02-07-2026 | Markets hit records as artificial intelligence spending grows, jobless claims rise, and corporate outlooks reset expectations.

COMPANIES. CENTENE releases results and guidance. Centene Corporation reported full year 2025 revenue of ONE HUNDRED NINETY FOUR BILLION SEVEN HUNDRED SEVENTY SEVEN MILLION DOLLARS. The company also RELEASED guidance for 2026. Management PROJECTS stable membership and operating performance. Investors focused on margins and cash flow across the United States health insurance sector. THE ECONOMY. JOBLESS CLAIMS rise as confidence edges up. Initial jobless claims INCREASED by TWENTY TWO THOUSAND to TWO HUNDRED THIRTY ONE THOUSAND in the latest week. At the same time, the University of Michigan consumer sentiment index ROSE to FIFTY SEVEN POINT THREE from FIFTY SIX POINT FOUR. The data show a labor market still adjusting. Household confidence remains fragile but slightly improved. MARKETS. DOW crosses a historic milestone. The Dow Jones Industrial Average CLOSED above FIFTY THOUSAND for the FIRST TIME. Chipmakers led gains as demand for artificial intelligence infrastructure accelerated. AMAZON shares FELL after outlining sharply higher capital spending for 2026. Sector rotation dominated the session. INNOVATION. ARTIFICIAL INTELLIGENCE spending reshapes technology. Major technology companies CONFIRMED massive investments in artificial intelligence data centers. Semiconductor suppliers SURGED on expectations of higher chip demand. The shift shows how artificial intelligence is redirecting CAPITAL and strategy across the technology industry.