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NASDAQ:PEGA News 2 January 2026 - 4 January 2026

Stock Market Today

Big Tech stocks swing on AI spending fears: Amazon slides, Nvidia rebounds as week ahead looms

7 February 2026
New York, Feb 7, 2026, 12:43 (EST) — Market closed Big Tech stocks head into next week with investors split over the cost of the AI boom after Amazon.com (AMZN.O) ended Friday down 5.6% while Nvidia (NVDA.O) jumped 7.9%. Amazon’s plans pushed the projected 2026 AI spend for it and cloud rivals Microsoft, Alphabet and Meta to about $600 billion. The Dow closed above 50,000 for the first time on Friday, but the Nasdaq is still down 0.9% for the year. (Reuters) The bill is getting harder to ignore. Amazon projected $200 billion of capex — capital spending — in
Data Center Stocks Surge Into the Weekend: Digital Realty, Equinix and Vertiv Set Up a Big Week Ahead

Data Center Stocks Surge Into the Weekend: Digital Realty, Equinix and Vertiv Set Up a Big Week Ahead

7 February 2026
Digital Realty, Equinix, and Vertiv shares surged Friday, with Vertiv up 10% and Digital Realty rising 4.1%, as investors rotated back into AI-linked data center stocks. The move followed Amazon’s $200 billion and Alphabet’s $175–185 billion 2026 capex targets. Digital Realty set 2026 core FFO guidance at $7.90 to $8.00 per share. Wall Street ended the week broadly higher, led by chipmakers.
Quantum computing stocks bounce hard: IonQ, Rigetti, D‑Wave rally as traders reset for a data-heavy week

Quantum computing stocks bounce hard: IonQ, Rigetti, D‑Wave rally as traders reset for a data-heavy week

7 February 2026
IonQ, Rigetti, D‑Wave, and Quantum Computing Inc shares surged 15–21 percent Friday, erasing losses from the previous session. The rebound followed a Wall Street rally that sent the Dow above 50,000 for the first time. IonQ remains under scrutiny after a short-seller report questioned its Pentagon contract revenue. Investors await delayed U.S. jobs and inflation data next week.
Defense and space stocks rally, but Trump’s buyback-dividend squeeze is the next test

Defense and space stocks rally, but Trump’s buyback-dividend squeeze is the next test

7 February 2026
U.S. space and defense stocks rose Friday, with sector ETFs gaining up to 4.8% and Lockheed Martin up 2.4%. Investors are awaiting a Pentagon list that could restrict buybacks and dividends at underperforming contractors under a Trump executive order. Companies named would have 15 days to submit remediation plans. Lockheed’s board approved a $3.45 per share dividend for Q1 2026.
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