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NASDAQ:AMD 5 February 2026 - 7 February 2026

Six-Month Wait for Intel Xeon? China Server CPU Shortage Hits Intel and AMD as AI Demand Bites

Six-Month Wait for Intel Xeon? China Server CPU Shortage Hits Intel and AMD as AI Demand Bites

Intel and AMD have told Chinese customers to expect lengthy delays for some server CPUs, according to people familiar with the notifications. Intel, in particular, has warned that certain shipments could take up to six months to arrive. In the past few weeks, those warnings have also pushed Intel’s server CPU prices in China up by more than 10% in many instances, one person said. https://www.reuters.com/world/china/intel-amd-notify-customers-china-lengthy-waits-cpus-2026-02-06/
7 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

Wall Street surged Friday, pushing the Dow past 50,000 for the first time as chipmakers soared on hopes for fresh AI data-center investments, though Amazon slipped amid concerns over increased spending. The S&P 500 climbed 1.73%, with the Nasdaq Composite up 1.91%. Nvidia, AMD, and Broadcom all rallied over 7%. “Real demand for AI products” is still drawing in buyers, said Ross Mayfield, investment strategy analyst at Baird.
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

Stocks snapped back on Friday, reversing course after three straight sessions of selling that dragged down big tech and other risk plays. By 12:10 p.m. ET, the Dow was up 989.72 points, or 2.02%, sitting at 49,898.44. The S&P 500 added 1.56%, while the Nasdaq jumped 1.69%, according to Reuters data. “The market looks like it was getting a bit overdone to the downside,” said Robert Pavlik, senior portfolio manager at Dakota Wealth.
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.com shares dropped roughly 9% on Friday after revealing a $200 billion capital expenditure plan for 2026, intensifying investor concerns about Big Tech’s AI investments delivering quick returns. Analysts at MoffettNathanson described the size of the spending as “materially greater than consensus expected.”
6 February 2026
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Intel stock slips before the open as China server chip waits stretch to six months

Intel stock slips before the open as China server chip waits stretch to six months

Intel Corp has informed some Chinese customers that delivery times for certain server CPUs could stretch to six months, according to sources familiar with the delays. This suggests AI-driven demand is now affecting more than just the top accelerators. Intel shares slipped 0.6% to $48.24 in premarket trading. Source: https://www.reuters.com/world/china/intel-amd-notify-customers-china-lengthy-waits-cpus-2026-02-06/
6 February 2026
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