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NASDAQ:AMZN News 5 February 2026 - 6 February 2026

Software stocks rebound after eight-day rout as Anthropic’s new Claude and Alphabet AI spend keep nerves high

Software stocks rebound after eight-day rout as Anthropic’s new Claude and Alphabet AI spend keep nerves high

U.S. software stocks rebounded Friday, with the iShares Expanded Tech-Software ETF up 2.4% to $81.59 after steep declines tied to AI-driven volatility. The S&P 500, Nasdaq 100, and Dow ETFs also rose. On Thursday, Anthropic launched its upgraded Claude Opus 4.6 AI model. Alphabet shares fell amid ongoing pressure on SaaS and financial-data firms.
6 February 2026
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Walmart stock price rises as investors rotate to “defensive” plays amid Big Tech jitters

Walmart stock price rises as investors rotate to “defensive” plays amid Big Tech jitters

Walmart shares rose 2.3% to $129.92 Friday morning as investors moved out of tech stocks after Amazon fell 8% on a $200 billion capital spending plan. The retailer briefly crossed a $1 trillion market cap earlier in the week. Executive Vice President Donna Morris sold 76,181 shares at $123.79 on Feb. 3 under a preset plan. Walmart reports earnings Feb. 19.
6 February 2026
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Wall Street Tech Sell-Off Gets a New Test as Amazon’s $200 Billion AI Spend Plan Bites

Wall Street Tech Sell-Off Gets a New Test as Amazon’s $200 Billion AI Spend Plan Bites

U.S. stocks rebounded Friday, with the Dow up 1.08% and the S&P 500 rising 0.88% by 9:33 a.m. ET, while Amazon shares fell after announcing $200 billion in capital spending. Bitcoin recovered near $68,000 after dropping to $60,000 Thursday. Jobless claims rose, and job openings hit a five-year low. Chip stocks led gains as tech investors weighed heavy AI infrastructure spending.
6 February 2026
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Amazon stock slides on $200 billion AI capex plan as Nvidia and other AI stocks split

Amazon stock slides on $200 billion AI capex plan as Nvidia and other AI stocks split

Amazon shares fell 9% Friday after announcing a $200 billion capital spending plan for 2026, focused on AI infrastructure. Nvidia and AMD rose, while software stocks like ServiceNow and Salesforce dropped sharply. Alphabet signaled capital spending could reach up to $185 billion in 2026. The S&P 500 gained 0.88% and the Nasdaq rose 0.77% by mid-morning.
6 February 2026
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Wall Street rebounds after tech rout, but Amazon stock slides on $200B AI spend plan

Wall Street rebounds after tech rout, but Amazon stock slides on $200B AI spend plan

Amazon shares plunged nearly 9% Friday after announcing a $200 billion AI spending plan, dragging tech stocks lower. The S&P 500 slipped into negative territory for the year on Thursday amid concerns over mounting capital expenditures and weak layoff data. By 09:30 a.m. ET, the Dow rose 0.62%, the S&P 500 gained 0.50%, and the Nasdaq edged up 0.35%. Chipmakers Nvidia and AMD rebounded, each rising over 5%.
6 February 2026
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Dow Jones jumps nearly 700 points after tech rout — but AI spending fears still bite

Dow Jones jumps nearly 700 points after tech rout — but AI spending fears still bite

The Dow jumped 687 points, or 1.41%, to 49,596 in early Friday trading, recovering from a tech-led selloff. Amazon fell nearly 9% after flagging higher AI spending, while Nvidia gained over 5%. Chipmakers and banks led the rebound, but tech stocks continued to weigh on indexes. Investors await next week’s U.S. jobs and inflation reports for signals on rate cuts.
6 February 2026
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Amazon stock price tumbles as $200 billion 2026 capex plan hits AI trade (AMZN)

Amazon stock price tumbles as $200 billion 2026 capex plan hits AI trade (AMZN)

Amazon shares fell 8.8% to $203.15 in early trading Friday after the company announced a $200 billion capital expenditure plan for 2026. Investors reacted to concerns over rising AI and cloud infrastructure costs outpacing cash flow. CEO Andy Jassy cited strong AWS growth, but analysts noted spending was higher than expected. The broader market opened higher, but Amazon’s drop weighed on tech sentiment.
6 February 2026
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Nvidia stock bounces in premarket as Amazon’s $200B AI spend stirs the trade; China chip licences in focus

Nvidia stock bounces in premarket as Amazon’s $200B AI spend stirs the trade; China chip licences in focus

Nvidia shares rose 2.7% in premarket trading Friday after the Nasdaq hit a two-month low. Amazon shares dropped 8% premarket following news its 2026 capital expenditures could reach $200 billion. Nvidia’s supply chain pushed back on AI bubble fears, while export policy talks with ByteDance remain unresolved. Investors await Nvidia’s Feb. 25 earnings and key U.S. economic data next week.
6 February 2026
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Amazon’s $200B AI Spend Shock Ripples Through Stocks Before Wall Street Opens

Amazon’s $200B AI Spend Shock Ripples Through Stocks Before Wall Street Opens

Amazon shares fell 4.5% to $222.69 premarket Friday after the company projected $200 billion in 2026 capital spending, up from $131 billion for 2025, fueling investor concerns over AI-related costs. Microsoft dropped 4.9%, AMD 3.9%, and Super Micro Computer 8.6%. Alphabet forecast $175–185 billion in 2026 capex, more than double its 2025 plan. Broadcom rose 0.8%.
6 February 2026
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U.S. stock market today: Dow futures up after tech rout, but AI capex worries won’t quit

U.S. stock market today: Dow futures up after tech rout, but AI capex worries won’t quit

U.S. stock futures rose early Friday after a sharp tech selloff, with S&P 500 futures up 0.3% and Nasdaq 100 futures gaining 0.35% by 5:11 a.m. ET. Amazon dropped about 8% premarket as investors reacted to major AI spending plans from cloud giants. The S&P 500 fell 1.23% Thursday after Alphabet announced up to $185 billion in 2026 capital spending. Traders await Fed comments and delayed jobs and inflation data next week.
6 February 2026
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Dow Jones futures tick up after 600-point slide as Amazon’s $200B AI spend plan hits tech

Dow Jones futures tick up after 600-point slide as Amazon’s $200B AI spend plan hits tech

Dow futures rose 71 points, or 0.1%, in early premarket trading Friday after the index plunged 592 points Thursday, led by sharp drops in Amazon and Microsoft. Amazon shares fell 8% premarket as investors scrutinized its capital spending. U.S. jobs and inflation reports were delayed by a short government shutdown, leaving traders waiting for fresh data. Weekly jobless claims climbed to 231,000.
6 February 2026
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Amazon stock drops in premarket as $200 billion AI capex plan grabs the spotlight

Amazon stock drops in premarket as $200 billion AI capex plan grabs the spotlight

Amazon shares fell 7.7% to $205.60 in premarket trading Friday after a steep drop following earnings. The company plans about $200 billion in capital expenditures for 2026 and forecast first-quarter operating income between $16.5 billion and $21.5 billion. Fourth-quarter net sales reached $213.4 billion, with AWS revenue up 24% to $35.6 billion.
6 February 2026
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Wall Street selloff accelerates: Nasdaq sinks, Bitcoin breaks $63,000 as AI fears grip markets

Wall Street selloff accelerates: Nasdaq sinks, Bitcoin breaks $63,000 as AI fears grip markets

Nasdaq closed at its lowest since November as tech and software stocks tumbled, with the S&P 500 software index losing 4.6%. Alphabet shares fell after announcing capital spending could reach $185 billion by 2026. Bitcoin plunged 14% to below $63,000, and silver also dropped sharply. Amazon sank 4.4% during the session and another 10% after hours.
6 February 2026
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AST SpaceMobile stock sinks nearly 10% as AT&T’s Amazon satellite move spooks traders

AST SpaceMobile stock sinks nearly 10% as AT&T’s Amazon satellite move spooks traders

AST SpaceMobile shares fell 9.9% to $93.27 Thursday after AT&T announced a new satellite broadband deal with Amazon, fueling investor concerns about competition. Trading volume reached 15.8 million shares. The drop followed a 10.6% decline Wednesday. AT&T said its Amazon partnership targets fixed business broadband, not mobile, and does not affect its plans with AST.
6 February 2026
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Amazon stock price slides after-hours on $200B AI spending forecast as AI stocks wobble

Amazon stock price slides after-hours on $200B AI spending forecast as AI stocks wobble

Amazon shares fell up to 11% after hours Thursday after forecasting $200 billion in 2026 capital expenditures and a weaker-than-expected first-quarter profit. Alphabet set a $175–$185 billion capex target for 2026. The S&P 500 software and services index extended losses, nearing a $1 trillion drop since late January. Nvidia faces U.S. licensing hurdles on chip sales to ByteDance.
5 February 2026
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Dow Jones slides nearly 600 points as AI spending fears hit Wall Street; Amazon sinks after the bell

Dow Jones slides nearly 600 points as AI spending fears hit Wall Street; Amazon sinks after the bell

The Dow Jones Industrial Average fell 1.2% to 48,908.72 as investors dumped tech stocks on concerns over soaring AI infrastructure costs at Amazon and Alphabet. Amazon shares dropped up to 11% after it raised its 2026 capital spending forecast to $200 billion. U.S. jobless claims rose by 22,000 to 231,000, while job openings hit a three-year low. The Nasdaq closed at its lowest since November.
5 February 2026
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AI Fears Hit Tech Stocks Again as Bitcoin Sinks and Wall Street Braces for Earnings

AI Fears Hit Tech Stocks Again as Bitcoin Sinks and Wall Street Braces for Earnings

U.S. stocks fell sharply Thursday as tech shares and crypto-related stocks slumped. The S&P 500 lost 1.2%, the Dow dropped 592 points, and the Nasdaq slid 1.6%. Bitcoin plunged over 12% below $64,000 after new jobs data sent Treasury yields lower. Alphabet’s plan to spend up to $185 billion on AI in 2026 triggered further selling in big tech.
5 February 2026
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Stock Market Today

Oil stocks jump on Iran risk lift for crude — what to watch before Monday

Oil stocks jump on Iran risk lift for crude — what to watch before Monday

7 February 2026
U.S. oil stocks surged Friday as crude prices rose on renewed Middle East tensions. Exxon Mobil gained 2.0%, ConocoPhillips 2.5%, and Occidental Petroleum 2.7%. Refiners rallied after a national union deal eased strike risk, though BP’s Whiting plant faces a local dispute. Brent settled at $68.05 a barrel, up 0.74%.
Silver price rebound masks fresh stress after CME lifts margins again

Silver price rebound masks fresh stress after CME lifts margins again

7 February 2026
Spot silver surged 8.6% to $77.33 an ounce Friday after dropping below $65, but still lost over 8.7% for the week. CME Group raised margin requirements for COMEX silver futures to 18% from 15%, effective after Feb. 6. China’s UBS SDIC Silver Futures Fund hit its 10% down limit for a fifth session. Traders await key U.S. jobs and inflation data next week.
Gold price near $5,000: China keeps buying as CME margin hikes raise the stakes

Gold price near $5,000: China keeps buying as CME margin hikes raise the stakes

7 February 2026
China’s central bank raised gold reserves for a 15th month in January, reaching 74.19 million ounces worth $369.58 billion. Gold prices swung sharply, hitting a record near $5,600 before dropping to $4,403.24. CME Group hiked COMEX gold futures margins to 9% after recent volatility. U.S. jobs and inflation data are due next week after a delay.
Amazon stock (AMZN) slides on $200 billion AI capex plan — what Wall Street watches next week

Amazon stock (AMZN) slides on $200 billion AI capex plan — what Wall Street watches next week

7 February 2026
Amazon shares fell 5.6% to $210.32 on Friday after the company forecast 2026 capital spending would jump to $200 billion, up more than 50% from 2025. The drop came as the Dow closed above 50,000 for the first time. Amazon reported fourth-quarter net sales up 14% to $213.4 billion and operating income at $25 billion. Trading in Amazon was volatile, with 179 million shares changing hands.
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