Anthropic AI sparks market shifts while Google Microsoft invest billions

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Investors are shifting capital away from technology stocks, fearing that new AI tools, such as those from Anthropic, will disrupt many tech businesses. On February 6, 2026, traders began moving money into "AI resistant" sectors like homebuilding, transportation, heavy machinery, consumer staples, and chemicals. Companies like Deere & Co. and Dollar General Corp. are seen as safer bets due to their physical products and services. This trend led to the S&P 500 dropping 2% while consumer staples rose 4.7% this week, and the Dow Jones Industrial Average outperformed the S&P 500 and Nasdaq 100.

The artificial intelligence sector is undergoing a massive $7 trillion infrastructure build-out, with McKinsey estimating $5.2 trillion needed for AI data centers, power, and grid infrastructure by 2030, plus an additional $1.5 trillion for traditional IT. This rapid investment, which includes major tech companies like Alphabet, Microsoft, Amazon, and Meta planning to spend between $635 billion and $665 billion in their 2026 fiscal years on AI R&D, data centers, chips, and staff, is happening much faster than AI's actual earnings. This creates systemic risks, including concentrated investment among a few giants like Nvidia, and uncertain returns on data center investments.

Powering this AI expansion, Bloom Energy has seen its stock surge over 400% in the past year, even surpassing Nvidia, by quickly providing on-site fuel cell power for data centers. While their technology has higher upfront costs, its speed in delivering power in months, compared to years for traditional grid connections, is highly valued by hyperscalers. Meanwhile, AI's integration into daily life brings both opportunities and challenges. Nvitis, for example, is hiring to sell an AI search and workflow platform to K-12 school districts, aiming to streamline operations and improve student outcomes.

However, concerns about AI are also growing. Cybersecurity experts emphasize that human psychology is crucial, as AI makes attacks faster and more complex through advanced phishing and deepfakes, requiring security leaders to design people-centric systems. AI hiring tools, despite attracting $6.24 billion in venture capital in 2025, face lawsuits alleging discriminatory algorithms, with companies like Workday and Eightfold AI being challenged. Furthermore, a CBS News/YouGov poll reveals Americans are worried about the economy, the widening wealth gap, and potential job losses due to AI. Experts also highlight that human intelligence, being social, embodied, and collective, fundamentally differs from AI's statistical processing, which often relies on biased data.

Key Takeaways

Investors are shifting capital from tech stocks to "AI resistant" sectors like homebuilding and consumer staples due to fears of AI disruption, causing the S&P 500 to drop 2% while consumer staples rose 4.7% on February 6, 2026.
A massive $7 trillion infrastructure build-out for AI is underway, with $5.2 trillion for data centers and $1.5 trillion for traditional IT by 2030, creating systemic risks due to investment outpacing earnings.
Major tech companies, including Alphabet, Microsoft, Amazon, and Meta, plan to spend between $635 billion and $665 billion in their 2026 fiscal years on AI research, data centers, chips, and staff.
Bloom Energy's stock surged over 400% in the past year, surpassing Nvidia, by providing fast, on-site fuel cell power solutions for AI data centers.
AI hiring tools, despite receiving $6.24 billion in venture capital in 2025, face lawsuits alleging discriminatory algorithms, with companies like Workday and Eightfold AI being challenged.
Human psychology is crucial for modern cybersecurity, as AI makes attacks faster and more complex through advanced phishing and deepfakes, requiring CISOs to design people-centric systems.
Americans express negative views on the economy, the widening wealth gap, and the belief that artificial intelligence will lead to job losses, according to a CBS News/YouGov poll.
Nvitis is hiring a K-12 District Sales Executive to sell an AI platform designed to streamline school operations and improve student outcomes in public school districts.
Human intelligence is distinct from AI capabilities, being social, embodied, and collectively built, while AI processes information statistically and lacks emotional understanding or shared moral thinking.
The rapid capital expenditure in AI infrastructure is highly concentrated among a few tech giants, including Nvidia, raising concerns about uncertain returns and funding structures that may hide dangers.

Investors Shift to AI Resistant Stocks

On February 6, 2026, investors started moving money away from technology stocks. They fear that new AI tools, like those from Anthropic, will disrupt many tech businesses. Instead, traders are buying "AI resistant" stocks in sectors like homebuilding, transportation, heavy machinery, consumer staples, and chemicals. These companies, such as Deere & Co. and Dollar General Corp., have physical products or services that AI cannot easily replace. This shift caused the S&P 500 to drop 2% while consumer staples rose 4.7% this week.

AI Fears Drive Investors to Physical Goods Stocks

On February 6, 2026, investors began moving money from tech stocks to companies with "AI resistant" businesses. This shift happened because of growing concerns that artificial intelligence will disrupt many tech business models. Companies in sectors like homebuilding, machinery, transportation, consumer staples, and chemicals are now seen as safer investments. Experts like Michael O'Rourke from JonesTrading note these groups have physical components AI cannot easily replicate. The Dow Jones Industrial Average, with its focus on older industries, outperformed the S&P 500 and Nasdaq 100 this week.

Human Psychology Key to AI Cybersecurity

On February 6, 2026, an expert from The Exeter and University College London discussed how human psychology is crucial for modern cybersecurity, especially with AI. Cybersecurity breaches often start with human mistakes, and AI makes attacks faster and more complex. CISOs must understand human behavior to create stronger security programs. AI can help by reducing mental strain, automating tasks, and personalizing training. However, AI also increases risks by enabling advanced phishing and deepfakes, and can overwhelm users or lead to over-reliance. Security leaders need to design systems around people, encourage safe reporting of errors, and educate teams about AI's psychological dangers.

AI Infrastructure Boom Faces $7 Trillion Risk

On February 6, 2026, James Wallace reported on the massive $7 trillion infrastructure build-out for artificial intelligence. McKinsey estimates that by 2030, $5.2 trillion will be needed for AI data centers, power, and grid infrastructure, plus $1.5 trillion for traditional IT. This huge investment is happening much faster than AI's actual earnings, creating systemic risks. While generative AI revenues are growing, they are not keeping pace with the rapid capital expenditure. Key risks include concentrated investment among a few tech giants like Nvidia, uncertain returns on data center investments, and funding structures that hide potential dangers.

Big Tech Plans $650 Billion AI Spending in 2026

Major tech companies like Alphabet, Microsoft, Amazon, and Meta plan to spend between $635 billion and $665 billion in their 2026 fiscal years. This huge investment is mainly for artificial intelligence. The money will go towards AI research and development, expanding data centers, buying computer chips, and hiring expert AI staff. This spending shows the strong competition in the AI sector and will likely drive new ideas and change the technology market for years.

AI Hiring Tools Face Bias Lawsuits

On February 6, 2026, AI hiring tools are facing legal challenges despite receiving huge investments. Venture capitalists invested $6.24 billion in work technology companies in 2025, with a 31% increase in average deal size. However, companies like Workday and Eightfold AI are facing lawsuits claiming their AI algorithms lead to discriminatory hiring. George LaRocque of WorkTech states that companies must now prove their AI is fair, not just what it can do. He warns that algorithmic decision-making without transparency creates major legal risks across many business functions.

Nvitis Seeks Sales Executive for K-12 AI Platform

Nvitis, an innovative AI education technology company, is hiring a K-12 District Sales Executive. This remote, US-based role involves selling an AI search, workflow, and knowledge sharing platform to public school districts. The platform helps schools streamline operations with features like semantic search and automated approvals, aiming to improve student outcomes. The position offers a competitive salary, uncapped commission, and stock options. Candidates need at least five years of B2B sales experience, with three years in K-12 edtech, and a strong network of school decision-makers.

Poll Reveals American Worries About Economy and AI Jobs

A new CBS News/YouGov poll shows that Americans have negative views on several key issues. The poll found that many Americans believe the wealth gap is getting larger. They also feel the economy is not doing well. A significant concern is the belief that artificial intelligence will lead to job losses in the future.

Human Intelligence Differs from AI Capabilities

This article argues that comparing artificial intelligence to human intelligence often misses important points. Human intelligence is social, connected to our bodies, and built collectively, not just by individuals. AI systems, however, process information alone and do not cooperate, understand emotions, or engage in shared moral thinking. AI also learns from statistical patterns in text rather than real-world experiences. Furthermore, AI training data is often biased, with 80% of online content being in English, which limits its understanding of diverse human perspectives. The article concludes that while AI is a powerful tool, it does not possess a superior mind compared to humans.

Bloom Energy Soars with AI Data Center Demand

Bloom Energy has become a surprising leader in the AI boom due to its ability to quickly provide on-site power for data centers. The company's stock surged over 400% in the past year, even surpassing Nvidia. Bloom Energy makes large fuel cell units that generate power using natural gas, and can also use cleaner fuels like biogas or hydrogen. CEO KR Sridhar notes that major tech companies, known as hyperscalers, are now seeking Bloom's fast power solutions. While Bloom's technology has higher upfront costs, its speed in delivering power in months, compared to years for traditional grid connections, is highly valued by data centers.