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Artificial Intelligence News 6 February 2026

Oracle stock rebounds Friday as tech rout eases, but AI spending jitters linger

Oracle stock rebounds Friday as tech rout eases, but AI spending jitters linger

Oracle shares rose 3.4% to $141.14 Friday morning, rebounding after a 7% drop Thursday amid a tech selloff sparked by Alphabet’s $185 billion capex plans. The IGV ETF gained 2.1%, while QQQ was up 1.3%. Investors remain divided over whether AI-driven spending will boost profits or erode margins. New U.S. macro data next week may further shift market expectations.
6 February 2026
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Palantir stock rebounds after AI rout as Cognizant tie-up lands and Jefferies flags valuation risk

Palantir stock rebounds after AI rout as Cognizant tie-up lands and Jefferies flags valuation risk

Palantir shares rose 3.7% to $134.86 Friday after heavy trading, rebounding from a 6.8% drop Thursday. Jefferies maintained an underperform rating and $70 target, citing valuation concerns. The company reported Q4 revenue up 70% to $1.407 billion and announced a partnership with Cognizant. UK lawmakers called for a review of Palantir’s public-sector contracts.
6 February 2026
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Broadcom stock price jumps nearly 4% as Google’s AI capex plan lifts AVGO

Broadcom stock price jumps nearly 4% as Google’s AI capex plan lifts AVGO

Broadcom shares rose nearly 4% to $322.82 in morning trading Friday as investors returned to chip stocks after a sharp sell-off. Alphabet’s 2026 capital expenditure forecast of up to $185 billion shifted attention to AI infrastructure suppliers. Nvidia and AMD also posted strong gains. Broadcom’s March 4 earnings are now in focus for signals on AI demand.
6 February 2026
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Dow Jones jumps nearly 700 points after tech rout — but AI spending fears still bite

Dow Jones jumps nearly 700 points after tech rout — but AI spending fears still bite

The Dow jumped 687 points, or 1.41%, to 49,596 in early Friday trading, recovering from a tech-led selloff. Amazon fell nearly 9% after flagging higher AI spending, while Nvidia gained over 5%. Chipmakers and banks led the rebound, but tech stocks continued to weigh on indexes. Investors await next week’s U.S. jobs and inflation reports for signals on rate cuts.
6 February 2026
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Amazon stock price tumbles as $200 billion 2026 capex plan hits AI trade (AMZN)

Amazon stock price tumbles as $200 billion 2026 capex plan hits AI trade (AMZN)

Amazon shares fell 8.8% to $203.15 in early trading Friday after the company announced a $200 billion capital expenditure plan for 2026. Investors reacted to concerns over rising AI and cloud infrastructure costs outpacing cash flow. CEO Andy Jassy cited strong AWS growth, but analysts noted spending was higher than expected. The broader market opened higher, but Amazon’s drop weighed on tech sentiment.
6 February 2026
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Google stock price slips as Alphabet’s AI spending push keeps GOOG in focus

Google stock price slips as Alphabet’s AI spending push keeps GOOG in focus

Alphabet Class C shares fell 0.5% to $331.33 in early Friday trading after the company set 2026 capital spending at up to $185 billion, far above Wall Street estimates. Cloud revenue jumped 48% to $17.7 billion in the December quarter. The board approved a $0.21 per share dividend, payable March 16. Investors remain cautious as Big Tech ramps up AI-related expenses.
6 February 2026
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Nvidia stock bounces in premarket as Amazon’s $200B AI spend stirs the trade; China chip licences in focus

Nvidia stock bounces in premarket as Amazon’s $200B AI spend stirs the trade; China chip licences in focus

Nvidia shares rose 2.7% in premarket trading Friday after the Nasdaq hit a two-month low. Amazon shares dropped 8% premarket following news its 2026 capital expenditures could reach $200 billion. Nvidia’s supply chain pushed back on AI bubble fears, while export policy talks with ByteDance remain unresolved. Investors await Nvidia’s Feb. 25 earnings and key U.S. economic data next week.
6 February 2026
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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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Stock Market Today

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

7 February 2026
Google raised its 2026 capital expenditure forecast to $175 billion–$185 billion, with most spending expected on data-center chips. Broadcom shares rose about 2% after the announcement, while Nvidia and AMD slipped. Jefferies reiterated a buy rating on Broadcom, maintaining a $500 price target, implying a 62% upside from Wednesday’s close.
No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

7 February 2026
The IRS has not announced new federal stimulus payments for February 2026, and Congress has not approved fresh checks. Trump told NBC he is considering $2,000 tariff rebate checks but has not committed, saying any payout would likely come later in 2026. The IRS warns taxpayers to ignore texts and emails about “stimulus payments” and verify notices through official channels.
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