Artificial Intelligence 5 February 2026

Broadcom stock whipsaws as Google and Amazon crank up 2026 AI spending targets

Broadcom Inc. shares climbed roughly 0.8% to $310.47 in late trading on Thursday, following a volatile session. The stock swung nearly $20, peaking at $326.44 before dropping to a low of $306.78 during the day.

5 February 2026

Artificial Intelligence·NASDAQ:AMZN·NASDAQ:AVGO·NASDAQ:GOOGL·Stock Market·Technology

Amazon’s $200B AI spending plan jolts investors after Q4 earnings drop

Amazon.com expects to spend around $200 billion on capital expenditures in 2026. Its shares dropped nearly 8% in after-hours trading Thursday, after the company’s profit forecast for the first quarter came in below Wall Street expectations. Amazon projected operating income between $16.5 billion and $21.5 billion, falling short of analysts’ $22.04 billion estimate, according to LSEG data compiled by Reuters.

5 February 2026

Artificial Intelligence·Earnings Reports·NASDAQ:AMZN·Stock Market

Microsoft stock sinks 5% after rare Stifel downgrade as AI spending nerves spread

Microsoft shares dropped 5.2% on Thursday, closing at $392.74. The stock fluctuated between a low of $392.65 and a high of $410.80 during the session. Trading volume hit roughly 50.7 million shares.

5 February 2026

Artificial Intelligence·Microsoft·NASDAQ:MSFT·Stock Market·Technology

Alphabet stock slips as Google’s $185 billion AI spend plan rattles traders

Alphabet shares slipped roughly 1% to $329.58 in Thursday afternoon trading, clawing back some losses from an earlier drop. The Google parent had just revealed a steep rise in spending on artificial intelligence infrastructure. Earlier, the stock had dipped as low as $306.74.

5 February 2026

Artificial Intelligence·NASDAQ:GOOGL·Stock Market·Technology

Shopify stock drops again: AI disruption jitters and Feb. 11 earnings loom for SHOP

Shares of Shopify Inc dropped 2.1% to $111.59 Thursday afternoon, slipping $2.43 from Wednesday’s close. The stock swung between $108.90 and $115.71 during the session as selling pressure on software stocks stayed strong.

5 February 2026

Artificial Intelligence·E-Commerce·Earnings Reports·NYSE:SHOP

Adobe stock slides again as AI worries hit software; what ADBE investors watch next

Adobe shares dropped roughly 3.5% to $270.01 in Thursday afternoon trading, moving between $269.24 and $282.00 earlier in the session. The stock slipped $9.70 from Wednesday’s close at $279.71.

5 February 2026

Artificial Intelligence·NASDAQ:ADBE·Stock Market

Credo Technology stock rebounds today as AI-chip jitters ease; what’s next for CRDO

Shares of Credo Technology Group Holding Ltd climbed around 2% to hit $98.96 by Thursday afternoon. The Nasdaq-listed company’s stock swung between $93.66 and $101.78, with roughly 5.8 million shares changing hands. Credo's market value stands near $32.5 billion, trading at approximately 153 times trailing earnings.

5 February 2026

Artificial Intelligence·NASDAQ:CRDO·Semiconductors·Stock Market·Technology

Vertiv (VRT) stock slides as AI jitters hit data-center plays ahead of earnings

Vertiv Holdings Co shares dropped 1.8% to $179.36 Thursday, adding to a volatile stretch for firms linked to data-center power and cooling. Earlier, the stock hit a low of $172.59.

5 February 2026

Artificial Intelligence·Data Centers·Earnings Reports·NYSE:VRT·Stock Market·Technology

C3.ai AI stock price sinks again as insider sale and software rout keep pressure on NYSE:AI

Shares of C3.ai slipped 7.0% to $10.33 by mid-afternoon Thursday, touching a low of $10.29 earlier in the session. Palantir dropped 5.6%, while Nvidia showed minimal movement.

5 February 2026

Artificial Intelligence·NYSE:AI·Stock Market

Alphabet stock (GOOGL) slides as Google’s AI capex bill grows — what Wall Street watches next

Alphabet’s Class A shares slid about 2.4% Thursday afternoon, following a volatile session that saw the stock drop nearly 8% at its lowest point. The shares last changed hands at $324.95.

5 February 2026

Artificial Intelligence·NASDAQ:GOOGL·Stock Market·Technology Trends

Dow Jones today: Index slides about 1% as Alphabet capex plan stirs fresh AI jitters

The Dow Jones Industrial Average dropped roughly 1% Thursday, dragged down by fresh selling in mega-cap tech stocks hitting the blue-chip gauge. The Dow slid 502.57 points, or 1.02%, settling at 48,998.73. The S&P 500 and Nasdaq also closed lower.

5 February 2026

Artificial Intelligence·NASDAQ:AMZN·NASDAQ:GOOGL·NASDAQ:NOW·NASDAQ:QCOM·NYSE:CRM·NYSE:EL·NYSE:SNAP·Stock Market

Nebius stock drops again as AI jitters hit high-growth names ahead of Feb. 12 results

Nebius Group N.V. shares dropped 5.5% to $77.87 by midday Thursday, marking another volatile day for AI-related stocks as investors reconsider their growth valuations. The Nasdaq-listed AI cloud company swung between $74.40 and $83.18 during the session.

5 February 2026

Artificial Intelligence·NASDAQ:NEBI·Stock Market

Booking Holdings stock slips in midday trade as AI-fueled analyst calls collide on Wall Street

Shares of Booking Holdings dipped 1.6% to $4,534.04 on Thursday, as investors grappled with a new divide among analysts over whether artificial intelligence might pressure the profit margins of online travel booking platforms.

5 February 2026

Artificial Intelligence·NASDAQ:BKNG·Stock Market

Applied Materials (AMAT) stock snaps back near $300 as Alphabet AI spend stirs chip-equipment trade

Applied Materials, Inc. shares rose on Thursday, clawing back some ground after the prior session’s selloff. The stock was up about 0.7% at $299.55 by midday, after swinging between $292.42 and $306.82.

5 February 2026

Artificial Intelligence·NASDAQ:AMAT·Semiconductors·Stock Market·Technology

Roblox stock price steadies as new “4D creation” AI push meets earnings test after the bell

Roblox shares ticked up 0.1% to $63.16 by Thursday midday, following the unveiling of a new AI-powered creation tool the day before. Investors are also gearing up for the company’s quarterly earnings release after market close.

5 February 2026

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

Salesforce stock slides as AI selloff bites software again; Feb. 25 earnings now in focus

Salesforce shares dropped 3.6% to $192.29 on Thursday, bouncing between $190.62 and $200.40 earlier in the session. Selling pressure came back to big-name software stocks, with over 6.6 million shares traded by late morning.

5 February 2026

Artificial Intelligence·Earnings Reports·NYSE:CRM

Broadcom stock rises as Google flags up to $185 billion in AI capex spending

Shares of Broadcom Inc climbed roughly 2.8% to $316.53 in late morning trading Thursday, following a close at $308.05 the day before. The stock hit a peak of $326.44 earlier but pulled back afterward.

5 February 2026

Artificial Intelligence·NASDAQ:AVGO·Stock Market·Technology

Alphabet’s up to $185 billion AI capex plan hits Wall Street as Nasdaq slides again

Wall Street dipped again Thursday, dragged down by tech stocks as worries resurfaced over the costs tied to AI development, with Alphabet and Qualcomm leading the declines. At 9:41 a.m. ET, the Dow was off 0.56%, the S&P 500 had fallen 0.51%, and the Nasdaq slipped 0.50%. Alphabet dropped 2.6%, while Qualcomm plunged about 8%. Melissa Brown from SimCorp called the AI trade “perhaps the extinguisher this year.”

5 February 2026

Artificial Intelligence·NASDAQ:GOOGL·Stock Market·Technology

QQQ Slides Again as Alphabet’s $185B AI Spend Plan Stirs Nasdaq-100 ETF Jitters

Invesco QQQ Trust, the widely traded Nasdaq-100 ETF, dropped roughly 1.6% Thursday morning, following continued selling pressure in big tech after a steep decline the previous day.

5 February 2026

Artificial Intelligence·ETFs·NASDAQ:GOOG·NASDAQ:GOOGL·Stock Market·Technology

CoreWeave stock slides again: CRWV drops after new ARENA AI lab launch

CoreWeave shares dropped another 4.8% Thursday, hitting $78.47 by 11:13 a.m. EST. The stock oscillated between $76.35 and $84.20 amid rising trading volume.

5 February 2026

Artificial Intelligence·NASDAQ:CRWV·Stock Market