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Artificial Intelligence 9 February 2026

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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Nebius Group (NBIS) stock price jumps 8% as earnings week sharpens focus on AI cloud buildout

Nebius Group (NBIS) stock price jumps 8% as earnings week sharpens focus on AI cloud buildout

Nebius Group N.V. shares jumped 8.3% to $93.26 in heavy trading Monday, ahead of its quarterly results due Feb. 12. The Amsterdam-based AI cloud firm’s stock swung sharply as investors weighed execution risks on major GPU infrastructure contracts with Meta and Microsoft. Wall Street expects another loss, with consensus at a 44-cent per-share deficit on $232.2 million in revenue.
9 February 2026
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Coherent Corp stock jumps 7% after BofA lifts target to $250 as AI data-center spending stays in focus

Coherent Corp stock jumps 7% after BofA lifts target to $250 as AI data-center spending stays in focus

Coherent Corp shares jumped 7.2% to $244.13 Monday after Bank of America raised its price target to $250, maintaining a Neutral rating. The move followed volatile trading after earnings and comes as investors focus on AI-driven optical demand and upcoming U.S. inflation data. Other optical stocks also gained. Coherent forecast third-quarter revenue of $1.70–$1.84 billion and non-GAAP EPS of $1.28–$1.48.
9 February 2026
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Applied Digital stock jumps nearly 10% as AI data-center trade rebounds; what’s next for APLD

Applied Digital stock jumps nearly 10% as AI data-center trade rebounds; what’s next for APLD

Applied Digital shares jumped 9.6% to $38.32 Monday afternoon, swinging between $33.48 and $39.33 on heavy volume. No new company news was posted. About a third of the float was sold short as of mid-January, heightening volatility. Traders are eyeing U.S. payrolls and CPI data later this week for further market direction.
9 February 2026
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Intuit stock drops in afternoon trade as TD Cowen cuts target and AI jitters linger

Intuit stock drops in afternoon trade as TD Cowen cuts target and AI jitters linger

Intuit shares fell 1.3% to $438.01 Monday, underperforming a 2.4% gain in the broader software sector. TD Cowen cut its price target to $658, citing AI concerns, while Jefferies maintained an $850 target, calling AI fears “too harsh.” The stock traded between $431.53 and $447.00. Investors are watching for Intuit’s quarterly results on Feb. 26.
9 February 2026
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Nvidia stock rises on xAI chip-leasing report as AI shares rebound; Oracle jumps 11%

Nvidia stock rises on xAI chip-leasing report as AI shares rebound; Oracle jumps 11%

Nvidia rose 3.1% after reports Apollo is nearing a $3.4 billion loan tied to leasing Nvidia AI chips to Elon Musk’s xAI. Oracle jumped 11.2% after D.A. Davidson upgraded the stock to “buy.” Advanced Micro Devices and Broadcom also gained. Investors await U.S. jobs data Feb. 11 and CPI Feb. 13 for signals on interest rates.
9 February 2026
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IREN stock price jumps as traders lean back into AI-cloud bet despite bitcoin slide

IREN stock price jumps as traders lean back into AI-cloud bet despite bitcoin slide

IREN shares climbed 6.4% to $44.51 Monday, rebounding after last week’s earnings drop despite a decline in bitcoin. The company reported a quarterly net loss of $155.4 million on $184.7 million in revenue, with $167.4 million from bitcoin mining and $17.3 million from AI services. IREN said it secured $3.6 billion in GPU financing tied to its Microsoft contract. Analyst price targets diverged after the results.
9 February 2026
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ServiceNow stock price bounces today as software rout cools — what traders watch next

ServiceNow stock price bounces today as software rout cools — what traders watch next

ServiceNow shares rose 2.3% to $103.04 Monday morning after last week’s steep selloff in U.S. software stocks. The stock remains down over 40% from its October peak, with volatility high as investors weigh AI’s impact on software models. The IGV software ETF gained 2.3%, while peers like Oracle jumped and Workday fell sharply. ServiceNow will present at two industry conferences later this month.
9 February 2026
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Oracle stock price jumps nearly 10% on Wall Street split calls over OpenAI risk

Oracle stock price jumps nearly 10% on Wall Street split calls over OpenAI risk

Oracle shares rose 10% to $157.05 in Monday morning trading, rebounding after a steep drop that erased nearly half their value since October. DA Davidson upgraded the stock, citing easing OpenAI worries, while Melius Research downgraded it over cash flow concerns. Oracle plans to raise up to $50 billion in 2026 through stock and debt sales. Investors await U.S. jobs and inflation data later this week.
9 February 2026
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Amazon stock wobbles on $200 billion AI capex as analysts split and BofA cuts target

Amazon stock wobbles on $200 billion AI capex as analysts split and BofA cuts target

Amazon shares fell about 1% Monday after Bank of America cut its price target, citing sharply higher spending plans. The company expects $200 billion in capital expenditures for 2026, while trailing 12-month free cash flow dropped to $11.2 billion. Analysts’ price targets remain scattered after the stock fell 13.4% last week. Some warn that heavy investment could push Amazon into negative free cash flow next year.
9 February 2026
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Lumentum stock jumps 7% as AI optics rally resumes, putting focus back on convertible-note risk

Lumentum stock jumps 7% as AI optics rally resumes, putting focus back on convertible-note risk

Lumentum shares jumped 7.3% to $592.50 in late-morning trading Monday, extending last week’s gains after the company forecast strong demand for AI data-center optics. A recent SEC filing warned that rising share prices have triggered early conversion eligibility for its convertible notes, raising liquidity concerns if holders act quickly.
9 February 2026
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Apollo’s $3.4B xAI chip lease puts Nvidia demand, Broadcom’s Google TPU push back in focus

Apollo’s $3.4B xAI chip lease puts Nvidia demand, Broadcom’s Google TPU push back in focus

Apollo Global Management is close to a $3.4 billion loan to buy Nvidia chips for leasing to Elon Musk’s xAI, The Information reported. Alphabet is considering a $15 billion U.S. bond sale to fund AI infrastructure, according to Bloomberg. Investors are watching whether custom chips from Broadcom and Google can challenge Nvidia’s dominance.
9 February 2026
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Microsoft stock price today: MSFT rebounds as traders brace for jobs data and an AI-driven software shakeout

Microsoft stock price today: MSFT rebounds as traders brace for jobs data and an AI-driven software shakeout

Microsoft shares climbed 1.4% to $406.68 in early Monday trading after recent pressure on software stocks. The move followed earnings showing 17% revenue growth and a 39% jump in Azure and cloud services. U.S. indexes opened lower as investors awaited jobs and inflation data later this week. Options markets signaled continued volatility in the software sector.
9 February 2026
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AI stocks split: Nvidia jumps, Micron slips as “picks-and-shovels” trade returns

AI stocks split: Nvidia jumps, Micron slips as “picks-and-shovels” trade returns

Nvidia jumped 3.5% Monday, leading gains in AI chip stocks, while Micron fell 1.3% amid concerns over next-gen memory demand. AMD rose 2.5% and Broadcom added 2.4%. Samsung is set to begin shipping HBM4 memory after Lunar New Year, following Nvidia quality tests. Traders await Nvidia’s GTC event in March for further signals.
9 February 2026
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Dow Jones Industrial Average slips under 50,000 as AI shakeout bites; payrolls, CPI loom

Dow Jones Industrial Average slips under 50,000 as AI shakeout bites; payrolls, CPI loom

The Dow Jones fell 133 points to 49,983 in Monday morning trade, slipping below 50,000 after Friday’s record close. The S&P 500 dipped 0.08% and the Nasdaq was flat as investors rotated out of tech and into industrial and defensive stocks. Amgen and Merck together shaved about 79 points from the Dow. Traders await key payrolls and inflation data later this week.
9 February 2026
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TeraWulf (WULF) stock jumps after Morgan Stanley’s bullish AI data-center call

TeraWulf (WULF) stock jumps after Morgan Stanley’s bullish AI data-center call

TeraWulf shares jumped 11.5% to $15.93 after Morgan Stanley initiated coverage with an Overweight rating and a $37 target, citing the company’s push into data-center hosting. Bitcoin fell 2.4% to $69,351, pressuring other miners. Cipher Mining rose 9.5%, Marathon Digital slipped 0.6%, and Riot Platforms edged up 0.2%. TeraWulf reports Q4 results Feb. 26.
9 February 2026
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Meta stock ticks up as EU targets WhatsApp AI rules — what investors watch next

Meta stock ticks up as EU targets WhatsApp AI rules — what investors watch next

Meta shares rose 0.6% to $665.16 Monday after the European Commission warned it could impose interim antitrust measures over Meta’s restrictions on rival AI assistants on WhatsApp. The EU sent Meta a formal charge sheet and may act quickly to preserve competitors’ access. Meta said the Commission was mischaracterizing its policies. U.S. stocks opened lower as traders awaited key economic data.
9 February 2026
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Microsoft stock rises despite Stifel downgrade as Azure issues keep AI spending in focus

Microsoft stock rises despite Stifel downgrade as Azure issues keep AI spending in focus

Microsoft shares rose 1.8% to $401.14 Monday morning, bucking declines in the S&P 500 and Nasdaq. The move followed a downgrade by Stifel, which cited cloud supply constraints, rising AI competition, and heavy investment. Microsoft also reported a weekend Azure outage tied to a power interruption at a West US data center. Investors await key U.S. jobs and inflation data later this week.
9 February 2026
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Palantir stock holds near $136 before the bell as AI jitters and U.S. data week loom

Palantir stock holds near $136 before the bell as AI jitters and U.S. data week loom

Palantir shares hovered near $135.90 in premarket trading Monday after a 4.5% gain Friday, with about 1.5 million shares traded early. Software stocks remained volatile as investors awaited U.S. jobs and inflation data. The S&P software group has lagged the broader index by nearly 24 percentage points in three months. Palantir also faced scrutiny in Britain over a £241 million defense AI contract awarded without competition.
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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