for 2026. Tech stocks remain volatile, with chipmakers rallying and software names under pressure as investors react to soaring AI infrastructure costs. The S&P 500 rose 2%, while the Russell 2000 jumped 3.5%. Alphabet, Meta, and Microsoft are also expected to boost spending sharply this year.
8 February 2026
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Amazon stock slides on $200 billion AI spending plan as Wall Street braces for jobs, CPI

Amazon stock slides on $200 billion AI spending plan as Wall Street braces for jobs, CPI

Amazon shares fell 5.6% to $210.32 Friday after the company projected over 50% higher capital spending this year, unsettling investors. The company reported Q4 net sales up 14% to $213.4 billion and AWS revenue up 24%. Analysts flagged concerns over the scale of Amazon’s AI infrastructure investment. U.S. retail sales, jobs, and inflation data are due next week.
8 February 2026
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Dow hits 50,000 — jobs and inflation data loom after Wall Street’s AI-fueled rebound

Dow hits 50,000 — jobs and inflation data loom after Wall Street’s AI-fueled rebound

The Dow Jones Industrial Average closed above 50,000 for the first time Friday, ending at 50,115.67 after a 2.47% jump. Caterpillar and Nvidia led gains as chip stocks rebounded, while Amazon fell 5.6% on plans for higher AI spending. Key U.S. jobs and inflation data releases were postponed to next week after a government funding lapse. Coca-Cola and Cisco are set to report earnings on Feb. 10 and Feb. 11, respectively.
8 February 2026
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