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Artificial Intelligence 5 February 2026 - 6 February 2026

Amazon’s $200B AI Spend Shock Ripples Through Stocks Before Wall Street Opens

Amazon’s $200B AI Spend Shock Ripples Through Stocks Before Wall Street Opens

Amazon shares fell 4.5% to $222.69 premarket Friday after the company projected $200 billion in 2026 capital spending, up from $131 billion for 2025, fueling investor concerns over AI-related costs. Microsoft dropped 4.9%, AMD 3.9%, and Super Micro Computer 8.6%. Alphabet forecast $175–185 billion in 2026 capex, more than double its 2025 plan. Broadcom rose 0.8%.
6 February 2026
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Dow Jones futures tick up after 600-point slide as Amazon’s $200B AI spend plan hits tech

Dow Jones futures tick up after 600-point slide as Amazon’s $200B AI spend plan hits tech

Dow futures rose 71 points, or 0.1%, in early premarket trading Friday after the index plunged 592 points Thursday, led by sharp drops in Amazon and Microsoft. Amazon shares fell 8% premarket as investors scrutinized its capital spending. U.S. jobs and inflation reports were delayed by a short government shutdown, leaving traders waiting for fresh data. Weekly jobless claims climbed to 231,000.
6 February 2026
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Amazon stock drops in premarket as $200 billion AI capex plan grabs the spotlight

Amazon stock drops in premarket as $200 billion AI capex plan grabs the spotlight

Amazon shares fell 7.7% to $205.60 in premarket trading Friday after a steep drop following earnings. The company plans about $200 billion in capital expenditures for 2026 and forecast first-quarter operating income between $16.5 billion and $21.5 billion. Fourth-quarter net sales reached $213.4 billion, with AWS revenue up 24% to $35.6 billion.
6 February 2026
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Experian share price slides in London as buyback update lands and AI disruption fears linger

Experian share price slides in London as buyback update lands and AI disruption fears linger

Experian shares fell 1.8% to 2,575 pence in early London trading Friday after the company disclosed buying 399,453 shares on Feb. 5 as part of its ongoing buyback program. The drop follows a broader selloff in data and analytics stocks tied to AI disruption fears. Board members Mike Rogers and Kathleen DeRose also reported modest share purchases. Experian pays its first interim dividend for 2026 on Friday.
6 February 2026
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Compass Group share price slips again as AI fears linger after Q1 update

Compass Group share price slips again as AI fears linger after Q1 update

Compass Group shares fell 1.4% to 2,149 pence in early London trading Friday, extending Thursday’s 8% drop. The company confirmed 7.3% organic revenue growth for the quarter and will switch its LSE trading currency to U.S. dollars from April 1. Investors remain concerned about AI’s impact on office catering demand. Compass maintained its 2026 profit outlook.
6 February 2026
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Xero share price ends lower as AI disruption fears keep ASX tech under pressure

Xero share price ends lower as AI disruption fears keep ASX tech under pressure

Xero shares closed down 0.4% at A$81.76 Friday after plunging 16% midweek, their steepest drop since 2013. The selloff followed fresh AI launches from Anthropic and investor concerns over software pricing power. Xero said over two million subscribers use its AI tools and expects Melio to reach breakeven in H2 FY28. WiseTech Global fell 4.7% as software stocks faced continued pressure.
6 February 2026
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Wall Street selloff accelerates: Nasdaq sinks, Bitcoin breaks $63,000 as AI fears grip markets

Wall Street selloff accelerates: Nasdaq sinks, Bitcoin breaks $63,000 as AI fears grip markets

Nasdaq closed at its lowest since November as tech and software stocks tumbled, with the S&P 500 software index losing 4.6%. Alphabet shares fell after announcing capital spending could reach $185 billion by 2026. Bitcoin plunged 14% to below $63,000, and silver also dropped sharply. Amazon sank 4.4% during the session and another 10% after hours.
6 February 2026
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Blackstone (BX) stock price dives nearly 6% as AI fears rattle markets — what investors watch next

Blackstone (BX) stock price dives nearly 6% as AI fears rattle markets — what investors watch next

Blackstone shares fell 5.7% to $126.83 Thursday, with trading volume tripling the 50-day average. The drop followed a tech-led selloff and renewed AI volatility, leaving the stock a third below its 52-week high. The Reserve Bank of India cleared Blackstone’s plan to buy nearly 10% of Federal Bank. Key dates ahead include Blackstone’s Feb. 9 dividend record date and the delayed U.S. jobs report on Feb. 11.
6 February 2026
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Why Intuit stock slid Thursday — then edged up after hours on a fresh ChatGPT rollout

Why Intuit stock slid Thursday — then edged up after hours on a fresh ChatGPT rollout

Intuit shares closed down 2.4% at $434.91 Thursday, then rose 0.5% in after-hours trading after the company announced its TurboTax, Credit Karma, QuickBooks, and Mailchimp apps are now live inside ChatGPT. The stock move came as software shares faced pressure on fears that AI could disrupt business models. Intuit will report fiscal Q2 earnings on Feb. 26.
6 February 2026
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Goldman Sachs stock slides after hours as AI-spending doubts rattle Wall Street — what GS investors watch next

Goldman Sachs stock slides after hours as AI-spending doubts rattle Wall Street — what GS investors watch next

Goldman Sachs shares fell 2.5% to $890.41 in after-hours trading Thursday, tracking a broader retreat in financial and tech stocks. Amazon dropped 4.4% during the session and another 10% after hours. Weekly U.S. jobless claims rose by 22,000 to 231,000. Goldman told clients equity hedge funds suffered their worst day in nearly a year as tech bets unwound.
6 February 2026
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Amazon stock price slides after-hours on $200B AI spending forecast as AI stocks wobble

Amazon stock price slides after-hours on $200B AI spending forecast as AI stocks wobble

Amazon shares fell up to 11% after hours Thursday after forecasting $200 billion in 2026 capital expenditures and a weaker-than-expected first-quarter profit. Alphabet set a $175–$185 billion capex target for 2026. The S&P 500 software and services index extended losses, nearing a $1 trillion drop since late January. Nvidia faces U.S. licensing hurdles on chip sales to ByteDance.
5 February 2026
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Dow Jones slides nearly 600 points as AI spending fears hit Wall Street; Amazon sinks after the bell

Dow Jones slides nearly 600 points as AI spending fears hit Wall Street; Amazon sinks after the bell

The Dow Jones Industrial Average fell 1.2% to 48,908.72 as investors dumped tech stocks on concerns over soaring AI infrastructure costs at Amazon and Alphabet. Amazon shares dropped up to 11% after it raised its 2026 capital spending forecast to $200 billion. U.S. jobless claims rose by 22,000 to 231,000, while job openings hit a three-year low. The Nasdaq closed at its lowest since November.
5 February 2026
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AI Fears Hit Tech Stocks Again as Bitcoin Sinks and Wall Street Braces for Earnings

AI Fears Hit Tech Stocks Again as Bitcoin Sinks and Wall Street Braces for Earnings

U.S. stocks fell sharply Thursday as tech shares and crypto-related stocks slumped. The S&P 500 lost 1.2%, the Dow dropped 592 points, and the Nasdaq slid 1.6%. Bitcoin plunged over 12% below $64,000 after new jobs data sent Treasury yields lower. Alphabet’s plan to spend up to $185 billion on AI in 2026 triggered further selling in big tech.
5 February 2026
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Meta stock price steadies after hours as Big Tech AI spending fears bite; WhatsApp India hearing set for Feb 9

Meta stock price steadies after hours as Big Tech AI spending fears bite; WhatsApp India hearing set for Feb 9

Meta shares rose 0.2% to $670.21 in after-hours trading Thursday, bucking a broader tech sell-off that saw the Nasdaq drop 1.57%. Investors weighed Meta’s 2026 capex forecast of $115–$135 billion as scrutiny intensified over its ad and WhatsApp data practices in the U.S. and India. Trading volume reached 16.6 million shares.
5 February 2026
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Apple stock price slips after hours as EU gives Maps, Ads a DMA pass and AI spending jitters spread

Apple stock price slips after hours as EU gives Maps, Ads a DMA pass and AI spending jitters spread

Apple shares fell 0.2% to $275.93 in after-hours trading after the EU declined to label its Maps and Ads services as “gatekeepers.” Tech stocks dropped broadly, with the Nasdaq down 1.57%, as Amazon and Alphabet announced massive increases in AI-related capital spending. Investors are watching for the U.S. jobs report on Feb. 11 and Apple’s shareholder meeting on Feb. 24.
5 February 2026
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Palantir stock extends two-day slide after hours as AI disruption fears keep traders defensive

Palantir stock extends two-day slide after hours as AI disruption fears keep traders defensive

Palantir Technologies’ stock fell 1.4% to $130.01 in after-hours trading Thursday, extending a two-day slide. The software and services sector has lost about $830 billion in market value since Jan. 28 as investors react to new AI product launches and uncertainty over business models. Palantir shares dropped 5.5% during the regular session and plunged 12% the previous day. Trading volume reached nearly 68 million shares.
5 February 2026
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Broadcom stock whipsaws as Google and Amazon crank up 2026 AI spending targets

Broadcom stock whipsaws as Google and Amazon crank up 2026 AI spending targets

Broadcom shares rose 0.8% to $310.47 in late trading Thursday after swinging between $306.78 and $326.44 during the session. Alphabet projected 2026 capex of $175–185 billion, while Amazon expects about $200 billion, intensifying focus on AI suppliers. Investors are awaiting Broadcom’s March 4 earnings for updates on AI chip margins and demand.
5 February 2026
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