周五美股低开，道指跌0.75%、标普500指数跌0.82%、纳指跌1.2%。
金融科技公司 Block, Inc. 大涨17%。Block宣布裁减约4000名员工，以人工智能驱动效率提升为由完成一次彻底的组织重构。同时，上调对2026年业绩的预期。
戴尔涨超16%。戴尔第四季度营收创下334亿美元的新纪录，同比增长39%，高于分析师预期。非GAAP摊薄每股收益创下3.89美元，同比增长45%，高于分析师预期。公司预计2027财年营收将在1380亿美元至1420亿美元之间，高于分析师预期。
MARA涨超12%。MARA宣布将从纯粹的比特币矿商转型为能源和数字基础设施公司，将建设AI数据中心。
奈飞涨超8%。奈飞退出了对华纳兄弟探索公司的收购争夺，并宣布重启股票回购计划。
CoreWeave大跌17%，跌幅创8月以来最大，四季度亏损扩大，巨额资本支出引发投资者担忧。
亚马逊跌0.9%，其宣布与OpenAI合作，并在OpenAI新一轮1100亿美元的投资中参投500亿美元。
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