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NASDAQ:AMD 7 February 2026 - 10 February 2026

AI stocks today: Cisco’s new chip enters the race as Nvidia faces China guardrails

AI stocks today: Cisco’s new chip enters the race as Nvidia faces China guardrails

Cisco Systems rolled out a fresh switch chip and a router on Tuesday, both built for keeping massive AI clusters humming — a direct shot at Broadcom and Nvidia. The new Silicon One G300, slated for release in the back half of the year and leveraging Taiwan Semiconductor Manufacturing Co’s 3‑nanometer process, comes loaded with “shock absorber” tech to manage sudden data surges. According to Cisco, it could push certain AI workloads up to 28% faster. “We focus on the total end-to-end efficiency of the network,” said Martin Lund, executive vice president at Cisco, in an interview with Reuters.
10 February 2026
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AMD stock holds near $216 as chip tariff carve-out report and jobs data loom

AMD stock holds near $216 as chip tariff carve-out report and jobs data loom

Shares of Advanced Micro Devices barely budged Tuesday, following a Financial Times report that the Trump administration could make an exception for top tech companies running AI data centers in its next round of chip tariffs connected to Taiwan Semiconductor Manufacturing Co’s U.S. projects. AMD dipped roughly 0.1% to $215.81 as of 10:18 a.m. EST, having moved between $214.35 and $219.05 earlier.
10 February 2026
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Amazon’s $200 billion AI spending plan rattles tech stocks — what traders watch next week

Amazon’s $200 billion AI spending plan rattles tech stocks — what traders watch next week

Amazon.com is making waves with plans to pour around $200 billion into capex this year—think data centers, chips, the works. That figure “materially greater than consensus expected,” MoffettNathanson analysts noted. Still, CEO Andy Jassy pointed out: AWS is scaling up from a much bigger starting point than its cloud competitors.
8 February 2026
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Nvidia, AMD spark chip-stock rebound on AI spending plans — what to watch this week

Nvidia, AMD spark chip-stock rebound on AI spending plans — what to watch this week

Semiconductor shares in the U.S. are coming off a sharp bounce Friday, with the Philadelphia chip index rallying 5.7% as investors piled back in on hopes that AI data-center spending will keep fueling chip orders. Nvidia’s surge led the move. Ross Mayfield, investment strategy analyst at Baird, flagged “real demand for AI products” despite recent turbulence in the group.
8 February 2026
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Nvidia, AMD jump on Big Tech AI spending plans; CPI and Nvidia earnings are the next test for AI stocks

Nvidia, AMD jump on Big Tech AI spending plans; CPI and Nvidia earnings are the next test for AI stocks

AI chip shares ended last week on a sharp rebound, with Nvidia up 7.8% on Friday as the Dow logged its first close above 50,000. Advanced Micro Devices rose 8.3% and Broadcom gained 7.1%, while Amazon fell 5.6% and software names such as CrowdStrike and Palantir climbed more than 4%; the Nasdaq still slipped 1.9% for the week. Ross Mayfield, an investment strategy analyst at Baird, said he sees “real demand for AI products” beneath the noise.
8 February 2026
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Semiconductor stocks surge as AI capex stays high; Nvidia and AMD lead into next week

Semiconductor stocks surge as AI capex stays high; Nvidia and AMD lead into next week

Semiconductor names in the U.S. surged Friday, driving the Philadelphia Semiconductor Index up 5.7% to close at 8,048.6. Nvidia popped 7.87% to $185.41, Advanced Micro Devices tacked on 8.28% to finish at $208.44, and Broadcom ended up 7.22% at $332.92. Intel moved up 4.87% to $50.59.
7 February 2026
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Nvidia stock jumps 8% as AI chip stocks rebound on Big Tech spending — what to watch next week

Nvidia stock jumps 8% as AI chip stocks rebound on Big Tech spending — what to watch next week

Nvidia shot up 7.8% on Friday, locking in a strong comeback for AI-linked chip and data center names as traders piled back into “picks-and-shovels” plays. AMD took off with an 8.3% gain, Broadcom rallied 7.1%, and the Philadelphia semiconductor index jumped 5.7%. Amazon, though, dropped 5.6% after warning this year’s capital expenditures would soar over 50%. “There’s real demand” for AI products, said Ross Mayfield, investment strategy analyst at Baird, pointing out that recent selloffs have been quick to attract fresh buyers.
7 February 2026
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