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Stock Market 8 February 2026

Financial services stocks brace for “jobs + CPI” week after XLF jumps — here’s what traders watch

Financial services stocks brace for “jobs + CPI” week after XLF jumps — here’s what traders watch

Financial services names in the U.S. caught a bid going into the weekend, with the Dow breaking past 50,000 for the first time. Goldman Sachs rallied 4.3%, fueling the move. “What’s driven it recently has been the broadening that we have seen in the market … other than just the tech, AI trade,” said Horizon Investment Services CEO Chuck Carlson.
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.com is making waves with plans to pour around $200 billion into capex this year—think data centers, chips, the works. That figure “materially greater than consensus expected,” MoffettNathanson analysts noted. Still, CEO Andy Jassy pointed out: AWS is scaling up from a much bigger starting point than its cloud competitors.
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 computing names wrapped up Friday in the green, with key cloud ETFs notching gains—First Trust Cloud Computing ETF up 4.4%, WisdomTree Cloud Computing Fund ahead 3.5%, and Global X Cloud Computing ETF climbing 2.2%. Amazon, though, dropped 5.6% as investors balked at the mounting price tag of its AI buildout. Snowflake soared 7.5%, while Microsoft edged up 1.8%.
Healthcare stocks set up for Monday: Hims drops $49 Wegovy copycat as FDA targets compounded GLP-1s

Healthcare stocks set up for Monday: Hims drops $49 Wegovy copycat as FDA targets compounded GLP-1s

Hims & Hers announced Saturday it’s discontinuing access to its compounded semaglutide pill—previously sold at $49 a month—after U.S. regulators threatened enforcement on off-brand weight-loss treatments. Shares in Hims dropped 15.9% Friday, closing at $19.36. https://www.reuters.com/legal/litigation/hims-hers-stop-offering-compounded-semaglutide-pill-after-fda-crackdown-2026-02-07/ https://finance.yahoo.com/quote/HIMS/history/
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

Big Tech walks into Monday divided: Friday’s bounce revived chip stocks, but Amazon sank as new concerns flared over AI infrastructure costs. The Dow topped 50,000 for the first time, with the S&P 500 rising 2% and the Nasdaq up a shade over 2%, thanks mostly to Nvidia and other semiconductors.
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