Wall Street fredag 6 februari 2026



Rekordstängning på Wall Street – rejält lyft för Nvidia
Mot strömmen gick Amazon som föll kraftigt efter sin delårsrapport.


Dip buyers unite.

What a week. If you’re trying to make sense of why the headlong rush into popular trades gave way to a sudden retreat from risk across Wall Street, it’s probably as simple as a slow drumbeat of news sowing anxiety about valuations. But dip buyers are hovering

Bloomberg February 6, 2026 

https://www.bloomberg.com/news/newsletters/2026-02-06/dip-buyers-brave-wall-street-s-retreat-from-risk

A renewed wave of dip buying spurred a rally in tech stocks in the wake of a rout fueled by worries over the billions of dollars those firms are throwing at artificial-intelligence development. 

Bitcoin jumped after 50% plunge from from its October peak. Silver and gold also bounced.

https://www.bloomberg.com/news/articles/2026-02-05/asian-stocks-to-fall-as-us-tech-crypto-extend-dip-markets-wrap

Buy the dip
https://englundmacro.blogspot.com/2025/02/buy-dip.html





Nine of the S&P 500’s 11 sectors declined on Thursday, 

with the Dow Jones Industrial Average falling 1.2% and the Nasdaq Composite down 1.6%.

Job openings in December dropped to 6.5 million, the lowest since 2020-2021, impacting small-cap stocks and the “rotation trade.”

Microsoft shares were in a bear market, closing over 27% below their Oct. 28 peak, while silver fell over 14% and bitcoin plunged below $63,000.

https://www.marketwatch.com/story/s-p-500-turns-negative-for-2026-as-investors-add-job-market-to-a-growing-list-of-worries-facing-wall-street-23e4d185


Wall Street’s Favorite Trades Collapse as Market Selloff Deepens

All across Wall Street, day by day, the headlong rush into the most popular trades, from tech stocks to gold to cryptocurrencies, has given way to a sudden retreat from risk.

There’s been no single cause

https://www.bloomberg.com/news/articles/2026-02-05/wall-street-s-favorite-trades-collapse-as-market-selloff-deepens


 

What Triggered the Crash?

When the time comes to ask the question – “What triggered the crash?” – remember that this is the least important question. 

A market crash requires nothing more than a shift in investor psychology from careless speculation to even modest risk-aversion. The important question to ask is “What drove the bubble?”  

https://englundmacro.blogspot.com/2021/07/what-triggered-crash-hussman-funds.html


Big Tech’s ‘breathtaking’ $660bn spending spree 
reignites AI bubble fears
https://www.ft.com/content/0e7f6374-3fd5-46ce-a538-e4b0b8b6e6cd

Big Tech to Spend $650 Billion This Year 

The spending planned by Alphabet Inc., Amazon.com Inc., Meta Platforms Inc. and Microsoft Corp., all in pursuit of dominance in the still-nascent market for AI tools, is a boom without a parallel this century.

Each of the companies’ estimated outlay for this year would set a high-water mark for capital spending by any single corporation in any one of the past 10 years 

Bloomberg 6 February 2026

https://www.bloomberg.com/news/articles/2026-02-06/how-much-is-big-tech-spending-on-ai-computing-a-staggering-650-billion-in-2026



A line in the sand

Bulls facing a ‘make-or-break’ moment as the S&P 500 nears a line in the sand

A key support level at 6,800 (the January lows) was broken on Thursday. 

The next support is at 6,720 (last December’s lows), which is critical for the bullish camp. A close below 6,720 would be extremely negative.

MarketWatch Feb. 5, 2026

https://www.marketwatch.com/story/bulls-facing-a-make-or-break-moment-as-the-s-p-500-nears-a-line-in-the-sand-4f63d63e 

Support level - Ha, Ha, Ha

https://englundmacro.blogspot.com/2026/01/dollar-support-level-ha-ha-ha.html


"the line in the sand"

Even before the destruction of Carthage, when the Persian king Antiochus invaded Egypt in 168 BC, the Romans despatched an envoy called Popilius Laenas to deal with the situation.

He did so by drawing a line in the sand, stepping back and telling Antiochus that if he took one step further onto Egyptian soil, Rome would declare war.

Antiochus decided not to cross the line.


https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-02-06-2026/card/stellantis-stock-tumbles-after-jeep-maker-books-26-billion-charge-w1eh7wLhJYcgFC8DUU9b

Milan-listed shares were recently down more than 24%, on course for their biggest one-day decline on record. The company was created through the merger of Fiat Chrysler Automobiles and Peugeot maker PSA Group in 2021.

Volvo Cars kursras på nära 20 procent. 

DI 5 februari 2026

https://www.di.se/live/borsen-surnar-volvo-cars-rasar/


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