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$416.67
-11.38 (-2.66%)
At Close: Jun 05, 2026
Big Tech to Spend $650B This Year as AI Race Intensifies
02:58pm, Friday, 06'th Feb 2026
Four of the biggest US tech companies have forecast capital expenditures that will reach about $650 billion in 2026 for new data centers and gear, underscoring just how quickly the AI race is accelera
Microsoft's 22% Cash Edge Vs. Amazon's $200 Billion AI Gamble: Analysts Pick 2026 Winners
02:53pm, Friday, 06'th Feb 2026
Analyst Stefan Slowinski said the Big 5 hyperscalers now expect to spend nearly $700 billion in capex this year, up about 65% year over year.
Wall Street Roundup: Risk Off
01:25pm, Friday, 06'th Feb 2026
Risk-off sentiment is driving sharp sell-offs in Bitcoin and major software stocks, with investors reallocating away from stretched tech valuations. AI-driven CapEx arms race at Alphabet (GOOGL) and A
Microsoft Stock Looks For Relief After Brutal Software Sector Sell-Off
01:04pm, Friday, 06'th Feb 2026
Microsoft stock has been laid low by concerns about the potential negative impact of artificial intelligence on the software sector.
Alphabet and Microsoft: Billion Dollar AI Bettors
12:15pm, Friday, 06'th Feb 2026
Both companies are laying out huge capital to build out during the broader AI frenzy, with the trend seemingly not slowing anytime soon following recent quarterly results.
Nvidia and Microsoft Lead Wall Street Rally After Massive Sell-Off
12:12pm, Friday, 06'th Feb 2026
Wall Street bounced on Friday, with investors returning to technology stocks after assessing the impact of artificial intelligence on the software sector.The Do
Microsoft: Post-Earnings Sell-Off Justified, But The Stock Remains A Buy
10:44am, Friday, 06'th Feb 2026
Microsoft remains a buy despite justified repricing after its latest earnings revealed increased concentration risk from OpenAI-related backlog. MSFT's premium valuation has been challenged as 45% of
Big Tech Aims to Spend $650 Billion This Year on AI Capex
10:36am, Friday, 06'th Feb 2026
The spending planned by four of the biggest US technology companies together on capital expenditures is expected to reach about $650 billion in 2026. A tide of cash is earmarked for new data centers a
Microsoft: An OpenAI Problem (Rating Upgrade)
09:49am, Friday, 06'th Feb 2026
Microsoft: An OpenAI Problem (Rating Upgrade)
Major stock indexes opened higher Friday, a day after equities sank amid risk-off sentiment. Still, the Nasdaq and S&P 500 were poised to register sharp weekly losses.
Stock Market Live February 6, 2026: S&P (SPY) Rebounding on Tech Bounce
09:32am, Friday, 06'th Feb 2026
Live Updates Goldman Sachs Just Upgraded Vistra to a Buy 2 hours ago Live Goldman Sachs says investors should buy the dip in Vistra (NYSE: VST), noting that it should benefit from its deal with Meta.
First Look: Amazon's $200B AI Bet, Tech Rout
07:37am, Friday, 06'th Feb 2026
Stock News Amazon hikes AI capex: Amazon (AMZN) warned 2026 capital expenditures will surge to about $200 billion, focused largely on AWS and AI infrastructure,
Big Tech sees over $1 trillion wiped from stocks as fears of AI bubble ignite sell-off
07:16am, Friday, 06'th Feb 2026
Big Tech companies have seen over $1 trillion wiped from their stocks, according to FactSet data. Fears over AI spending sparked the sell-off.
Big Tech Unveils $650 Billion AI Capex Wave for 2026
07:12am, Friday, 06'th Feb 2026
Investors are being forced to recalibrate expectations as Alphabet (GOOG), Amazon (AMZN), Meta (META) and Microsoft (MSFT) collectively project capital expendit
Better Dirt Cheap AI Growth Buy: Meta vs Microsoft
07:10am, Friday, 06'th Feb 2026
Meta and Microsoft are both focusing on AI and investing in infrastructure buildouts. These companies also built strong businesses prior to the AI boom.
