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 within striking distance of the 50,000 milestone. 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.LIVE16 updates
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The Nasdaq Composite (^IXIC) and S&P 500 (^GSPC) were both up nearly 2%.
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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. 58 mins ago
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Dow component Caterpillar (CAT) rose 6% on Friday, helping lift the Dow Jones Industrial Average (^DJI) over 900 points to within an arm's reach of the 50,000 mark.
Caterpillar stock is up 25% year to date, reflecting expectations that increased spending by Big Tech companies on AI and data center infrastructure will fuel Caterpillar's bull case. The stock hit an all-time intraday high above $720 per share.
In addition to making heavy machinery and construction equipment, Caterpillar sells energy and power systems that have been increasingly in demand for AI use cases. The company reported a record backlog of orders heading into 2026.
"In a few short years [Caterpillar has] become the ultimate story stock," Barclays analysts wrote following the company's earnings report last week. "From AI/Power to infrastructure to now critical minerals, CAT touches several of the big themes that dominate the market." Today at 5:25 PM UTC
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How much is Big Tech set to spend on AI in 2026? Approximately $650 billion.
How much capex on artificial intelligence is too much capex?
As Wall Street reassesses its concerns about AI spending, my colleague Laura Bratton breaks down just how much Big Tech is shelling out for AI chips, servers, and data center infrastructure.
She writes that the four Big Tech "hyperscalers" — Microsoft (MSFT), Alphabet (GOOGL, GOOG), Amazon (AMZN), and Meta (META) — are on track to spend upward of $650 billion on artificial intelligence investments this year. By company, here's what that looks like:
At the low end of that range, the four would spend about $635 billion, marking a roughly 67% spike from the companies’ $381 billion in expenditures in 2025. At the high end of their guidance, the group would spend around $665 billion, or a 74% jump from the previous year.
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