tech

February 9, 2026

Oracle Gains 9%, Microsoft Climbs 3% as Tech Tries to Bounce Back from $1 Trillion Sell-Off

AI hyperscalers had a bruising week after investors got jittery about huge expenditure outlooks.

Oracle Gains 9%, Microsoft Climbs 3% as Tech Tries to Bounce Back from $1 Trillion Sell-Off

TL;DR

  • Big Tech stocks showed mixed performance on Monday after a significant sell-off.
  • Oracle and Microsoft saw gains, while Amazon shares dipped.
  • Increased capital expenditure for AI was a major concern for investors.
  • Combined capital expenditure for Amazon, Alphabet, Microsoft, and Meta was substantial in Q4 and projected to grow significantly by 2026.
  • Last week was the worst for 'Magnificent 7' stocks since April.
  • Analysts acknowledge potential stock volatility but note management confidence in demand forecasting.
  • Amazon and Alphabet's higher-than-expected capex guidance overshadowed strong cloud growth.
  • Nvidia's CEO defended high AI infrastructure spending due to immense demand for computing power.
  • Analysts predict continued upward pressure on hyperscaler capex estimates.

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