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Artificial Intelligence News 5 February 2026

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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Stock Market Today

NIO stock jumps on profit alert, with Monday’s open in focus

NIO stock jumps on profit alert, with Monday’s open in focus

7 February 2026
NIO shares jumped 7.23% to $5.04 Friday after the company forecast a swing to adjusted operating profit of up to 1.2 billion yuan for the fourth quarter. Trading volume reached 90.8 million shares, far above average. Nio’s deliveries rose 72% to 124,807 vehicles in the quarter. The company said results are preliminary and unaudited, with final figures due in March.
Snap stock price bounces to $5.22 after upgrades — what traders watch next week

Snap stock price bounces to $5.22 after upgrades — what traders watch next week

7 February 2026
Snap Inc. shares closed up 2% at $5.22 Friday after a volatile week, with 94 million shares traded. The company forecast Q1 revenue below analyst expectations, despite a fourth-quarter beat and a 28% rise in active advertisers. Daily active users fell by 3 million to 474 million. Analysts remain divided, with some upgrading and others trimming price targets.
Bradesco stock drops on 2026 guidance — what BBDC4 investors watch next week

Bradesco stock drops on 2026 guidance — what BBDC4 investors watch next week

7 February 2026
Bradesco’s preferred shares fell 2.55% to 20.61 reais Friday after the bank issued 2026 guidance pointing to slower growth in some areas. Fourth-quarter recurring net income rose 20.6% to 6.5 billion reais, with 2025 ROAE at 15.2%. The Ibovespa closed up 0.45%. Bradesco ADRs ended down 0.5% at $3.98 in New York.
Stellantis stock slides 24% after €22 billion EV reset kills 2026 dividend — what to watch next

Stellantis stock slides 24% after €22 billion EV reset kills 2026 dividend — what to watch next

7 February 2026
Stellantis shares plunged 23.7% to $7.28 Friday after the company disclosed about €22.2 billion in charges tied to a reset of its electric-vehicle strategy and said it will skip its 2026 dividend. The automaker flagged a preliminary net loss of €19–21 billion for the second half of 2025. Shares rose 1.6% in late after-hours trading. Investors await Feb. 26 results and a May 21 Investor Day.
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