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NASDAQ:META 7 February 2026 - 15 February 2026

Big Tech stocks slide into Presidents Day break — Apple, Nvidia drag and key dates loom

Big Tech stocks slide into Presidents Day break — Apple, Nvidia drag and key dates loom

Apple fell 2.3% and Nvidia dropped 2.2% Friday, dragging the Roundhill Magnificent Seven ETF down 1.1% as Big Tech stocks slid into the holiday weekend. The Nasdaq lost 0.22% despite softer inflation data, with major indexes posting their steepest weekly declines since November. Investors cited concerns over heavy AI spending and margin pressures. U.S. markets reopen Tuesday, with Fed minutes and Nvidia earnings ahead.
15 February 2026
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Big Tech stocks wobble as Apple, Nvidia slide on AI angst; what to watch before Tuesday

Big Tech stocks wobble as Apple, Nvidia slide on AI angst; what to watch before Tuesday

Apple fell 2.3% and Nvidia dropped 2.2% Friday as Big Tech stocks ended mostly lower, capping a volatile week marked by an “AI scare trade” and renewed scrutiny of tech spending. U.S. inflation cooled to 2.4% in January, but failed to steady tech shares. Markets close Monday for Washington’s Birthday and reopen Tuesday. Nvidia’s earnings on Feb. 25 are the next major event.
14 February 2026
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Meta stock slips as $10 billion Indiana AI data center plan collides with Ackman’s new stake

Meta stock slips as $10 billion Indiana AI data center plan collides with Ackman’s new stake

Meta shares fell nearly 1% to $662.15 Thursday morning after the company broke ground on a $10 billion, 1-gigawatt data center in Lebanon, Indiana. Bill Ackman’s Pershing Square disclosed a $2 billion Meta stake acquired late last year. Meta expects capital expenditures to rise to $115–$135 billion in 2026, up from $72.22 billion in 2025, driven by AI infrastructure spending.
12 February 2026
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Meta stock nudges lower as EU targets WhatsApp AI rules and court revives privacy-fine fight

Meta stock nudges lower as EU targets WhatsApp AI rules and court revives privacy-fine fight

Meta shares slipped 0.2% to $675.62 after EU regulators warned they may force the company to allow rival AI assistants on WhatsApp, citing competition concerns over rules effective since Jan. 15. The European Commission sent Meta a formal charge sheet and is considering interim measures. Separately, the EU’s top court said WhatsApp can challenge a €225 million privacy fine.
10 February 2026
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Meta stock climbs after EU targets WhatsApp AI lockout as traders eye jobs, CPI

Meta stock climbs after EU targets WhatsApp AI lockout as traders eye jobs, CPI

Meta shares rose 2.4% to $677.23 in after-hours trading Monday after EU regulators escalated a probe into WhatsApp’s limits on rival AI assistants. Brussels is considering interim measures that could force Meta to allow competing AI on WhatsApp. The move follows a January policy letting only Meta’s own assistant on the platform. Broader tech stocks also rebounded ahead of key U.S. economic data this week.
9 February 2026
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Meta stock ticks up as EU targets WhatsApp AI rules — what investors watch next

Meta stock ticks up as EU targets WhatsApp AI rules — what investors watch next

Meta shares rose 0.6% to $665.16 Monday after the European Commission warned it could impose interim antitrust measures over Meta’s restrictions on rival AI assistants on WhatsApp. The EU sent Meta a formal charge sheet and may act quickly to preserve competitors’ access. Meta said the Commission was mischaracterizing its policies. U.S. stocks opened lower as traders awaited key economic data.
9 February 2026
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IBM and Meta bring AI Alliance to Indonesia as IBM shares rise; Australia reviews Confluent deal

IBM and Meta bring AI Alliance to Indonesia as IBM shares rise; Australia reviews Confluent deal

IBM and Meta have expanded their AI Alliance to Indonesia, aiming to boost open-source AI adoption and training. The alliance now includes 195 members in 29 countries. IBM’s $11 billion acquisition of Confluent remains under review by Australia’s competition regulator, with public submissions due by Feb. 12. Many Indonesian firms report unclear returns from new AI systems despite rising adoption.
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

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
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Nvidia’s Jensen Huang calls Meta AI’s profit pioneer as spending fears swirl

Nvidia’s Jensen Huang calls Meta AI’s profit pioneer as spending fears swirl

Meta forecast 2026 capital expenditures of $115 billion to $135 billion as fourth-quarter revenue rose 24% to $59.9 billion and earnings per share hit $8.88. CEO Mark Zuckerberg cited strong 2025 performance, while Nvidia’s Jensen Huang told CNBC that Meta leads in AI profitability. Meta’s ad upgrades lifted Facebook clicks 3.5% and Instagram conversions over 1% in Q4.
9 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

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
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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

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
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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
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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 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
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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
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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

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

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

The Communication Services Select Sector SPDR Fund (XLC) fell 0.39% to $115.76 Friday, lagging the S&P 500’s 1.97% gain. Alphabet Class C shares dropped 2.48%, Meta lost 1.31%, and News Corp slid 6%. Comcast, Netflix, and Disney rose, partly offsetting losses. Investors remain wary of heavy AI-related capital spending by big tech firms.
7 February 2026
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