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12 Feb 2026

AI Fears Trigger Historic Stock Market Sell-Offs as New Tools Spark Disruption Concerns

Wall Street faces unprecedented turmoil as AI fears drive massive sell-offs across multiple sectors. New AI tool releases from startups like Algorhythm Holdings and Anthropic have triggered panic selling in logistics, financial services, software, insurance, and real estate stocks. The market's former savior has suddenly become its villain, with billions wiped off valuations in days.

17 Sources

Microsoft pushes for AI self-sufficiency as it builds in-house models to reduce OpenAI dependence

Microsoft's AI chief Mustafa Suleyman announced the company is pursuing AI self-sufficiency by developing its own advanced foundation models. The strategic shift aims to reduce reliance on OpenAI while maintaining their partnership through 2032. Microsoft previewed MAI-1, trained on 15,000 NVIDIA H100 GPUs, and launched the Maia 200 inference chip to control AI economics.

3 Sources

Nebius Group capex jumps to $2.1 billion as AI cloud firm expands GPU and data center footprint

Amsterdam-based Nebius Group reported capital expenditures of $2.1 billion in Q4, up from $416 million a year earlier, as the AI cloud firm races to meet surging demand. The company plans nine new data centers across the US, France, Israel and UK while serving tech giants Microsoft and Meta.

2 Sources

AI agents trigger $1 trillion software selloff as enterprise giants face existential threat

Major software companies including Salesforce, ServiceNow, and Oracle saw share prices tumble as new AI agents threaten to replace traditional business software. The market selloff, dubbed the 'SaaSpocalypse,' has investors divided on whether this represents a buying opportunity or the beginning of fundamental industry disruption that could reshape how we work.

9 Sources

Lenovo warns of PC shipment pressure as memory shortage hits despite record AI server revenue

Lenovo reported 18% revenue growth to $22.2 billion in its December quarter, driven by strong AI server demand and consumers rushing to beat memory price hikes. However, the world's largest PC maker warned that rising memory costs and supply constraints will pressure unit sales, even as its AI infrastructure business hit record revenue with 31% growth.

5 Sources

Taiwan's AI-powered economy hits 8.6% growth as bubble fears and China threats loom large

Taiwan's economy surged 8.6% in 2024, fueled by global demand for artificial intelligence and TSMC's dominance in advanced chips. Exports to the U.S. jumped 78% as Nvidia expands operations on the island. But heavy reliance on the AI supply chain raises concerns about bubble risks similar to the dot-com crash, while geopolitical tensions with China continue to threaten the island's vital role in global semiconductor fabrication.

2 Sources

Anthropic captures 20% of business market as AI adoption accelerates to new highs

Anthropic reached a milestone in January, with one in five U.S. businesses now paying for its AI tools—up from one in 25 last year. The surge positions Anthropic as the fastest-growing AI tool while OpenAI maintains its lead at 36%. But this isn't a zero-sum game: 79% of OpenAI users also pay for Anthropic, suggesting businesses are willing to invest in multiple AI platforms as overall adoption reaches 47%.

2 Sources

SoftBank's AI investments deliver $1.62 billion profit as OpenAI stake drives turnaround

SoftBank Group swung back to profitability with $1.62 billion in net income for Q3, reversing a $369 billion yen loss from the previous year. The turnaround was driven primarily by a $4.2 billion gain from its OpenAI stake, part of $17 billion in total gains from the ChatGPT-maker. The technology investor sold its Nvidia position for $5.8 billion to deepen its focus on AI infrastructure and private AI platforms.

8 Sources

11 Feb 2026

Cisco Raises Revenue Forecast as Hyperscaler AI Demand Drives $2.1B in Infrastructure Orders

Cisco reported record Q2 revenue of $15.3 billion, up 10% year-over-year, fueled by explosive AI infrastructure demand from hyperscalers. The networking giant raised its full-year revenue forecast to $61.2-$61.7 billion and secured $2.1 billion in AI infrastructure orders from hyperscalers alone, reflecting triple-digit order growth. CEO Chuck Robbins highlighted momentum in Silicon One architecture and sovereign AI solutions as enterprises modernize networks for AI-era workloads.

4 Sources

Anthropic pledges to cover electricity costs driven by its AI data centers

Anthropic CEO Dario Amodei announced the company will pay 100% of grid upgrade costs and cover electricity price increases caused by its data centers. The move follows growing concerns about rising electricity costs linked to energy-intensive data centers, with wholesale prices jumping 267% in five years in some areas. The pledge addresses mounting pressure from both political leaders and local communities worried about AI infrastructure's impact on utility bills.

16 Sources

EssilorLuxottica sells 7 million AI glasses in 2025, tripling sales as Meta partnership surges

EssilorLuxottica reported an 18% surge in fourth-quarter sales, driven by explosive demand for Ray-Ban Meta and Oakley smart glasses. The eyewear giant sold over 7 million AI-powered glasses in 2025, more than triple the combined sales from 2023 and 2024. Meta is now seeking to double production capacity to 20 million units this year to meet growing consumer demand.

2 Sources

GlobalFoundries beats estimates, bets big on Physical AI as data center chips fuel growth

GlobalFoundries reported Q4 revenue of $1.83 billion and forecast Q1 revenue above Wall Street expectations, driven by strong chips demand from data centers. The company announced a $500 million share buyback program and revealed its silicon photonics revenue doubled to over $200 million, with plans to nearly double again this year as it pivots toward Physical AI.

2 Sources

Cloudflare stock surges 10% as AI agents fuel networking and security demand

Cloudflare's stock rallied 10% after the company reported Q4 earnings that beat Wall Street estimates, driven by surging demand from AI agents. CEO Matthew Prince highlighted a fundamental re-platforming of the internet as AI agentic tools increasingly rely on Cloudflare's infrastructure. The company raised its 2026 revenue forecast to $2.79-$2.80 billion.

4 Sources

Aehr Test Systems stock surges 33% on next-generation AI processor production order win

Aehr Test Systems (NASDAQ:AEHR) shares jumped 33% after announcing an initial production order from a leading hyperscaler for its Sonoma ultra-high-power test and burn-in systems. The order supports next-generation AI processors for data center applications, with delivery scheduled for summer 2026. This marks a significant validation of Aehr's technology in the rapidly expanding AI chip testing market.

3 Sources

Google offers exit packages to employees as it doubles down on AI-first strategy

Google has launched its third voluntary exit package in less than 12 months, targeting employees in its Global Business Organization who may not align with the company's accelerating AI-first strategy. Chief Business Officer Philipp Schindler told staff the industry pace is electric and stakes are high, offering severance to those uncomfortable with the transformation despite Alphabet reporting record $402.8 billion revenue.

2 Sources

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