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NASDAQ:AMD 25 February 2026 - 27 March 2026

Nvidia Stock Price Falls 4%: Why Huawei, China Risk and a Nasdaq Correction Matter Now

Nvidia Stock Price Falls 4%: Why Huawei, China Risk and a Nasdaq Correction Matter Now

Nvidia shares fell 4.16% to $171.24 on Thursday, cutting its market value to $4.53 trillion. Huawei’s new 950PR chip, set for mass production next month, has drawn orders from ByteDance and Alibaba. U.S. senators urged a pause on Nvidia exports to China after universities linked to the PLA bought restricted chips. The Nasdaq closed 10.7% below its October peak, confirming a correction.
27 March 2026
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Intel Stock Price Jumps After 18A PC Launch Gives Wall Street Fresh Turnaround Proof

Intel Stock Price Jumps After 18A PC Launch Gives Wall Street Fresh Turnaround Proof

Intel shares rose 7.1% to $47.18 after launching Core Ultra Series 3 business PCs built on its new 18A chip process, with shipments starting March 31. The company also unveiled Arc Pro B70 and B65 graphics cards. Intel’s 2026 proxy revealed a revised CHIPS Act deal, accelerating $5.7 billion in subsidies and giving the U.S. government 8.4% of its stock. Investors remain focused on whether Intel can improve 18A chip yields.
26 March 2026
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Intel Stock Price Rises Before the Bell as Arm AI Chip Fuels Server CPU Bets

Intel Stock Price Rises Before the Bell as Arm AI Chip Fuels Server CPU Bets

Intel shares climbed 3.8% premarket Wednesday after Arm launched a new AI data-center chip and oil prices fell. Intel traded at $44.06, valuing the company at $155.4 billion. Arm said its AGI CPU, made by TSMC, could generate $15 billion a year within five years, with Meta and OpenAI as early customers. Analysts noted Intel faces execution risks despite strong gains and renewed demand for server CPUs.
25 March 2026
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AMD stock price falls 2% as oil tops $100, Meta chip plans and Nvidia GTC loom

AMD stock price falls 2% as oil tops $100, Meta chip plans and Nvidia GTC loom

AMD shares fell 2.2% to $193.39 Friday as semiconductor stocks slid and the Nasdaq dropped 0.9%, with Brent crude closing above $100 a barrel. Nvidia lost 1.6%, while Intel rose 1.2%. AMD CEO Lisa Su is set to meet Samsung’s Jay Y. Lee next week to discuss high-bandwidth memory amid ongoing supply shortages. Meta unveiled four in-house AI chips but will continue buying from AMD and Nvidia.
13 March 2026
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AMD Stock Price Drops Below $200 as Oil Shock Hits Chip Shares, Meta Expands In-House AI Push

AMD Stock Price Drops Below $200 as Oil Shock Hits Chip Shares, Meta Expands In-House AI Push

AMD shares fell 3.4% to $197.74 late Thursday, dropping below $200 as tech stocks slid amid a broader market selloff. The decline followed Iranian strikes on oil tankers that pushed crude prices higher and rattled Wall Street. Meta unveiled new in-house AI chips and confirmed a $60 billion AMD chip deal, while AMD CEO Lisa Su plans to visit South Korea next week for memory supply talks.
13 March 2026
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Meta Stock Week Ahead: Why CPI, EU Pressure and AI Costs Could Drive the Next Move

Meta Stock Week Ahead: Why CPI, EU Pressure and AI Costs Could Drive the Next Move

Meta Platforms shares closed at $644.86 Friday, down 2.4%, after agreeing to allow rival AI chatbots on WhatsApp in Europe for a year amid ongoing EU antitrust scrutiny. The company faces rising costs, with 2026 capital spending projected up to $135 billion. Meta has secured major AI chip deals with AMD and Google. Regulatory pressures increased as Indonesia and an Indian state moved to restrict social media for minors.
7 March 2026
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Advanced Micro Devices (AMD) Faces Fresh U.S. AI Chip Export Risk as Washington Weighs New Rules

Advanced Micro Devices (AMD) Faces Fresh U.S. AI Chip Export Risk as Washington Weighs New Rules

U.S. officials are drafting new AI chip export rules that could require foreign governments to invest in U.S. data centers or provide security guarantees before buying large volumes, potentially affecting AMD, Nvidia, and Intel. The proposal follows AMD’s $60 billion chip deal with Meta and comes as tech giants plan over $600 billion in AI infrastructure spending this year. The draft is not final.
5 March 2026
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AMD teams up with University of Toronto for 100-project AI research lab in Canada

AMD teams up with University of Toronto for 100-project AI research lab in Canada

AMD and the University of Toronto opened a joint AI and computing research lab, with AMD committing to fund 100 projects over three years and donating two AI servers. The lab will focus on energy-efficient AI systems and methods for training large models on distributed clusters. Federal and provincial officials attended the launch. AMD shares fell about 1% in morning trading.
5 March 2026
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AMD teams up with University of Toronto on new AI research lab as chip race heats up

AMD teams up with University of Toronto on new AI research lab as chip race heats up

AMD and the University of Toronto opened a new AI and computing research lab, planning to support 100 projects over three years and add new AI servers. AMD shares rose nearly 6% in premarket trading as investors watched its AI chip efforts. The lab joins AMD’s R&D network, which includes MIT and UC Berkeley. Executives also reported recent share sales linked to equity awards.
5 March 2026
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AMD stock price slides nearly 5% today as chip shares sink — here’s what’s driving it

AMD stock price slides nearly 5% today as chip shares sink — here’s what’s driving it

AMD shares fell 4.8% to $189.16 by midmorning Tuesday amid a broad tech selloff, with Nvidia down 2.8% and Intel off 6.3%. Flex began U.S. manufacturing of AMD’s Instinct MI355X GPU platform in Austin, Texas, with volume ramping next quarter. Wall Street indexes dropped over 2% as investors reacted to Middle East tensions and rising oil prices. AMD CTO Mark Papermaster was set to speak at a Morgan Stanley conference.
3 March 2026
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Nvidia stock slides again, dragging AI shares as Wall Street questions the payoff

Nvidia stock slides again, dragging AI shares as Wall Street questions the payoff

Nvidia shares fell 2.4% Friday, extending losses after a steep drop post-earnings, and pulling other AI-linked tech stocks lower. The Dow dropped 1.22%, S&P 500 lost 0.66%, and Nasdaq slid 0.99% in late morning trading. Hotter-than-expected U.S. producer prices fueled inflation concerns and pressured high-valuation tech names. Global equity fund inflows hit a five-week low as investors grew cautious.
27 February 2026
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Why AMD stock is down: hot U.S. wholesale inflation and Nvidia slump weigh on Advanced Micro Devices

Why AMD stock is down: hot U.S. wholesale inflation and Nvidia slump weigh on Advanced Micro Devices

Advanced Micro Devices shares fell 1.6% to $200.43 in mid-morning New York trade Friday, tracking declines across chip stocks after U.S. producer prices rose 0.5% in January, above forecasts. The Philadelphia Semiconductor Index dropped about 1.1%. Nvidia shares also fell Thursday despite strong results. Investors are watching for Broadcom earnings March 4 and the U.S. jobs report March 6.
27 February 2026
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AMD stock slips after Meta AI-chip pact as Nutanix tie-up lands

AMD stock slips after Meta AI-chip pact as Nutanix tie-up lands

AMD shares fell 2.6% to $205.31 Thursday morning after the company announced a $150 million investment in Nutanix and up to $100 million for joint AI platform work. The drop followed news of a five-year deal to sell up to $60 billion in AI chips to Meta, which includes a performance-based warrant for Meta to buy up to 160 million AMD shares at $0.01 each.
26 February 2026
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Nutanix stock jumps 22% premarket after AMD takes $150 million stake in AI partnership

Nutanix stock jumps 22% premarket after AMD takes $150 million stake in AI partnership

Nutanix shares rose 22% premarket to $47.01 after AMD agreed to buy $150 million in Nutanix stock and jointly develop an enterprise AI platform. Nutanix posted Q2 revenue of $722.8 million and raised its full-year outlook to $2.80–$2.84 billion. Supply-chain issues may delay some revenue and cash flow, the company said. AMD’s investment involves a private placement at $36.26 per share.
26 February 2026
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Meta stock rises after $60 billion AMD AI chip pact, with Nvidia earnings next

Meta stock rises after $60 billion AMD AI chip pact, with Nvidia earnings next

Meta Platforms shares rose about 1.4% Wednesday after Reuters reported a deal to buy up to $60 billion of AMD AI chips over five years. The agreement includes a warrant for Meta to acquire up to 10% of AMD if certain GPU shipment milestones are met. Investors are awaiting Nvidia’s quarterly results for further signals on AI hardware demand.
25 February 2026
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AMD stock rises in premarket as Meta AI-chip pact puts 160 million-share warrant under a microscope

AMD stock rises in premarket as Meta AI-chip pact puts 160 million-share warrant under a microscope

AMD rose about 0.8% to $215.50 in premarket trading Wednesday after announcing a multi-year deal with Meta to supply up to 6 gigawatts of Instinct GPUs. Meta received a performance-based warrant for up to 160 million AMD shares, vesting in tranches tied to chip shipments and stock-price targets. Reuters reported the agreement could reach $60 billion over five years.
25 February 2026
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Stock Market Today

  • Cisco Systems Fairly Priced After Multi-Year Gains, DCF Shows Slight Discount
    April 8, 2026, 9:22 PM EDT. Cisco Systems (CSCO) has delivered strong share price gains with an 88% increase over five years and 47.3% over the last year. Despite this, a Discounted Cash Flow (DCF) analysis estimates an intrinsic value of about $87.04 per share, slightly above the current price near $83.70, indicating the stock trades at a modest 3.8% discount. Cisco's role as a core networking and infrastructure provider, alongside its presence in security and software subscriptions, supports investor interest. The company rates moderately on valuation checks and its price-to-earnings (P/E) ratio will provide additional insights on market expectations. Overall, Cisco appears fairly valued but investors should monitor developments as valuations can shift quickly.

Latest article

Why IREN Stock Is Back in Focus as AI Ambitions Meet Funding Fears

Why IREN Stock Is Back in Focus as AI Ambitions Meet Funding Fears

8 April 2026
IREN shares rose 1.8% to $35.74 Wednesday as investors assessed its $6 billion share program and shift from bitcoin mining to AI cloud services. The company’s revenue fell to $184.7 million last quarter, with a net loss of $155.4 million. IREN recently announced a five-year, $9.7 billion AI cloud deal with Microsoft. Options trading volume hit 103,000 contracts Tuesday, with sentiment described as mixed.
Amazon Stock Could Jump 50% as Wall Street Reconsiders Its $200 Billion AI Bet

Amazon Stock Could Jump 50% as Wall Street Reconsiders Its $200 Billion AI Bet

8 April 2026
Amazon closed at $213.77 Tuesday, with BNP Paribas maintaining a $320 price target, citing strong AI demand despite Amazon’s planned $200 billion capex for 2026. The company’s February forecast of higher spending sent shares down 11.5% after hours, even as AWS revenue rose 24% to $35.6 billion in the December quarter. Alphabet and Microsoft are also ramping up AI infrastructure spending.
Sensex Soars 2,946 Points, Nifty Near 24,000 After Iran Ceasefire and RBI Pause

Sensex Soars 2,946 Points, Nifty Near 24,000 After Iran Ceasefire and RBI Pause

8 April 2026
The Sensex surged 2,946 points to 77,562.90 on Wednesday, its best day in five years, as a U.S.-Iran ceasefire and steady RBI rates pushed Indian markets higher. Brent crude fell 14.4% to $93.49 a barrel, easing pressure on the rupee, which rose 0.5% to 92.58 per dollar. All 16 major sectors gained, led by financials and auto stocks. The RBI kept its repo rate at 5.25% and forecast slower growth ahead.
Netflix Stock Draws Fresh Institutional Buying Ahead of Earnings After Goldman Upgrade

Netflix Stock Draws Fresh Institutional Buying Ahead of Earnings After Goldman Upgrade

8 April 2026
Stock Yards Bank & Trust Co. increased its Netflix stake by 1,141.9% to 29,074 shares in Q4, while Ethos Capital Management disclosed a new 19,610-share position worth $1.84 million. The moves come ahead of Netflix’s April 16 earnings report and follow a Goldman Sachs upgrade to Buy with a $120 target. Insiders Reed Hastings and Greg Peters sold shares earlier this year under preset trading plans. Netflix last traded at $98.82.
Alphabet Stock (GOOG, GOOGL) Faces Split Fund Bets Ahead of Earnings After Fresh 13F Reports

Alphabet Stock (GOOG, GOOGL) Faces Split Fund Bets Ahead of Earnings After Fresh 13F Reports

8 April 2026
Zevenbergen Capital increased its Alphabet Class A share holdings by 27.4% in Q4, while Lombard Odier and Empirical Wealth Management reduced their Class C positions, according to April 7 filings. Alphabet will report first-quarter results on April 29. GOOG and GOOGL traded near $304 before Wednesday’s U.S. open. The filings reflect holdings as of December 31 and may not show current positions.
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