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for: Friday, February 06, 2026



Nvidia rises 7% as Jensen Huang says $660 billion capex buildout is sustainable

cnbc - Huang's comments come after key Nvidia customers Meta, Amazon, Google and Microsoft reported their latest earnings over the past two weeks.

#climate #ai #semiconductors #nvidia #gpu #genai #stockmarket #earnings #business #huang

Big Tech groups race to fund unprecedented $660bn AI spending spree

26 days / ft

The AI Hype Is Over

26 days / theresanaiforthat / There's An AI For That

Nvidia CEO Says AI Capital Spending Is Appropriate, Sustainable

27 days / reddit / /u/esporx

China ramps up energy boom flagged by Musk as key to AI race

27 days / techxplore

30,000 NVIDIA Engineers Use Generative AI for 3x Higher Code Output

27 days / techpowerup

NVIDIA CEO Isn’t Worried About Big Tech ‘Splurging’ $660 Billion on the AI Infrastructure Buildout, Saying It Will Ultimately Pay Off

27 days / wccftech / Muhammad Zuhair

Nvidia CEO Jensen Huang claims AI no longer hallucinates, apparently hallucinating himself

27 days / the-decoder / Matthias Bastian

AI wiped out $400 billion this week — and it's only getting started

27 days / axios / Madison Mills

China’s software sector braces for spillover from AI-led global sell-off

27 days / scmp

In my wildest dreams I could never have imagined a more gratuitous sign that AI is a bubble than “chance the rapper, sponsored by coreweave.” It’s beautiful. It’ll be in a movie someday

27 days / bsky / @edzitron.com

Benchmark raises $225M in special funds to double down on Cerebras

27 days / techcrunch / Marina Temkin

Anthropic Just Scared Wall Street

28 days / theresanaiforthat / There's An AI For That

One of the more maddening ai bubble weeks crested by headlines that just say “Jensen Huang says actually the buildout is sustainable.” What’s he gonna say? “Nah dude Blackwell will never pay for itself sorry lol” https://www.cnbc.com/2026/02/06/nvidia-ri

28 days / bsky / @edzitron.com

Nvidia CEO Says AI Capital Spending Is Appropriate, Sustainable

28 days / reddit / /u/Few_Baseball_3835

Nvidia rises 7% as Jensen Huang says $660 billion capex buildout is sustainable

28 days / cnbc

Back to Top / Friday, February 6, 2026, 9:20 pm / permalink 18856 / 15 stories in 28 days


IREN Stock: Earnings Disaster Wipes Out $1.5 Billion in Market Value

Trader Edge / parameter - TLDR IREN stock fell 11.5% to $39.79 Thursday after reporting Q2 EPS loss of ($0.52) against ($0.07) estimate and $184.7M revenue versus $229.6M forecast. Company swung from $384.6M profit in Q1 to ($155.4M) loss in Q2, representing a massive $540M quarte…

#ai #crypto #genai #stockmarket #earnings #business #bitcoin #technology

Here's what Wall Street analysts are saying after IREN's earnings miss

28 days / coindesk / Will Canny

Bernstein says IREN selloff reflects missing AI deal, not earnings, with bitcoin no longer central to investment case

28 days / theblock / James Hunt

IREN Stock: Earnings Disaster Wipes Out $1.5 Billion in Market Value

28 days / parameter / Trader Edge

Back to Top / Friday, February 6, 2026, 9:20 am / permalink 18833 / 3 stories in 28 days


Stellantis dives after announcing €22 billion (~$26 billion) charge related to its EV pullback

Claire Yubin Oh / sherwood - The stock is diving in the premarket.

#stockmarket #earnings #business #supplychain #europe #batteries #economy #stellantis #automotive #ev

Stellantis N.V. (STLA) Stock: Slides 27% After $26B Charge and Battery-Plant Exit

28 days / parameter / Yasmin Werner

Image post - please click to view at origin

28 days / bsky / @arstechnica.com / arstechnica.com

Stellantis swallows $26 billion costs as it rethinks its EV strategy

28 days / arstechnica / Jonathan M. Gitlin

Stellantis (STLA) Stock Plummets 22% on $26.5 Billion EV Writedown

28 days / parameter / Trader Edge

Stellantis’s Shift Away From Electric Cars Will Cost It $26 Billion

28 days / nytimes / Neal E. Boudette

Stellantis takes massive hit for 'overestimation' of EV shift

28 days / techxplore

Stellantis dives after announcing €22 billion (~$26 billion) charge related to its EV pullback

28 days / sherwood / Claire Yubin Oh

Carmaker Stellantis takes hit over global EV sales slowdown

28 days / semafor / Tom Chivers

Back to Top / Friday, February 6, 2026, 8:22 am / permalink 18832 / 8 stories in 28 days


Bitcoin flash crashes to $60,000, traders refuse to catch ‘falling knives’: analysts

Danny Park / theblock - Analysts said repeated failures to hold key support levels have pushed market sentiment firmly into a risk-off stance.


Bearish price crashes & liquidity woes

Bitcoin crash update: Punishing price slide has investors wondering today: Where is the bottom?

28 days / fastcompany / Michael Grothaus

Bitcoin value drops to lowest level in a year

28 days / semafor / Tom Chivers

Bitcoin isn’t losing to gold. It is navigating a liquidity squeeze that the yellow metal never had: Asia Morning Briefing

29 days / coindesk / Sam Reynolds

Does Bitcoin's Retreat Signal a New Bear Market for Crypto?

29 days / decrypt / Vince Dioquino

Bitcoin flash crashes to $60,000, traders refuse to catch ‘falling knives’: analysts

29 days / theblock / Danny Park


Institutional moves and trading glitches

BlackRock bitcoin ETF options errupt in crash: Hedge fund blowup or just market madness?

28 days / coindesk / Omkar Godbole

Bitcoin crashed to $55,000 on Bithumb after exchange accidentally airdropped users 2,000 BTC

28 days / coindesk / Oliver Knight

MARA Holdings Stock: Sharp 18% Plunge as Massive 1,318 BTC Transfer Raises Red Flags

28 days / parameter / Yasmin Werner

Jefferies sees few signs of a crypto bottom yet flags upside for tokens with fundamentals

28 days / coindesk / Sam Reynolds

MARA Holdings moves $87 million in BTC as crypto selloff extends

28 days / theblock / Timmy Shen


Market rebound and recovery signals

Strategy, BitMine, Coinbase Shares Chart Major Rebound as Bitcoin Stabilizes

28 days / decrypt / Stacy Elliott

Bitcoin rebounds after dreadful day that saw $1.26 billion in liquidations

28 days / sherwood / Yaël Bizouati-Kennedy

Crypto market brightens after selloff that sent bitcoin to lowest since October 2024

28 days / coindesk / Oliver Knight

Bitcoin narrowly avoids falling under $60,000 as it bounces off lows

28 days / cnbc


All Other Stories

Bitcoin value drops to lowest level in a year US employers cut more jobs last month than in any period since 2009. More than 100,000 workers were fired at Amazon, UPS, and Dow, and hiring was the slowest for any January on record, according to outplace

28 days / bsky / @billspaced.com / billspaced.com

Back to Top / Friday, February 6, 2026, 1:20 am / permalink 18824 / 15 stories in 28 days


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U.S. prepares strict export controls on AI accelerators, curbing foreign sales

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Pentagon labels Anthropic a supply‑chain risk; company vows legal fight

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Oracle and OpenAI scrap Texas data-center expansion; Meta eyes the spare capacity

Oracle and OpenAI have abandoned plans to expand a flagship Texas data center, leaving substantial compute capacity up for grabs. Nvidia reportedly brokered interest from Meta to take the unused slots as OpenAI downscales that particular buildout, a move that rattled markets and highlights shifting demand for large-scale on-prem AI infrastructure. More...


SoftBank seeks massive $40B loan to back OpenAI investment, courting big risk

SoftBank is reportedly seeking up to a $40 billion loan to finance its planned stake in OpenAI, an audacious use of leverage to double down on the AI boom. The move would be one of the largest single‑company financing gambits in recent memory, raising questions about balance‑sheet strain versus potential upside. More...


Google releases Workspace CLI enabling AI agents to access Gmail, Drive, Calendar

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