Alphabet dropped another 2.53% to finish at $322.86 on Friday, marking its fourth day in the red. The Google parent’s ramped-up investment plans now hang in the balance, as investors try to gauge if appetite for its AI offerings will hold up. With U.S. markets quiet for the weekend, that question lingers.
Shares of BigBear.ai Holdings, Inc surged 15.7% Friday, ending the session at $4.72. That rally hauled the small-cap AI and defense player straight back into the spotlight for traders eyeing next week’s action.
Broadcom shares climbed after Alphabet’s Google outlined a much larger data center spending plan for 2026. Analysts pointed to the move as a factor that could sustain demand for custom AI chips and networking hardware.
Shares of Palantir Technologies Inc finished Friday’s session at $135.90, gaining roughly 4.5% from the previous day’s $130.01 close. The stock’s 52-week span—anywhere from $66.12 up to $207.52—shows just how fast sentiment shifts in the AI software space.
Amazon.com stock slid 5.55% to finish at $210.32 on Friday, wrapping up a choppy session as the market digested the tech giant’s updated spending and profit guidance.
Nvidia surged 7.9% Friday, closing out at $185.41. The stock whipped between $172.62 at its session low and came close to touching $187 before settling.
Amazon.com shares were down 9% Friday as investors balked at the company’s warning of some $200 billion in capex planned for 2026, plus a muted profit forecast. If that slide persists, Amazon’s market cap shrinks by about $200 billion. CEO Andy Jassy pointed to AWS’s 24% revenue jump, though that lags behind Azure, up 39%, and Google Cloud, which grew 48%.
Shares of Compass Group PLC slipped 2.48% to finish at 2,125 pence on Friday, while the FTSE 100 managed a 0.59% gain. The stock, which is now trading ex-dividend before its final payout slated for Feb. 26, remains roughly 26% under its 52-week high.
Meta Platforms shares dropped 1.3% Friday, with investors balancing upbeat signals from AI-powered advertising against a steep rise in spending that may pressure cash flow. The stock was recently at $661.46, putting Meta’s market cap near $1.84 trillion.
Amazon.com shares slipped Friday, with investors uneasy after the company unveiled a roughly $200 billion push to beef up its artificial intelligence infrastructure. The hefty price tag behind Amazon’s AI ambitions raised fresh doubts for some shareholders.
Nvidia rallied 7.8% Friday, pushing chipmakers higher and sending the Dow Jones Industrial Average past 50,000 for the first time. The PHLX semiconductor index tacked on 5.7%. Advanced Micro Devices jumped 8.3%, Broadcom added 7.1%. Amazon, meanwhile, slid 5.6% after issuing a cautious spending outlook. “There’s enough evidence that there’s real demand for AI products,” said Ross Mayfield, investment strategy analyst at Baird.
WiseTech Global closed out Friday at A$47.60, shedding 4.6%. The stock dipped as low as A$46.60 during the day, with pressure mounting across software names late in the week. Market data put turnover at roughly 3.61 million shares.
Shares of Snowflake Inc jumped 7.5% Friday, closing at $168.43. The move followed a tough week that had seen the cloud data firm's stock slide for several days.
Shares of Goldman Sachs climbed Friday, following a report that The Goldman Sachs Group Inc has spent the last six months collaborating with AI startup Anthropic to develop software “agents” aimed at automating a range of internal banking operations. “These autonomous agents are expected to significantly reduce the time required to complete core operational processes,” Chief Information Officer Marco Argenti told CNBC.
Booking Holdings Inc stock barely budged in after-hours action Friday, holding around $4,452. The Booking.com parent had closed out regular trading with a 0.3% gain at $4,457.17.
Salesforce Inc climbed 0.8% to $191.35 after hours Friday. Shares had earlier swung from $187.29 to $194.52 during the session. Extended-hours trading runs outside the regular 9:30 a.m. to 4 p.m. ET window.
Shares of Western Digital Corp climbed roughly 8.6% in after-hours action Friday, last changing hands at $282.58 after a robust session surge. Earlier, the price moved between $258.18 and $283.93.