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Artificial Intelligence 9 February 2026 - 10 February 2026

Meta stock nudges lower as EU targets WhatsApp AI rules and court revives privacy-fine fight

Meta stock nudges lower as EU targets WhatsApp AI rules and court revives privacy-fine fight

Meta shares slipped 0.2% to $675.62 after EU regulators warned they may force the company to allow rival AI assistants on WhatsApp, citing competition concerns over rules effective since Jan. 15. The European Commission sent Meta a formal charge sheet and is considering interim measures. Separately, the EU’s top court said WhatsApp can challenge a €225 million privacy fine.
10 February 2026
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GOOG stock dips as Alphabet taps $20 billion bond sale and faces fresh EU heat over AI Overviews

GOOG stock dips as Alphabet taps $20 billion bond sale and faces fresh EU heat over AI Overviews

Alphabet’s Class C shares fell 1.9% to $318.37 Tuesday morning after the company sold $20 billion in bonds to fund AI infrastructure. The drop cut Alphabet’s market value to about $2.9 trillion. Google also faces an antitrust complaint in Europe over its AI Overviews feature and a trademark lawsuit from Autodesk in the U.S.
10 February 2026
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Amazon stock slips premarket as report flags AWS plan for an AI content marketplace

Amazon stock slips premarket as report flags AWS plan for an AI content marketplace

Amazon shares fell 0.8% to $208.72 in premarket trading Tuesday after a report said AWS is planning a marketplace for publishers to sell content to AI firms. The Information said AWS shared slides referencing the marketplace ahead of its conference. Amazon declined to comment on specifics. Investors are watching for details on licensing terms and costs as AI-related spending rises.
10 February 2026
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Salesforce quietly cuts under 1,000 jobs as Agentforce AI unit gets hit

Salesforce quietly cuts under 1,000 jobs as Agentforce AI unit gets hit

Salesforce cut fewer than 1,000 jobs in early February, affecting marketing, product management, data analytics, and its Agentforce AI product, Business Insider reported. At least nine employees posted about the layoffs on LinkedIn, and two confirmed the cuts to the publication. The company is set to report quarterly results on Feb. 25. Salesforce did not respond to requests for comment.
10 February 2026
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Cisco’s new AI networking chip puts Nvidia and Broadcom back in the AI stocks spotlight

Cisco’s new AI networking chip puts Nvidia and Broadcom back in the AI stocks spotlight

Cisco unveiled its Silicon One G300 networking chip for AI data centers Tuesday, targeting a market dominated by Nvidia and Broadcom. Cisco shares closed at a 52-week high Monday, up 2.3% to $86.78. The chip, built on TSMC’s 3-nanometer process, is set for release in the second half of 2026. Investors await Cisco’s earnings report on Feb. 11 for signs of AI demand.
10 February 2026
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India fintech MIDASX hits best quarter, turns cash-flow positive as it scales AI-led distribution

India fintech MIDASX hits best quarter, turns cash-flow positive as it scales AI-led distribution

MIDASX reported a 30% year-on-year revenue increase for Q3 FY25-26 and said its SaaS business reached break-even. The company said it now works with over 1,750 intermediaries managing more than ₹2.1 trillion in client assets. MIDASX plans to add over 25 product manufacturers and expand AI-led workflows in Q4. Headcount rose to more than 100, with a new Mumbai office opened.
10 February 2026
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Oracle stock snaps back after OpenAI upgrade call — $50 billion fundraising looms

Oracle stock snaps back after OpenAI upgrade call — $50 billion fundraising looms

Oracle shares jumped 9.7% to $156.59 Monday after D.A. Davidson upgraded the stock, citing easing concerns over its OpenAI exposure. Oracle plans to raise up to $50 billion in 2026 through debt and equity, including a $20 billion at-the-market share program. Melius Research downgraded Oracle, warning of cash flow risks and competition from Anthropic and Google. Microsoft and Nvidia also posted gains Monday.
10 February 2026
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Compass Group share price stalls near 2026 low as AI worries keep CPG in focus

Compass Group share price stalls near 2026 low as AI worries keep CPG in focus

Compass Group shares slipped 0.14% to 2,078 pence in light Tuesday trading, after hitting a 2026 low last week. The company reaffirmed 2026 profit guidance and reported 7.3% organic revenue growth, but investor focus remains on AI risks and office catering demand. Compass will switch its London share trading currency to U.S. dollars on April 1. Half-year results are due May 11.
10 February 2026
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Snowflake stock price jumps nearly 5% as Jefferies calls AI fears “too harsh”

Snowflake stock price jumps nearly 5% as Jefferies calls AI fears “too harsh”

Snowflake shares rose 4.6% to $175.95 in after-hours trading Monday, outpacing other software stocks as the sector rebounded from last week’s selloff. Jefferies reiterated a Buy rating and $300 price target, calling the recent slide excessive. Investors await U.S. inflation data on Feb. 13 and Snowflake’s earnings report on Feb. 25. Trading volume reached about 8.8 million shares.
10 February 2026
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AI stocks rebound after rout as Oracle jumps nearly 10% and Nvidia climbs

AI stocks rebound after rout as Oracle jumps nearly 10% and Nvidia climbs

Oracle jumped 9.8% to $156.59 after an analyst upgrade, leading gains in AI-linked tech stocks in late trading Monday. Nvidia rose 2.4%, AMD 3.6%, Broadcom 3.3%, and Microsoft 3.1%. The S&P 500 closed up 0.47%, Nasdaq 0.88%, and Dow 0.03%. Traders await U.S. payrolls Wednesday and CPI Friday for signals on Fed policy.
9 February 2026
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Broadcom stock jumps after-hours as AI spending focus returns to chipmakers

Broadcom stock jumps after-hours as AI spending focus returns to chipmakers

Broadcom shares rose 3.3% to $343.83 in after-hours trading Monday, following a volatile session. The move tracked gains across chip stocks as investors rotated back into AI hardware names. Broadcom is set to report fiscal first-quarter results on March 4 after the market close. Traders are also watching upcoming U.S. jobs data for further market direction.
9 February 2026
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Microsoft stock jumps 3% as AI jitters ease — here’s what’s next for MSFT this week

Microsoft stock jumps 3% as AI jitters ease — here’s what’s next for MSFT this week

Microsoft shares climbed 3.1% to $413.68 Monday, valuing the company at about $3.59 trillion. The stock rebounded as software names rallied after last week’s selloff, despite concerns over rising capital spending and tight Azure capacity. Jefferies kept a Buy rating, but Stifel downgraded Microsoft, citing AI competition and supply constraints. OpenAI reportedly saw ChatGPT growth exceed 10% monthly, according to CNBC.
9 February 2026
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Meta stock climbs after EU targets WhatsApp AI lockout as traders eye jobs, CPI

Meta stock climbs after EU targets WhatsApp AI lockout as traders eye jobs, CPI

Meta shares rose 2.4% to $677.23 in after-hours trading Monday after EU regulators escalated a probe into WhatsApp’s limits on rival AI assistants. Brussels is considering interim measures that could force Meta to allow competing AI on WhatsApp. The move follows a January policy letting only Meta’s own assistant on the platform. Broader tech stocks also rebounded ahead of key U.S. economic data this week.
9 February 2026
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Amazon stock slips near close as AWS chip pact spotlights $200B AI spending bet

Amazon stock slips near close as AWS chip pact spotlights $200B AI spending bet

Amazon shares fell 0.5% to $209.19 Monday as investors weighed the company’s expanded chip deal with STMicroelectronics and a projected $200 billion in 2026 capital spending. AWS secured rights to buy up to 24.8 million ST shares over seven years, tied to chip purchases. About 80.8 million Amazon shares traded. U.S. jobs and inflation data due later this week could affect tech valuations.
9 February 2026
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Stock Market Today

  • Knowles Corporation Stock Valuation After Strong Rally
    June 4, 2026, 9:41 PM EDT. Knowles Corporation (KN) shares surged 58.5% over three months, reaching $39.36, above the average analyst price target of $36.25. The stock shows a 79.3% gain year-to-date and a 136.4% total return over one year, reflecting strong momentum. Analysts debate whether the current price implies overvaluation, with a consensus fair value of $39.00 suggesting potential overpricing. Optimism is fueled by the firm's expansion into new products like inductors and specialty films, promising double-digit revenue growth, margin improvements, and shareholder returns through acquisitions and buybacks. However, risks persist from customer concentration and price competition in MEMS components that may pressure earnings. Investors should balance upside potential against these risks when considering Knowles' stock prospects.

Latest articles

Dow Hits Record, But Wall Street Watches After-Hours Session

Dow Hits Record, But Wall Street Watches After-Hours Session

5 June 2026
Dow soared to a record close, but after-hours jitters hit as Broadcom missed revenue expectations and cut its AI-chip forecast, dragging chip stocks and exposing markets to Friday’s key jobs report, which could sway rates, yields, and tech valuations. Lululemon shares plunged 11% after slashing its profit outlook.
AT&T Stock Drops, Investors Eye SpaceX’s Move

AT&T Stock Drops, Investors Eye SpaceX’s Move

5 June 2026
AT&T shares plunged 3.3% to $22.77 after a Supreme Court loss and an Oppenheimer downgrade citing rising satellite broadband competition, as SpaceX’s $75 billion IPO nears; investors fear AT&T’s fiber-heavy strategy faces new risks, with Oppenheimer warning broadband and mobile growth could be at risk from low Earth orbit rivals.
Marvell rises as chip peers drop, Wall Street eyes index move

Marvell rises as chip peers drop, Wall Street eyes index move

5 June 2026
Marvell jumped 4.9% to $316.43, defying a chip selloff, as traders bet on S&P 500 inclusion and Nvidia-linked AI demand; the stock later slipped to $305.18 after hours, with volume more than double average, as investors await Friday’s S&P announcement and weigh risks of high expectations and index flows.
Guidewire Beats Earnings but Shares Drop on Revenue Number

Guidewire Beats Earnings but Shares Drop on Revenue Number

5 June 2026
Guidewire Software plunged 13.77% after hours to $130.36 as investors fixated on annual recurring revenue guidance that missed Wall Street’s target by a narrow margin, overshadowing strong earnings and revenue beats; the stock’s sharp drop highlights concerns over contract growth pacing despite raised full-year outlooks and robust financials.
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