Major indexes are only modestly off their highs, but many individual stocks are down 20% to 50%—a disconnect that's created fertile ground for selective ‘buy the dip' strategies.”
AI has become a prominent investment cycle and is no longer just hype. Nvidia is the crucial enabler of the global AI infrastructure build-out.
Weekly Market HighlightsMarket breadth was slightly positive on the week, with 4,831 advancers versus 4,694 decliners.Returns were highly skewed, with 491 stoc
Investors can take a breather and assess whether there are opportunities to buy some beaten-down software stocks, after what some analysts believe was “indiscriminate” selling.
Guru Stock PicksTom Gayner has made the following transactions:Reduce in ADI by 12.37%Sold out in ADBEAdd in TMO by 12.54%New position in BRORichard Pzena has m

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

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,
TROY, Mich., Feb. 6, 2026 /PRNewswire/ -- ServiceNow Inc.'s recent report has investors wondering if the company's stock is fairly valued.
Since ChatGPT's debut three years ago, warnings of AI-driven industry disruption have been constant. However, a combination of weak earnings, advancing models, and a new tool from Anthropic recently t
Wedbush analyst Dan Ives said Wall Street's historic selloff in software stocks like Salesforce, ServiceNow and Microsoft reflects extreme AI-driven pessimism that overstates the threat to their relev
New AI tools from Anthropic sparked a broad sell-off in software and data stocks. Executives say fears are overblown, but analysts warn of margin and pricing pressure.

Why ServiceNow Tumbled by Almost 8% on Thursday

07:07pm, Thursday, 05'th Feb 2026
An analyst enacted a significant price target cut on the enterprise software specialist. Interestingly, he maintained his bullish recommendation.
Financial-data stocks were big losers as investors worried about the threat AI poses to tools for modeling and analysis.
Stock News Amazon lifts 2026 capex to ~$200B: Amazon (AMZN) posted a Q4 EPS miss but revenue beat and guided 2026 capital expenditures to about $200 billion, pr
AI-fueled tech selling and weak labor signals rattled major U.S. indexes today, with software stocks in freefall, Feb. 5, 2026.
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