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NASDAQ:NVDA 6 February 2026 - 8 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

Investors can't agree on whether the AI surge is worth the price tag as Big Tech heads into next week. Amazon.com slid 5.6% on Friday, while Nvidia soared 7.9%. Thanks to Amazon’s latest moves, expected AI spending by it and cloud giants Microsoft, Alphabet, and Meta is now pegged close to $600 billion for 2026. The Dow broke through 50,000 for the first time ever on Friday. Yet the Nasdaq lags, down 0.9% so far this year.
7 February 2026
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Semiconductor stocks surge as AI capex stays high; Nvidia and AMD lead into next week

Semiconductor stocks surge as AI capex stays high; Nvidia and AMD lead into next week

Semiconductor names in the U.S. surged Friday, driving the Philadelphia Semiconductor Index up 5.7% to close at 8,048.6. Nvidia popped 7.87% to $185.41, Advanced Micro Devices tacked on 8.28% to finish at $208.44, and Broadcom ended up 7.22% at $332.92. Intel moved up 4.87% to $50.59.
7 February 2026
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Nvidia stock jumps 8% as AI chip stocks rebound on Big Tech spending — what to watch next week

Nvidia stock jumps 8% as AI chip stocks rebound on Big Tech spending — what to watch next week

Nvidia shot up 7.8% on Friday, locking in a strong comeback for AI-linked chip and data center names as traders piled back into “picks-and-shovels” plays. AMD took off with an 8.3% gain, Broadcom rallied 7.1%, and the Philadelphia semiconductor index jumped 5.7%. Amazon, though, dropped 5.6% after warning this year’s capital expenditures would soar over 50%. “There’s real demand” for AI products, said Ross Mayfield, investment strategy analyst at Baird, pointing out that recent selloffs have been quick to attract fresh buyers.
7 February 2026
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Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

Nvidia rallied 7.8% Friday, pushing chipmakers higher and sending the Dow Jones Industrial Average past 50,000 for the first time. The PHLX semiconductor index tacked on 5.7%. Advanced Micro Devices jumped 8.3%, Broadcom added 7.1%. Amazon, meanwhile, slid 5.6% after issuing a cautious spending outlook. “There’s enough evidence that there’s real demand for AI products,” said Ross Mayfield, investment strategy analyst at Baird.
7 February 2026
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AI stocks snap back: Nvidia surges, Dow clears 50,000 as Amazon’s AI spend spooks investors

AI stocks snap back: Nvidia surges, Dow clears 50,000 as Amazon’s AI spend spooks investors

Nvidia and several other chipmakers connected to AI soared Friday, driving the Dow Jones Industrial Average past the 50,000 mark for the first time. Amazon slipped, though, fueling debate among investors about how much the AI ramp-up is costing. The S&P 500 and Nasdaq snapped their three-day losing streaks, both closing in the green.
6 February 2026
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Dow Jones breaks 50,000 for first time as Nvidia rebounds; Wall Street turns to delayed jobs report

Dow Jones breaks 50,000 for first time as Nvidia rebounds; Wall Street turns to delayed jobs report

The Dow Jones Industrial Average finally cracked 50,000 on Friday, closing at 50,115.67 for a 2.47% jump as chip stocks drove a rally. Nvidia surged 7.8%, fueling moves in both the S&P 500 and Nasdaq. Amazon dropped 5.6%. Molina Healthcare shares plunged 25.5% after the company issued a weaker outlook for 2026. “There’s enough evidence that there’s real demand for AI products,” said Ross Mayfield, investment strategy analyst at Baird.
6 February 2026
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Micron stock dips after report says Nvidia HBM4 orders may bypass it for SK Hynix, Samsung

Micron stock dips after report says Nvidia HBM4 orders may bypass it for SK Hynix, Samsung

Shares of Micron Technology fell 0.5% ahead of Friday’s open after Semianalysis downgraded its forecast, now expecting Micron to miss out entirely on supplying HBM4 memory for Nvidia’s next products. https://www.investing.com/news/stock-market-news/micron-stock-dips-as-analyst-slashes-nvidia-hbm4-supply-forecast-to-zero-4491031
6 February 2026
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Nvidia stock price jumps after Amazon flags bigger AI spend — what investors watch next

Nvidia stock price jumps after Amazon flags bigger AI spend — what investors watch next

Nvidia bounced back in late U.S. trading, climbing $14.20, or roughly 8.3%, to $186.08. Earlier in the week, the stock had stumbled as investors worried about lofty AI-related valuations. Shares ranged wildly, dipping as low as $172.62 before touching $186.93. Chip stocks caught a lift after Amazon flagged plans for heftier data-center spending. “There’s real demand for AI products,” said Baird’s Ross Mayfield, investment strategy analyst.
6 February 2026
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Dow hits 50,000 as Amazon’s $200 billion AI spending plan spooks tech investors

Dow hits 50,000 as Amazon’s $200 billion AI spending plan spooks tech investors

Wall Street surged Friday, pushing the Dow past 50,000 for the first time as chipmakers soared on hopes for fresh AI data-center investments, though Amazon slipped amid concerns over increased spending. The S&P 500 climbed 1.73%, with the Nasdaq Composite up 1.91%. Nvidia, AMD, and Broadcom all rallied over 7%. “Real demand for AI products” is still drawing in buyers, said Ross Mayfield, investment strategy analyst at Baird.
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

Stocks snapped back on Friday, reversing course after three straight sessions of selling that dragged down big tech and other risk plays. By 12:10 p.m. ET, the Dow was up 989.72 points, or 2.02%, sitting at 49,898.44. The S&P 500 added 1.56%, while the Nasdaq jumped 1.69%, according to Reuters data. “The market looks like it was getting a bit overdone to the downside,” said Robert Pavlik, senior portfolio manager at Dakota Wealth.
6 February 2026
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