Global Stocks and Bitcoin Recover as Investors Reassess AI Spending and Economic Data

Global stocks and bitcoin rebounded Friday as investors weighed AI spending. Improved consumer sentiment and diplomatic talks also helped stabilize markets.

Insights:
Global equity indexes and a variety of risk assets staged a rebound on February 6, 2026, following a period of significant selloffs. A rally across Wall Street in the US USUS, which saw gains in the Dow Jones Industrial Average, the S&P 500, and the Nasdaq Composite, provided a lift to the MSCI global equities gauge. This recovery comes as investors began to pare back immediate concerns regarding the scale of corporate investment in artificial intelligence.
A trader works on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., February 5, 2026. REUTERS/Brendan McDermid
A trader works on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., February 5, 2026. REUTERS/Brendan McDermid
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