Top Macro & Tech Stocks: February 10, 2026

<para>Key U.S. economic data to watch: retail sales for December 2025 and commercial inventory for November 2025.</para> <para>Micron Technology (MU-US) fell 2.8% as investors reassess competition from SK Hynix’s upcoming HBM4, which will supply next-gen GPUs for NVIDIA’s (NVDA-US) Vera Rubin architecture.</para> <para>Alphabet (GOOGL-US) is reportedly planning to issue U.S. investment-grade corporate bonds to raise about $15 billion to accelerate investments in generative AI.</para> <para>OpenAI executives signaled renewed momentum in ChatGPT growth, with monthly user growth rebounding to double digits and a next-generation chat model expected this week.</para> <para>In response to Nexperia’s Chinese ownership concerns, outgoing Dutch Prime Minister Mark Rutte’s successor is expected to include stronger China-hawks, signaling a potential hardening of Dutch policy toward Beijing.</para> <para>BTC (USD) traded near $70,000 after a recent selloff that erased over 44% from its October 2025 all-time high. Bernstein analysts view the decline as a confidence issue, not a systemic one.</para>