Amazon’s fourth-quarter 2025 earnings report missed revenue expectations, and the company’s announcement of a $200 billion capital expenditure plan for 2026—focused on artificial intelligence, cloud, and satellite infrastructure—sent shockwaves through the technology sector. This aggressive spending plan, combined with similar moves by Alphabet, which announced a $175–185 billion capital expenditure range for 2026, fueled investor concerns about the sustainability and returns of such large-scale investments in AI and related technologies. The result was a sharp sell-off in Big Tech stocks, with over $1 trillion in market value erased across the sector, according to FactSet data. The market reaction underscores the heightened sensitivity to capital allocation decisions in an environment where investors are increasingly wary of excessive spending, even in high-growth areas like AI.
The impact of these announcements extended beyond Amazon and Alphabet, affecting other major technology companies such as Oracle and Apple, which also saw significant declines in their stock prices. The widespread sell-off reflects broader apprehension about the pace and scale of AI-related investments, as well as doubts about near-term profitability and the ability of these companies to deliver sufficient returns on such massive capital outlays. The magnitude of the market value lost highlights the interconnectedness of Big Tech and the outsized influence these firms have on overall market sentiment, particularly when their strategic decisions are perceived as risky or overly ambitious.
Meanwhile, Under Armour delivered a surprise profit for the quarter, surpassing analyst expectations and raising its full-year earnings outlook despite ongoing sales declines and tariff pressures. The company’s improved performance was attributed to restructuring efforts under CEO Kevin Plank and aggressive cost controls, which helped offset the negative impact of weaker sales and external headwinds. This outcome demonstrates the potential for operational discipline and strategic realignment to yield positive results, even in challenging market conditions.
🔴
Justification: The news body is dominated by a sharp, sector-wide sell-off in Big Tech stocks, triggered by Amazon and Alphabet's massive capital expenditure announcements and missed earnings, resulting in over $1 trillion in market value erased. The negative sentiment spread to other major technology companies, reflecting deep investor concerns about the sustainability and returns of aggressive AI investments. Although Under Armour reported a positive surprise, its impact is minor compared to the broad, strong negative reaction across the technology sector and the overall market.
Legend:
🔴 = Strong Negative Impact
🔸 = Mild Negative Impact
⚪ = Neutral
🔹 = Mild Positive Impact
🔵 = Strong Positive Impact
Staples have become one of the sole areas of relative strength this year amid broader selloffs, attracting record inflows as portfolios de-risk....
Zacks Investment Research - 2/6/2026 1:55:36 PM
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Mr. Market erroneously smashed POET Technologies Inc. shares because he messed up applying dilution. We divide wealth among a growing number of shares. But new capital also generates much more wealth! POET's photonics platform will boost wealth by targeting critical speed, bandwidth, and energy efficiency needs for AI and hyperscale datacenter connectivity, with recent partnerships and orders validating progress. Operational milestones—major customer interest, strategic collaborations, and a $5M production order—underscore POET's advancing commercial viability in next-gen optical engines....
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New York, New York--(Newsfile Corp. - February 6, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds all former stockholders of Smartsheet Inc. (NYSE: SMAR) in connection with the January 2025 sale (the "Merger" or "Buyout") of Smartsheet to affiliates of investment funds managed by affiliates of Blackstone Inc. (collectively "Blackstone"), investment funds managed by Vista Equity Partners Management, LLC ("Vista Equity Partners" or "Vista"), and Platinum Falcon B 2018 RSC Limited, an indirect wholly owned subsidiary of the Abu Dhabi Investment Authority, which participated as an indirect minority investor in Smartsheet ("Platinum Falcon," and together with Blackstone and Vista, the "Consortium"), of the important February 24, 2026 lead plaintiff deadline. SO WHAT: If you are a former Smartsheet stockholder, you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement....
Newsfile Corp - 2/6/2026 1:54:00 PM
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Cousins Properties Incorporated (CUZ) Q4 2025 Earnings Call Transcript...
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KTCC shares gain despite posting a Q2 revenue dip and a wider y/y loss on restructuring. But cash flow improves and management eyes a return to profitability....
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PGY hits a 2025 inflection, with profitable quarters, a capital-light ABS model and a growing partner network driving scale....
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ARC Resources Ltd. (ARX:CA) Q4 2025 Earnings Call Transcript...
Seeking Alpha - 2/6/2026 1:34:22 PM
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Warren Buffett stepped down as CEO of Berkshire Hathaway ( NYSE:BRK-A )( NYSE:BRK-B ) at the end of 2025, ending a legendary career of more than 60 years that turned a failing textile company into a conglomerate worth over $1 trillion and earned him the nickname the “Oracle of Omaha....
24/7 Wall Street - 2/6/2026 1:35:17 PM
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KKR & Co. is set to acquire Arctos Partners in a $1.4B stock-and-cash deal, boosting its sports investing platform and launching a new Solutions business....
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Monarch Casino (MCRI) remains a 'Buy' with a $100–$105 valuation range, reflecting strong fundamentals and optionality despite a recent EPS miss. MCRI's core casino business delivered 5.4% revenue growth and expanding EBIT margins, while hotel headwinds were minor and offset by robust FCF and buybacks. With $96.5 million cash, no long-term debt, and board-approved buybacks, MCRI offers over 10% total return potential including dividends....
Seeking Alpha - 2/6/2026 1:31:23 PM
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Nvidia's stock was on pace to break a five-day losing streak on Friday....
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Seeking Alpha - 2/6/2026 1:29:53 PM
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BENSALEM, Pa.--(BUSINESS WIRE)--Law Offices of Howard G. Smith announces that a class action lawsuit has been filed on behalf of investors who purchased Plug Power, Inc. (“Plug Power” or the “Company”) (NASDAQ: PLUG) securities between January 17, 2025 and November 13, 2025, inclusive (the “Class Period”). Plug Power investors have until April 3, 2026 to file a lead plaintiff motion. IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN PLUG POWER, INC. (PLUG), CONTACT THE LAW OFFICES OF HOWARD G. SMIT....
Business Wire - 2/6/2026 1:26:00 PM
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The stock has jumped 121% over the past 12 months....
Barrons - 2/6/2026 1:13:00 PM
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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....
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Fox Business - 2/6/2026 1:11:52 PM
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PCTY exceeds fiscal Q2 earnings expectations as recurring revenues drove solid year-over-year top-line growth....
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Matthews International (MATW) delivered a solid quarter, with net debt aligning closely to expectations post-SGK, European Packaging and warehouse automation sales. MATW's memorialisation business mix is now more focused, supporting confidence in sum-of-the-parts valuation and potential market mispricing. Interest expense will decline meaningfully as MATW refinances a $300 million loan at 8.625%, improving annual net income by roughly 10%....
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SAN DIEGO--(BUSINESS WIRE)---- $RARE #RARE--Ultragenyx allegedly misled investors about setrusumab's potential Phase 3 study success in reducing fracture rates....
Business Wire - 2/6/2026 1:10:00 PM
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QQQ's flat performance since October reflects technical adjustments tied to rate-cut expectations rather than fundamentals, implying the ETF is currently undervalued and likely to rally with Q4 earnings—thereby invalidating JEPQ's. Using QQQ instead of JEPQ yields a 13% effective distribution rate, generating $243 in additional monthly income—or $928 if entered during the April tariff-driven drawdown. I expect QQQ to bottom near, or before, $590, based on a recurring pattern observed since October 2025 around FOMC meetings....
Seeking Alpha - 2/6/2026 1:09:31 PM
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SAN DIEGO--(BUSINESS WIRE)---- $ORCL #ORCL--Oracle allegedly failed to disclose that its AI strategy would result in massive increases in CapEx without equivalent near-term revenue growth....
Business Wire - 2/6/2026 1:05:00 PM
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MRK posts conservative 2026 sales and EPS outlook, given acquisition charges. Keytruda, Animal Health and new drug launches are expected to drive 2026 growth....
Zacks Investment Research - 2/6/2026 1:06:12 PM
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ARW posts a Q4 earnings and revenue beat, with EPS up 48% Y/Y and sales rising 20%, led by strong Global Components and ECS growth....
Zacks Investment Research - 2/6/2026 1:06:11 PM
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PM reports fourth quarter earnings growth as pricing strength and smoke-free expansion drove performance despite a revenue miss....
Zacks Investment Research - 2/6/2026 1:06:09 PM
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General Motors sees North America EBIT margins rebounding to 8-10% in 2026, driven by lower costs, regulatory relief and better mix....
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Stellantis N.V. (STLA) Q4 2025 Guidance Call Transcript...
Seeking Alpha - 2/6/2026 1:04:20 PM
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Coty Inc. (COTY) Q2 2026 Earnings Call Transcript...
Seeking Alpha - 2/6/2026 1:04:18 PM
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SoFi Technologies is rated 'Strong Buy' due to rapid user growth, consistent earnings beats, and expanding fintech offerings. SOFI benefits from a pro-business environment, potential S&P 500 inclusion, and product innovation targeting younger, affluent customers. The recent pullback is seen as a buying opportunity, attributed to negative Wall Street sentiment rather than business fundamentals....
Seeking Alpha - 2/6/2026 1:03:21 PM
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Bitcoin nearly grazed $60,000 on Thursday as investors shied away from the asset due to growing concerns over its utility....
CNBC - 2/6/2026 1:03:20 PM
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All the major award-winners are crowned for the 2025 NFL season...
CBS Sports - 2/6/2026 6:02:00 AM
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Hikaru Fujita, who’s running in Sunday’s parliamentary election, is a standout in a country where expectant mothers rarely enter national politics....
The New York Times - 2/6/2026 6:01:50 AM
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Regional rivalry will raise tensions far beyond the Gulf....
Foreign Affairs - 2/6/2026 6:00:00 AM
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UBER's shares slip after a Q4 EPS miss and tepid guidance, despite 20% revenue growth, strong bookings and rising users across Mobility and Delivery....
Zacks Investment Research - 2/6/2026 1:00:23 PM
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On Wednesday, BTIF upgraded Cloudflare Inc (NYSE:NET) to "buy" from "neutral," hiking its price target to $199 and noting the cybersecurity stock has "underappreciated long-term growth potential....
Schaeffers Research - 2/6/2026 1:00:03 PM
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REG posts steady Q4 results, with FFO matching estimates and revenues beating estimates, backed by strong leasing and same-property NOI growth....
Zacks Investment Research - 2/6/2026 12:55:19 PM
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Bayer presents positive data on asundexian, which shows superior efficacy with no added bleeding risk, boosting hopes for regulatory approval....
Zacks Investment Research - 2/6/2026 12:50:27 PM
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FTNT tops Q4 estimates as earnings and revenues rise year over year, fueled by strong enterprise demand and momentum in Unified SASE and Security Ops....
Zacks Investment Research - 2/6/2026 12:50:26 PM
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McKesson beats Q3 EPS and revenue estimates, raises fiscal 2026 guidance, and delivers broad-based growth led by oncology, specialty distribution and technology....
Zacks Investment Research - 2/6/2026 12:50:24 PM
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Private markets firm TPG has agreed to buy a majority stake in Sabre Industries from Blackstone , the companies said on Friday, in a deal two people familiar with the matter said valued the power infrastructure company at around $3.5 billion....
Reuters - 2/6/2026 12:45:37 PM
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NBA scoring leader Luka Doncic left the Los Angeles Lakers’ game against Philadelphia with a leg injury....
AP News - 2/6/2026 5:46:00 AM
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Amazon.com Inc (NASDAQ:AMZN) shares fell more than 7% to about $205 on Friday following the company's fourth quarter earnings report, as investors digested the $200 billion capital expenditure plan and disappointing first quarter margin guidance. While AWS and retail results impressed, analysts from Jefferies, Wedbush, and Bank of America warned that Amazon's towering capital expenditures could keep investors on edge....
Proactive Investors - 2/6/2026 12:47:00 PM
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Bob's Discount Furniture priced its IPO at the low end, trading flat as investors remain cautious on valuation and growth prospects. Bob's targets over 500 stores by 2035, leveraging value pricing, efficient operations, and a growing e-commerce channel for expansion. Recent revenue growth rebounded to 20% in early 2025, with operating profits reaching $111 million in nine months, but a 20x earnings multiple looks rich....
Seeking Alpha - 2/6/2026 12:45:41 PM
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Willdan Group, Inc. WLDN has become one of the stronger performers in the Business Services space, but its valuation is now drawing closer scrutiny. With WLDN trading at about 23.75X forward 12-month earnings, well above the Zacks Business – Services industry average of 15.53X, investors are increasingly asking whether the premium reflects durable fundamentals or whether expectations are running ahead of near-term visibility....
Zacks Investment Research - 2/6/2026 12:45:24 PM
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XOM continues ramping up Permian production, leveraging new technology, and plans further output increases in the coming years....
Zacks Investment Research - 2/6/2026 12:45:22 PM
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RXO, Inc. (RXO) Q4 2025 Earnings Call Transcript...
Seeking Alpha - 2/6/2026 12:44:24 PM
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