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NASDAQ:AMZN News 5 February 2026 - 6 February 2026

Amazon stock slides as $200 billion AI spending plan spooks investors

Amazon stock slides as $200 billion AI spending plan spooks investors

Amazon shares fell 6.3% to $208.58 Friday after the company announced $200 billion in 2026 capital spending, up over 50% from last year. The move raised investor concerns about delayed returns from AI investments. Several brokerages cut price targets, citing pressure on free cash flow. The S&P 500 software and services index has lost about $1 trillion in value since January 28.
6 February 2026
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Lumentum stock jumps nearly 8% as AI capex wave lifts optics names into the weekend

Lumentum stock jumps nearly 8% as AI capex wave lifts optics names into the weekend

Lumentum Holdings shares surged 8% to $544.68 Friday after reporting fiscal Q2 revenue of $665.5 million and a backlog topping $400 million for optical circuit switches. The company expects Q3 revenue between $780 million and $830 million. Traders cited strong AI-driven demand but flagged risks if cloud customers pause orders. Lumentum will brief investors at the OFC conference on March 17.
6 February 2026
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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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Stock Market Today

AMD stock bounces 8% after brutal midweek slide — what investors watch before Monday

AMD stock bounces 8% after brutal midweek slide — what investors watch before Monday

8 February 2026
AMD shares jumped 8.28% to $208.44 Friday, rebounding after steep losses earlier in the week. Chip stocks rallied as investors bet on continued AI data center spending by major tech firms. Nvidia rose 7.8%, Broadcom gained 7.1%, and the Philadelphia Semiconductor Index closed up 5.7%. Markets now await macroeconomic data and Nvidia’s late-February results.
Intel stock price jumps to $50: China CPU delays and SambaNova funding set up week ahead

Intel stock price jumps to $50: China CPU delays and SambaNova funding set up week ahead

8 February 2026
Intel shares rose 4.9% to $50.59 Friday, tracking a 5.7% jump in the PHLX semiconductor index as investors bet on AI-driven data-center spending. Reuters reported Intel and AMD warned Chinese customers of tighter server CPU supply, pushing Intel’s China prices up over 10%. Intel expects supply to improve in Q2. After the bell, Reuters said Intel plans to invest about $100 million in AI chip startup SambaNova Systems.
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