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Artificial Intelligence 9 February 2026

Airbnb (NASDAQ:ABNB) Shares Rise Following Upgraded Outlook; AI Efficiencies Drive Expansion Funding
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 slipped roughly 1% early Monday after Bank of America trimmed its price target, with investors still wrestling with Amazon’s heavier spending outlook. Analyst Justin Post maintained his buy rating but dropped the target to $275 from $286, saying the AI push is industrywide, not just Amazon’s challenge. “Amazon is not alone in this investment, and we think it makes sense,” Post wrote.
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 nearing a $3.4 billion loan agreement for an investment vehicle that plans to acquire Nvidia chips and lease them to Elon Musk’s xAI, according to The Information on Monday. Valor Equity Partners is arranging the deal, which could be wrapped up this week, the report said. Apollo would not comment. SpaceX, Nvidia, and xAI didn’t respond to requests for comment.
IBM and Meta bring AI Alliance to Indonesia as IBM shares rise; Australia reviews Confluent deal

IBM and Meta bring AI Alliance to Indonesia as IBM shares rise; Australia reviews Confluent deal

IBM and Meta are bringing their AI Alliance to Indonesia, ramping up efforts to promote open-source artificial intelligence—where anyone can see and tweak the code. The alliance’s reach is now 29 countries, 195 members. According to a recent IBM CEO Study, 61% of Indonesian firms are using “AI agents,” tools built to handle tasks and planning. Still, just 27% reported their latest AI systems hit the ROI they were aiming for, Tech in Asia said.
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AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

Constellation Energy

NASDAQ: CEG 95 / 100
#2 BUY

AerCap

NYSE: AER 93 / 100
#3 BUY

Walt Disney

NYSE: DIS 91 / 100
#4 ACCUMULATE

AIG

NYSE: AIG 89 / 100
#5 BUY ON PULLBACK

Cheniere Energy

NYSE: LNG 87 / 100
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Editorial model selection. Not personalised advice.