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NASDAQ:META 6 February 2026 - 9 February 2026

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

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

Amazon shares fell Friday after the company announced a $200 billion AI infrastructure plan for 2026, exceeding analyst expectations and reviving investor concerns about profitability. Combined 2026 capex flagged by Amazon, Alphabet, Microsoft, and Meta now tops $630 billion. Nvidia, AMD, and Broadcom shares surged on the news, while software and data firms remained under pressure.
7 February 2026
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Oracle stock rebounds after a bruising week — what traders are watching next for ORCL

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

Oracle shares rose 4.6% to $142.82 in after-hours trading Friday, rebounding from a 7% drop the day before. The move follows disclosures of a $25 billion bond sale and plans for up to $20 billion in at-the-market share sales. Oracle aims to raise $45–$50 billion in 2026 for cloud infrastructure expansion. Investors are watching funding pace and AI-driven cloud spending ahead of the next earnings update.
7 February 2026
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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
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Stock Market Today

  • Diageo Shares Fall to Lowest Since 2012, £7,500 Investment Drops to £5,750 in Five Weeks
    March 24, 2026, 5:30 AM EDT. Diageo (LSE:DGE) shares have plummeted to their lowest level since January 2012 amid rising UK national debt, inflation, and sector challenges. A £7,500 investment made five weeks ago is now worth just £5,750. The decline accelerated due to the Iran conflict heightening energy and food price inflation and disappointing interim results showing a 4% sales drop to $10.46 billion and halved dividends. Weakness in China and North America weighs on forecasts, with significant net debt of $21.7 billion. Despite setbacks, growth in Guinness sales and plans to expand ready-to-drink offerings among younger consumers suggest Diageo could rebound. The firm faces a tough climate as changing social habits and economic pressures reshape alcohol consumption globally.
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