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Technology 8 February 2026 - 9 February 2026

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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Palantir stock rises as software rout eases; what investors are watching next for PLTR

Palantir stock rises as software rout eases; what investors are watching next for PLTR

Palantir shares rose 2.8% to $139.71 Monday morning, after trading between $134.81 and $140.69. The move followed last week’s global software selloff sparked by new AI legal tools. Palantir last week forecast 2026 revenue of up to $7.2 billion, with Q4 U.S. government sales up 66% to $570 million. The IGV ETF gained 1.1%, Nvidia rose 3.1%, and Oracle jumped nearly 10%.
9 February 2026
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TeraWulf (WULF) stock jumps after Morgan Stanley’s bullish AI data-center call

TeraWulf (WULF) stock jumps after Morgan Stanley’s bullish AI data-center call

TeraWulf shares jumped 11.5% to $15.93 after Morgan Stanley initiated coverage with an Overweight rating and a $37 target, citing the company’s push into data-center hosting. Bitcoin fell 2.4% to $69,351, pressuring other miners. Cipher Mining rose 9.5%, Marathon Digital slipped 0.6%, and Riot Platforms edged up 0.2%. TeraWulf reports Q4 results Feb. 26.
9 February 2026
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Corning stock (GLW) edges up in premarket after record close as Meta AI data-center deal stays in focus

Corning stock (GLW) edges up in premarket after record close as Meta AI data-center deal stays in focus

Corning shares climbed 1.8% to $124.40 in premarket trading Monday after closing at a record $122.16 Friday. The rally follows a supply deal with Meta Platforms worth up to $6 billion for optical fiber and cable. Corning reported Q4 2025 core sales of $4.41 billion and forecast Q1 core sales of $4.2–$4.3 billion. Investors are watching whether demand from big tech customers holds as regular trading opens.
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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Australia stock market today: ASX 200 jumps nearly 2% as tech rebounds; Pepper Money spikes on bid

Australia stock market today: ASX 200 jumps nearly 2% as tech rebounds; Pepper Money spikes on bid

The S&P/ASX 200 jumped 1.85% to 8,870.1 on Monday, erasing much of Friday’s losses as tech and real estate stocks led gains. Car Group surged 9.9% after strong results, while Pepper Money soared on a takeover bid. Australian household spending fell 0.4% in December. Traders now await major bank earnings and key U.S. economic data this week.
9 February 2026
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SMIC stock jumps 4% in Hong Kong ahead of Tuesday results as chip sentiment steadies

SMIC stock jumps 4% in Hong Kong ahead of Tuesday results as chip sentiment steadies

SMIC shares closed up 4.1% at HK$70.35 in Hong Kong Monday ahead of a board meeting Tuesday to approve unaudited quarterly results. The move followed gains in global chip stocks and a strong Hong Kong debut for Montage Technology. SMIC’s Shanghai shares rose about 2% to 114.93 yuan. Investors are watching for updates on demand, capacity, and management’s outlook.
9 February 2026
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Billionaires Buy These AI Stocks Up 2,000% — and It’s Not Nvidia or Broadcom

Billionaires Buy These AI Stocks Up 2,000% — and It’s Not Nvidia or Broadcom

Ken Griffin, Cliff Asness, Israel Englander, and Steven Cohen bought shares of Palantir Technologies and Comfort Systems USA in the third quarter, according to a new report. Palantir shares have surged about 2,000% since January 2023, while Comfort Systems is up 970%. Palantir rose 4.5% and Comfort Systems 7% in premarket trading Monday. Robinhood Markets gained 14%, and Nvidia and Broadcom each rose 7%.
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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Data Center Stocks Rip Higher Into the Weekend — Here’s What Wall Street Watches Next

Data Center Stocks Rip Higher Into the Weekend — Here’s What Wall Street Watches Next

Vertiv surged 10% Friday, leading gains in U.S. data center stocks as Equinix rose 5% and Digital Realty climbed 4%. The Dow closed above 50,000 for the first time, while chip stocks rallied. Investors now await Vertiv and Equinix earnings midweek and U.S. CPI and jobs data next Friday, which could affect rate expectations and data center REIT valuations.
8 February 2026
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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-focused ETFs rose 2%–4% Friday as tech stocks rebounded, with the First Trust Cloud Computing ETF up 4.4%. Amazon dropped 5.6% on concerns over $200 billion in planned AI infrastructure spending. Snowflake jumped 7.5% and Microsoft gained 1.8%. U.S. jobs and inflation data due later this week could shift rate expectations and impact high-growth cloud shares.
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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Amazon stock slides on $200 billion AI spending plan as Wall Street braces for jobs, CPI

Amazon stock slides on $200 billion AI spending plan as Wall Street braces for jobs, CPI

Amazon shares fell 5.6% to $210.32 Friday after the company projected over 50% higher capital spending this year, unsettling investors. The company reported Q4 net sales up 14% to $213.4 billion and AWS revenue up 24%. Analysts flagged concerns over the scale of Amazon’s AI infrastructure investment. U.S. retail sales, jobs, and inflation data are due next week.
8 February 2026
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Alibaba stock ends skid after Friday jump as Qwen giveaway hits glitches and earnings near

Alibaba stock ends skid after Friday jump as Qwen giveaway hits glitches and earnings near

Alibaba’s U.S.-listed shares rose 3% to $162.51 Friday, ending a six-session losing streak as tech stocks rebounded. The company’s Qwen app topped China’s Apple App Store after a 3 billion yuan Lunar New Year giveaway, but surging demand caused outages and WeChat blocked QR-code sharing. Alibaba’s next quarterly report is due Feb. 19 before the U.S. market opens.
8 February 2026
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Stock Market Today

  • BlackBerry (TSX:BB) Share Price Surge Sparks Reassessment on Valuation
    April 25, 2026, 7:58 PM EDT. BlackBerry's (TSX:BB) stock jumped 52.4% in the past month, trading around CA$6.92 following optimism on its shift to software and security. Despite a 48.8% one-year return, Simply Wall St's valuation score rates BB at 0/6, raising caution. A Discounted Cash Flow (DCF) model, estimating future cash flows discounted to today's value, pegs intrinsic value at CA$6.35, suggesting the stock is about 9.1% overvalued but close to its market price. The company's free cash flow projections extend to 2031, predicting CA$151 million by then, indicating potential but also volatility. Investors should monitor these signals as BlackBerry repositions away from legacy handsets, balancing growth hopes with valuation risks.

Latest article

Lockheed Martin Gets Golden Dome Opening as Profit Worries Bite

Lockheed Martin Gets Golden Dome Opening as Profit Worries Bite

26 April 2026
Lockheed Martin was named among firms awarded up to $3.2 billion for President Trump’s Golden Dome space-based missile interceptor plan, Space Systems Command said. The company reported weaker first-quarter results, with $18 billion in sales and negative free cash flow. Space Force aims to show initial interceptor capability in 2028. Golden Dome’s total cost is projected at $185 billion.
ASML Stock’s AI Boom Has a Catch: TSMC Won’t Rush the $410 Million Machine

ASML Stock’s AI Boom Has a Catch: TSMC Won’t Rush the $410 Million Machine

26 April 2026
ASML shares rose 2.3% in Amsterdam late Friday as the company reported Q1 net sales of €8.8 billion and raised its 2026 sales outlook to up to €40 billion. TSMC, ASML’s top customer, said it would delay adopting ASML’s new High-NA EUV machines, priced at over €350 million each, preferring to extend use of existing tools. ASML aims to deliver at least 60 standard EUV machines in 2026.
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