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Amazon’s $200B CapEx Spooks Investors as Bitcoin Melts Down

The Rundown

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Market update for Friday February 6, 2026

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In today’s episode:

  • Bitcoin suffers its worst selloff since the FTX collapse as crypto markets melt down
  • Amazon shares slide after the company unveils a massive $200B AI capex plan
  • Nvidia delays new gaming chips because of memory shortage
  • Roblox pops after blowout bookings growth and strong user momentum
  • Hims slides after warning from FDA and Novo about copycat pill 
  • A look at the business behind the 2026 Winter Olympics kicking off in Italy


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Amazon’s $200B CapEx Spooks Investors as Bitcoin Melts Down

The Rundown

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