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 $1 Billion-a-Year Deal to Use Google AI for Siri”, Apple will base a revamped Siri on Google’s Gemini models in a multiyear pact — a strategic shift that preserves PRIVACY promises while outsourcing large‑scale LLM horsepower. ([bloomberg.com](https://www.bloomberg.com/news/articles/2025-11-05/apple-plans-to-use-1-2-trillion-parameter-google-gemini-model-to-power-new-siri?utm_source=openai)) [Bloomberg](https://www.bloomberg.com/news/articles/2025-11-05/apple-plans-to-use-google-ai-for-siri)
HBM4 Arrives for AI Accelerators
According to The Korea Times, “Samsung Electronics to ship HBM4 chips to Nvidia in 3rd week of February”, Samsung cleared qualification and will begin deliveries to Nvidia this month, easing a critical SUPPLY bottleneck for next‑generation AI accelerators. ([koreatimes.co.kr](https://www.koreatimes.co.kr/amp/business/tech-science/20260208/samsung-electronics-to-ship-hbm4-chips-to-nvidia-in-3rd-week-of-february/?utm_source=openai)) [The Korea Times](https://www.koreatimes.co.kr/amp/business/tech-science/20260208/samsung-electronics-to-ship-hbm4-chips-to-nvidia-in-3rd-week-of-february/)
Dow tops 50,000 milestone
According to Reuters, “Dow Jones Industrial Average hits record 50,000 points” as the index surged on Feb. 6, led by gains in Nvidia and Caterpillar amid hopes for lower rates and continued AI-driven spending that lifted cyclicals. Keyword: Dow 50,000. [Reuters](https://www.reuters.com/markets/us/dow-hits-50000-first-time-wall-street-rebounds-tech-rout-2026-02-06/)
Economists push back on Warsh AI claim
According to the Financial Times, “Economists reject Kevin Warsh’s claim that AI boom will enable rate cuts” — an FT/University of Chicago poll found most economists doubt AI will materially lower inflation or justify quicker Fed easing, complicating Warsh’s policy pitch. Keyword: Warsh. [Financial Times](https://www.ft.com/content/92717c0e-0e59-4d0c-a364-6ac003de4f8e)
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