Today: 7 February 2026
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NASDAQ:AMD News 5 February 2026 - 7 February 2026

AMD stock jumps 8% in chip rebound — what investors are watching before Monday

AMD stock jumps 8% in chip rebound — what investors are watching before Monday

AMD shares jumped 8.2% to $208.44 Friday, trading on heavy volume as chip stocks rebounded and the Dow closed above 50,000 for the first time. The Philadelphia Semiconductor Index rose 5.7% after Amazon’s AI spending plans lifted sector estimates. Nvidia’s CEO cited surging AI chip demand. AMD’s rally followed a weak revenue outlook earlier in the week.
7 February 2026
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Oracle stock rebounds after a bruising week — what traders are watching next for ORCL

Oracle stock rebounds after a bruising week — what traders are watching next for ORCL

Oracle shares rose 4.6% to $142.82 in after-hours trading Friday, rebounding from a 7% drop the day before. The move follows disclosures of a $25 billion bond sale and plans for up to $20 billion in at-the-market share sales. Oracle aims to raise $45–$50 billion in 2026 for cloud infrastructure expansion. Investors are watching funding pace and AI-driven cloud spending ahead of the next earnings update.
7 February 2026
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Intel stock jumps nearly 5% as China server CPU waits stretch and SambaNova funding news lands

Intel stock jumps nearly 5% as China server CPU waits stretch and SambaNova funding news lands

Intel shares closed up 4.9% to $50.59 Friday and were steady after-hours. Intel and AMD warned China customers of server CPU delays, with Intel lead times up to six months and prices rising over 10%. Intel plans to invest about $100 million in AI chip startup SambaNova in a new funding round. Investors are watching Q2 supply and the next earnings date.
6 February 2026
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Dow Hits 50,000 as Nvidia Jumps and Amazon’s $200B AI Capex Plan Whipsaws Markets

Dow Hits 50,000 as Nvidia Jumps and Amazon’s $200B AI Capex Plan Whipsaws Markets

The Dow Jones Industrial Average closed above 50,000 for the first time Friday, rising 2.24% to 50,005.78, led by gains in Nvidia and Caterpillar. The S&P 500 climbed 1.73% and the Nasdaq rose 1.91%. Amazon and Alphabet’s plans for record AI spending unsettled markets earlier in the week but investors returned to tech stocks. Bitcoin, gold, and oil prices held steady after Thursday’s selloff.
6 February 2026
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Dow hits 50,000 as Amazon’s $200 billion AI spending plan spooks tech investors

Dow hits 50,000 as Amazon’s $200 billion AI spending plan spooks tech investors

The Dow briefly topped 50,000 for the first time Friday as chipmakers surged on AI data-center spending hopes. Amazon shares fell after announcing a $200 billion capital spending plan for 2026, raising concerns about profitability. Nvidia, AMD, and Broadcom each jumped over 7%. The S&P 500 rose 1.73% and the Nasdaq gained 1.91%.
6 February 2026
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Dow rebounds toward 50,000 as tech snaps back; bitcoin and gold claw higher while Amazon capex rattles AI bets

Dow rebounds toward 50,000 as tech snaps back; bitcoin and gold claw higher while Amazon capex rattles AI bets

The Dow jumped 989.72 points, or 2.02%, to 49,898.44 by midday Friday, with chipmakers leading Wall Street’s rebound after a three-day slide. Nvidia and AMD each surged about 7%, while Amazon’s capex plans for 2026 hit $200 billion. Bitcoin rebounded after plunging to $63,295.74 on Thursday, its lowest since October 2024. U.S. consumer sentiment edged up to 57.3 in early February.
6 February 2026
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AI stocks swing hard: Nvidia jumps as Amazon slides on $200 billion AI spend

AI stocks swing hard: Nvidia jumps as Amazon slides on $200 billion AI spend

Nvidia jumped 7.3% and AMD rose 7.7% Friday, lifting the Philadelphia SE Semiconductor Index by 4.6%. Amazon fell 7% after announcing a $200 billion capital expenditure for 2026, far above expectations. Arm Holdings gained 9.8% despite a licensing revenue miss. Investors pulled $2.34 billion from tech funds for the week ending Feb. 4, LSEG Lipper reported.
6 February 2026
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AMD stock price jumps 7% as China server CPU delays flag tight supply — what traders watch next

AMD stock price jumps 7% as China server CPU delays flag tight supply — what traders watch next

AMD shares jumped 7% Friday after Reuters reported the company and Intel warned Chinese customers of longer server CPU delivery times. AMD’s lead times for some products have stretched to eight to ten weeks, while Intel warned of delays up to six months. The rebound follows a steep drop in chip stocks earlier in the week. Investors await Nvidia’s results on Feb. 25.
6 February 2026
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Amazon stock slides on $200 billion AI capex plan as Nvidia and other AI stocks split

Amazon stock slides on $200 billion AI capex plan as Nvidia and other AI stocks split

Amazon shares fell 9% Friday after announcing a $200 billion capital spending plan for 2026, focused on AI infrastructure. Nvidia and AMD rose, while software stocks like ServiceNow and Salesforce dropped sharply. Alphabet signaled capital spending could reach up to $185 billion in 2026. The S&P 500 gained 0.88% and the Nasdaq rose 0.77% by mid-morning.
6 February 2026
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AMD stock rebounds before the bell after brutal selloff as China supply worries surface

AMD stock rebounds before the bell after brutal selloff as China supply worries surface

AMD shares rose about 4% in premarket trading Friday, rebounding after a two-day slide erased over 20% of its value. The company forecast Q1 revenue near $9.8 billion, about 5% below the previous quarter, and warned Chinese clients of server CPU supply delays. AMD’s stock hovered near $200 after closing at $192.50 Thursday. Uncertainty remains over U.S. export licenses for China-bound AI chips.
6 February 2026
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Advanced Micro Devices AMD stock price slides after hours as forecast doubts linger and Nvidia looms

Advanced Micro Devices AMD stock price slides after hours as forecast doubts linger and Nvidia looms

AMD shares fell 3.9% to $192.46 in Thursday’s after-hours, following an 8% drop after the company forecast first-quarter revenue below market hopes. Fourth-quarter revenue hit a record $10.27 billion, up 34% year-over-year, but China sales drove much of the growth. Investors moved away from AI chip stocks amid Alphabet’s $185 billion capital spending plan and broader market declines.
5 February 2026
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Nvidia stock wobbles as AI spending jitters return — what NVDA traders are watching next

Nvidia stock wobbles as AI spending jitters return — what NVDA traders are watching next

Nvidia shares fell 0.7% to $173.04 Thursday after a sharp tech selloff and fresh concerns over AI chip valuations. Wall Street remains cautious ahead of Nvidia’s Feb. 25 earnings, with investors watching for updates on China licensing and supply. OpenAI is reportedly dissatisfied with some Nvidia chips and may seek alternatives. Talks continue over a possible $20 billion Nvidia investment in OpenAI’s next funding round.
5 February 2026
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AMD stock price steadies after 17% wipeout as China AI-chip boost gets rechecked

AMD stock price steadies after 17% wipeout as China AI-chip boost gets rechecked

AMD shares rose 1.3% to $202.82 in early Thursday trading, rebounding after a 17.3% plunge the previous day. The company’s Q1 revenue forecast, factoring in lower MI308 shipments to China, signals a slight sequential decline. AMD reported $10.3 billion in Q4 revenue, boosted by $390 million in China AI-chip sales. The company also filed an amended annual report after finding a disclosure error.
5 February 2026
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Nvidia stock price slides again as AI payoff worries spread; what investors watch next

Nvidia stock price slides again as AI payoff worries spread; what investors watch next

Nvidia shares fell 3.3% to $174.19 early Thursday, extending losses across AI-related chip stocks as investors questioned when heavy spending will yield profits. AMD plunged 17% after a weak revenue forecast, while the Nasdaq-tracking QQQ dropped 1.8%. Alphabet said it will double capital expenditures this year, and Amazon’s earnings are due after the close.
5 February 2026
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AMD’s plunge, Nvidia’s China chip talks and Alphabet’s AI spend plan: what’s driving AI stocks today

AMD’s plunge, Nvidia’s China chip talks and Alphabet’s AI spend plan: what’s driving AI stocks today

AMD shares plunged 17.3% after its outlook missed high expectations, while Super Micro Computer jumped 13.8% on a stronger revenue forecast. Nvidia’s planned H200 chip sale to ByteDance remains stalled over U.S. license terms. Alphabet projected 2026 capital spending of up to $185 billion, far above estimates. The Nasdaq fell 1.51% and the S&P 500 lost 0.51% on Wednesday.
5 February 2026
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Stock Market Today

Walmart stock jumps 3% to $131 as Dow clears 50,000 — what to watch before Monday

Walmart stock jumps 3% to $131 as Dow clears 50,000 — what to watch before Monday

7 February 2026
Walmart shares climbed 3.34% to $131.18 Friday, pushing its market value to about $1.05 trillion as the Dow closed above 50,000 for the first time. Retail stocks mostly gained, with Target up 4.24% and Costco up 1.20%, while Amazon dropped 5.55%. Investors await Walmart’s fiscal Q4 results on Feb. 19 and key U.S. economic data next week.
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