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Artificial Intelligence News 5 February 2026

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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Microsoft stock sinks 5% after rare Stifel downgrade as AI spending nerves spread

Microsoft stock sinks 5% after rare Stifel downgrade as AI spending nerves spread

Microsoft shares fell 5.2% to $392.74 in after-hours trading Thursday, as heavy selling hit the software sector. Trading volume reached about 50.7 million shares. Stifel downgraded Microsoft to “Hold,” citing slowing Azure growth and rising competition. The S&P 500 software and services index dropped 3.1%, with sector losses nearing $1 trillion since Jan. 28.
5 February 2026
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Alphabet stock slips as Google’s $185 billion AI spend plan rattles traders

Alphabet stock slips as Google’s $185 billion AI spend plan rattles traders

Alphabet shares fell 1% to $329.58 Thursday after the company disclosed a sharp increase in AI infrastructure spending and projected 2026 capital expenditures up to $185 billion. Fourth-quarter revenue rose 18% to $113.83 billion, with Google Cloud revenue jumping 48% to $17.66 billion. The stock earlier touched a low of $306.74 before partially recovering.
5 February 2026
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Shopify stock drops again: AI disruption jitters and Feb. 11 earnings loom for SHOP

Shopify stock drops again: AI disruption jitters and Feb. 11 earnings loom for SHOP

Shopify shares fell 2.1% to $111.59 Thursday, swinging between $108.90 and $115.71 as software stocks faced heavy selling. The S&P 500 software and services index dropped about 3%, with sector losses nearing $1 trillion since Jan. 28. Investors are watching Shopify’s Feb. 11 earnings for signs of AI’s impact on margins. New unemployment claims rose and job openings hit a five-year low.
5 February 2026
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Adobe stock slides again as AI worries hit software; what ADBE investors watch next

Adobe stock slides again as AI worries hit software; what ADBE investors watch next

Adobe shares fell 3.5% to $270.01 Thursday as software stocks slid, following a downgrade by Piper Sandler and ongoing concerns over AI’s impact on the sector. The S&P 500 software and services index dropped 2.8%, erasing over $950 billion in value since Jan. 28. Investors are watching Adobe’s March 12 earnings call for signs of demand and AI returns.
5 February 2026
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Credo Technology stock rebounds today as AI-chip jitters ease; what’s next for CRDO

Credo Technology stock rebounds today as AI-chip jitters ease; what’s next for CRDO

Credo Technology shares rose about 2% to $98.96 Thursday afternoon, rebounding after recent losses. A Bank of America note challenged the AI-chip selloff, citing sector bottlenecks. Insider-sale filings and a March earnings report kept traders cautious. Roughly 5.8 million shares traded as Credo’s market cap neared $32.5 billion.
5 February 2026
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Vertiv (VRT) stock slides as AI jitters hit data-center plays ahead of earnings

Vertiv (VRT) stock slides as AI jitters hit data-center plays ahead of earnings

Vertiv shares fell 1.8% to $179.36 Thursday, hitting a low of $172.59 as investors retreated from costly AI-linked stocks amid concerns over capital spending. The company reports earnings Feb. 11, with investors watching for signs of demand in data-center cooling. Peers like Eaton and Johnson Controls also saw volatile trading this week.
5 February 2026
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C3.ai AI stock price sinks again as insider sale and software rout keep pressure on NYSE:AI

C3.ai AI stock price sinks again as insider sale and software rout keep pressure on NYSE:AI

C3.ai shares fell 7% to $10.33 Thursday after a regulatory filing showed Executive Chairman Thomas Siebel sold 27,605 shares at $10.81 each. The broader S&P 500 software and services index dropped 2.8%, erasing over $950 billion in value since January 28. Investors are watching for signals from C3.ai’s March conference amid sector-wide concerns over AI’s impact.
5 February 2026
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Alphabet stock (GOOGL) slides as Google’s AI capex bill grows — what Wall Street watches next

Alphabet stock (GOOGL) slides as Google’s AI capex bill grows — what Wall Street watches next

Alphabet shares fell 2.4% Thursday, closing at $324.95 after the company announced 2026 capital spending of up to $185 billion, nearly double its 2025 budget. The stock earlier dropped as much as 8%. Alphabet reported Q4 revenue of $113.8 billion and net income of $34.5 billion. Investors are watching for Amazon’s earnings after the bell.
5 February 2026
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Dow Jones today: Index slides about 1% as Alphabet capex plan stirs fresh AI jitters

Dow Jones today: Index slides about 1% as Alphabet capex plan stirs fresh AI jitters

The Dow Jones fell 502.57 points, or 1.02%, to 48,998.73 Thursday as tech stocks slid after Alphabet announced plans to nearly double capital spending for AI. Qualcomm shares dropped on weak guidance, while Amazon slipped ahead of earnings. Weekly jobless claims rose to 231,000 and U.S. layoffs hit a 17-year January high. The CBOE volatility index reached its highest level in over two months.
5 February 2026
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Nebius stock drops again as AI jitters hit high-growth names ahead of Feb. 12 results

Nebius stock drops again as AI jitters hit high-growth names ahead of Feb. 12 results

Nebius Group N.V. shares fell 5.5% to $77.87 by midday Thursday amid a broader selloff in AI-related stocks. The Nasdaq hit a two-month low as investors reacted to Alphabet’s spending plans and Qualcomm’s outlook. Nebius will report fourth-quarter and full-year results on February 12. Freedom Capital set a $108 price target, citing the company’s GPU-as-a-service model.
5 February 2026
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Booking Holdings stock slips in midday trade as AI-fueled analyst calls collide on Wall Street

Booking Holdings stock slips in midday trade as AI-fueled analyst calls collide on Wall Street

Booking Holdings shares fell 1.6% to $4,534.04 Thursday as analysts clashed over whether AI poses a structural threat to online travel agencies. Citizens downgraded the stock, citing AI risks, while Mizuho upgraded it, calling the selloff overdone. Booking will report earnings on Feb. 18. Director Robert J. Mylod Jr. sold 40 shares last week at just over $5,000 each.
5 February 2026
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Applied Materials (AMAT) stock snaps back near $300 as Alphabet AI spend stirs chip-equipment trade

Applied Materials (AMAT) stock snaps back near $300 as Alphabet AI spend stirs chip-equipment trade

Applied Materials shares rose 0.7% to $299.55 by midday Thursday, rebounding after a 6% drop Wednesday. Lam Research, ASML, and KLA also gained, while Alphabet and Qualcomm fell sharply. Citi raised its price target on Applied to $400 ahead of Feb. 12 earnings. Export controls remain a risk, with potential to cut $600 million from Applied’s 2026 revenue.
5 February 2026
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Stock Market Today

JPMorgan stock price jumps 4% into weekend as Wall Street braces for a busy data week

JPMorgan stock price jumps 4% into weekend as Wall Street braces for a busy data week

7 February 2026
JPMorgan shares rose 3.95% to $322.40 Friday, outpacing other major banks as U.S. stocks rallied and the Dow closed above 50,000 for the first time. The bank recently completed a $3 billion subordinated notes offering. Investors are watching for delayed U.S. jobs data and inflation figures next week, ahead of JPMorgan’s Feb. 23 company update.
AbbVie stock price: ABBV ends week near $223 after earnings swing — what to watch next

AbbVie stock price: ABBV ends week near $223 after earnings swing — what to watch next

7 February 2026
AbbVie shares rose 2% to $223.43 Friday, capping a volatile week marked by earnings and drug sales scrutiny. Moody’s upgraded AbbVie’s credit rating to A2, citing strong performance in immunology and neuroscience. Investors remain focused on Skyrizi and Rinvoq growth amid rising competition and recent regulatory filings. Trading volume stayed below average, with the stock still 9% off its 52-week high.
SK hynix stock price slips into Monday after S&P upgrade, tech selloff

SK hynix stock price slips into Monday after S&P upgrade, tech selloff

7 February 2026
SK hynix shares closed at 839,000 won, down 0.36% Friday and 8% for the week, as tech stocks retreated across Asia. S&P Global Ratings upgraded the chipmaker to “BBB+” with a positive outlook, citing strong HBM sales. The KOSPI fell 1.4% Friday, ending a six-week winning streak. Traders await Monday’s Seoul open for signs of further tech weakness.
Bank of America stock jumps 3% into the weekend — what to watch before Monday’s trade

Bank of America stock jumps 3% into the weekend — what to watch before Monday’s trade

7 February 2026
Bank of America shares rose 2.89% Friday to $56.53, tracking a rally in U.S. financial stocks as the Dow closed above 50,000. The bank will redeem its Series DD preferred stock and related depositary shares on March 10 at $1,000 per share. CEO Brian Moynihan donated 100,000 shares on Feb. 4, a regulatory filing showed. Key U.S. jobs and inflation data are due next week after delays.
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