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Stock Market 5 February 2026

Amazon’s $200B AI spending plan jolts investors after Q4 earnings drop

Amazon’s $200B AI spending plan jolts investors after Q4 earnings drop

Amazon.com expects to spend around $200 billion on capital expenditures in 2026. Its shares dropped nearly 8% in after-hours trading Thursday, after the company’s profit forecast for the first quarter came in below Wall Street expectations. Amazon projected operating income between $16.5 billion and $21.5 billion, falling short of analysts’ $22.04 billion estimate, according to LSEG data compiled by Reuters.
Capgemini to sell ICE-linked U.S. unit as shares slip — what’s driving the backlash

Capgemini to sell ICE-linked U.S. unit as shares slip — what’s driving the backlash

Capgemini shares slipped to 118.05 euros from 119.10 in the previous close, following the Paris-listed IT service provider’s decision to sell Capgemini Government Solutions. This U.S. subsidiary is tied to U.S. Immigration and Customs Enforcement. The sale was announced on Feb. 1, after French officials and lawmakers demanded clarification on the unit’s ties to ICE.
5 February 2026
Ciena stock price swings on S&P 500 call-up, with Feb. 9 and March 5 in focus

Ciena stock price swings on S&P 500 call-up, with Feb. 9 and March 5 in focus

Ciena Corp shares slipped 0.8% to $251.41 Thursday afternoon, after fluctuating between $238.97 and $261.36 on roughly 2.7 million shares traded. S&P Dow Jones Indices announced Wednesday after the close that it will add the networking equipment maker to the S&P 500 ahead of trading on February 9. Ciena will replace Dayforce, following its acquisition by Thoma Bravo.
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