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NASDAQ:META 4 February 2026 - 8 February 2026

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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.

8 February 2026

Artificial Intelligence·Data Centers·NASDAQ:AMZN·NASDAQ:GOOGL·NASDAQ:META·NASDAQ:MSFT

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

Amazon.com Inc finished Friday’s session at $210.32, off 5.6%. Investors kept their attention on the mounting costs tied to the company’s AI expansion as the week wrapped up.

8 February 2026

Amazon·Artificial Intelligence·NASDAQ:AMZN·NASDAQ:GOOGL·NASDAQ:META·NASDAQ:MSFT·Stock Market

Meta Stock Slips on AI Spend Jitters as $4 Trillion Valuation Chatter Grows

Meta Platforms slipped 1.3% Friday, with investors balking at the escalating costs of artificial intelligence—despite Meta’s framing AI as its future growth driver. “The market's viewpoint is that the AI build-out trade … got too pricey,” according to Andrew Wells, chief investment officer at SanJac Alpha.

8 February 2026

Artificial Intelligence·NASDAQ:META·Stock Market

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

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

NASDAQ:AMZN·NASDAQ:GOOGL·NASDAQ:META·NASDAQ:MSFT·NASDAQ:NVDA·NYSE:TSM·NYSE:UMC·Semiconductors·Stock Market

Communication services stocks lag the rebound — what XLC investors need to know before Monday

Communication services names start the week lagging, as their flagship ETF, the Communication Services Select Sector SPDR Fund, lost 0.39% Friday, settling at $115.76.

7 February 2026

NASDAQ:CMCSA·NASDAQ:GOOG·NASDAQ:META·NASDAQ:NFLX·NASDAQ:NWSA·NYSE:DIS·NYSE:T·NYSE:VZ·Stock Market

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

Investors can't agree on whether the AI surge is worth the price tag as Big Tech heads into next week. Amazon.com slid 5.6% on Friday, while Nvidia soared 7.9%. Thanks to Amazon’s latest moves, expected AI spending by it and cloud giants Microsoft, Alphabet, and Meta is now pegged close to $600 billion for 2026. The Dow broke through 50,000 for the first time ever on Friday. Yet the Nasdaq lags, down 0.9% so far this year.

7 February 2026

Artificial Intelligence·NASDAQ:AMZN·NASDAQ:GOOGL·NASDAQ:META·NASDAQ:MSFT·NASDAQ:NVDA·Stock Market

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

Meta Platforms ended Friday’s session 1.3% lower at $661.46, then bounced back slightly after the bell, ticking up 0.4% to $664.00 in late trading. For the week, shares dropped roughly 6.4%.

7 February 2026

Artificial Intelligence·NASDAQ:AMZN·NASDAQ:GOOGL·NASDAQ:META·NASDAQ:MSFT·Stock Market

Meta stock faces an AI split: ad gains vs a $135 billion bill

Meta Platforms shares dropped 1.3% Friday, with investors balancing upbeat signals from AI-powered advertising against a steep rise in spending that may pressure cash flow. The stock was recently at $661.46, putting Meta’s market cap near $1.84 trillion.

7 February 2026

Artificial Intelligence·NASDAQ:META·Stock Market

Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

Amazon.com shares slipped Friday, with investors uneasy after the company unveiled a roughly $200 billion push to beef up its artificial intelligence infrastructure. The hefty price tag behind Amazon’s AI ambitions raised fresh doubts for some shareholders.

7 February 2026

Artificial Intelligence·NASDAQ:AMZN·NASDAQ:GOOG·NASDAQ:META·NASDAQ:MSFT·NASDAQ:NVDA·Stock Market

Oracle stock rebounds after a bruising week — what traders are watching next for ORCL

Oracle Corp shares rose about 4.6% to $142.82 in after-hours trading on Friday, clawing back some of Thursday’s sharp drop. The stock traded between $135.94 and $143.11 during the session as volumes stayed heavy.

7 February 2026

NASDAQ:AMD·NASDAQ:META·NASDAQ:NVDA·NASDAQ:ORCL·Stock Market

Meta stock slips after the bell as $600 billion AI spending anxiety returns

Meta Platforms slipped 1.3% after hours Friday, landing at $661.42. The stock lagged even as the broader market bounced, with worries about the price tag of the sector’s AI expansion weighing on sentiment.

6 February 2026

Artificial Intelligence·NASDAQ:META·Stock Market

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.

6 February 2026

Artificial Intelligence·NASDAQ:AMD·NASDAQ:AMZN·NASDAQ:AVGO·NASDAQ:GOOGL·NASDAQ:META·NASDAQ:MSFT·NASDAQ:NVDA·NYSE:AMP·NYSE:CAT·Stock Market·Technology

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.

6 February 2026

Cryptocurrency·Gold·NASDAQ:AMD·NASDAQ:AMZN·NASDAQ:AVGO·NASDAQ:GOOGL·NASDAQ:META·NASDAQ:MSFT·NASDAQ:NOW·NASDAQ:NVDA·NYSE:CRM·Stock Market·Technology

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

Lumentum Holdings Inc shares jumped roughly 8% on Friday, pushing the price to $544.68 in early afternoon trading. The Nasdaq-listed stock swung between $499.49 and $556.71, closing up $40.26 on volume near 3.6 million shares.

6 February 2026

Artificial Intelligence·NASDAQ:AMZN·NASDAQ:COHR·NASDAQ:GOOGL·NASDAQ:LITE·NASDAQ:META·NASDAQ:MSFT·Stock Market

Meta stock slides again as AI spending doubts hang over Big Tech

Meta Platforms shares fell 2.3% to $654.86 Friday morning, underperforming the more stable broader market. Investors remained skeptical about Big Tech’s returns amid another wave of AI spending.

6 February 2026

Artificial Intelligence·NASDAQ:META·Stock Market

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

The Dow Jones Industrial Average climbed 687.55 points, or 1.41%, to 49,596.27 by 9:55 a.m. ET Friday, clawing back some losses after a tech-driven selloff shook U.S. equities this week. Amazon slipped roughly 8.7%, while Nvidia surged over 5%.

6 February 2026

Artificial Intelligence·NASDAQ:AMZN·NASDAQ:GOOGL·NASDAQ:META·NASDAQ:MSFT·NASDAQ:NVDA·NYSE:BA·NYSE:CAT·NYSE:GS·NYSE:JPM·Stock Market·Technology

Meta stock price steadies after hours as Big Tech AI spending fears bite; WhatsApp India hearing set for Feb 9

Meta Platforms shares edged up 0.2% to $670.21 in after-hours trading Thursday, following a session that saw prices fluctuate between $655.77 and $681.05. Trading volume hit roughly 16.6 million shares.

5 February 2026

Artificial Intelligence·NASDAQ:META·Stock Market

Meta Stock Slides Again as Needham Warns of 10%-15% Downside on AI Spending

Meta Platforms shares dropped 3.3% on Wednesday, hitting a low of $667.46 before settling near $669.

5 February 2026

NASDAQ:META·Stock Market

Meta stock slides after hours as AI jitters hit tech and senators target scam ads

Shares of Meta Platforms, Inc. slipped roughly 3.3% to $669 in after-hours Wednesday, adding to a volatile week for the Facebook and Instagram parent amid a pullback in pricey tech. During the session, the stock swung between $664.96 and $693.33.

4 February 2026

Artificial Intelligence·NASDAQ:META·Stock Market

Meta stock slips as Senate “SCAM Act” targets scam ads and regulators circle

Meta Platforms shares dropped 1.7% to $679.86 Wednesday morning, extending a volatile stretch for the Facebook and Instagram parent. The selloff followed a bipartisan Senate bill proposal aimed at cracking down on scam ads. The legislation would force social media companies to verify advertisers and give enforcement powers to the Federal Trade Commission and state attorneys general.

4 February 2026

NASDAQ:META·Stock Market·Technology

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NASDAQ:META 4 February 2026 - 8 February 2026

Big Tech’s $630B AI data-center spending surge is squeezing chips, electricians — and investor patience

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

Meta Stock Slips on AI Spend Jitters as $4 Trillion Valuation Chatter Grows

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

Communication services stocks lag the rebound — what XLC investors need to know before Monday

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

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

Meta stock faces an AI split: ad gains vs a $135 billion bill

Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

Oracle stock rebounds after a bruising week — what traders are watching next for ORCL

Meta stock slips after the bell as $600 billion AI spending anxiety returns

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

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

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

Meta stock slides again as AI spending doubts hang over Big Tech

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

Meta stock price steadies after hours as Big Tech AI spending fears bite; WhatsApp India hearing set for Feb 9

Meta Stock Slides Again as Needham Warns of 10%-15% Downside on AI Spending

Meta stock slides after hours as AI jitters hit tech and senators target scam ads

Meta stock slips as Senate “SCAM Act” targets scam ads and regulators circle

TechStock² Updates

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Dell Stock (DELL) Jumps 4% as Lenovo’s AI Boom Validates Server Demand

Cisco Shares Fall 6% in Premarket as Margin Pressure Wipes $29 Billion

S&P 500 Futures Up 0.2% Ahead of PPI After 71-Point Record Gap

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