Morgan Stanley strategists on 9 February 2026 urged investors to use the recent sell-off in US technology stocks as a buying opportunity, saying the sector’s growth should continue. The firm points to a strong expansion of artificial intelligence that underpins an unusually robust revenue outlook for many tech companies. According to the strategists, the recent decline in valuations therefore presents attractive entry points—especially for companies that are actively deploying AI into their businesses. The note frames the pullback as a tactical opportunity to add exposure to US tech, with AI-driven revenue growth as the primary supporting thesis. #MorganStanley #AI #tech #FiatNews

Monday’s market tone was set by Asian developments as investors grew more cautious about the returns on recent AI investments. The main event was an unexpectedly decisive electoral victory in Japan: the Liberal Democratic Party (LDP) of current Prime Minister Sanae Takaichi secured a commanding, well over two‑thirds majority in the lower house. The sizable win substantially strengthens Takaichi’s political mandate and should facilitate implementation of the LDP’s policy agenda in the coming term. Market observers noted that this political clarity arrived alongside renewed debate over whether heavy corporate and sovereign spending on AI will deliver the anticipated economic payback. The combination of a strong mandate in Tokyo and rising skepticism on AI investment returns shaped the opening week’s sentiment across regional markets. #Japan #LDP #AI #FiatNews

European markets traded mixed following Asian developments: equity performance diverged across bourses while government bonds came under light pressure. Investors weighed the Japan election outcome against regional dynamics as the week began. #Europe #bonds #equities #FiatNews

Japanese stocks rallied after snap parliamentary elections gave Prime Minister Sanae Takaichi’s Liberal Democratic Party an unexpectedly large victory, securing more than a two‑thirds majority. Tokyo equities rose on the clear mandate, with markets reacting early in the week. #Japan #equities #FiatNews

In a Feb. 9, 2026 episode of the MakroMixér podcast, Robert Kiml, president of Toyota Motor Manufacturing Czech Republic’s Kolín plant, said electrification is currently loss-making and that Europe’s Green Deal “overdoes it” — adding that the region lacks “confidence and realism.” Kiml spoke openly about the industry’s transformation, pointing to weaknesses in European regulation, a growing dependence on China for key components, and questions over the future profitability of electric vehicles. The comments come amid ongoing debates over industrial policy and the pace of the shift to EVs in Europe. #Toyota #EV #GreenDeal #China #FiatNews

Czech unemployment rose above 5% in January, reaching 5.1% from 4.8%, the highest registered rate since February 2017. The data, published on 9 February 2026, show a larger-than-expected monthly increase in the share of people registered at labour offices. The headline also notes the rise was linked in part to changes from the recent "flexinovela" (flexi amendment). January is traditionally a month when unemployment climbs due to seasonality, and this year followed that pattern. The jump to 5.1% reverses the downward trend seen in prior months and marks the strongest reading in nearly a decade, underlining the combined impact of seasonal factors and legislative change on the labour market. Further detailed breakdowns of industry or regional effects were not provided in the summary release. #CzechRepublic #Unemployment #labourmarket #FiatNews

Japanese stocks surged to record highs on Monday after Prime Minister Sanae Takaiichi’s Liberal Democratic Party secured an absolute majority in the lower house in weekend elections. Markets opened the week with strong gains as investors reacted to the decisive parliamentary outcome. The LDP victory positions Takaiichi to more easily pursue her policy agenda in the Diet following the election result. Benchmark indices climbed to fresh records, reflecting investor response to the political development. The outcome was announced over the weekend and market moves were reported on 9 February 2026. #Japan #Nikkei #SanaeTakaiichi #FiatNews

UniCredit on 9 February 2026 unveiled an ambitious outlook, forecasting growth in both profits and revenues. The bank said it expects net revenues to rise at about 5% annually over the coming years and plans to return up to €50 billion to investors by 2030 via dividends and share buybacks. The programme targets a sizeable uplift in shareholder payouts, combining regular dividend distributions with buybacks to deliver the up-to-€50bn total through 2030. The revenue growth projection—around 5% p.a.—is presented as the underlying driver enabling these returns. The announcement frames this as a multi‑year plan to expand underlying revenues while enhancing capital returns to investors. #UniCredit #Dividends #FiatNews

The fight over a pill version of Novo Nordisk’s weight‑loss drug Wegovy intensified after recent regulatory action: Novo Nordisk shares rose sharply following intervention by the U.S. Food and Drug Administration, while telemedicine firm Hims & Hers saw its stock drop. Last week the shares moved in opposite directions after Hims announced it would sell a cheaper, pill-based copy of the Danish company’s Wegovy formulation. Over the weekend the situation escalated, prompting renewed market volatility. Context: Wegovy is a leading GLP‑1 weight‑loss treatment from Novo Nordisk; Hims & Hers had sought to market a lower‑priced oral alternative, drawing regulatory scrutiny that now appears to have favored Novo Nordisk. #NovoNordisk #HimsandHers #Wegovy #FiatNews

On 9 February 2026, a meeting between analysts and Czech National Bank (CNB) Deputy Governor Jan Frait and the CNB technical team reinforced the hawkish tone of the central bank’s latest forecast, standing in contrast to the more cautious stance of the bank’s governing board at the last policy meeting. The Friday session echoed messages from the previous monetary policy decision: CNB staff projections tilted toward a tighter outlook, while the board’s public messaging remained prudent. The brief summary of the meeting did not include specific rate figures or model updates. The exchange highlights a communicative divergence within the central bank—hawkish staff forecasts versus a cautious board narrative—which will shape how future guidance and policy decisions are interpreted. #CNB #JanFrait #MonetaryPolicy #Czech #FiatNews

On 9 February 2026, financial markets began to stabilise after a sharp technology-led selloff as investors' appetite for risk started to return. Trading in the morning showed a broad rebound among previously sold-off tech names. One notable exception was Amazon, whose shares continued to weaken in reaction to the company's announced planned capital expenditures. The prospect of higher capex weighed on investor sentiment and left #AMZN under pressure even as peers recovered. The episode highlights a partial market recovery with technology stocks generally recuperating while Amazon's outlook remains a focal point for traders assessing the impact of its investment plans. #markets #technology #FiatNews

#A new AI tool from Anthropic triggered market moves across software, financial services and asset managers: investor concern over accelerating AI competition wiped about $285 billion of market value from affected firms. #Anthropic #AI #FiatNews

#Novo Nordisk warned of a tough year: the company expects revenues to decline between 5% and 13% year‑on‑year this year, a forecast that shocked investors and reversed recent strong gains. #NovoNordisk #FiatNews

#Alphabet beat Q4 revenue and profit estimates and surprised investors by announcing substantially higher planned capital expenditures for the year, contributing to sector capital‑spending debates. #Alphabet #FiatNews

#Vestas raised its 2026 profit outlook, increased its dividend by about one‑third and announced an additional share buyback of €150 million; the stock fell after the results. #Vestas #FiatNews

#German industrial orders jumped 7.8% in December — the biggest monthly rise in two years — extending a four‑month growth streak, though much of the gain reflected large one‑off contracts. #Germany #FiatNews

#Czech National Bank maintained its base rate at 3.5% and upgraded its macro outlook for Czech economic growth in the new forecast released alongside the decision. #CNB #FiatNews

#ECB holds rates at 2.0% and signals a preference for stability: the central bank kept policy unchanged at its first meeting of the year amid steady euro‑area activity and low unemployment. #ECB #FiatNews

Stellantis announced an extraordinary €22 billion restructuring charge tied to the EV transition, said it would not pay a dividend, and saw its shares fall about 22% on the news. #Stellantis #FiatNews

#Komerční banka reported Q4 net profit down 4.9% to CZK 4.5 billion; cost savings and releases of provisions did not fully offset weaker overall revenues, particularly lower core income and fees. #FiatNews