Artificial Intelligence 6 February 2026

AI stocks swing hard: Nvidia jumps as Amazon slides on $200 billion AI spend

AI chip stocks bounced back Friday afternoon, led by Nvidia’s 7.3% jump and Advanced Micro Devices climbing 7.7%. Amazon, however, dropped 7.0%. Broadcom rose 7.3%, Super Micro Computer surged 10.1%, and Arm Holdings gained 9.8%, while Alphabet edged down 2.0%.

6 February 2026

Artificial Intelligence·NASDAQ:AMD·NASDAQ:AMZN·NASDAQ:ARM·NASDAQ:AVGO·NASDAQ:GOOGL·NASDAQ:NVDA·NASDAQ:SMCI·Stock Market

Amazon stock slides as $200 billion AI spending plan spooks investors

Shares of Amazon.com dropped 6.3% to $208.58 in early afternoon trading on Friday, hitting a low of $200.44 during the session.

6 February 2026

Amazon·Artificial Intelligence·NASDAQ:AMZN·Stock Market·Technology

Lumentum stock jumps nearly 8% as AI capex wave lifts optics names into the weekend

Lumentum Holdings Inc shares jumped roughly 8% on Friday, pushing the price to $544.68 in early afternoon trading. The Nasdaq-listed stock swung between $499.49 and $556.71, closing up $40.26 on volume near 3.6 million shares.

6 February 2026

Artificial Intelligence·NASDAQ:AMZN·NASDAQ:COHR·NASDAQ:GOOGL·NASDAQ:LITE·NASDAQ:META·NASDAQ:MSFT·Stock Market

Intuit stock rises nearly 2% as ChatGPT apps go live — what INTU investors watch next

Intuit Inc shares climbed roughly 2% on Friday, following a widespread rebound on Wall Street after a tough week for tech stocks. The stock traded up 1.96% at $443.45 in early New York afternoon, peaking at $447.92 during the session.

6 February 2026

Artificial Intelligence·NASDAQ:INTU·Stock Market·Technology

S&P Global stock drops as AI disruption jitters keep data-services shares under pressure

S&P Global Inc shares slipped 2.5% to $440.25 on Friday, deepening their slide while U.S. stocks held steady overall. The stock fell to an intraday low of $440.08 after starting the day at $452.16, compared with Thursday’s close of $451.71.

6 February 2026

Artificial Intelligence·NYSE:SPGI·Stock Market

Celestica stock jumps as Big Tech AI capex forecasts lift suppliers

Celestica Inc shares surged nearly 6% Friday, part of a wider upswing among AI hardware names as investors piled in on hopes for higher data-center outlays by big cloud players. The stock wrapped up at $312.31, gaining 5.9% and trading from $290.02 to $315.36 over the course of the day.

6 February 2026

Artificial Intelligence·NYSE:CLS·Stock Market·Technology

Coherent stock jumps on AI optics demand bets as Wall Street lifts price targets

Coherent Corp popped about 7.3% to $224.59 midday Friday, rebounding as analysts bumped up price targets in response to the photonics company’s latest earnings and guidance.

6 February 2026

Artificial Intelligence·NASDAQ:COHR·Stock Market

Software stocks rebound after eight-day rout as Anthropic’s new Claude and Alphabet AI spend keep nerves high

U.S. software stocks bounced back Friday, boosting a key sector fund following several days of steep declines tied to rapid gains in artificial intelligence. The iShares Expanded Tech-Software ETF climbed roughly 2.4% to $81.59 in late morning trading.

6 February 2026

Artificial Intelligence·NASDAQ:AMZN·NASDAQ:GOOGL

ServiceNow stock price slips as Wall Street sorts AI winners from losers

ServiceNow, Inc. shares slipped 1.3% to $101.25 in late-morning trading on Friday, after fluctuating between $99.02 and $105.54 earlier in the session. The stock closed Thursday at $102.63.

6 February 2026

Artificial Intelligence·NASDAQ:WDAY·NYSE:CRM·NYSE:NOW·Stock Market·Technology

Salesforce stock tries to stabilize after AI “software-mageddon” — Feb. 25 earnings is the next test

Salesforce shares edged up 0.1% to $190.07 in late-morning trading on Friday, following a session range from $187.29 to $194.52.

6 February 2026

Artificial Intelligence·Earnings Reports·NYSE:CRM·Stock Market

Wall Street Tech Sell-Off Gets a New Test as Amazon’s $200 Billion AI Spend Plan Bites

After a tough week for tech stocks, Wall Street’s key indexes bounced back on Friday, though Amazon took a hit as investors absorbed another surge in Big Tech’s AI spending. By 9:33 a.m. ET, the Dow had climbed 1.08%, the S&P 500 rose 0.88%, and the Nasdaq added 0.77%. Kristina Hooper, chief market strategist at Man Group, noted that investors are now entering “a period of greater discernment” when it comes to AI bets.

6 February 2026

Amazon·Artificial Intelligence·NASDAQ:AMZN·Stock Market·Technology

Meta stock slides again as AI spending doubts hang over Big Tech

Meta Platforms shares fell 2.3% to $654.86 Friday morning, underperforming the more stable broader market. Investors remained skeptical about Big Tech’s returns amid another wave of AI spending.

6 February 2026

Artificial Intelligence·NASDAQ:META·Stock Market

Oracle stock rebounds Friday as tech rout eases, but AI spending jitters linger

Oracle Corp shares jumped roughly 3.4% to $141.14 in morning trading on Friday, recovering some losses after a steep drop earlier this week among software and cloud stocks. The software-focused IGV ETF climbed about 2.1%, and the Nasdaq-tracking QQQ was up around 1.3%.

6 February 2026

Artificial Intelligence·NYSE:ORCL·Stock Market·Technology

Palantir stock rebounds after AI rout as Cognizant tie-up lands and Jefferies flags valuation risk

Palantir Technologies Inc shares climbed 3.7% to $134.86 in Friday’s morning session, after fluctuating between $128.51 and $137.86 earlier. Around 22.8 million shares changed hands.

6 February 2026

Artificial Intelligence·NASDAQ:PLTR·Stock Market

Broadcom stock price jumps nearly 4% as Google’s AI capex plan lifts AVGO

Shares of Broadcom Inc jumped almost 4% on Friday, hitting $322.82 in morning trading. Investors appeared to come back to AI-related chip stocks following a tough week for the tech sector.

6 February 2026

Artificial Intelligence·NASDAQ:AVGO·Stock Market·Technology

AMD and Intel warn of longer China server CPU waits as AI buildout strains supply

Intel and Advanced Micro Devices have told customers in China to expect longer waits for server central processing units, or CPUs, as demand linked to new artificial intelligence data centers strains supply, people with knowledge of the delays said.

6 February 2026

Artificial Intelligence·NASDAQ:AMD·NASDAQ:INTC·Technology

Dow Jones jumps nearly 700 points after tech rout — but AI spending fears still bite

The Dow Jones Industrial Average climbed 687.55 points, or 1.41%, to 49,596.27 by 9:55 a.m. ET Friday, clawing back some losses after a tech-driven selloff shook U.S. equities this week. Amazon slipped roughly 8.7%, while Nvidia surged over 5%.

6 February 2026

Artificial Intelligence·NASDAQ:AMZN·NASDAQ:GOOGL·NASDAQ:META·NASDAQ:MSFT·NASDAQ:NVDA·NYSE:BA·NYSE:CAT·NYSE:GS·NYSE:JPM·Stock Market·Technology

Amazon stock price tumbles as $200 billion 2026 capex plan hits AI trade (AMZN)

Amazon.com Inc shares dropped sharply in early trading Friday following the release of a roughly $200 billion capital expenditure plan for 2026. Investors fretted that the AI spending spree in Big Tech is growing more costly before turning a profit. The stock tumbled 8.8% to $203.15, down from Thursday’s close at $222.69.

6 February 2026

Artificial Intelligence·NASDAQ:AMZN·Stock Market

Google stock price slips as Alphabet’s AI spending push keeps GOOG in focus

Alphabet Inc’s Class C shares dipped 0.5% to $331.33 in early Friday trading, having dropped as much as 2% to $326.44 earlier. The Invesco QQQ Trust, tracking the Nasdaq 100, tumbled 1.4%, while the SPDR S&P 500 ETF lost 1.2%.

6 February 2026

Artificial Intelligence·NASDAQ:GOOG·Stock Market

Amazon stock slides premarket as $200B AI spending plan reopens Wall Street’s capex fight

Amazon.com shares dropped 4.6% in premarket trading Friday, hitting $222.69 following a sharp rise in the company’s planned spending that unsettled investors. The stock had closed at $233.30.

6 February 2026

Amazon·Artificial Intelligence·NASDAQ:AMZN·Stock Market