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Artificial Intelligence 9 February 2026 - 10 February 2026

ServiceNow stock rebounds nearly 4% as AI-fueled software jitters ease — for now

ServiceNow stock rebounds nearly 4% as AI-fueled software jitters ease — for now

ServiceNow shares climbed 3.6% to $107.66 Tuesday after recent sharp declines, as software stocks rebounded from last week’s selloff. Retail inflows into BlackRock’s tech-software ETF reached a record $176 million, even as the S&P 500 software index remains down 13% since late January. Broader markets were mixed following flat December U.S. retail sales data. Datadog rose after beating quarterly estimates but issued cautious full-year guidance.
10 February 2026
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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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Stock Market Today

  • Hong Kong's 24-Hour Stock Trading Debate: Liquidity and Price Discovery Concerns
    June 26, 2026, 1:34 AM EDT. Hong Kong faces calls for 24-hour stock trading to boost global competitiveness, following moves by Nasdaq and Korea Exchange. However, experts warn extended hours may dilute liquidity, impacting price discovery and increasing volatility. Current trading is concentrated around defined daily sessions with a closing price as a benchmark for index funds managing trillions. A 24-hour market raises questions about defining closing prices and risks turning trading into prolonged after-hours sessions. Market makers may face greater risk holding positions longer due to thinner liquidity, potentially raising trading costs for investors. The debate highlights challenges balancing investor demand for accessibility with market stability.

Latest News

Bloom Energy (NYSE:BE) trades choppy after Russell Top 200 adds the AI play

Bloom Energy (NYSE:BE) trades choppy after Russell Top 200 adds the AI play

25 June 2026
Bloom Energy plunged 5.2% as it prepares to exit the Russell 2000 and join the Russell Top 200 after a 1,000% stock surge, forcing index funds to rebalance amid a $15 billion one-day equity swing; at $309.18, shares trade 24 times the midpoint of its 2026 revenue guide, still 12% above Barclays’ new target.
Figma drops ahead of Russell close with valuation gap stretching

Figma drops ahead of Russell close with valuation gap stretching

25 June 2026
Figma (NYSE:FIG) plunged 9.8% to $16.84—just above its 52-week low—on heavy volume ahead of its addition to the Russell 3000 after Friday’s close, with index funds tracking $12.2 trillion set to rebalance; Figma now trades at about 5x its 2026 revenue guide, 49% below its IPO price, despite 46% Q1 revenue growth and raised guidance, as analysts cite mixed ratings and persistent losses.
Bitcoin Holds $80,000 as ETF Outflows Put Rally Back on Trial

Bitcoin slips near $59,500 as ETF outflows hit options support

25 June 2026
U.S. spot bitcoin ETFs saw $469 million in net outflows on June 24, with IBIT and FBTC accounting for about 77% of the total, sending IBIT down 1.1% and MSTR plunging 9.3%; Citi says ETF flows explain 45% of weekly BTC return variation, highlighting outflows as a key signal for investor sentiment as bitcoin tests the high-$50,000s.
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