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Artificial Intelligence 9 February 2026 - 10 February 2026

Cisco stock rises after Silicon One G300 AI chip launch, with earnings next

Cisco stock rises after Silicon One G300 AI chip launch, with earnings next

Cisco shares rose 0.7% to $87.35 Tuesday after the company unveiled its Silicon One G300 AI networking chip and new router, targeting data-center customers. The G300, built on TSMC’s 3-nanometer process, is set for release in the second half of 2026. Investors await Cisco’s quarterly update later this week. Rival stocks Nvidia and Broadcom slipped during the session.
10 February 2026
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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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