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Daily Super Summary:

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.


Market Impact:

🔴

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


2/6/2026 9:05:35 AM EDT

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RXO Margin Squeeze Signals A Recovery In Trucking, But The Name Is Still Overpriced

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Apple to Allow Third-Party AI Chatbots in CarPlay

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Dow Jones Sets Record and Breaks Past 50,000

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Vontobel Holding AG (VONHF) Q4 2025 Earnings Call Transcript

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Overlooked Stock: FORM Record High

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Tech AI spending may approach $700 billion this year, but the blow to cash raises red flags

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PSFE CLASS ACTION NOTICE: Glancy Prongay Wolke & Rotter LLP Files Securities Fraud Lawsuit On Behalf Of Paysafe Limited Investors

LOS ANGELES--(BUSINESS WIRE)--Glancy Prongay Wolke & Rotter LLP (“GPWR”), announces that it has filed a class action lawsuit in the United States District Court for the Southern District of New York, captioned Singh v. Paysafe Limited, et al., Case No. 1:26-cv-01048, on behalf of persons and entities that purchased or otherwise acquired Paysafe Limited (“Paysafe” or the “Company”) (NYSE: PSFE) securities between March 4, 2025 and November 12, 2025, inclusive (the “Class Period”). Plaintiff....

Business Wire - 2/6/2026 5:40:00 PM More News for PSFE
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Bristol-Myers Squibb: A Dividend Gem With Hidden Upside In 2026

Bristol-Myers Squibb is upgraded to Buy as its growth portfolio now offsets legacy declines, validating a bullish contrarian thesis. BMY's 2026 guidance and Q4 2025 results exceeded consensus, with management consistently under-promising and over-delivering, setting up strong risk/reward. Patent cliffs for Eliquis and Opdivo loom in 2028, but a robust pipeline—seven registrational readouts in 2026—offers multiple upside catalysts....

Seeking Alpha - 2/6/2026 5:39:37 PM More News for BMY
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AIG Completes Acquisitions of Strategic Minority Ownership Stakes in Convex Group and Onex Corporation

NEW YORK--(BUSINESS WIRE)--American International Group, Inc. (NYSE: AIG) today announced that it has completed the acquisitions of strategic minority ownership stakes in Convex Group Limited (“Convex”), a privately held, global specialty insurer, and Onex Corporation (“Onex”) (TSE: ONEX), a publicly traded global asset manager. Pursuant to these transactions, AIG has acquired an approximately 35% equity interest in Convex for approximately $2.1 billion, and a 9.9% ownership stake in Onex for a....

Business Wire - 2/6/2026 5:30:00 PM More News for AIG
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Ryder Declares Quarterly Cash Dividend

MIAMI--(BUSINESS WIRE)-- #RyderEverbetter--Ryder declares quarterly cash dividend, marking more than 49 years of uninterrupted dividend payments....

Business Wire - 2/6/2026 5:30:00 PM More News for R
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Cable One to Host Conference Call to Discuss Fourth Quarter and Full Year 2025 Results

PHOENIX--(BUSINESS WIRE)--Cable One, Inc. (NYSE: CABO) (the “Company” or “Cable One”) will host a conference call with the financial community to discuss results for the fourth quarter and full year 2025 on Thursday, February 26, 2026 at 5 p.m. Eastern Time (ET). The Company's previously announced new Chief Executive Officer, Jim Holanda, will begin his role as CEO on February 16. Cable One will issue a press release reporting its fourth quarter and full year 2025 results after market close on....

Business Wire - 2/6/2026 5:30:00 PM More News for CABO
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Venzee Technologies Announces CFO Change

VANCOUVER, British Columbia--(BUSINESS WIRE)--Venzee Technologies Inc. (TSXV: VENZ) (“Venzee” or the “Company”) announces that Ms. Hebe Chen has been appointed as Venzee's new Chief Financial Officer, replacing Mr. Darren Battersby. Mr. Battersby will remain on the board of directors of the Company, when he has been a director since August 2024. Venzee wishes to thank Mr. Battersby for his many years of service as Chief Financial Officer of Venzee. Ms. Chen is a member of Digital Commerce Group....

Business Wire - 2/6/2026 5:30:00 PM More News for VENZF
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The Gauntlet Begins: Kratos and Red Cat Face Off for $1.1 Billion Drone Supremacy

Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS), Red Cat Holdings, Inc. (NASDAQ: RCAT) and 23 other drone manufacturers are preparing for battle at Fort Benning....

Benzinga - 2/6/2026 5:21:47 PM More News for KTOS
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Mobileye: Mentee Acquisition Doesn't Address Investor Concerns

Mobileye Global Inc. now appears deeply undervalued, with its core ADAS business alone justifying the current market cap and its advanced products offering significant upside. The Mentee Robotics acquisition accelerates MBLY's humanoid robot ambitions but adds near-term losses and is unlikely to be a material revenue contributor anytime soon. The acquisition also does nothing to reassure investors that Mobileye will be able to effectively compete in markets that depend on AI, like self-driving vehicles....

Seeking Alpha - 2/6/2026 5:30:13 PM More News for MBLY
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Tesla executives say hiring is ramping up to support Musk's expanded solar strategy

Tesla is hiring to support founder Elon Musk's recently announced plan to become what would be the biggest U.S. manufacturer of solar energy components, according to online posts by senior executives at the company....

Reuters - 2/6/2026 5:29:30 PM More News for TSLA
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Mid Penn Bancorp, Inc. and 1st Colonial Bancorp, Inc. Receive Regulatory Approvals for Merger

HARRISBURG, Pa.--(BUSINESS WIRE)--Mid Penn Bancorp, Inc. (“Mid Penn”) (NASDAQ: MPB), the parent company of Mid Penn Bank, and 1st Colonial Bancorp, Inc. (“1st Colonial”) (OTCPK: FCOB), the parent company of 1st Colonial Community Bank, announced today that they have received all required regulatory approvals to complete the previously announced transaction pursuant to which Mid Penn will acquire 1st Colonial in a cash and stock transaction valued at approximately $101 million. Pending receipt o....

Business Wire - 2/6/2026 5:28:00 PM More News for TBBK
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Acadia Realty Trust Announces Key Promotions and Changes to Management Team

RYE, N.Y.--(BUSINESS WIRE)--Acadia Realty Trust (NYSE: AKR) (“Acadia” or the “Company”) today announced the year-end promotions for the following professionals to support its continued growth: AJ Levine has been promoted to Executive Vice President, Leasing and Development. In his role, Mr. Levine will continue to lead leasing and development initiatives while assuming oversight of the Company's property management and marketing teams, further supporting the Company's internal growth strategy....

Business Wire - 2/6/2026 5:15:00 PM More News for TISI
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Helix Announces Fourth Quarter and Full Year 2025 Earnings Release Date and Conference Call Information

HOUSTON--(BUSINESS WIRE)--Helix Energy Solutions Group, Inc. (NYSE: HLX) will issue a press release reporting its fourth quarter and full year 2025 results on Monday, February 23, 2026, after the close of business. The press release and associated slide presentation will be available on Helix's website, www.helixesg.com. Helix will review its fourth quarter and full year 2025 results on Tuesday, February 24, 2026, at 9:00 a.m. Central Time via a teleconference and webcast. Investors and other i....

Business Wire - 2/6/2026 5:15:00 PM More News for HLX
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Shell's Latest Results Disappoint, But External Factors Merit A Rating Upgrade

Shell reported disappointing 2025 results, with upstream and LNG segments underperforming due to weak prices and output declines. I am upgrading SHEL from "Sell" to "Hold," anticipating external market factors will turn favorable for oil and gas producers, as well as LNG producers, in the coming year. Renewables remain a drag, with green hydrogen investments posing potential write-down risks or multi-year losses if completed....

Seeking Alpha - 2/6/2026 5:20:57 PM More News for SHEL
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Tesla's stock rallies to end a rough week

The company is making inroads on two potential growth segments: driverless cars and solar energy....

Market Watch - 2/6/2026 5:18:00 PM More News for TSLA
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Boise Cascade Company Announces Quarterly Dividend of $0.22 Per Share

BOISE, Idaho--(BUSINESS WIRE)--Boise Cascade Company's (Boise Cascade or the Company) (NYSE: BCC) Board of Directors declared a quarterly dividend of $0.22 per share to holders of its common stock. The dividend will be paid on March 18, 2026 to stockholders of record on February 23, 2026. Future dividend declarations, including amount per share, record date and payment date, will be made by the board of directors and will depend upon, among other things, legal capital requirements and surplus,....

Business Wire - 2/6/2026 5:15:00 PM More News for BCC
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AerCap Holdings N.V. (AER) Q4 2025 Earnings Call Transcript

AerCap Holdings N.V. (AER) Q4 2025 Earnings Call Transcript...

Seeking Alpha - 2/6/2026 5:14:38 PM More News for AER
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Denali Therapeutics Inc. (DNLI) Shareholder/Analyst Call Transcript

Denali Therapeutics Inc. (DNLI) Shareholder/Analyst Call Transcript...

Seeking Alpha - 2/6/2026 5:14:36 PM More News for DNLI
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McDonald's Earnings Could Cement Its Defensive Appeal

It's worth noting that in a week when many stocks are getting slaughtered, shares of McDonald's Corp. NYSE: MCD are up 2.7% in the five trading sessions ending Feb. 5. That has MCD stock near a 52-week high....

MarketBeat - 2/6/2026 5:15:13 PM More News for MCD
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Supreme Critical Metals Announces Closing of First Tranche of Life Offering, Upsize to Offering and Filing of Amended and Restated Offering Document

Vancouver, British Columbia--(Newsfile Corp. - February 6, 2026) - Supreme Critical Metals Inc., (CSE: CRIT) (FSE: VR6) (OTC Pink: VRCFF) ("Supreme" or the "Company") is pleased to announce it has closed the first tranche of its non-brokered private placement (the "LIFE Offering") financing of up to 10,000,000 units of the Company ("Units") as previously announced in its press release dated January 27, 2026 (the "Initial Press Release"). Any words capitalized but undefined herein shall have the meaning ascribed to such capitalized term in the Initial Press Release....

Newsfile Corp - 2/6/2026 5:10:00 PM More News for CRIT
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Wabtec Declares Regular Quarterly Common Dividend

PITTSBURGH--(BUSINESS WIRE)-- #WeAreWabtec--Wabtec Corporation (NYSE: WAB) announced today that its Board of Directors declared a regular quarterly common dividend of 31 cents per share, payable on March 2, 2026, to holders of record on February 17, 2026. About Wabtec Wabtec Corporation is revolutionizing the way the world moves for future generations. The Company is a leading global provider of equipment, systems, digital solutions and value-added services for the freight and transit rail industries, as well....

Business Wire - 2/6/2026 5:10:00 PM More News for WAB
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OFS And Carlyle: 2 CLO CEFs In Danger Of Distribution Cuts, But Consider OCCI's Preferreds

Carlyle Credit Income Fund and OFS Credit Company Inc. face a high risk of dividend cuts due to unsustainable yields and elevated leverage. Both OCCI and CCIF exhibit leverage above 42% and non-leverage expenses near 30%, pressuring NAV and dividend sustainability. Current yields for CCIF and OCCI approach 31%, but high discounts and sector precedent suggest imminent distribution reductions....

Seeking Alpha - 2/6/2026 5:08:03 PM More News for OFS
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Innovex International, Inc. Schedules Fourth Quarter and Full Year 2025 Earnings Release and Conference Call

HOUSTON--(BUSINESS WIRE)--Innovex International, Inc. Schedules Fourth Quarter and Full Year 2025 Earnings Release and Conference Call....

Business Wire - 2/6/2026 5:05:00 PM More News for INVX
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Forgent Power Solutions Announces Closing of Initial Public Offering

DAYTON, Minn.--(BUSINESS WIRE)--Forgent Power Solutions, Inc. (“Forgent” or the “Company”), a leading designer and manufacturer of electrical distribution equipment used in data centers, the power grid and energy-intensive industrial facilities, today announced the closing of the initial public offering of its Class A common stock. The offering consists of 39,413,573 shares of Class A common stock being offered by parent entities of the Company controlled by Neos Partners, LP (the “Selling Stoc....

Business Wire - 2/6/2026 5:05:00 PM More News for FPS
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Spark Announces Completion of Maiden Drill Campaign in Brazil's Lithium Valley and Provides Corporate Update

Vancouver, British Columbia--(Newsfile Corp. - February 6, 2026) - Spark Energy Minerals Inc. (CSE: SPRK) (OTC Pink: SPARF) (FSE: 8PC) ("Spark" or the "Company") is pleased to provide an update on its maiden reverse circulation ("RC") drill campaign at the Arapaima Project in Brazil's Lithium Valley. The Company also provides an update on its previously disclosed warrant incentive program, recent marketing and investor awareness initiatives, and certain corporate governance matters....

Newsfile Corp - 2/6/2026 5:05:00 PM More News for MHLD
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Regency Centers Corporation (REG) Q4 2025 Earnings Call Transcript

Regency Centers Corporation (REG) Q4 2025 Earnings Call Transcript...

Seeking Alpha - 2/6/2026 5:04:24 PM More News for REG
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Toyota Motor Corporation (TM) Discusses Executive Leadership Transition and Organizational Restructuring Transcript

Toyota Motor Corporation (TM) Discusses Executive Leadership Transition and Organizational Restructuring Transcript...

Seeking Alpha - 2/6/2026 5:04:22 PM More News for TM
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Exclusive: Vista Equity Partners and Intel to lead investment in AI chip startup Samba Nova, sources say

Private equity firm Vista Equity Partners is leading a new funding round of over $350 million in artificial intelligence chip startup SambaNova Systems, marking a rare departure from its traditional focus on enterprise software, according to people familiar with the matter....

Reuters - 2/6/2026 5:03:35 PM More News for PGPHF
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PFFA: This 9.4% Yield Makes For A Great Play In Today's Economy

Virtus InfraCap US Preferred Stock ETF offers a 9.37% yield and operational diversification, making it compelling amid recessionary risks. PFFA has marginally underperformed the S&P 500 recently, but its risk-adjusted returns and lower volatility remain attractive for yield-focused investors. Portfolio concentration in financials (33.1%) is a risk, but sectoral diversification into real estate, utilities, and pipelines provides balance....

Seeking Alpha - 2/6/2026 5:02:45 PM More News for PFFA
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Crypto's Rough Week Has Dragged on Bitcoin, Altcoins, DATs and Stocks. What's Next?

Bitcoin has had one of its worst single-day performance in the last decade this week, dragging down everything linked to the cryptocurrency....

Investopedia - 2/6/2026 5:00:43 PM More News for MSTR
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Figure skating team event starts with Liu, Malinin, Chock and Bates : NPR

The three-day event is a chance for the top 10 skating countries to bring home a medal — and for viewers to get acquainted with the sport's different disciplines and biggest names....

NPR - 2/6/2026 10:07:22 AM More News for
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Berlin airport halts takeoffs, landings for second day

The airport which serves Germany's capital and the surrounding Brandenburg state is cancelling flights as of Friday morning due to black ice and freezing rain....

DW.com - 2/6/2026 10:00:00 AM More News for
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This Silver Mining Fund Looks Tempting After Huge Returns, Yet Its Income Is Broken

The Global X Silver Miners ETF (NYSEARCA:SIL) offers exposure to silver mining companies, but the fund's current dividend profile raises serious questions about income sustainability....

24/7 Wall Street - 2/6/2026 5:02:49 PM More News for SIL
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BigBear.ai Stock Plunges 40%+: Buy the Dip or a Warning Sign?

BBAI stays volatile despite the Ask Sage acquisition, a higher 2025 revenue outlook and strong cash, as weak sales trends keep investors cautious....

Zacks Investment Research - 2/6/2026 5:01:12 PM More News for BBAI
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Scott+Scott Attorneys at Law LLP Alerts Investors of Its Investigation into Hub Group, Inc. (HUBG)

New York, New York--(Newsfile Corp. - February 6, 2026) - Scott+Scott Attorneys at Law LLP ("Scott+Scott"), a shareholder and consumer rights litigation firm, is investigating whether Hub Group, Inc. ("Hub Group" or the "Company") (NASDAQ: HUBG) or certain of its officers and directors issued misleading and false statements and/or failed to disclose information material to investors in violation of federal securities laws. CLICK HERE TO RECEIVE ADDITIONAL INFORMATION ABOUT THIS POTENTIAL CLASS ACTION Hub Group is a transportation and logistics management company....

Newsfile Corp - 2/6/2026 5:01:00 PM More News for HUBG
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Analysts Upgrade JPM, Stock Unchanged to Start 2026

Rick Ducat turns to the financial space on Friday's Options Corner with a look at JPMorgan Chase (JPM). Shares remain virtually unchanged so far in 2026, though analyst upgrades offer potential for bullish price action....

Schwab Network - 2/6/2026 5:00:56 PM More News for JPM
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Chip Stocks Soar as Nvidia CEO Huang Says Demand Is 'Through the Roof'

America's biggest cloud giants are doubling down on their investments in AI hardware. That hasn't helped their shares lately—but chipmakers are getting a lift as their orders keep rolling in....

Investopedia - 2/6/2026 5:00:47 PM More News for NVDA
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