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NASDAQ:AMZN 8 February 2026 - 10 February 2026

Tesco grabs Amazon Fresh’s abandoned London stores as it rolls out 70+ new Express shops

Tesco grabs Amazon Fresh’s abandoned London stores as it rolls out 70+ new Express shops

Tesco is picking up five former Amazon Fresh locations in London, planning to relaunch them as Tesco Express outlets ahead of summer. The move adds to its broader push for more convenience stores, with the retailer aiming for 70-plus new Express sites by March 2027. Tesco opened 60 Express stores in 2025 and now operates just over 2,000 across the UK and Ireland. Shares barely budged in London.
10 February 2026
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.
AI stocks brace for a big week: Micron slips on Samsung HBM4 talk as Nvidia looms

AI stocks brace for a big week: Micron slips on Samsung HBM4 talk as Nvidia looms

Micron Technology stock slipped ahead of the bell Monday, following a Barron's piece pointing to a report that Samsung Electronics plans to kick off mass production of its next-gen high-bandwidth memory, HBM4, later this month. The chips are intended for Nvidia’s AI processors.
Amazon’s $200 billion AI spending plan rattles tech stocks — what traders watch next week

Amazon’s $200 billion AI spending plan rattles tech stocks — what traders watch next week

Amazon.com is making waves with plans to pour around $200 billion into capex this year—think data centers, chips, the works. That figure “materially greater than consensus expected,” MoffettNathanson analysts noted. Still, CEO Andy Jassy pointed out: AWS is scaling up from a much bigger starting point than its cloud competitors.
Cloud computing stocks bounce back — SKYY jumps, but Amazon’s AI spending plan keeps nerves high

Cloud computing stocks bounce back — SKYY jumps, but Amazon’s AI spending plan keeps nerves high

Cloud computing names wrapped up Friday in the green, with key cloud ETFs notching gains—First Trust Cloud Computing ETF up 4.4%, WisdomTree Cloud Computing Fund ahead 3.5%, and Global X Cloud Computing ETF climbing 2.2%. Amazon, though, dropped 5.6% as investors balked at the mounting price tag of its AI buildout. Snowflake soared 7.5%, while Microsoft edged up 1.8%.
Big Tech stocks brace for AI spending scrutiny after Nvidia’s jump and Amazon’s drop

Big Tech stocks brace for AI spending scrutiny after Nvidia’s jump and Amazon’s drop

Big Tech walks into Monday divided: Friday’s bounce revived chip stocks, but Amazon sank as new concerns flared over AI infrastructure costs. The Dow topped 50,000 for the first time, with the S&P 500 rising 2% and the Nasdaq up a shade over 2%, thanks mostly to Nvidia and other semiconductors.
Nvidia, AMD spark chip-stock rebound on AI spending plans — what to watch this week

Nvidia, AMD spark chip-stock rebound on AI spending plans — what to watch this week

Semiconductor shares in the U.S. are coming off a sharp bounce Friday, with the Philadelphia chip index rallying 5.7% as investors piled back in on hopes that AI data-center spending will keep fueling chip orders. Nvidia’s surge led the move. Ross Mayfield, investment strategy analyst at Baird, flagged “real demand for AI products” despite recent turbulence in the group.
Nvidia, AMD jump on Big Tech AI spending plans; CPI and Nvidia earnings are the next test for AI stocks

Nvidia, AMD jump on Big Tech AI spending plans; CPI and Nvidia earnings are the next test for AI stocks

AI chip shares ended last week on a sharp rebound, with Nvidia up 7.8% on Friday as the Dow logged its first close above 50,000. Advanced Micro Devices rose 8.3% and Broadcom gained 7.1%, while Amazon fell 5.6% and software names such as CrowdStrike and Palantir climbed more than 4%; the Nasdaq still slipped 1.9% for the week. Ross Mayfield, an investment strategy analyst at Baird, said he sees “real demand for AI products” beneath the noise.
Amazon stock slides on $200 billion AI spending plan as Wall Street braces for jobs, CPI

Amazon stock slides on $200 billion AI spending plan as Wall Street braces for jobs, CPI

Amazon.com shares slid 5.6% to close at $210.32 on Friday, after the company warned about sharply higher spending tied to artificial-intelligence infrastructure. The stock faced more selling pressure as investors looked to Monday. “This trade has been volatile,” said Baird investment strategy analyst Ross Mayfield, citing the tension between expensive AI investments now and the promise of stronger demand down the line.
Dow hits 50,000 — jobs and inflation data loom after Wall Street’s AI-fueled rebound

Dow hits 50,000 — jobs and inflation data loom after Wall Street’s AI-fueled rebound

The Dow Jones Industrial Average surged past the 50,000 mark for the first time Friday, wrapping up the session at a record 50,115.67. That’s a gain of 1,206.95 points, or 2.47%. Caterpillar rallied 7.1%, delivering the biggest lift to the blue-chip gauge. “The broadening that we have seen in the market” is showing, according to Chuck Carlson, chief executive at Horizon Investment Services. So far this year, the Dow is up 4.3%, beating both the S&P 500 and Nasdaq. Because the index is price-weighted, pricier shares like Caterpillar have an outsized impact.
Big Tech’s $630B AI data-center spending surge is squeezing chips, electricians — and investor patience

Big Tech’s $630B AI data-center spending surge is squeezing chips, electricians — and investor patience

Amazon.com sketched out a $200 billion capital spending plan for 2026, with the bulk aimed at assets like data centers and servers. The stock fell 9% on Friday. That spike in outlays is stirring up echoes of the dot-com era’s infrastructure binge in the early 2000s—an effort that gave birth to the current internet but ended up handing backers only modest gains.
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