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Artificial Intelligence 7 February 2026 - 8 February 2026

Airbnb (NASDAQ:ABNB) Shares Rise Following Upgraded Outlook; AI Efficiencies Drive Expansion Funding
Big Tech stocks swing on AI spending fears: Amazon slides, Nvidia rebounds as week ahead looms

Big Tech stocks swing on AI spending fears: Amazon slides, Nvidia rebounds as week ahead looms

Investors can't agree on whether the AI surge is worth the price tag as Big Tech heads into next week. Amazon.com slid 5.6% on Friday, while Nvidia soared 7.9%. Thanks to Amazon’s latest moves, expected AI spending by it and cloud giants Microsoft, Alphabet, and Meta is now pegged close to $600 billion for 2026. The Dow broke through 50,000 for the first time ever on Friday. Yet the Nasdaq lags, down 0.9% so far this year.
Semiconductor stocks surge as AI capex stays high; Nvidia and AMD lead into next week

Semiconductor stocks surge as AI capex stays high; Nvidia and AMD lead into next week

Semiconductor names in the U.S. surged Friday, driving the Philadelphia Semiconductor Index up 5.7% to close at 8,048.6. Nvidia popped 7.87% to $185.41, Advanced Micro Devices tacked on 8.28% to finish at $208.44, and Broadcom ended up 7.22% at $332.92. Intel moved up 4.87% to $50.59.
Amazon stock slides as $200B AI spending plan meets cautious profit outlook

Amazon stock slides as $200B AI spending plan meets cautious profit outlook

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%.
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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.