🔥 Market Buzz: The AI Spending Race & Musk's Moon Shot | Tue, Feb 10, 2026

From celestial ambitions to earthbound financial wars, today's market narrative is fueled by massive bets and rising tensions. Let's dive in:

🚀 Frontier Tech & Strategic Shifts

• Musk's Lunar Priority: In a strategic pivot, SpaceX is shifting focus to building a “self-growing Moon city” within 10 years, prioritizing it over immediate Mars colonization. This could redirect substantial resources and hype within the New Space sector.
• Tesla's China FSD Steps: While Tesla confirmed there is no specific launch date for FSD in China, it has established a local AI training center, a necessary step for eventual regulatory approval and deployment.

⚔️ The High-Stakes AI & Pharma Battles

• Google's $20B War Chest: To fund its relentless AI spending, $Alphabet(GOOGL.US) is issuing $20 billion in bonds, including a rare 100-year note, signaling long-term commitment and immense capital needs.
• Microsoft's Rising Skepticism: Reflecting growing investor unease, $Microsoft(MSFT.US) faced its second stock downgrade in a week, with analysts citing concerns over high AI capital expenditure and fierce competition.
• Novo Nordisk's Legal Offensive: The drug giant is on the offensive, with the FDA issuing warnings about unapproved compounded GLP-1 drugs. Novo has also sued $Hims & Hers Health(HIMS.US) for patent infringement, escalating the weight-loss drug price and market war.
• Seedance 2.0 Trend: The viral breakout of Seedance 2.0 is highlighted by analysts as a potential catalyst for the AI multimodal application and infrastructure supply chain.

📊 Today's Market Watch

• Macro Data Focus: Attention turns to the U.S. December Retail Sales Monthly rate, a key indicator of consumer health.
• Earnings Spotlight: Reports are due from $Coca Cola(KO.US) pre-market and $SMIC(00981.HK) in Hong Kong.
• IPO Listings: $AXERA(00600.HK) and $RIDGE OUTDOOR(02720.HK) begin trading today. Lead Intelligent enters Hong Kong dark pool trading after hours.

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