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NASDAQ:NVDA 8 February 2026 - 9 February 2026

CoreWeave stock jumps 8% as traders reset AI bets ahead of earnings

CoreWeave stock jumps 8% as traders reset AI bets ahead of earnings

CoreWeave shares jumped 8.5% to $97.56 Monday, rebounding from an early dip as trading volume topped 11 million. The company, set to report earnings Feb. 26, faces a pending securities class action and recent insider share-sale disclosures. Last week, CoreWeave launched a new lab and brand campaign featuring Chance the Rapper. Shares have swung between $33.52 and $187.00 over the past year.
9 February 2026
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Apollo’s $3.4B xAI chip lease puts Nvidia demand, Broadcom’s Google TPU push back in focus

Apollo’s $3.4B xAI chip lease puts Nvidia demand, Broadcom’s Google TPU push back in focus

Apollo Global Management is close to a $3.4 billion loan to buy Nvidia chips for leasing to Elon Musk’s xAI, The Information reported. Alphabet is considering a $15 billion U.S. bond sale to fund AI infrastructure, according to Bloomberg. Investors are watching whether custom chips from Broadcom and Google can challenge Nvidia’s dominance.
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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AMD stock climbs in early trade as chip rebound holds — jobs and CPI loom this week

AMD stock climbs in early trade as chip rebound holds — jobs and CPI loom this week

AMD shares rose 1.6% to $211.88 Monday morning, rebounding after last week’s volatility in AI chip stocks. Nvidia gained 3.4% and Broadcom 2.7%, while Intel fell 4.2%. Investors watched for signals on interest rates ahead of key U.S. economic data and Fed comments. Demand for AI data-center chips remained in focus as big tech spending plans drove market moves.
9 February 2026
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Nvidia stock (NVDA) slips early as AI capex worries return ahead of Feb. 25 earnings

Nvidia stock (NVDA) slips early as AI capex worries return ahead of Feb. 25 earnings

Nvidia shares slipped 0.8% in premarket trading Monday to $183.99 after a sharp rebound Friday. Investors are focused on the company’s Feb. 25 earnings and outlook, with 2027 demand in focus amid scrutiny of AI-related spending. Apollo is close to a $3.4 billion loan to buy Nvidia chips for leasing to xAI, Reuters reported. CEO Jensen Huang maintains AI infrastructure demand remains strong.
9 February 2026
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Palantir stock holds near $136 before the bell as AI jitters and U.S. data week loom

Palantir stock holds near $136 before the bell as AI jitters and U.S. data week loom

Palantir shares hovered near $135.90 in premarket trading Monday after a 4.5% gain Friday, with about 1.5 million shares traded early. Software stocks remained volatile as investors awaited U.S. jobs and inflation data. The S&P software group has lagged the broader index by nearly 24 percentage points in three months. Palantir also faced scrutiny in Britain over a £241 million defense AI contract awarded without competition.
9 February 2026
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Intel stock price holds near $50.6 before open as investors brace for jobs data and Nvidia earnings

Intel stock price holds near $50.6 before open as investors brace for jobs data and Nvidia earnings

Intel shares held steady near $50.59 in premarket trading Monday after a 4.9% jump Friday. The stock tracked weakness in chipmakers as investors questioned Big Tech’s AI spending and awaited delayed U.S. economic data. Intel reportedly plans to invest up to $150 million in AI chip startup SambaNova and warned Chinese customers of server CPU shortages and longer delivery times.
9 February 2026
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Nvidia (NVDA) slips before the bell as AI spending doubts put Feb. 25 earnings in focus

Nvidia (NVDA) slips before the bell as AI spending doubts put Feb. 25 earnings in focus

Nvidia shares fell 0.9% to $183.70 in premarket trading Monday, easing after a 7.9% surge Friday. The move comes as traders assess Big Tech’s AI spending plans and await U.S. jobs and inflation data later this week. Samsung is set to begin mass production of HBM4 memory for Nvidia GPUs later this month, according to Korean media. Nvidia reports quarterly results on February 25.
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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Dow futures steady as Wall Street braces for delayed jobs report and CPI after tech jitters

Dow futures steady as Wall Street braces for delayed jobs report and CPI after tech jitters

Dow futures rose 46 points premarket Monday while S&P 500 and Nasdaq 100 futures slipped. Kroger jumped 6% after a report naming Greg Foran as incoming CEO. Hims & Hers fell after pulling its $49 weight-loss pill following regulatory pressure. Traders awaited delayed January payrolls data and Friday’s CPI report.
9 February 2026
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Dow Jones futures steady after Dow hits 50,000 as jobs report, CPI loom this week

Dow Jones futures steady after Dow hits 50,000 as jobs report, CPI loom this week

The Dow closed above 50,000 for the first time Friday, ending at 50,115.67, up 2.47%. Dow E-mini futures rose 46 points premarket Monday, while S&P 500 and Nasdaq 100 futures slipped. U.S. payrolls and CPI data, delayed by a federal shutdown, are now set for release Feb. 11 and Feb. 13. Caterpillar, Goldman Sachs, and Nvidia led Friday’s gains.
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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Amazon’s $200 billion AI spending plan rattles tech stocks — what traders watch next week

Amazon’s $200 billion AI spending plan rattles tech stocks — what traders watch next week

Amazon projected about $200 billion in capex for 2026, far above analyst expectations, sending its shares down 5.6% Friday. The Nasdaq rose 2.18% as chipmakers surged, with Nvidia up 7.8%. About $1 trillion in market value has been wiped from the S&P 500 software and services index since Jan. 28. Wall Street’s tech sector is down roughly 9% from its late-October peak.
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 spark chip-stock rebound on AI spending plans — what to watch this week

Nvidia, AMD spark chip-stock rebound on AI spending plans — what to watch this week

The Philadelphia chip index jumped 5.7% Friday, led by Nvidia’s 7.9% surge, as investors bet on continued AI data-center spending. Amazon projected $200 billion in capex for 2026, boosting supplier sentiment. The Semiconductor Industry Association forecast global chip sales hitting $1 trillion in 2026. Apple warned of sharply rising memory chip prices amid a supply squeeze.
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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Dow hits 50,000 — jobs and inflation data loom after Wall Street’s AI-fueled rebound

Dow hits 50,000 — jobs and inflation data loom after Wall Street’s AI-fueled rebound

The Dow Jones Industrial Average closed above 50,000 for the first time Friday, ending at 50,115.67 after a 2.47% jump. Caterpillar and Nvidia led gains as chip stocks rebounded, while Amazon fell 5.6% on plans for higher AI spending. Key U.S. jobs and inflation data releases were postponed to next week after a government funding lapse. Coca-Cola and Cisco are set to report earnings on Feb. 10 and Feb. 11, respectively.
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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