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NASDAQ:MSFT 8 February 2026 - 11 February 2026

ServiceNow stock rebounds after software rout as JPMorgan flags “AI-resilient” names

ServiceNow stock rebounds after software rout as JPMorgan flags “AI-resilient” names

ServiceNow shares rose 2.5% to $106.48 Tuesday, rebounding with other software stocks after a sharp selloff tied to AI disruption fears. JPMorgan and Morgan Stanley said recent declines were driven by sentiment, not fundamentals. UBS downgraded the U.S. tech sector to “Neutral,” citing ongoing risks. Traders are watching if the rally holds into Wednesday.
11 February 2026
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AI stocks today: Cisco’s new chip enters the race as Nvidia faces China guardrails

AI stocks today: Cisco’s new chip enters the race as Nvidia faces China guardrails

Cisco unveiled its Silicon One G300 chip and router for AI data centers, aiming to boost network efficiency and compete with Nvidia and Broadcom. Nvidia, Broadcom, and AMD shares fell amid renewed U.S. licensing scrutiny on China and concerns over AI capital spending. Cisco stock edged up 0.3%. Investors are watching U.S. payroll and inflation data for signals on interest rates.
10 February 2026
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IREN stock price slips after Monday surge as bitcoin miners refocus on its Microsoft AI bet

IREN stock price slips after Monday surge as bitcoin miners refocus on its Microsoft AI bet

IREN shares fell 1.6% to $45.42 Tuesday morning, following a 10.3% rebound Monday. The bitcoin miner and AI cloud operator reported a Q4 net loss of $155.4 million on $184.7 million revenue, as AI cloud revenue rose to $17.3 million. IREN secured $3.6 billion in GPU financing for its Microsoft contract. Bitcoin traded near $69,405, while other U.S.-listed miners edged higher.
10 February 2026
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AI stocks rebound after rout as Oracle jumps nearly 10% and Nvidia climbs

AI stocks rebound after rout as Oracle jumps nearly 10% and Nvidia climbs

Oracle jumped 9.8% to $156.59 after an analyst upgrade, leading gains in AI-linked tech stocks in late trading Monday. Nvidia rose 2.4%, AMD 3.6%, Broadcom 3.3%, and Microsoft 3.1%. The S&P 500 closed up 0.47%, Nasdaq 0.88%, and Dow 0.03%. Traders await U.S. payrolls Wednesday and CPI Friday for signals on Fed policy.
9 February 2026
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Microsoft stock jumps 3% as AI jitters ease — here’s what’s next for MSFT this week

Microsoft stock jumps 3% as AI jitters ease — here’s what’s next for MSFT this week

Microsoft shares climbed 3.1% to $413.68 Monday, valuing the company at about $3.59 trillion. The stock rebounded as software names rallied after last week’s selloff, despite concerns over rising capital spending and tight Azure capacity. Jefferies kept a Buy rating, but Stifel downgraded Microsoft, citing AI competition and supply constraints. OpenAI reportedly saw ChatGPT growth exceed 10% monthly, according to CNBC.
9 February 2026
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IREN stock price jumps as traders lean back into AI-cloud bet despite bitcoin slide

IREN stock price jumps as traders lean back into AI-cloud bet despite bitcoin slide

IREN shares climbed 6.4% to $44.51 Monday, rebounding after last week’s earnings drop despite a decline in bitcoin. The company reported a quarterly net loss of $155.4 million on $184.7 million in revenue, with $167.4 million from bitcoin mining and $17.3 million from AI services. IREN said it secured $3.6 billion in GPU financing tied to its Microsoft contract. Analyst price targets diverged after the results.
9 February 2026
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Microsoft stock price today: MSFT rebounds as traders brace for jobs data and an AI-driven software shakeout

Microsoft stock price today: MSFT rebounds as traders brace for jobs data and an AI-driven software shakeout

Microsoft shares climbed 1.4% to $406.68 in early Monday trading after recent pressure on software stocks. The move followed earnings showing 17% revenue growth and a 39% jump in Azure and cloud services. U.S. indexes opened lower as investors awaited jobs and inflation data later this week. Options markets signaled continued volatility in the software sector.
9 February 2026
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AI stocks split: Nvidia jumps, Micron slips as “picks-and-shovels” trade returns

AI stocks split: Nvidia jumps, Micron slips as “picks-and-shovels” trade returns

Nvidia jumped 3.5% Monday, leading gains in AI chip stocks, while Micron fell 1.3% amid concerns over next-gen memory demand. AMD rose 2.5% and Broadcom added 2.4%. Samsung is set to begin shipping HBM4 memory after Lunar New Year, following Nvidia quality tests. Traders await Nvidia’s GTC event in March for further signals.
9 February 2026
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Microsoft stock rises despite Stifel downgrade as Azure issues keep AI spending in focus

Microsoft stock rises despite Stifel downgrade as Azure issues keep AI spending in focus

Microsoft shares rose 1.8% to $401.14 Monday morning, bucking declines in the S&P 500 and Nasdaq. The move followed a downgrade by Stifel, which cited cloud supply constraints, rising AI competition, and heavy investment. Microsoft also reported a weekend Azure outage tied to a power interruption at a West US data center. Investors await key U.S. jobs and inflation data later this week.
9 February 2026
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QQQ tug-of-war: SEC filings show fresh buying and a bank cut as Nasdaq tests faster Nasdaq-100 entry

QQQ tug-of-war: SEC filings show fresh buying and a bank cut as Nasdaq tests faster Nasdaq-100 entry

Paradigm Capital Management more than doubled its Invesco QQQ stake in Q3, raising holdings by 121% to 2,998 shares worth $1.8 million, filings show. Penserra increased its QQQ position by 26%, while SouthState Bank cut its stake by 45%. Nasdaq is seeking feedback on a rule to speed up adding large new listings to the Nasdaq-100.
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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Cloud computing stocks bounce back — SKYY jumps, but Amazon’s AI spending plan keeps nerves high

Cloud computing stocks bounce back — SKYY jumps, but Amazon’s AI spending plan keeps nerves high

Cloud-focused ETFs rose 2%–4% Friday as tech stocks rebounded, with the First Trust Cloud Computing ETF up 4.4%. Amazon dropped 5.6% on concerns over $200 billion in planned AI infrastructure spending. Snowflake jumped 7.5% and Microsoft gained 1.8%. U.S. jobs and inflation data due later this week could shift rate expectations and impact high-growth cloud shares.
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, AMD jump on Big Tech AI spending plans; CPI and Nvidia earnings are the next test for AI stocks

Nvidia, AMD jump on Big Tech AI spending plans; CPI and Nvidia earnings are the next test for AI stocks

Nvidia jumped 7.9% to $185.41 Friday as the Dow closed above 50,000 for the first time and chip stocks rallied on AI spending plans. Amazon fell 5.6% despite projecting 50% higher capex this year, while the Nasdaq slipped 1.9% for the week. Investors are watching for signs Monday if the AI rebound holds. January U.S. CPI data is due Feb. 13.
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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Microsoft stock hovers near $400 as AI spending nerves meet a big data week

Microsoft stock hovers near $400 as AI spending nerves meet a big data week

Microsoft closed Friday up 1.9% at $401.14, near the $400 mark after a turbulent week for tech stocks. Investors are weighing the impact of a $600 billion AI spending push on profits, while upcoming U.S. jobs and inflation data may affect rate expectations and tech valuations. Analyst Brad Reback downgraded Microsoft to “hold,” citing competition and margin concerns.
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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Windows 11 printer alert: Microsoft tightens the screws on legacy V3/V4 drivers in 2026

Windows 11 printer alert: Microsoft tightens the screws on legacy V3/V4 drivers in 2026

Microsoft has blocked most new legacy Windows printer driver submissions, requiring manual review and justification from print partners as it phases out the V3 and V4 driver pipeline. No new third-party printer drivers will be published to Windows Update for Windows 11 and Windows Server 2025 or later after January 15, 2026. Existing drivers remain installable, with security fixes continuing for supported OS versions.
8 February 2026
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