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Artificial Intelligence 6 February 2026

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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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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Adobe stock slides as AI “software-mageddon” drags on — what investors watch next

Adobe stock slides as AI “software-mageddon” drags on — what investors watch next

Adobe shares fell 1.1% to $266.51 in Friday afternoon trading, lagging a broader market rebound. A Vanguard filing disclosed a 10.1% stake in the company as of Jan. 30. Adobe reversed plans to discontinue its Animate app, keeping it in maintenance mode. Investors await Adobe’s March 12 earnings call for updates on AI-driven revenue.
6 February 2026
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Amazon stock slides on $200B AI spending shock — here’s what Wall Street watches next

Amazon stock slides on $200B AI spending shock — here’s what Wall Street watches next

Amazon shares fell about 7% to $207.13 Friday after the company announced plans to spend $200 billion on capital expenditures in 2026, far above consensus. The stock touched a session low of $200.44, with roughly $200 billion in market value at risk if losses persist. Amazon’s first-quarter operating income outlook missed analyst estimates. DA Davidson downgraded the stock and cut its price target.
6 February 2026
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Booking Holdings (BKNG) stock price lags Wall Street rally as AI fears resurface ahead of earnings

Booking Holdings (BKNG) stock price lags Wall Street rally as AI fears resurface ahead of earnings

Booking Holdings shares fell 0.9% to $4,403.52 Friday, trailing gains in the S&P 500 and Nasdaq 100 trackers. Wedbush cut its price target to $5,500, citing AI risks, while Baird called the week’s slide an overreaction. The stock is down 24% from its July high. Booking reports Q4 and full-year results on Feb. 18.
6 February 2026
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Dow hits 50,000 as Amazon’s $200 billion AI spending plan spooks tech investors

Dow hits 50,000 as Amazon’s $200 billion AI spending plan spooks tech investors

The Dow briefly topped 50,000 for the first time Friday as chipmakers surged on AI data-center spending hopes. Amazon shares fell after announcing a $200 billion capital spending plan for 2026, raising concerns about profitability. Nvidia, AMD, and Broadcom each jumped over 7%. The S&P 500 rose 1.73% and the Nasdaq gained 1.91%.
6 February 2026
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Amazon’s $200bn AI spending plan spooks investors as AWS runs into Europe power grid delays

Amazon’s $200bn AI spending plan spooks investors as AWS runs into Europe power grid delays

Amazon shares fell 7% to $206.31 Friday after the company projected $200 billion in capital spending for 2026, up sharply from $131 billion in 2025. AWS cited multi-year waits for power-grid connections in Europe as a key obstacle to data center expansion. Investors questioned whether heavy AI and cloud outlays will deliver returns quickly.
6 February 2026
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AI stocks swing hard: Nvidia jumps as Amazon slides on $200 billion AI spend

AI stocks swing hard: Nvidia jumps as Amazon slides on $200 billion AI spend

Nvidia jumped 7.3% and AMD rose 7.7% Friday, lifting the Philadelphia SE Semiconductor Index by 4.6%. Amazon fell 7% after announcing a $200 billion capital expenditure for 2026, far above expectations. Arm Holdings gained 9.8% despite a licensing revenue miss. Investors pulled $2.34 billion from tech funds for the week ending Feb. 4, LSEG Lipper reported.
6 February 2026
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Amazon stock slides as $200 billion AI spending plan spooks investors

Amazon stock slides as $200 billion AI spending plan spooks investors

Amazon shares fell 6.3% to $208.58 Friday after the company announced $200 billion in 2026 capital spending, up over 50% from last year. The move raised investor concerns about delayed returns from AI investments. Several brokerages cut price targets, citing pressure on free cash flow. The S&P 500 software and services index has lost about $1 trillion in value since January 28.
6 February 2026
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Lumentum stock jumps nearly 8% as AI capex wave lifts optics names into the weekend

Lumentum stock jumps nearly 8% as AI capex wave lifts optics names into the weekend

Lumentum Holdings shares surged 8% to $544.68 Friday after reporting fiscal Q2 revenue of $665.5 million and a backlog topping $400 million for optical circuit switches. The company expects Q3 revenue between $780 million and $830 million. Traders cited strong AI-driven demand but flagged risks if cloud customers pause orders. Lumentum will brief investors at the OFC conference on March 17.
6 February 2026
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Intuit stock rises nearly 2% as ChatGPT apps go live — what INTU investors watch next

Intuit stock rises nearly 2% as ChatGPT apps go live — what INTU investors watch next

Intuit shares rose nearly 2% to $443.45 Friday afternoon after touching $447.92, rebounding with tech stocks following a steep AI-driven selloff. The company announced its apps are now available inside ChatGPT, stressing user data privacy. Investors await Intuit’s quarterly results and outlook on Feb. 26. The S&P 500 software and services index remains down about 13% for the week.
6 February 2026
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Celestica stock jumps as Big Tech AI capex forecasts lift suppliers

Celestica stock jumps as Big Tech AI capex forecasts lift suppliers

Celestica shares jumped 5.9% to $312.31 Friday, tracking gains across AI hardware stocks as investors bet on higher data-center spending by major cloud firms. The company recently expanded U.S. manufacturing for Google’s TPU systems and raised its 2026 revenue target to $17 billion. Fidelity’s FMR LLC disclosed a 6.4% stake in Celestica. Jefferies maintained Broadcom as a “top pick” with a $500 target.
6 February 2026
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Coherent stock jumps on AI optics demand bets as Wall Street lifts price targets

Coherent stock jumps on AI optics demand bets as Wall Street lifts price targets

Coherent shares rose 7.3% to $224.59 Friday after the company issued strong Q3 guidance and analysts raised price targets. Fiscal Q2 revenue reached $1.69 billion with adjusted EPS of $1.29. The company expects Q3 revenue between $1.70 billion and $1.84 billion, and EPS of $1.28 to $1.48. Demand from datacenter optics led growth, while industrial sales remained weaker.
6 February 2026
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Software stocks rebound after eight-day rout as Anthropic’s new Claude and Alphabet AI spend keep nerves high

Software stocks rebound after eight-day rout as Anthropic’s new Claude and Alphabet AI spend keep nerves high

U.S. software stocks rebounded Friday, with the iShares Expanded Tech-Software ETF up 2.4% to $81.59 after steep declines tied to AI-driven volatility. The S&P 500, Nasdaq 100, and Dow ETFs also rose. On Thursday, Anthropic launched its upgraded Claude Opus 4.6 AI model. Alphabet shares fell amid ongoing pressure on SaaS and financial-data firms.
6 February 2026
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Stock Market Today

  • Cummins Stock Price Target Raised by 15% to €536.15
    April 12, 2026, 10:42 AM EDT. The average one-year price target for Cummins (XTRA:CUM) has been revised upward by 15.08% to €536.15 per share from €465.92. This target, an average of multiple analyst estimates ranging from €424.15 to €626.81, suggests a 14.56% increase from Cummins' latest closing price of €468.00. Institutional ownership shows mixed changes: the number of funds holding Cummins shares declined by 25.15% last quarter to 1,893 institutions, while average portfolio weight in Cummins rose by 12.40%. Total shares held by institutions dropped 8.90% to approximately 117.99 million shares. Major holders such as Geode Capital Management and Fisher Asset Management increased their holdings by around 1% each, while Norges Bank notably reported a large increase, starting from zero shares. This data reflects shifting investor sentiment amid evolving price forecasts.

Latest article

Bitcoin Price Today Slips After Iran Talks End Without Deal, but ETF Buyers Keep Showing Up

Bitcoin Price Today Slips After Iran Talks End Without Deal, but ETF Buyers Keep Showing Up

12 April 2026
Bitcoin fell 1.4% to $71,707 on Sunday after U.S.-Iran talks in Islamabad ended without a deal. Spot bitcoin ETFs logged net inflows last week, with BlackRock and Fidelity leading Friday’s buying. Morgan Stanley launched its MSBT fund on April 8, the first Wall Street bank to debut a bitcoin ETF. U.S. inflation data showed headline CPI up 3.3% in March, while core CPI rose 2.6%.
XRP Price Today: XRP Slips to $1.33 After Failed U.S.-Iran Talks Hit Crypto

XRP Price Today: XRP Slips to $1.33 After Failed U.S.-Iran Talks Hit Crypto

12 April 2026
XRP slipped about 1% to $1.33 on Sunday after U.S.-Iran peace talks in Islamabad ended without a deal, pressuring crypto markets. The token traded in a narrow range, with bitcoin and ether also weaker. XRP’s market cap stands at $81.7 billion, with $1.96 billion in daily volume. The token remains 63.5% below its all-time high.
Gold Price Today: Bullion Near $4,762 After Weekly Gain, but Failed Iran Talks Cloud Outlook

Gold Price Today: Bullion Near $4,762 After Weekly Gain, but Failed Iran Talks Cloud Outlook

12 April 2026
Spot gold steadied at $4,761.79 an ounce Friday after a third weekly gain, with U.S. futures at $4,787.40. The dollar posted its biggest weekly drop since January, making gold cheaper for non-U.S. buyers. U.S.-Iran talks ended without a deal, keeping geopolitical risks high. China’s central bank increased gold reserves for a 17th month, reaching 74.38 million ounces.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 12.04.2026

12 April 2026
Futu Holdings (FUTU) rose 10.2% in the past week but trades 13.4% below its January level. Shares closed at $154.50, while analysts estimate intrinsic value at $245.48. The company posted a 92.2% return over 12 months. Valuation models indicate earnings exceed risk costs, supporting long-term growth projections.
India F-35 Deal Hits Pause: Lockheed Martin Says No Direct Talks, U.S. Door Still Open

India F-35 Deal Hits Pause: Lockheed Martin Says No Direct Talks, U.S. Door Still Open

11 April 2026
Lockheed Martin said it is not in direct talks with India over the F-35, clarifying that any approach must go through official U.S. and Indian channels under the Foreign Military Sales process. Indian officials confirmed no formal discussions on acquiring the F-35 have begun. India recently approved a $40 billion military upgrade, including other fighter jets, while Lockheed’s F-21 remains in a separate competition.
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