2026년 2월 7일 · Unknown · financial · 출처 Yahoo Finance
US stocks jumped on Friday, set to rebound from a weeklong tech bruising as Wall Street reassessed worries about the impact of AI disruption and the risks of hefty Big Tech spending.
The Dow Jones Industrial Average (^DJI) led the way higher, surging by about 2.2%, or more than 1,000 points, to climb ahead of the 50,000 level for the first time. The S&P 500 (^GSPC) rose 1.7%, while the Nasdaq Composite (^IXIC) added about 2%, as the indexes bounced back from Thursday's sharp closing losses and a week's worth of selling pressure.
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Wall Street is ending the week with a bounce back, as Big Tech CEOs and analysts brush asideconcerns about the impact of new AI tools on legacy tech. The S&P 500 again turned positive for 2026, but the benchmark and the Nasdaq remain on track for weekly losses.
Some of tech's biggest names led the charge. Nvidia (NVDA) surged over 7%, while Broadcom (AVGO) and Tesla (TSLA) posted sizable gains. Some tech gloom persisted as Amazon's (AMZN) shares tumbled 7%. In its earnings, the major cloud provider outlined plans for a massive 2026 jump in spending to at least $200 billion, even as its forecast for operating income fell short.
The tentative risk-on tone extended beyond stocks, as bitcoin (BTC-USD) climbed steadily back to above $68,000, having touched a 16-month low overnight. But the biggest cryptocurrency is still on track for its worst weekly performance since 2022 after wiping out all of its post-Trump election gains this week.
Strategy (MSTR), one of the companies most affected by the crypto slump, revealed a loss for the quarter. The results initially weighed on its stock, but shares were up over 13% on Friday as bitcoin revived and Strategy's CEO played down concerns about debt-servicing risks.
Elsewhere, Stellantis (STLA) warned it will take a charge of over 22 billion euros ($26 billion) in a plan to scale back its EV push. Shares in the Jeep maker tanked over 20% on Wall Street and in Milan (STLAM.MI).
Looking ahead, the release of the closely watched January jobs report, originally scheduled for Friday, has been pushed to Wednesday next week. Fresh signs of trouble in the labor market emerged in recent days, as job openings sank to their lowest level since 2020 and layoff announcements surged.LIVE18 updates
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The record comes on the heels of a volatile week as investors rotated away from tech and into defensive and cyclical sectors.
The S&P 500 (^GSPC) rose 1.7%, while the Nasdaq Composite (^IXIC) added about 1.9% with the indexes bouncing back from sharp closing losses.
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Laura Bratton
Dot-com era companies are getting revived by AI
Fiber company Corning (GLW), storage provider Western Digital (WDC), and networking hardware and telecomm equipment maker Cisco (CSCO) are just a few examples of companies whose stocks have ripped back to highs unseen since their dot-com era booms.
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Lumen said this week it has $13 billion worth of fiber deals in the pipeline as AI boosts demand.
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Wall Street was rebounding in a big way from a weeklong tech-fueled rout, with the Dow (^DJI) up over 1,000 points in midday trading to within striking distance of the 50,000 mark.
The Nasdaq Composite (^IXIC) and S&P 500 (^GSPC) were both up nearly 2%.
DJI - Free Realtime Quote•USD
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Caterpillar (CAT) was the Dow component leading the charge — you can read more on that company below from my colleague, Grace O'Donnell.
Elsewhere, tech names that have been crushed all week were shining. Nvidia (NVDA) soared over 7%. Tesla (TSLA) was up nearly 4%. Microsoft (MSFT) rose close to 2%. The big exception was Amazon (AMZN), whose shares sank over 6% — which did represent a rebound from an earlier 10%-plus decline. Today at 6:10 PM UTC
Grace O'Donnell
Caterpillar stock ascends to intraday high, helping to lift the Dow
Dow component Caterpillar (CAT) rose 6% on Friday, helping lift the Dow Jones Industrial Average …