Today: 4 May 2026
Browse Category

NASDAQ:GOOGL 6 February 2026 - 9 February 2026

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 shares fell 3% premarket after reports that Samsung will begin mass production of HBM4 memory for Nvidia AI chips this month. Nvidia dropped 1%, Super Micro Computer slipped 1.5%, while Microsoft and Amazon edged higher. Traders focused on upcoming U.S. jobs and inflation data for rate signals. Nvidia reports earnings Feb. 25.
9 February 2026
···········
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-focused ETFs rose 2%–4% Friday as tech stocks rebounded, with the First Trust Cloud Computing ETF up 4.4%. Amazon dropped 5.6% on concerns over $200 billion in planned AI infrastructure spending. Snowflake jumped 7.5% and Microsoft gained 1.8%. U.S. jobs and inflation data due later this week could shift rate expectations and impact high-growth cloud shares.
8 February 2026
·······
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

The Communication Services Select Sector SPDR ETF (XLC) fell 0.39% to $115.76 on Friday, underperforming the S&P 500’s 2.0% gain. Alphabet dropped 2.5% and Meta lost 1.3%, while Disney rose 3.5% and T-Mobile slid 2.2%. Investors weighed new Big Tech capital spending plans tied to artificial intelligence, with Amazon’s $200 billion 2026 outlay drawing scrutiny.
8 February 2026
········
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

The Dow closed above 50,000 for the first time Friday as Nvidia surged 7.9% and Amazon dropped 5.6% on news of a $200 billion capex plan for 2026. Tech stocks remain volatile, with chipmakers rallying and software names under pressure as investors react to soaring AI infrastructure costs. The S&P 500 rose 2%, while the Russell 2000 jumped 3.5%. Alphabet, Meta, and Microsoft are also expected to boost spending sharply this year.
8 February 2026
·········
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

Nvidia jumped 7.9% to $185.41 Friday as the Dow closed above 50,000 for the first time and chip stocks rallied on AI spending plans. Amazon fell 5.6% despite projecting 50% higher capex this year, while the Nasdaq slipped 1.9% for the week. Investors are watching for signs Monday if the AI rebound holds. January U.S. CPI data is due Feb. 13.
8 February 2026
········
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 closed above 50,000 for the first time Friday, ending at 50,115.67 after a 2.47% jump. Caterpillar and Nvidia led gains as chip stocks rebounded, while Amazon fell 5.6% on plans for higher AI spending. Key U.S. jobs and inflation data releases were postponed to next week after a government funding lapse. Coca-Cola and Cisco are set to report earnings on Feb. 10 and Feb. 11, respectively.
8 February 2026
······
Nvidia stock jumps nearly 8% on AI spending race — what to watch before Monday

Nvidia stock jumps nearly 8% on AI spending race — what to watch before Monday

Nvidia shares jumped 7.9% to $185.41 Friday, leading a rally in chip stocks after Amazon announced a $200 billion capex plan for 2026. The PHLX semiconductor index rose 5.7%, with AMD up 8.3% and Broadcom gaining 7.1%. Nvidia reports quarterly results Feb. 25. CEO Jensen Huang said AI demand is “going through the roof.”
8 February 2026
········
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 shares fell 9% Friday after announcing a $200 billion capital spending plan for 2026. Alphabet and Meta also outlined record capex, raising concerns about free cash flow and forcing potential cuts to buybacks or increased borrowing. Investors punished several tech stocks, including Amazon, Alphabet, Meta, ServiceNow, and Salesforce, while Nvidia rose. The surge in AI infrastructure spending is straining supply chains and power capacity.
8 February 2026
·····
Alphabet stock sinks on AI spending fears — what to watch for Google shares next week

Alphabet stock sinks on AI spending fears — what to watch for Google shares next week

Alphabet shares fell 2.5% to $322.86 Friday, lagging a broader tech rally as investors reacted to reports the company may double AI infrastructure spending this year. The Dow closed above 50,000 for the first time. Wall Street is shifting focus from AI demos to cash flow, putting pressure on Big Tech. Key U.S. jobs and inflation data are expected this week.
8 February 2026
···
Amazon stock slides on $200 billion AI spending plan — what investors watch before Monday

Amazon stock slides on $200 billion AI spending plan — what investors watch before Monday

Amazon shares fell 5.6% to $210.32 Friday as investors reacted to the company’s plan to spend about $200 billion on AI and cloud infrastructure in 2026. Traders questioned whether heavy capital outlays would hurt near-term returns. The Dow closed above 50,000 for the first time. U.S. jobs and inflation data are due next week.
8 February 2026
······
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

UMC’s U.S.-listed shares closed Friday at $10.06, up 0.9%, after Amazon and Alphabet signaled higher AI infrastructure spending. The Philadelphia semiconductor index jumped 5.7% and Nvidia gained 7.8%. UMC’s Taipei shares ended at NT$61.90. Investors await U.S. inflation and jobs data on Feb. 13 and UMC’s next sales update on March 5.
8 February 2026
········
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

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.
8 February 2026
······
Cloud computing stocks rebounded — but Amazon’s $200 billion spending plan keeps traders on edge

Cloud computing stocks rebounded — but Amazon’s $200 billion spending plan keeps traders on edge

Cloud-focused ETFs rose Friday, with the First Trust Cloud Computing ETF up 4.4% and WisdomTree’s fund up 3.5%. Amazon fell 5.6% after projecting $200 billion in 2026 capex, while Microsoft gained 1.8% and Alphabet slipped 2.5%. Investors weighed AI’s impact on software growth. Key cloud earnings and delayed U.S. jobs data are due next week.
7 February 2026
·······
Big Tech stocks swing on AI spending fears: Amazon slides, Nvidia rebounds as week ahead looms

Big Tech stocks swing on AI spending fears: Amazon slides, Nvidia rebounds as week ahead looms

Amazon shares fell 5.6% Friday after projecting $200 billion in 2026 capital spending, while Nvidia jumped 7.9%. The Dow closed above 50,000 for the first time, but the Nasdaq is down 0.9% for the year. Microsoft and Alphabet also signaled major AI investments, sending software stocks down sharply. Chipmakers rallied as Nvidia reported surging AI chip demand.
7 February 2026
······
Meta stock ends week down about 6% as Wall Street fixates on $135 billion AI capex

Meta stock ends week down about 6% as Wall Street fixates on $135 billion AI capex

Meta closed down 1.3% Friday at $661.46, capping a 6.4% weekly drop as investors questioned heavy AI spending. Amazon and Alphabet also fell after outlining major capital outlays. Meta’s Instagram suffered a brief outage this week. Legal risks persist, with trials involving Meta set for next week in Los Angeles and New Mexico.
7 February 2026
·····
Alphabet stock drops for a fourth straight day as AI spending jitters linger

Alphabet stock drops for a fourth straight day as AI spending jitters linger

Alphabet shares fell 2.53% to $322.86 Friday, marking a fourth straight decline as investors questioned heavy AI-related spending. The Nasdaq slipped Thursday after Alphabet detailed up to $185 billion in capex, while the Dow and S&P 500 rose Friday on chipmaker gains. U.S. markets reopen Monday, with attention on Alphabet’s outlook and upcoming jobs and inflation data.
7 February 2026
···
Liberty Global stock price climbs as LBTYA pops and rare Class B spike rattles weekend watchlists

Liberty Global stock price climbs as LBTYA pops and rare Class B spike rattles weekend watchlists

Liberty Global’s Class A shares closed up 4.3% at $11.75 Friday, while Class B surged as much as 139% to a 52-week high before paring gains. The move followed news of a five-year AI partnership with Google Cloud and reports of a possible £2 billion Netomnia acquisition by Liberty’s U.K. fibre joint venture. Investors await full-year results later this month.
7 February 2026
····
AI stocks snap back: Nvidia surges, Dow clears 50,000 as Amazon’s AI spend spooks investors

AI stocks snap back: Nvidia surges, Dow clears 50,000 as Amazon’s AI spend spooks investors

Nvidia surged nearly 8% Friday, lifting the Dow above 50,000 for the first time, as chip stocks rallied. Amazon shares fell after the company projected 2026 capital spending would jump to $200 billion to expand AI infrastructure. The S&P 500 and Nasdaq also closed higher, while software stocks continued to slide.
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 closed above 50,000 for the first time Friday, rising 2.24% to 50,005.78, led by gains in Nvidia and Caterpillar. The S&P 500 climbed 1.73% and the Nasdaq rose 1.91%. Amazon and Alphabet’s plans for record AI spending unsettled markets earlier in the week but investors returned to tech stocks. Bitcoin, gold, and oil prices held steady after Thursday’s selloff.
6 February 2026
···········
1 … 3 4 5 6 7 … 49

Stock Market Today

  • Intel Stock Surges 97.74% in 30 Days but Faces Overvaluation Concerns
    May 3, 2026, 8:01 PM EDT. Intel (INTC) shares jumped 97.74% over the past 30 days, fueled by momentum rather than a single catalyst. The stock trades at $99.62, significantly above the average analyst target of $79.05. However, valuation models estimate a fair value near $36.54, suggesting Intel is 172.6% overvalued amid ongoing restructuring and transition to advanced chip technologies like 7nm. While AI infrastructure demand supports the rally, risks remain from potential delays in Intel's foundry development and fluctuating AI spending. Investors face a divided outlook, balancing rapid gains with long-term growth uncertainties.

Latest article

Navitas Semiconductor Stock Is Running Hot. Tuesday Will Test the AI Power Story

Navitas Semiconductor Stock Is Running Hot. Tuesday Will Test the AI Power Story

4 May 2026
Navitas Semiconductor shares rose 5.76% to $17.45 Friday on heavy volume ahead of first-quarter results due Tuesday. The company forecast Q1 revenue of $8.0–$8.5 million after posting a $41.4 million loss last quarter. Management highlighted new high-power chips for AI data centers but warned that design wins do not guarantee near-term sales. CEO Chris Allexandre and CFO Tonya Stevens will discuss results May 5.
Eaton Stock Faces May 5 Test as AI Data Center Bets Meet Earnings Reality

Eaton Stock Faces May 5 Test as AI Data Center Bets Meet Earnings Reality

4 May 2026
Eaton will report first-quarter results before the NYSE opens Tuesday, following its Boyd Thermal acquisition and push into AI data-center power systems. Shares closed Friday at $425.55, down 1.72%, with a market value near $166 billion. Wall Street expects adjusted earnings of $2.75 per share for the March quarter. Investors are watching for signs that AI data-center demand is driving orders and profit.
Blue Owl Capital Faces Fresh Private-Credit Test After Brown Slashes OBDC Stake

Blue Owl Capital Faces Fresh Private-Credit Test After Brown Slashes OBDC Stake

4 May 2026
Brown University cut its stake in Blue Owl Capital Corp’s main private-credit fund by 53%, holding 1.5 million OBDC shares at March 31, down from 3.2 million at the end of 2025. Blue Owl’s quarterly filing showed revenue rose to $753.8 million, net income doubled to $15.5 million, but its direct-lending strategy posted a 1.1% net loss as repayments outpaced new loans.
Go toTop