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NASDAQ:GOOGL 8 February 2026 - 15 February 2026

AI stocks jolt: Datadog jumps, Cisco rolls out new chip as Alphabet borrows $20 billion

AI stocks jolt: Datadog jumps, Cisco rolls out new chip as Alphabet borrows $20 billion

New York, February 10, 2026, 10:08 ET — Regular session Datadog surged 14.5% to $130.56 on Tuesday as the cloud security and monitoring company blew past quarterly expectations, citing a boost in demand driven by AI-related workloads. “During 2025, we delivered over 400 new features and capabilities,” CEO Olivier Pomel said.
10 February 2026
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Apollo’s $3.4B xAI chip lease puts Nvidia demand, Broadcom’s Google TPU push back in focus

Apollo’s $3.4B xAI chip lease puts Nvidia demand, Broadcom’s Google TPU push back in focus

Apollo Global Management is nearing a $3.4 billion loan agreement for an investment vehicle that plans to acquire Nvidia chips and lease them to Elon Musk’s xAI, according to The Information on Monday. Valor Equity Partners is arranging the deal, which could be wrapped up this week, the report said. Apollo would not comment. SpaceX, Nvidia, and xAI didn’t respond to requests for comment. This latest financing move highlights how the AI boom is quickly becoming a capital-markets narrative, not solely a tale of technology. Companies are bundling, leasing, or even refinancing money for compute—whatever it takes to secure chips up front without burning through cash immediately.
9 February 2026
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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

New York, Feb 9, 2026, 06:26 EST — Premarket 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.
9 February 2026
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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

New York, Feb 8, 2026, 13:36 EST — The market has closed. 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%.
8 February 2026
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Communication services stocks lag Friday’s Wall Street bounce as AI spending jitters bite — here’s what matters next

Communication services stocks lag Friday’s Wall Street bounce as AI spending jitters bite — here’s what matters next

New York, February 8, 2026, 13:45 EST — The market is closed. The Communication Services Select Sector SPDR ETF slipped 0.39% to $115.76 on Friday—out of step with a broad market rebound. Alphabet lost 2.5%, Meta dropped 1.3%. Both weighed on the sector, where online ad and platform heavyweights set the tone.
8 February 2026
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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

New York, February 8, 2026, 13:23 EST — The market is closed. 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.
8 February 2026
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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

New York, Feb 8, 2026, 12:07 EST — Market closed. 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.
8 February 2026
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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

NEW YORK, Feb 8, 2026, 12:16 EST — Market closed 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.
8 February 2026
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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. America’s top tech names are on track to sink over $630 billion into AI data centers and chips this year, even though those heavy bets haven’t delivered matching returns. Morgan Stanley analysts cautioned that investors “are not forgiving” when companies keep spending big without demonstrating clear returns on invested capital. Google Cloud’s revenue jumped 48% in the December quarter, well ahead of AWS at 24% and Microsoft’s Azure at 39%, sustaining the scramble to expand infrastructure.
8 February 2026
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UMC stock price: United Microelectronics heads into Monday after AI capex talk sparks chip rebound

UMC stock price: United Microelectronics heads into Monday after AI capex talk sparks chip rebound

TAIPEI, Feb 8, 2026, 10:00 — The market has closed. United Microelectronics Corp’s U.S. shares wrapped up Friday trading at $10.06, climbing late along with other chip names. The stock opens this week just under $10, still sitting roughly 21% off its 52-week peak of $12.68.
8 February 2026
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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

New York, Feb 7, 2026, 19:14 EST — Market’s final bell has rung. Advanced Micro Devices finished Friday’s session up 8.28% to $208.44, clawing back ground after a 17.31% plunge Wednesday and a further 3.84% dip Thursday. U.S. markets are closed for the weekend, leaving the focus on Monday to see if this bounce has legs.
8 February 2026
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Stock Market Today

  • Take-Two (TTWO) jumps 6.9% as GTA VI preorders seen adding $240M-$360M in revenue
    July 4, 2026, 1:11 PM EDT. Shares of Take-Two Interactive (NASDAQ:TTWO) climbed 6.9% during the holiday-shortened week, outpacing both the Nasdaq Composite and S&P 500. BTIG said Grand Theft Auto VI preorders could mean $240 million to $360 million more in gross player spending, assuming 12 million to 18 million buy the $99.99 Ultimate Edition instead of the standard $79.99 version. The early numbers help back Take-Two's fiscal 2027 forecast for $8.0-$8.2 billion in net bookings, an increase of around 20% from the previous year, with much of that driven by GTA VI. The $240M-$360M forecast is before any cuts from platforms or retailers. Actual sales numbers haven't been released, so the share move is based on some channel checks.
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