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NASDAQ:META 6 February 2026 - 9 February 2026

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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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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Stock Market Today

  • U.S. Stocks Rally on Middle East Peace Hopes, Strong Q1 Earnings on Apr 16, 2026
    April 16, 2026, 7:36 AM EDT. U.S. stock markets closed mostly higher on Wednesday amid renewed hopes for Middle East peace talks and strong first-quarter earnings. The S&P 500 rose 0.8% to a record close at 7,022.95, while the tech-heavy Nasdaq Composite gained 1.6%, hitting a new record intraday high. The Dow Jones Industrial Average slid 0.2%. Key sectors such as Consumer Discretionary, Information Technology and Communication Services posted gains, while Energy declined 2%. The CBOE Volatility Index fell to its lowest since February, signaling reduced market fear. Bank of America, Morgan Stanley and Progressive Corp. exceeded earnings expectations, driving investor sentiment. President Donald Trump highlighted potential peace talks starting soon in Pakistan, boosting market optimism and supporting risky assets.

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India Stock Market Today: Sensex, Nifty Reverse Early Rally as Oil Caution Returns

India Stock Market Today: Sensex, Nifty Reverse Early Rally as Oil Caution Returns

16 April 2026
India’s Nifty 50 fell 0.14% and Sensex dropped 0.16% Thursday, reversing early gains as optimism over U.S.-Iran talks faded and Brent crude rose to $96.58 a barrel. Foreign investors have pulled $38 billion from Indian equities since 2025. The rupee held near 93.30 per dollar, with offshore dollar/rupee hedges easing after RBI action. HDB Financial Services shares surged on a 41.4% profit jump.
UK Stock Market Today: FTSE 100 Rises as Miners Rally, Morgan Sindall Jumps and easyJet Slides

UK Stock Market Today: FTSE 100 Rises as Miners Rally, Morgan Sindall Jumps and easyJet Slides

16 April 2026
Britain’s FTSE 100 rose 0.2% to 10,579 on Thursday morning, led by gains in miners and financials as hopes for US-Iran talks steadied markets. UK GDP grew 0.5% in February, beating forecasts. Morgan Sindall surged after raising its profit outlook, while easyJet fell on weak bookings and higher fuel costs. Tesco gained despite warning the Iran conflict had clouded its outlook.
Singapore Stock Market Today: STI Slips Despite Asia Rally as Banks Drag, Olam Jumps

Singapore Stock Market Today: STI Slips Despite Asia Rally as Banks Drag, Olam Jumps

16 April 2026
Singapore’s Straits Times Index fell 0.27% to 5,007.83 on Thursday, weighed by declines in DBS, OCBC, UOB, and Singtel. Olam surged nearly 8% after clearing the last hurdle for its Olam Agri sale. The STI lagged regional peers as Japan’s Nikkei 225 and Hong Kong’s Hang Seng both advanced. Singapore’s economy remains sensitive to higher import costs and supply disruptions despite recent GDP growth.
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