Technology 10 February 2026

Alphabet (GOOG) stock slips as Google lines up rare 100-year bond and EU pressure builds
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Alphabet (GOOG) stock slips as Google lines up rare 100-year bond and EU pressure builds

Alphabet’s Class C shares (GOOG) fell 1.4% to $319.74 Tuesday as the company sold $20 billion in bonds, including a rare 100-year sterling note, to fund AI infrastructure. EU regulators cleared Google’s $32 billion Wiz acquisition, while European publishers filed an antitrust complaint over AI-generated search summaries. TotalEnergies signed a solar power deal for Google’s Texas data centers.
February 10, 2026
Microsoft stock (MSFT) steadies after-hours on data-center power-line news — what traders watch next
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Microsoft stock (MSFT) steadies after-hours on data-center power-line news — what traders watch next

Microsoft shares closed nearly flat at $413.32 after a volatile session Tuesday. The company said it is testing high-temperature superconductor cables to address power constraints in data centers but gave no deployment timeline. Capital spending reached $37.5 billion last quarter, with cloud revenue up 39%. Investors remain cautious ahead of key U.S. jobs data.
February 10, 2026
Nvidia stock price slips as U.S. flags China chip guardrails; earnings on Feb. 25 loom
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Nvidia stock price slips as U.S. flags China chip guardrails; earnings on Feb. 25 loom

Nvidia shares slipped 0.7% to $188.68 after U.S. officials backed domestic access to its AI chips but upheld strict export terms for China. Cisco launched a new AI networking chip and router, intensifying competition with Nvidia and Broadcom. The iShares Semiconductor ETF fell 0.4%. Traders are awaiting the delayed U.S. jobs report on Feb. 11 and Nvidia’s earnings on Feb. 25.
February 10, 2026
Amazon stock dips after report flags AWS “content marketplace” pitch to publishers
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Amazon stock dips after report flags AWS “content marketplace” pitch to publishers

Amazon shares fell 0.8% to $207.14 in after-hours trading Tuesday after a report said the company is developing an AWS marketplace for publishers to sell content to AI firms. AWS circulated slides referencing a “content marketplace” ahead of a conference, but Amazon declined to comment. Investors are watching for more details and upcoming U.S. inflation data.
February 10, 2026
Constellation Energy stock: CEG nudges higher on CyrusOne data-center power pact, Titans stadium deal
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Constellation Energy stock: CEG nudges higher on CyrusOne data-center power pact, Titans stadium deal

Constellation Energy shares rose 0.4% to $273.25 Tuesday after announcing a 380-megawatt power deal with CyrusOne for a Texas data center and a 20-year energy services agreement for the Tennessee Titans’ new stadium. The company recently completed its $16.4 billion Calpine acquisition. Investors are watching U.S. jobs and inflation data later this week for rate signals.
February 10, 2026
AST SpaceMobile stock slides as direct-to-cell race gets louder ahead of BlueBird 7 launch
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AST SpaceMobile stock slides as direct-to-cell race gets louder ahead of BlueBird 7 launch

AST SpaceMobile shares fell 4.3% to $97.75 Tuesday afternoon, underperforming a mostly flat tech sector. The decline followed NTT Docomo’s announcement of an early fiscal 2026 launch for its own satellite-to-phone service in Japan. Traders are focused on AST’s planned BlueBird 7 satellite launch window in late February. Iridium and Globalstar shares were steadier.
February 10, 2026
Datadog stock price jumps as DDOG earnings beat lifts software mood — but 2026 guide nags
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Datadog stock price jumps as DDOG earnings beat lifts software mood — but 2026 guide nags

Datadog shares rose about 14% Tuesday after the company beat fourth-quarter estimates and issued a stronger-than-expected Q1 revenue forecast. The stock traded at $129.88 in the afternoon. Full-year 2026 revenue and adjusted profit guidance fell short of Wall Street expectations. Investors await more details at Datadog’s Feb. 12 Investor Day in New York.
February 10, 2026
Astera Labs stock dips as earnings loom after Israel design-center move fuels run-up
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Astera Labs stock dips as earnings loom after Israel design-center move fuels run-up

Astera Labs shares fell 1.3% to $185.16 in Tuesday afternoon trading, reversing part of Monday’s 10.5% rally after the company announced a new Israel R&D center focused on AI connectivity. Investors are awaiting fourth-quarter results due after the close. The stock swung between $181.02 and $197.50 during the session. The Nasdaq slipped 0.3% and S&P 500 fell 0.2%.
February 10, 2026
Singapore lifts lid on UNC3886 telecom hack hitting Singtel, StarHub, M1 and Simba
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Singapore lifts lid on UNC3886 telecom hack hitting Singtel, StarHub, M1 and Simba

Hackers linked to UNC3886 breached parts of all four major Singapore telcos’ networks in 2025, authorities said Tuesday. No service disruptions or evidence of stolen customer data were found. A multi-agency response, Operation CYBER GUARDIAN, lasted over 11 months. Officials said attackers used a zero-day exploit and exfiltrated some technical network data.
February 10, 2026
Uber taps Baidu’s Apollo Go for a Dubai robotaxi launch next month on its app
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Uber taps Baidu’s Apollo Go for a Dubai robotaxi launch next month on its app

Uber and Baidu will launch Baidu’s Apollo Go self-driving taxis for ride-hailing in Dubai’s Jumeirah area within a month, offering an “Autonomous” option on the Uber app. Passengers can also be matched with autonomous vehicles on UberX and Uber Comfort trips. The service will expand citywide as regulators approve. Fleet operations will be managed by New Horizon.
February 10, 2026
Microsoft’s new AI data-center bet: superconducting cables to squeeze more power in less space
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Microsoft’s new AI data-center bet: superconducting cables to squeeze more power in less space

Microsoft is testing high-temperature superconductor power lines for data centers as U.S. grid constraints delay expansion. Early results show the cables can carry as much power as conventional lines in less space, but high costs and cooling demands may keep the technology in pilot stages. Microsoft has not disclosed investment amounts or deployment timelines.
February 10, 2026
Google’s AI Overviews draw a fresh EU antitrust complaint from publishers
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Google’s AI Overviews draw a fresh EU antitrust complaint from publishers

The European Publishers Council filed an EU antitrust complaint against Google, alleging its AI Overviews in Search use journalism without consent, opt-outs, or fair pay. The move comes as the European Commission investigates Google’s AI use of publisher content. The complaint claims Google’s AI features threaten publishers’ traffic and revenue. Google has not commented.
February 10, 2026
Apple and Google strike UK CMA app-store deal — what changes for developers
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Apple and Google strike UK CMA app-store deal — what changes for developers

Apple and Google have pledged to the UK’s Competition and Markets Authority to make their app stores more transparent for British developers, with changes covering app reviews, rankings, and developer data. The commitments, due April 1, follow new UK digital market rules. Apple also promised easier access to iOS system features. The CMA said it is still considering tougher action on app store commissions and payment rules.
February 10, 2026
Cisco’s new Silicon One G300 AI networking chip takes on Broadcom and Nvidia
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Cisco’s new Silicon One G300 AI networking chip takes on Broadcom and Nvidia

Cisco unveiled its Silicon One G300 switch chip and new data center systems Tuesday, targeting AI clusters and rival offerings from Broadcom and Nvidia. The G300, built on TSMC’s 3-nanometer process, is expected to deliver 102.4 Tbps switching capacity and go on sale in the second half of 2026. Cisco claims the design can cut AI job completion time by 28% and improve energy efficiency by nearly 70%.
February 10, 2026
Cadence’s new ChipStack AI “super agent” claims 10x faster chip design work
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Cadence’s new ChipStack AI “super agent” claims 10x faster chip design work

Cadence launched its ChipStack AI Super Agent, claiming it can automate chip design and verification tasks up to 10 times faster. Early users include Nvidia, Altera, and Tenstorrent. Cadence said the tool uses “agentic AI” to generate and check designs from high-level specs. Analysts noted rising interest in AI-driven productivity tools amid U.S.-China chip rivalry.
February 10, 2026
Oracle (ORCL) stock pops again before the open as Wall Street splits on its OpenAI bet
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Oracle (ORCL) stock pops again before the open as Wall Street splits on its OpenAI bet

Oracle shares climbed 1.5% in premarket trading Tuesday after a 9.7% surge Monday, trading near $158.95. D.A. Davidson upgraded the stock, citing optimism about Oracle Cloud Infrastructure and OpenAI contracts, while Melius Research downgraded it, warning of cash flow and competitive risks. Oracle remains far below its 52-week high of $345.72. The company plans to raise up to $50 billion in 2026 to fund cloud growth.
February 10, 2026
Google stock slips in premarket as Alphabet’s $20B bond sale puts AI spending back in focus
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Google stock slips in premarket as Alphabet’s $20B bond sale puts AI spending back in focus

Alphabet shares slipped 0.1% to $324.14 in premarket trading after the company sold $20 billion in investment-grade bonds to fund AI data center and chip expansion. CEO Sundar Pichai last week projected 2026 capex at $175–185 billion. Traders are watching funding costs and upcoming U.S. macro data for further moves. Waymo expanded fully autonomous operations to Nashville.
February 10, 2026
Infinix Note Edge review flags slim 5G phone with 6,500mAh battery and 4,500‑nit screen
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Infinix Note Edge review flags slim 5G phone with 6,500mAh battery and 4,500‑nit screen

Infinix’s Note Edge drew early notice after a review highlighted its 7.2mm slim body paired with a 6,500mAh battery, calling the combination rare in midrange 5G phones. The device features a 6.78-inch 3D-curved AMOLED display rated at 4,500 nits and runs on a Dimensity 7100 5G chipset. Infinix targets emerging markets, with pricing starting around $200 depending on region.
February 10, 2026
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