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Stock Market 6 February 2026

Amazon stock slides on $200 billion AI capex plan as Nvidia and other AI stocks split

Amazon stock slides on $200 billion AI capex plan as Nvidia and other AI stocks split

Amazon.com shares dropped roughly 9% on Friday after revealing a $200 billion capital expenditure plan for 2026, intensifying investor concerns about Big Tech’s AI investments delivering quick returns. Analysts at MoffettNathanson described the size of the spending as “materially greater than consensus expected.”
Micron (MU) stock price steadies as Nvidia HBM4 doubts surface — what happens next

Micron (MU) stock price steadies as Nvidia HBM4 doubts surface — what happens next

Micron Technology shares edged up 0.5% to $384.86 in early Friday action, bouncing between $371.27 and $401.50. Investors reacted to a bearish outlook on Micron’s next-gen AI memory. Semianalysis cut its forecast for Micron’s share of Nvidia’s HBM4 supply to zero, saying it sees “no indications of Nvidia ordering Micron HBM4,” according to a report on Investing.com.
Dow Jones jumps nearly 700 points after tech rout — but AI spending fears still bite

Dow Jones jumps nearly 700 points after tech rout — but AI spending fears still bite

The Dow Jones Industrial Average climbed 687.55 points, or 1.41%, to 49,596.27 by 9:55 a.m. ET Friday, clawing back some losses after a tech-driven selloff shook U.S. equities this week. Amazon slipped roughly 8.7%, while Nvidia surged over 5%.
Kodiak Gas Services stock jumps on $675 million DPS buy as data-center power demand bites

Kodiak Gas Services stock jumps on $675 million DPS buy as data-center power demand bites

Kodiak Gas Services shares climbed roughly 4.2% on Friday, closing at $49.29. This came a day after the contract compression firm agreed to purchase Distributed Power Solutions for about $675 million. CEO Mickey McKee described distributed power as “a natural extension” of Kodiak’s large-engine business. DPS President Scott Milligan called the acquisition an “important milestone” for his company.
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