Today: 7 February 2026
Subscribe
Browse Category

NASDAQ:AMD News 15 January 2026 - 16 January 2026

AI stocks move after hours: Nvidia slips on China H200 curb as Broadcom, AMD rise

AI stocks move after hours: Nvidia slips on China H200 curb as Broadcom, AMD rise

New York, Jan 16, 2026, 17:08 EST — After-hours Nvidia shares were down about 0.5% in after-hours trading on Friday, lagging other AI-linked chip names, after Reuters reported this week that Chinese customs authorities told agents its H200 chips were not permitted to enter China. Broadcom rose about 2.6% and AMD gained 1.7% in late trade. The moves matter because AI stocks are no longer trading just on demand. Policy now sits right on top of the story — tariffs, export rules, and where the next wave of data centers gets built. That hits at an awkward moment. Earnings season
16 January 2026
·······
AMD stock rises after Riot Platforms reveals $311 million data-center lease as traders look to Feb. 3 earnings

AMD stock rises after Riot Platforms reveals $311 million data-center lease as traders look to Feb. 3 earnings

New York, January 16, 2026, 16:16 EST — After-hours Advanced Micro Devices ended regular trading up 1.7% on Friday at $231.84. Traders also digested word from Riot Platforms that it has signed a 10-year data-center lease and services agreement with AMD expected to generate $311 million in contract revenue, with extensions that could take the total to about $1 billion. (Yahoo Finance) The tie-up lands at a time when investors are treating data-center capacity as a scarce resource, not a boring utility. It puts another spotlight on how chipmakers support AI workloads beyond selling processors. Semiconductor names have had a
16 January 2026
······
AI stocks today: Micron jumps as chip names hold up after TSMC’s big AI spend signal

AI stocks today: Micron jumps as chip names hold up after TSMC’s big AI spend signal

NEW YORK, Jan 16, 2026, 14:32 ET — Regular session Micron Technology jumped 5.6% to $355.58 in early afternoon trading on Friday, boosting a cluster of AI-focused chip stocks as investors returned to the data-center buildout play. Nvidia edged up 0.3% to $187.68, AMD climbed 1.5% to $231.36, and the iShares Semiconductor ETF rose 1.5%. The bid follows Taiwan Semiconductor Manufacturing Co’s announcement of a bigger spending plan and a stronger growth outlook, tied to what it dubs an “AI mega trend.” TSMC predicts 2026 revenue will climb nearly 30%, with capital expenditures hitting between $52 billion and $56 billion,
16 January 2026
········
Riot Platforms stock jumps after AMD signs $311 million Texas data center lease

Riot Platforms stock jumps after AMD signs $311 million Texas data center lease

New York, Jan 16, 2026, 13:40 ET — Regular session. Riot Platforms (RIOT) shares surged almost 13% Friday following news that chipmaker Advanced Micro Devices will lease data center space at Riot’s Rockdale, Texas facility. The stock climbed 12.8% to $18.69 in afternoon trading, peaking at $18.89, on volume exceeding 35 million shares. The deal gives Riot a flagship tenant as miners with substantial power capacity pivot from earning bitcoin rewards to securing steady data center contracts. This happens amid a rush to secure locations capable of quickly powering artificial intelligence and high-performance computing—workloads that pack dense racks and gulp
16 January 2026
······
Riot Platforms stock jumps on AMD Texas data-center lease that could reach $1 billion

Riot Platforms stock jumps on AMD Texas data-center lease that could reach $1 billion

New York, Jan 16, 2026, 12:04 PM ET — Regular session Riot Platforms (RIOT) shares surged Friday following news that the bitcoin miner secured a long-term data-center lease with Advanced Micro Devices and acquired the land beneath a crucial Texas location. The stock climbed 12.6% to $18.65. The deal is significant as Riot aims to grow revenue streams beyond bitcoin mining, which can be volatile due to bitcoin’s price fluctuations and shifts in mining “difficulty”—the network rule that ramps up the computing power required to mine new coins. It also throws a big-name customer into a long-running debate among public
16 January 2026
······
TSMC stock today: Blowout earnings meet a new U.S.-Taiwan trade deal — what happens next

TSMC stock today: Blowout earnings meet a new U.S.-Taiwan trade deal — what happens next

NEW YORK, Jan 16, 2026, 11:05 (EST) — Regular session Taiwan Semiconductor Manufacturing Company Limited’s U.S.-listed shares climbed 0.3% to $342.50 on Friday, having peaked at $349.72 earlier in the session. This move is significant since TSMC is a key player in contract chip manufacturing, providing cutting-edge processors for devices ranging from smartphones to AI servers. Its ADRs are U.S.-traded certificates representing shares of the Taiwan-listed firm. Investors are juggling two big factors: a spending surge driven by AI demand, and a new trade policy tying tariffs to the location of chip manufacturing. TSMC reported Thursday a Q4 net income
16 January 2026
·······
AI stocks pop before the bell as TSMC lifts Nvidia, AMD and chip peers

AI stocks pop before the bell as TSMC lifts Nvidia, AMD and chip peers

New York, Jan 16, 2026, 06:29 ET — Premarket AI chip stocks pushed higher in premarket Friday, boosted by names connected to data-center investment. Nvidia climbed 2.1% to $187.05, AMD picked up 1.9% to $227.92, and Taiwan Semiconductor Manufacturing Co’s U.S.-listed shares surged 4.5% to $341.64. ASML advanced 5.4%, while Broadcom edged up roughly 0.9%. This matters because investors have been searching for clear signals on how long the AI build-out can maintain its current speed. Chip supply remains the bottleneck for many AI systems, and spending forecasts from the top manufacturers usually shape sentiment across the entire sector. TSMC
16 January 2026
········
AMD stock rises as TSMC outlook lifts chips, even as Trump’s AI-tariff clouds the next trade

AMD stock rises as TSMC outlook lifts chips, even as Trump’s AI-tariff clouds the next trade

NEW YORK, Jan 15, 2026, 16:09 ET — After-hours Advanced Micro Devices (NASDAQ: AMD) climbed 1.9% on Thursday, fueled by a late-session rally sparked by renewed optimism over chip demand. Shares of AMD last stood at $227.76, after reaching an intraday peak of $238.33, with roughly 50 million shares traded. Nvidia advanced 2.1%, while Intel slipped 0.9%. This matters as investors weigh two opposing factors: robust signals from the AI hardware supply chain and new U.S. trade restrictions targeting top-tier processors. AMD finds itself caught in the crossfire, offering data-center CPUs and AI accelerators but depending on overseas manufacturing. This
15 January 2026
····
Intel stock hits $49.78 52-week high as KeyBanc flags “sold out” AI server chips

Intel stock hits $49.78 52-week high as KeyBanc flags “sold out” AI server chips

New York, January 15, 2026, 10:59 EST Intel’s stock climbed to a 52-week peak of $49.78 on Thursday, pushing the chipmaker deeper into the spotlight of the AI sector. https://in.investing.com/news/company-news/intel-stock-hits-52week-high-at-4978-93CH-5190140 This shift is crucial now since the AI expansion isn’t only about flashy accelerators. Data centers still rely heavily on central processing units (CPUs) and memory, where limited supply can push prices across the entire stack. This week, KeyBanc Capital Markets raised its ratings on Intel and Advanced Micro Devices, citing a surge in demand for server chips used in AI-driven data centers that’s outpacing supply. The firm’s “overweight” rating
15 January 2026
······
Wells Fargo’s $345 AMD call for 2026 is back — and Baidu is suddenly trending

Wells Fargo’s $345 AMD call for 2026 is back — and Baidu is suddenly trending

New York, Jan 15, 2026, 10:12 EST Wells Fargo stuck with Advanced Micro Devices as its leading stock pick for 2026, reaffirming an Overweight rating and a $345 price target, according to an Investing.com report on Thursday. AMD gained roughly 5%, trading near $223 in early action. (Investing.com Canada) The significance of the call lies in AI’s shift from a winner-takes-all scenario to a more complex challenge involving execution, pricing, and customer retention. Late Wednesday, RBC Capital kicked off coverage on AMD with a Sector Perform rating and a $230 price target. The firm noted AMD is gaining traction with
15 January 2026
·····
AI chip stocks rally: Nvidia and AMD jump on TSMC outlook as Trump tariff clouds China trade

AI chip stocks rally: Nvidia and AMD jump on TSMC outlook as Trump tariff clouds China trade

NEW YORK, Jan 15, 2026, 10:15 ET — Regular session Shares of Nvidia and Advanced Micro Devices surged Thursday, fueling gains across AI-focused chip stocks following Taiwan Semiconductor Manufacturing Co’s strong profit report and boosted investment outlook. By 10:15 a.m. ET, Nvidia had climbed 2.8%, while AMD jumped 5.5%. U.S.-listed TSMC shares rose 6.3%, ASML gained 6.2%, and Broadcom added around 2%, though Qualcomm dipped 0.8%. The chip sector still offers one of the clearest plays on generative AI — those models that train on huge data sets and demand intense computing power. These stocks often lead the pack, shifting
15 January 2026
·····
AMD stock rises after ‘sold out’ server-chip call, with tariffs and earnings in view

AMD stock rises after ‘sold out’ server-chip call, with tariffs and earnings in view

NEW YORK, Jan 15, 2026, 09:46 EST — Regular session Advanced Micro Devices (AMD.O) shares climbed 3.3% to $230.96 early Thursday, buoyed by a wider surge in semiconductor stocks. The rally followed Taiwan Semiconductor’s optimistic spending forecast, which reignited interest in AI-related plays. (Reuters) The move matters now because investors are zeroing in on any signals about 2026 data-center demand, whether it’s foundry spending or whispers of new orders. For AMD, this comes amid debate over whether it can convert AI accelerator hype into consistent revenue and margin growth, while Nvidia continues to lead the pack. The next milestone is
15 January 2026
·····
1 … 10 11 12 13 14 … 27

Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
Go toTop