Month: February 2026

AI Capex Sparks Market Jitters According to Reuters, “Global software, data firms slide as AI disruption fears compound jitters over $600 billion capex plans”, investors dumped SOFTWARE and SaaS names after hyperscalers signalled massive spending, triggering a widespread selloff and sharp valuation rotation. ([kelo.com](https://kelo.com/2026/02/06/global-software-data-firms-slide-as-ai-disruption-fears-compound-jitters-over-600-billion-capex-plans/?utm_source=openai)) [Reuters](https://www.reuters.com/business/global-software-data-firms-slide-ai-disruption-fears-compound-jitters-over-600-2026-02-06/) Apple Taps Google for Siri According to Bloomberg, “Apple Nears…

Big Tech Spending Shock According to Investing.com (reporting Reuters), “Amazon sees 50% boost to capital spending this year, shares tumble”: Amazon flagged roughly $200 billion in 2026 investment tied to AI and data centers, spooking markets as analysts reassess near‑term returns — CAPEX is now the story driving volatility. [Investing.com](https://www.investing.com/news/stock-market-news/amazon-projects-200-billion-in-capital-spending-this-year-4488838) Anthropic Megaround Nears Close According…

OpenAI launches Frontier for enterprise AI agents According to The Verge, “OpenAI Frontier is a single platform to control your AI agents”, the product promises to onboard, govern and run AI AGENTS across company workflows to make agent deployments auditable and enterprise-ready. [The Verge](https://www.theverge.com/ai-artificial-intelligence/874258/openai-frontier-ai-agent-platform-management) Amazon vows $200B capex for AI infrastructure According to GeekWire, “Amazon…

Alphabet’s $185B AI Bet According to the Financial Times, “Google set to double AI spending to $185bn after strong earnings”, the company said 2026 capex could hit $175–$185 billion to scale datacenters and Gemini models — a major *AI* infrastructure push that rattled markets. [Financial Times](https://www.ft.com/content/22d97d8e-1101-4b1b-8a28-66054dfa363a) Qualcomm Flags Memory Crunch According to Investing.com (Reuters), “Qualcomm…

Alexa+ Goes Wide in U.S. According to TechCrunch, “Alexa+, Amazon’s AI assistant, is now available to everyone in the U.S.”, the generative upgrade—free for Prime members—adds broader device and service integrations and intensifies Amazon’s strategy (AI). ([techcrunch.com](https://techcrunch.com/2026/02/04/alexa-amazons-ai-assistant-is-now-available-to-everyone-in-the-u-s/?utm_source=openai)) [TechCrunch](https://techcrunch.com/2026/02/04/alexa-amazons-ai-assistant-is-now-available-to-everyone-in-the-u-s/) ElevenLabs Nets $500M at $11B Valuation. According to TechCrunch, “ElevenLabs raises $500M from Sequoia at a $11…

SpaceX Acquires xAI According to TechCrunch, “Elon Musk’s SpaceX officially acquires Elon Musk’s xAI, with plan to build data centers in space”, the deal folds Grok and Starlink into SpaceX and targets SPACE-BASED compute to scale AI. ([techcrunch.com](https://techcrunch.com/2026/02/02/elon-musk-spacex-acquires-xai-data-centers-space-merger/?utm_source=openai)) [TechCrunch](https://techcrunch.com/2026/02/02/elon-musk-spacex-acquires-xai-data-centers-space-merger/) Palantir Posts Blockbuster Quarter According to Forbes, “Palantir Beats Wall Street Estimates With 70% Revenue Jump”,…

Oracle Plans $50B Raise According to Investing.com, “Oracle says it plans to raise up to $50 billion in debt and equity this year”, a move to expand Oracle Cloud Infrastructure to meet contracted demand from major customers and to fund *AI* data‑center capacity. ([investing.com](https://www.investing.com/news/stock-market-news/oracle-plans-to-raise-45-billion-to-50-billion-in-2026-4477731?utm_source=openai)) [Investing.com](https://www.investing.com/news/stock-market-news/oracle-plans-to-raise-45-billion-to-50-billion-in-2026-4477731) Microsoft Stock Tumbles After Earnings According to Yahoo Finance, “Microsoft…

Starlink countermeasures succeed. According to Financial Times, “SpaceX stops Russia’s ‘unauthorised’ use of Starlink, Elon Musk says”, Musk said measures appear to have blocked terminals linked to drone guidance, spotlighting SATELLITE SECURITY risks. ([ft.com](https://www.ft.com/content/4e65566b-cc00-4fa7-9006-6a441d0da6b2)) [Financial Times](https://www.ft.com/content/4e65566b-cc00-4fa7-9006-6a441d0da6b2) India courts AI data centers. According to TechCrunch, “India offers zero taxes through 2047 to lure global AI workloads”,…