Micron stock price rises as chip trade steadies ahead of Nvidia earnings

Micron Technology Inc picked up roughly 1.5%, reaching $427.08 early Tuesday, bouncing back after U.S. stocks took a hit from tariffs the previous day. Shares have already soared about 50% since the start of the year—investors aren’t exactly forgiving when it comes to negative headlines.

AMD stock set for post-holiday test after ‘Helios’ AI tie-up with Tata Consultancy Services in India

AMD stock set for post-holiday test after ‘Helios’ AI tie-up with Tata Consultancy Services in India

Advanced Micro Devices on Monday said it’s deepening its partnership with Tata Consultancy Services, rolling out its so-called “Helios” rack-scale AI architecture in India—complete with a blueprint capable of backing up to 200 megawatts of capacity. “AI adoption is accelerating from pilots to large-scale deployments,” AMD CEO Lisa Su said. TCS CEO K. Krithivasan described the move as “the foundation for AMD’s first ‘Helios’ powered AI infrastructure in India.”
AMD stock ticks up as CEO Lisa Su lines up a $26.7 million share sale

AMD stock ticks up as CEO Lisa Su lines up a $26.7 million share sale

Advanced Micro Devices ticked up 0.2% to $214.06 in Thursday morning trading after a regulatory filing disclosed that CEO Lisa Su intends to sell as many as 125,000 shares. The Form 144, which is required for certain executive trades under SEC Rule 144, put the value of the planned sale at roughly $26.7 million. According to the notice, the transaction would run through Morgan Stanley Smith Barney on a 10b5-1 plan set up back on Sept. 9. The filing also referenced a 125,000-share sale in December and a 40,000-share donation to Fidelity Charitable. Nvidia added about 0.9%, while Intel slipped 0.4%.
12 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.
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
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.
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.
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US Stock Market Today Updates

AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 Strong buy

Alphabet

NASDAQ:GOOGL 92/100 • ★★★★½
#2 Strong buy

Taiwan Semiconductor Manufacturing

NYSE:TSM 89/100 • ★★★★½
#3 Buy

S&P Global

NYSE:SPGI 88/100 • ★★★★
#4 Buy on weakness

Amazon

NASDAQ:AMZN 86/100 • ★★★★
#5 Buy on weakness

Microsoft

NASDAQ:MSFT 84/100 • ★★★★
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Editorial model selection. Not personalised advice.