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1. Jim Cramer: Amazon spending looks painful but it's not a reason to sell the stock

   Amazon shares fell 7% on Friday after management issued a 2026 capital expenditures guide of $200 billion.

2. Tech AI spending may approach $700 billion this year, but the blow to cash raises red flags

   Tech's megacaps announced major increases in capex spend for 2026, and now investors are preparing for cash to dwindle.

3. OpenAI executives were on a tear this week trying to quell critics

   CEO Sam Altman and several OpenAI executives stepped into a "food fight" over Anthropic's Super Bowl ad and threw jabs at Elon Musk.

4. Nvidia shares rise 8% as Jensen Huang says $660 billion capex buildout is sustainable

   Huang's comments come after key Nvidia customers Meta, Amazon, Google and Microsoft reported their latest earnings over the past two weeks.

5. We're upgrading shares of a big beneficiary of AI spending going through the roof

   Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

6. Uber held liable, ordered to pay $8.5 million in driver rape suit

   The case lays the groundwork for about 3,000 other sexual misconduct cases the ridesharing platform is facing nationwide.

7. How America’s EV retreat is increasing China's control of global markets

   U.S. automakers are pivoting away from EVs to refocus on gas-guzzling trucks and SUVs while Chinese manufacturers are expected to keep growing electric exports.

8. Bitcoin's rough week, Amazon's plunge, Super Bowl ads and more in Morning Squawk

   Here are five key things investors need to know to start the trading day.

9. Voyager Technologies CEO says space data center cooling problem still needs to be solved

   Voyager CEO Dylan Taylor said a two-year time frame for data centers in space would be "aggressive."

10. Amazon leads Big Tech’s $1 trillion wipeout as AI bubble fears ignite sell-off

    Microsoft, Nvidia, Oracle, Meta, Amazon and Alphabet all saw their shares fall in the week up to the market close on Thursday.