Today: 2 March 2026
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Artificial Intelligence 7 February 2026 - 8 February 2026

Microsoft stock hovers near $400 as AI spending nerves meet a big data week

Microsoft stock hovers near $400 as AI spending nerves meet a big data week

Microsoft closed Friday up 1.9% at $401.14, near the $400 mark after a turbulent week for tech stocks. Investors are weighing the impact of a $600 billion AI spending push on profits, while upcoming U.S. jobs and inflation data may affect rate expectations and tech valuations. Analyst Brad Reback downgraded Microsoft to “hold,” citing competition and margin concerns.
8 February 2026
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Big Tech’s $630B AI data-center spending surge is squeezing chips, electricians — and investor patience

Big Tech’s $630B AI data-center spending surge is squeezing chips, electricians — and investor patience

Amazon shares fell 9% Friday after announcing a $200 billion capital spending plan for 2026. Alphabet and Meta also outlined record capex, raising concerns about free cash flow and forcing potential cuts to buybacks or increased borrowing. Investors punished several tech stocks, including Amazon, Alphabet, Meta, ServiceNow, and Salesforce, while Nvidia rose. The surge in AI infrastructure spending is straining supply chains and power capacity.
8 February 2026
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Alphabet stock sinks on AI spending fears — what to watch for Google shares next week

Alphabet stock sinks on AI spending fears — what to watch for Google shares next week

Alphabet shares fell 2.5% to $322.86 Friday, lagging a broader tech rally as investors reacted to reports the company may double AI infrastructure spending this year. The Dow closed above 50,000 for the first time. Wall Street is shifting focus from AI demos to cash flow, putting pressure on Big Tech. Key U.S. jobs and inflation data are expected this week.
8 February 2026
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Amazon stock slides on $200 billion AI spending plan — what investors watch before Monday

Amazon stock slides on $200 billion AI spending plan — what investors watch before Monday

Amazon shares fell 5.6% to $210.32 Friday as investors reacted to the company’s plan to spend about $200 billion on AI and cloud infrastructure in 2026. Traders questioned whether heavy capital outlays would hurt near-term returns. The Dow closed above 50,000 for the first time. U.S. jobs and inflation data are due next week.
8 February 2026
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Nvidia stock ‘cheap’ again? AI spending surge puts NVDA back in the spotlight

Nvidia stock ‘cheap’ again? AI spending surge puts NVDA back in the spotlight

Nvidia shares jumped 7.8% Friday, leading a rally in chip stocks after signs of continued AI hardware spending by major tech firms. The PHLX semiconductor index rose 5.7%, with AMD and Broadcom also gaining. The Dow closed above 50,000 for the first time. Investors remain split over whether soaring AI outlays will deliver sufficient returns.
8 February 2026
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LSEG share price heads into Monday after AI jitters hit London Stock Exchange Group stock

LSEG share price heads into Monday after AI jitters hit London Stock Exchange Group stock

London Stock Exchange Group shares fell 1.1% to 7,502p Friday, closing out a third straight weekly decline and an 8% drop for the week. The selloff followed renewed concerns over AI disruption after a new Claude plug-in from Anthropic and caution over Big Tech’s AI spending. LSEG bought back 256,419 shares on Feb. 5. Investors await Monday’s open and LSEG’s FY25 results webcast on Feb. 26.
8 February 2026
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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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