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Artificial Intelligence News 7 February 2026

GOOG stock price: Alphabet’s $185 billion AI spend plan keeps Google shares on edge into Monday

GOOG stock price: Alphabet’s $185 billion AI spend plan keeps Google shares on edge into Monday

Alphabet Class C shares (GOOG) fell 2.48% to $323.10 Friday after the company projected 2026 capital spending of up to $185 billion, more than double 2025 levels. CEO Sundar Pichai sold 32,500 shares earlier in the week under a pre-set plan. The Dow closed above 50,000 for the first time. Over 33.9 million GOOG shares traded, above recent volume.
7 February 2026
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Amazon stock tumbles on $200 billion AI spend plan — what to know before Monday

Amazon stock tumbles on $200 billion AI spend plan — what to know before Monday

Amazon shares fell 5.6% to $210.32 on Friday after the company projected about $200 billion in 2026 capital expenditures, triggering investor concern over AI spending. The stock had already dropped 11.5% after-hours Thursday. Amazon forecast Q1 net sales of $173.5–$178.5 billion and operating income of $16.5–$21.5 billion. Analyst Gil Luria downgraded Amazon, citing rising investment as its cloud lead narrows.
7 February 2026
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Alphabet stock drops for a fourth straight day as AI spending jitters linger

Alphabet stock drops for a fourth straight day as AI spending jitters linger

Alphabet shares fell 2.53% to $322.86 Friday, marking a fourth straight decline as investors questioned heavy AI-related spending. The Nasdaq slipped Thursday after Alphabet detailed up to $185 billion in capex, while the Dow and S&P 500 rose Friday on chipmaker gains. U.S. markets reopen Monday, with attention on Alphabet’s outlook and upcoming jobs and inflation data.
7 February 2026
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BBAI stock jumps 16% into BigBear.ai share-vote week — what to watch next

BBAI stock jumps 16% into BigBear.ai share-vote week — what to watch next

BigBear.ai Holdings shares surged 15.7% Friday to $4.72 ahead of a key shareholder vote on doubling authorized shares to 1 billion. Options trading was heavy, with a put/call ratio of 0.19. The company recently announced deals in AI customs technology and a partnership with Abu Dhabi’s AD Ports Group. The special meeting is set for Feb. 18, with online voting open until late Feb. 17.
7 February 2026
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Tesla stock price rises to $411 as Musk solar hiring push and China AI plan set up week ahead

Tesla stock price rises to $411 as Musk solar hiring push and China AI plan set up week ahead

Tesla shares closed up 3.5% at $411.11 on Friday after news of a U.S. solar hiring push and an AI training center in China. The company targets 100 GW of U.S. solar manufacturing by 2028, far above current national output. Investors remain focused on Tesla’s autonomy and energy projects. Upcoming U.S. jobs and inflation data may affect market sentiment next week.
7 February 2026
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Palantir stock price rebounds to $135.90 on Cognizant AI deal — what to watch next week

Palantir stock price rebounds to $135.90 on Cognizant AI deal — what to watch next week

Palantir shares closed Friday at $135.90, up 4.5% after Cognizant’s TriZetto unit announced plans to deploy Palantir Foundry and AIP in healthcare and business-process operations. The Dow closed above 50,000 for the first time. U.S. jobs and inflation data due next week may shift rate expectations for high-growth software stocks.
7 February 2026
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Amazon stock slides on $200 billion AI spending plan — what to know before Monday’s open

Amazon stock slides on $200 billion AI spending plan — what to know before Monday’s open

Amazon shares fell 5.55% to $210.32 Friday after the company outlined a $200 billion 2026 capex plan and forecast lower-than-expected operating income. D.A. Davidson downgraded the stock, citing tougher cloud competition. Analysts trimmed price targets following the results. Amazon reported Q4 net sales of $213.4 billion and AWS revenue of $35.6 billion.
7 February 2026
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Amazon stock slides as $200B AI spending plan meets cautious profit outlook

Amazon stock slides as $200B AI spending plan meets cautious profit outlook

Amazon shares fell 9% Friday after the company announced plans for $200 billion in 2026 capital spending, mainly for AWS and AI, and issued a first-quarter profit outlook below estimates. The stock drop could erase $200 billion in market value. Fourth-quarter net sales rose 14% to $213.4 billion, while free cash flow declined due to higher spending on AI infrastructure.
7 February 2026
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Compass Group PLC stock price slips to 2,125p as AI worries hang over office catering demand

Compass Group PLC stock price slips to 2,125p as AI worries hang over office catering demand

Compass Group shares fell 2.48% to 2,125p on Friday, underperforming the FTSE 100’s 0.59% gain. The caterer reported 7.3% first-quarter organic revenue growth and reiterated its 2026 outlook. Shares hit a three-year low amid investor concerns over AI’s impact on office catering. Compass will switch its London trading currency to U.S. dollars from April 1.
7 February 2026
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Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

Amazon shares fell Friday after the company announced a $200 billion AI infrastructure plan for 2026, exceeding analyst expectations and reviving investor concerns about profitability. Combined 2026 capex flagged by Amazon, Alphabet, Microsoft, and Meta now tops $630 billion. Nvidia, AMD, and Broadcom shares surged on the news, while software and data firms remained under pressure.
7 February 2026
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Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

Nvidia surged 7.8% Friday, leading a chip stock rally that pushed the Dow above 50,000 for the first time. The PHLX semiconductor index gained 5.7% as Advanced Micro Devices rose 8.3% and Broadcom 7.1%. Amazon fell 5.6% after projecting $200 billion in 2026 capital spending. Investors weighed a $600 billion AI infrastructure outlay against sharp losses in software shares.
7 February 2026
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WiseTech Global share price slides to A$47.60 as AI fears batter ASX tech — what to watch next

WiseTech Global share price slides to A$47.60 as AI fears batter ASX tech — what to watch next

WiseTech Global shares fell 4.6% to A$47.60 Friday, with turnover at 3.61 million shares, amid a broader selloff in software stocks. The S&P/ASX 200 dropped 2.03%, its worst session since November, and WiseTech is down 28.7% for the month. U.S. software stocks have lost about $1 trillion since Jan. 28. WiseTech’s half-year results are due Feb. 25.
7 February 2026
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Snowflake stock rebounds 7% after AI-software jitters; SNOW earnings next big test

Snowflake stock rebounds 7% after AI-software jitters; SNOW earnings next big test

Snowflake shares jumped 7.5% to $168.43 on Friday, recovering part of a three-day slide that saw the stock drop from $190.68 to $156.71. The rebound follows the company’s move to offer Anthropic’s Claude Opus 4.6 on its Cortex AI platform. Investors are watching for Snowflake’s quarterly results on Feb. 25 amid ongoing volatility in software stocks.
7 February 2026
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Goldman Sachs stock jumps on Anthropic AI-agent report as Dow clears 50,000

Goldman Sachs stock jumps on Anthropic AI-agent report as Dow clears 50,000

Goldman Sachs shares jumped 4.3% Friday after news the bank has worked with Anthropic for six months to build AI agents automating trade accounting and client onboarding. The stock closed at $928.75, helping push the Dow above 50,000 for the first time. Volume reached 2.5 million shares. Investors await delayed U.S. jobs and CPI data next week, seen as key for rate-cut bets.
7 February 2026
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Salesforce (CRM) stock ticks up after hours as AI jitters fade — Feb. 25 earnings are the next test

Salesforce (CRM) stock ticks up after hours as AI jitters fade — Feb. 25 earnings are the next test

Salesforce shares rose 0.8% to $191.35 in after-hours trading Friday after a turbulent week for software stocks. The S&P 500 Software & Services index gained 2.4% but ended the week down 8%, its worst since March 2020. Investors are watching for Salesforce’s quarterly and full-year results on February 25 amid concerns that new AI tools could pressure older software products.
7 February 2026
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Stock Market Today

MARA stock jumps 22% into weekend as bitcoin whipsaws; Monday risk test looms

MARA stock jumps 22% into weekend as bitcoin whipsaws; Monday risk test looms

7 February 2026
MARA shares jumped 22.4% to $8.24 Friday, trading higher after hours, as the company moved $87 million in bitcoin to major custodians. About 82.4 million MARA shares changed hands. Bitcoin hovered near $68,928 Saturday. A MARA filing showed its general counsel had shares withheld for taxes on vested stock units, not an open market sale.
Apple stock (AAPL) set for Monday test as memory-chip crunch revives iPhone price question

Apple stock (AAPL) set for Monday test as memory-chip crunch revives iPhone price question

7 February 2026
Apple shares closed up 0.8% at $278.12 Friday, then slipped 0.3% after hours. A global DRAM shortage is raising component costs, putting pressure on Apple’s pricing ahead of its Feb. 24 shareholder meeting. CEO Tim Cook said memory prices will rise “sharply” but gave no details on possible iPhone price hikes. Investors await signals before next week’s U.S. inflation data.
Roivant stock surges on brepocitinib skin-disease data; what to watch into Monday

Roivant stock surges on brepocitinib skin-disease data; what to watch into Monday

7 February 2026
Roivant shares surged 22.4% to $25.82 after Phase 2 data showed its drug brepocitinib outperformed placebo in cutaneous sarcoidosis, with no serious adverse events. The company plans a Phase 3 trial in 2026 and has filed for FDA approval in dermatomyositis. Quarterly revenue reached $2 million, with a $313.7 million loss. Cash holdings stood at $4.5 billion.
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