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NASDAQ:AVGO 2 February 2026 - 6 February 2026

Dow Hits 50,000 as Nvidia Jumps and Amazon’s $200B AI Capex Plan Whipsaws Markets

Dow Hits 50,000 as Nvidia Jumps and Amazon’s $200B AI Capex Plan Whipsaws Markets

The Dow Jones Industrial Average pushed above 50,000 points for the first time on Friday, a milestone for the blue-chip index as stocks snapped back from a week of AI-driven jitters. Nvidia and Caterpillar helped lead the move. The rally landed after three straight sessions of selling that hit big technology names and spilled into crypto. Investors have been weighing whether the artificial intelligence boom is turning into a capital-spending race that pressures profits, at least in the near term.
Dow hits 50,000 as Amazon’s $200 billion AI spending plan spooks tech investors

Dow hits 50,000 as Amazon’s $200 billion AI spending plan spooks tech investors

Wall Street surged Friday, pushing the Dow past 50,000 for the first time as chipmakers soared on hopes for fresh AI data-center investments, though Amazon slipped amid concerns over increased spending. The S&P 500 climbed 1.73%, with the Nasdaq Composite up 1.91%. Nvidia, AMD, and Broadcom all rallied over 7%. “Real demand for AI products” is still drawing in buyers, said Ross Mayfield, investment strategy analyst at Baird. This shift is turning heads as the once-unified AI trade splits: hardware and infrastructure suppliers—those “picks and shovels” plays—are getting the market’s vote, but software firms and heavy spenders face more scrutiny. With Big Tech poised to pour about $600 billion into AI by 2026, investors have stopped handing out easy wins; now, every dollar committed is seen as a test of margins. “A de-risking trade,” SanJac Alpha’s Andrew Wells called it. Over at St. James’s Place, strategist Carlota Estragues Lopez pointed out that headlines get “interpreted far more cautiously” than before.
Dow rebounds toward 50,000 as tech snaps back; bitcoin and gold claw higher while Amazon capex rattles AI bets

Dow rebounds toward 50,000 as tech snaps back; bitcoin and gold claw higher while Amazon capex rattles AI bets

Stocks snapped back on Friday, reversing course after three straight sessions of selling that dragged down big tech and other risk plays. By 12:10 p.m. ET, the Dow was up 989.72 points, or 2.02%, sitting at 49,898.44. The S&P 500 added 1.56%, while the Nasdaq jumped 1.69%, according to Reuters data. “The market looks like it was getting a bit overdone to the downside,” said Robert Pavlik, senior portfolio manager at Dakota Wealth. This shift is shaking up the AI trade, as investors get choosier about who stands to gain—or lose—going forward. Software stocks have taken the brunt of it this week: ServiceNow has dropped 12%, Salesforce is down 9%. Hardware, the “picks ’n shovels” of AI, is proving more resilient, Reuters said. “Investors are differentiating between who enables AI and who may be disrupted by it,” said Charu Chanana, chief investment strategist at Saxo.
AI stocks swing hard: Nvidia jumps as Amazon slides on $200 billion AI spend

AI stocks swing hard: Nvidia jumps as Amazon slides on $200 billion AI spend

New York, Feb 6, 2026, 13:46 EST — Regular session AI chip stocks bounced back Friday afternoon, led by Nvidia’s 7.3% jump and Advanced Micro Devices climbing 7.7%. Amazon, however, dropped 7.0%. Broadcom rose 7.3%, Super Micro Computer surged 10.1%, and Arm Holdings gained 9.8%, while Alphabet edged down 2.0%.
US economic calendar today: Jobless claims, JOLTS hit as Wall Street futures steady

US economic calendar today: Jobless claims, JOLTS hit as Wall Street futures steady

New York, Feb 5, 2026, 06:43 ET — Premarket U.S. stock index futures were largely flat early Thursday as traders waited for weekly jobless claims and a delayed report on job openings, and weighed Alphabet's new AI spending plan ahead of Amazon's results later in the day. By 5:16 a.m. ET, Dow E-minis, futures contracts tied to the index, were down 36 points, or 0.07%, while S&P 500 E-minis were up 9 points, or 0.13%, and Nasdaq 100 E-minis were up 78.25 points, or 0.31%. Alphabet fell 2.4% in premarket trading after laying out capital expenditure plans that could nearly double this year, while Qualcomm slid 10.4% and Arm dropped 7%; chip names such as Broadcom rose, and “unforgiving scrutiny over AI capex continues to spook investors,” said Thomas Monteiro, senior analyst at Investing.com.
Nasdaq slides as AMD forecast and AI disruption fears hammer tech again

Nasdaq slides as AMD forecast and AI disruption fears hammer tech again

The S&P 500 and Nasdaq dropped Wednesday, pressured by renewed selling in software and chip shares. Advanced Micro Devices slumped following its earnings outlook. The Dow, however, nudged up as investors favored sectors viewed as more affordable or stable. The selloff hits now as the market grapples with two conflicting forces: massive AI investments and the risk that AI tools could disrupt the software companies that powered the previous cycle. This tug-of-war unfolds amid a packed earnings week.
Dow Rises but S&P 500, Nasdaq Slip as AMD Sparks Fresh AI Fears Ahead of Google Earnings

Dow Rises but S&P 500, Nasdaq Slip as AMD Sparks Fresh AI Fears Ahead of Google Earnings

U.S. stocks showed mixed results Wednesday, dragged down by a decline in Advanced Micro Devices that reignited skepticism around the AI trade and weighed on software stocks. The S&P 500 and Nasdaq dipped, despite the Dow nudging up slightly, following yesterday’s steep tech sell-off. Investors were also gearing up for Alphabet’s earnings report, set to drop after the bell.
Broadcom (AVGO) stock slides after hours as tech selloff bites; Wi‑Fi 8 launch and March earnings in focus

Broadcom (AVGO) stock slides after hours as tech selloff bites; Wi‑Fi 8 launch and March earnings in focus

New York, Feb 3, 2026, 16:46 EST — Trading after the close. Broadcom shares fell roughly 3.3% to $320.33 in after-hours trading Tuesday, slipping $10.81 off the previous close. The session was thinly traded, with the stock drifting between $308.83 and $338.76 after the bell. It had opened at $336.60 earlier. Some 36.5 million shares exchanged hands.
Beyond Nvidia: Broadcom and TSMC tipped as big winners in the custom AI chip boom

Beyond Nvidia: Broadcom and TSMC tipped as big winners in the custom AI chip boom

Broadcom shares dropped around 6%, while TSMC slid about 2% in U.S. trading Tuesday, despite growing investor interest in custom AI chips competing with Nvidia’s leading graphics processors. A recent analysis from The Motley Fool highlighted how major cloud players—known as “hyperscalers,” the biggest data center operators—are driving up capital spending and expanding their focus past just compute. They’re investing heavily in the networking infrastructure that powers AI clusters. The report pointed out that Broadcom stands to benefit, given its roles in both networking and custom silicon as these budgets grow.
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Stock Market Today

  • CVC Income & Growth sets September 2026 tender limits for Sterling, Euro shares
    July 3, 2026, 3:51 AM EDT. CVC Income & Growth Limited reported that it set the share caps for its September 2026 semi-annual tender: 155.5 million Sterling Shares and 83.0 million Euro Shares. The company said these figures stick to the rules in its April 2026 AGM and March 2019 prospectus. The limits match regulatory requirements from the UK Financial Conduct Authority. BNP Paribas and Cadarn Capital are listed as investor contacts. The tender restrictions apply to shareholders looking to sell shares back to CVC Income & Growth during the window.
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