AI Stocks Turn Choppy. Hyperscaler Capex Explodes.

Volatility has increased for artificial intelligence stocks in early 2026 as investors scrutinize capital spending hikes by hyperscalers Amazon.com (AMZN), Google-parent Alphabet (GOOGL) and Meta Platforms (META). While software stocks have been hammered, even Palantir Technologies (PLTR), optical networking plays Lumentum (LITE) and Ciena (CIEN) remain bright spots. Looking ahead, Nvidia's (NVDA) earnings report on Feb. 25 could bring more… ...