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NASDAQ:META 31 January 2026 - 6 February 2026

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

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

The Dow jumped 989.72 points, or 2.02%, to 49,898.44 by midday Friday, with chipmakers leading Wall Street’s rebound after a three-day slide. Nvidia and AMD each surged about 7%, while Amazon’s capex plans for 2026 hit $200 billion. Bitcoin rebounded after plunging to $63,295.74 on Thursday, its lowest since October 2024. U.S. consumer sentiment edged up to 57.3 in early February.
6 February 2026
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Lumentum stock jumps nearly 8% as AI capex wave lifts optics names into the weekend

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

Lumentum Holdings shares surged 8% to $544.68 Friday after reporting fiscal Q2 revenue of $665.5 million and a backlog topping $400 million for optical circuit switches. The company expects Q3 revenue between $780 million and $830 million. Traders cited strong AI-driven demand but flagged risks if cloud customers pause orders. Lumentum will brief investors at the OFC conference on March 17.
6 February 2026
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Dow Jones jumps nearly 700 points after tech rout — but AI spending fears still bite

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

The Dow jumped 687 points, or 1.41%, to 49,596 in early Friday trading, recovering from a tech-led selloff. Amazon fell nearly 9% after flagging higher AI spending, while Nvidia gained over 5%. Chipmakers and banks led the rebound, but tech stocks continued to weigh on indexes. Investors await next week’s U.S. jobs and inflation reports for signals on rate cuts.
6 February 2026
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Meta stock price steadies after hours as Big Tech AI spending fears bite; WhatsApp India hearing set for Feb 9

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

Meta shares rose 0.2% to $670.21 in after-hours trading Thursday, bucking a broader tech sell-off that saw the Nasdaq drop 1.57%. Investors weighed Meta’s 2026 capex forecast of $115–$135 billion as scrutiny intensified over its ad and WhatsApp data practices in the U.S. and India. Trading volume reached 16.6 million shares.
5 February 2026
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Meta Stock Slides Again as Needham Warns of 10%-15% Downside on AI Spending

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

Meta shares fell 3.3% Wednesday, closing near $669 after a 10% drop since Jan. 29. Investors are uneasy over Meta’s plan to boost AI spending, with 2026 capital expenditures projected at up to $135 billion, nearly double 2025 levels. Needham warns margins could shrink and the stock may fall further if growth slows. India’s Supreme Court may reinstate limits on WhatsApp data sharing amid an ongoing antitrust case.
5 February 2026
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Meta stock slides after hours as AI jitters hit tech and senators target scam ads

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

Meta Platforms shares fell 3.3% to $669 in after-hours trading Wednesday, extending losses during a turbulent week for tech stocks. The drop followed a broader Nasdaq decline of 1.51% as investors weighed AI spending and regulatory risks. U.S. lawmakers introduced a bill targeting scam ads on social media, drawing a response from Meta. Traders are watching Alphabet’s earnings and regulatory developments for further market direction.
4 February 2026
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Nvidia’s Jensen Huang says “no drama” with OpenAI as chip doubts and Oracle’s $50B AI funding plan collide

Nvidia’s Jensen Huang says “no drama” with OpenAI as chip doubts and Oracle’s $50B AI funding plan collide

OpenAI has been seeking alternatives to some Nvidia chips for AI inference tasks, sources said, raising questions about their partnership. Nvidia CEO Jensen Huang said investment talks with OpenAI remain on track. Oracle plans to raise up to $50 billion in 2026 to expand its AI cloud business, citing demand from OpenAI and others. Nvidia and Oracle shares each fell about 5% in midday trading.
3 February 2026
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AppLovin stock rebounds after Google ‘Project Genie’ selloff as Feb. 11 earnings loom

AppLovin stock rebounds after Google ‘Project Genie’ selloff as Feb. 11 earnings loom

AppLovin shares rose 2.1% to $483.00 Monday and gained another 1% after hours, rebounding from Friday’s 17% plunge triggered by Google’s “Project Genie” launch. Analyst reports downplayed long-term risks from Alphabet’s AI tool, maintaining bullish ratings and high price targets. Volatility spiked as investors weighed AI’s impact on mobile gaming and awaited AppLovin’s Feb. 11 earnings report.
3 February 2026
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Meta stock price slips after-hours as New Mexico child-safety trial starts and AI capex stays in focus

Meta stock price slips after-hours as New Mexico child-safety trial starts and AI capex stays in focus

Meta shares fell 1.4% to $706.41 in after-hours trading Monday after jury selection began in a New Mexico civil case alleging the company enabled child exploitation. The drop followed Meta’s warning of rising legal risks and projected 2026 expenses up to $169 billion. Broader markets rose, with the S&P 500 up 0.5%. Opening statements in the New Mexico trial are set for Feb. 9.
3 February 2026
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Bitcoin drops below $80,000 as ChatGPT and Grok spit out 2026 crypto picks

Bitcoin drops below $80,000 as ChatGPT and Grok spit out 2026 crypto picks

Bitcoin fell 6.5% to $78,719 Saturday, dropping below $80,000 after President Trump named Kevin Warsh as the next Fed chair, fueling fears of tighter liquidity. Liquidations topped $2 billion, and U.S. spot bitcoin ETFs saw $1.6 billion in net outflows in January. Gold and silver prices also declined. Retail sites and press releases continued touting both major and lesser-known cryptocurrencies.
2 February 2026
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Verizon’s near-12% leap puts communication services stocks in focus ahead of Disney, Alphabet results

Verizon’s near-12% leap puts communication services stocks in focus ahead of Disney, Alphabet results

Verizon surged 11.8% after raising its 2026 profit outlook and announcing a $25 billion buyback. XLC closed at $120.08, up 0.24%, as telecom gains offset losses in internet platforms. AT&T and T-Mobile also rose sharply. The S&P 500 fell 0.43% Friday amid investor focus on Fed leadership and mixed tech earnings.
1 February 2026
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Tech stocks brace for Alphabet, Amazon earnings as Nasdaq slip puts AI spending in focus

Tech stocks brace for Alphabet, Amazon earnings as Nasdaq slip puts AI spending in focus

The Nasdaq Composite fell 0.94% Friday to 23,461.82 as tech stocks stumbled ahead of key earnings from Alphabet, Amazon, AMD, and Qualcomm this week. Microsoft dropped 0.7% after a steep cloud revenue miss; Apple rose 0.4% on strong guidance. Investors are watching AI spending and the impact of Kevin Warsh’s Fed nomination as wholesale inflation jumped 0.5% last month.
1 February 2026
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Microsoft slump sets up a big week for Big Tech stock prices as Alphabet and Amazon report

Microsoft slump sets up a big week for Big Tech stock prices as Alphabet and Amazon report

Apple rose 0.4% to $259.48 Friday, while Tesla jumped 3.3% to $430.41; Microsoft fell 0.7% to $430.29 and Meta dropped 3% to $716.50. Wall Street’s main indexes closed lower after Donald Trump nominated Kevin Warsh as Fed chair and producer prices beat forecasts. Alphabet and Amazon report earnings this week, with the U.S. jobs report due Feb. 6. Investors remain focused on tech guidance and capital spending.
1 February 2026
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Meta stock price (META) slides into weekend — AI capex, lawsuits and a busy week ahead

Meta stock price (META) slides into weekend — AI capex, lawsuits and a busy week ahead

Meta shares fell 2.9% to $716.50 Friday after the company raised its 2026 capital spending target to as much as $135 billion and forecast higher total expenses. Investors weighed the jump in AI infrastructure costs against a 24% rise in quarterly ad revenue. A trial over teen safety on Meta platforms begins Monday in New Mexico. U.S. markets remain closed Sunday.
1 February 2026
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Communication Services stocks: Verizon surge lifts Communication Services Select Sector SPDR Fund as Alphabet, Walt Disney earnings loom

Communication Services stocks: Verizon surge lifts Communication Services Select Sector SPDR Fund as Alphabet, Walt Disney earnings loom

Verizon surged 11.8% after forecasting higher annual profit and free cash flow, and launching a $25 billion buyback. Charter Communications rose 7.6% on a smaller-than-expected broadband subscriber loss. Meta Platforms fell nearly 3% after raising its 2026 capital spending forecast by 73%. The S&P 500 slipped 0.43% amid Fed chair news and inflation data.
31 January 2026
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Tech stocks face a Monday test after Trump taps Warsh for Fed as Big Tech earnings line up

Tech stocks face a Monday test after Trump taps Warsh for Fed as Big Tech earnings line up

Nasdaq fell 0.94% Friday, led by a 4.1% drop in semiconductor ETFs and losses in major tech stocks after a hotter-than-expected PPI report. The 10-year Treasury yield hovered near 4.25%. Apple projected strong March-quarter revenue growth, while Tesla rose 3.3% against declines in Meta and Nvidia. Investors now await earnings from Alphabet, Amazon, and AMD, plus the Feb. 6 U.S. jobs report.
31 January 2026
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Stock Market Today

  • Amazon Emerges as the Most Attractive Buy Among Wall Street's Magnificent Seven Stocks
    March 24, 2026, 6:59 AM EDT. The Magnificent Seven stocks have propelled major U.S. indexes to record levels, yet valuations vary widely. Nvidia, the AI hardware leader trading at a forward P/E of 16, faces risks from increasing competition and high price-to-sales ratios signaling possible overvaluation. Conversely, Amazon, a dual-industry giant in e-commerce and cloud computing, is at its cheapest point relative to projected cash flow despite higher traditional P/E levels. AWS, Amazon's cloud arm, significantly drives its robust cash flow generation, making it an attractive value play. Investors may find Amazon's valuation more compelling than Nvidia's amid potential AI market shakeouts.
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