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NASDAQ:AMD News 13 January 2026 - 14 January 2026

Trump’s New AI Chip Tariff Jolts Nvidia Stock After Hours as AMD Holds Up

Trump’s New AI Chip Tariff Jolts Nvidia Stock After Hours as AMD Holds Up

New York, Jan 14, 2026, 5:18 PM ET — After-hours Nvidia shares dipped 1.5% to $183.14 in after-hours trading Wednesday following President Donald Trump’s announcement of a 25% tariff on certain advanced computing chips, including Nvidia’s H200 AI processor. Meanwhile, AMD, whose MI325X chip was also named in the White House fact sheet, gained 1.2%, closing at $223.60. (Reuters) The announcement landed amid a market that’s been pricing AI chip makers like they’re tied to policy moves. The burning question now: not only demand, but if Washington is gearing up to change the cost structure in the globe’s busiest trade
14 January 2026
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AMD stock keeps KeyBanc upgrade in play as AI server chip supply tightens

AMD stock keeps KeyBanc upgrade in play as AI server chip supply tightens

New York, January 14, 2026, 16:04 EST — After-hours Shares of Advanced Micro Devices climbed 0.6% on Wednesday, ending at $222.27. The move came as investors digested a KeyBanc upgrade highlighting supply constraints in crucial data-center chips. AMD shares surged 6.4% Tuesday following an upgrade from KeyBanc analyst John Vinh, who also raised the price target to $270, according to Barron’s. (Barron’s) This call matters because investors want to distinguish between a hot AI trade and actual 2026 orders. If server chips are truly in short supply, AMD could gain pricing power and control over product mix as customers rush
14 January 2026
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Nvidia stock drops on China H200 curb — the next date AI investors are watching

Nvidia stock drops on China H200 curb — the next date AI investors are watching

New York, January 14, 2026, 10:21 EST — Regular session Nvidia shares dipped early Wednesday after Reuters reported that Chinese customs officials told agents this week the company’s H200 AI chips cannot enter China. The report added that local tech firms were advised to avoid purchasing the chips unless absolutely necessary—a move one insider called “basically a ban for now.” Rhodium Group strategist Reva Goujon suggested Beijing might be “pushing to see what bigger concessions they can get” ahead of President Donald Trump’s planned April trip to Beijing. (reuters.com) Washington has just greenlit exports of the H200 — Nvidia’s second
14 January 2026
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AMD stock slides after Tuesday surge as KeyBanc flags 2026 server CPU crunch, TCS AI pact in focus

AMD stock slides after Tuesday surge as KeyBanc flags 2026 server CPU crunch, TCS AI pact in focus

New York, Jan 14, 2026, 09:36 EST — Regular session Shares of Advanced Micro Devices slipped 1.7% to $217.27 in early Wednesday trading, following a sharp 6.4% gain the day before. The stock had closed Tuesday at $220.97. (Investing.com) The pullback arrives as traders wrestle with this: did Tuesday’s upgrade-fueled rally already factor in much of 2026 data-center demand? AMD has turned into a crowded AI proxy, with the market now focusing on supply tightness—not just fresh chips—as the next big driver. KeyBanc’s John Vinh upgraded AMD to “overweight,” setting a $270 price target. He pointed to stronger demand after
14 January 2026
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AMD stock jumps again as KeyBanc upgrade flags tight 2026 server CPU supply

AMD stock jumps again as KeyBanc upgrade flags tight 2026 server CPU supply

New York, Jan 14, 2026, 09:33 EST — Regular session underway. Shares of Advanced Micro Devices (AMD.O) jumped 6.4% to $220.97 in early U.S. trading Wednesday, building on momentum from a positive brokerage note highlighting strong demand for the company’s data-center chips. The upgrade matters now because AMD’s stock serves as a quick gauge of spending among the largest cloud operators, whose budgets continue to drive the chip sector. When investors see tight supply, they tend to jump in first and ask questions afterward. Another factor lurking beneath is pricing. When server processors are in short supply, chipmakers can hold
14 January 2026
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AMD stock jumps 7% after KeyBanc upgrade flags tight server chip supply

AMD stock jumps 7% after KeyBanc upgrade flags tight server chip supply

New York, Jan 13, 2026, 4:03 PM EST — After-hours Shares of Advanced Micro Devices rose roughly 7% Tuesday, defying a weaker overall market. The jump came after KeyBanc upgraded the chipmaker, citing evidence that demand for data-center processors is outpacing supply. This call is crucial as investors scramble to define what “AI infrastructure” spending will actually entail in 2026, and if chipmakers will keep pushing prices higher rather than just boosting volume. For AMD, this question hits right at its data center segment, where server CPUs—the core processors powering cloud computing—drive much of the profit. KeyBanc raised AMD to
13 January 2026
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AMD stock jumps on KeyBanc upgrade as AI server demand tightens supply

AMD stock jumps on KeyBanc upgrade as AI server demand tightens supply

NEW YORK, Jan 13, 2026, 14:02 EST — Regular session Shares of Advanced Micro Devices climbed roughly 6.4%, hitting $220.88 by early Tuesday afternoon, pushing AI-related chip stocks upward. The jump came after KeyBanc Capital Markets bumped AMD and Intel to “overweight,” a shift timed with investors trading the AI theme based on subtle shifts in demand cues. (Reuters) Why it matters now: chip investors are scrambling to see if data-center spending is spreading beyond Nvidia’s high-end accelerators into CPUs, memory, and networking, right as earnings season kicks off. (Reuters) Tuesday’s U.S. CPI report kept the spotlight steady. The Labor
13 January 2026
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Dow Jones Industrial Average drops from record as JPMorgan, Visa slide — what Wall Street watches next

Dow Jones Industrial Average drops from record as JPMorgan, Visa slide — what Wall Street watches next

New York, January 13, 2026, 13:39 EST — Regular session underway. The Dow Jones Industrial Average dropped 0.67% to 49,256.12 on Tuesday, dragged down by financial stocks as investors digested an inflation report that kept the rate-cut discussion open. U.S. crude climbed 2.67% to $61.09 a barrel, with Iran unrest sending oil prices to their highest in weeks. (Reuters) The benchmark entered the session close to record levels, having just hit an all-time high Monday. Investors shrugged off renewed doubts about the Federal Reserve’s independence. Peter Cardillo, chief market economist at Spartan Capital Securities, noted that “the market is taking
13 January 2026
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Intel stock jumps near 6% on KeyBanc upgrade — and a filing shows a big holder cut back

Intel stock jumps near 6% on KeyBanc upgrade — and a filing shows a big holder cut back

NEW YORK, Jan 13, 2026, 11:07 EST Intel shares climbed 5.9% to $46.64 by 11:07 a.m. EST Tuesday, on roughly 69 million shares traded. Advanced Micro Devices also jumped, up 5.0% in early trading. Intel’s surge is significant because its strong start to the year has morphed into a showdown between optimism over “AI spillover” and lingering doubts about its execution. Server demand linked to AI investments has emerged as a key measure, with traders scrutinizing each data point as a verdict on the company’s prospects. KeyBanc’s John Vinh raised Intel to “Overweight” from “Sector Weight,” upping his price target
13 January 2026
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Intel and AMD stocks jump after KeyBanc upgrade flags “sold out” AI server chips

Intel and AMD stocks jump after KeyBanc upgrade flags “sold out” AI server chips

New York, January 13, 2026, 10:26 (EST) Intel and Advanced Micro Devices shares climbed in early U.S. trading on Tuesday after KeyBanc Capital Markets upgraded both chipmakers, arguing demand from big cloud data-center buyers is running ahead of supply. The move matters because investors have been hunting for more winners from the AI buildout beyond the usual suspects. A call that server chips are effectively booked out for 2026 feeds that narrative — and suggests pricing power is back in parts of the market. It also lands at a time when supply constraints are shifting from a nuisance to a
13 January 2026
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AMD stock jumps nearly 5% as KeyBanc upgrade flags tight 2026 server chip supply

AMD stock jumps nearly 5% as KeyBanc upgrade flags tight 2026 server chip supply

New York, Jan 13, 2026, 10:42 EST — Regular session Shares of Advanced Micro Devices jumped 4.9% to $217.89 Tuesday morning following an upgrade from KeyBanc. Intel gained 7.3%, but Nvidia dropped 0.5%. Investors are focused on this call to figure out if the AI buildout will keep ramping up through 2026 or if demand is simply moving from one supplier to another. Signs of constrained supply usually mean pricing power, which is exactly what the market is betting on. AMD has turned into a quick play tied to data-center demand. Once talk shifts to “sold out” and rising prices,
13 January 2026
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AMD stock jumps on KeyBanc upgrade as analyst flags tight 2026 server CPU supply

AMD stock jumps on KeyBanc upgrade as analyst flags tight 2026 server CPU supply

New York, Jan 13, 2026, 09:47 ET — Regular session Shares of Advanced Micro Devices climbed sharply in early Tuesday trading following an upgrade from KeyBanc, pushing the AI-focused chipmaker higher amid a robust start to 2026 for semiconductor stocks. AMD rose roughly 5.6% to $219.37, after closing Monday at $207.69. (Reuters) The call matters now as investors race to figure out if the surge in AI capacity is still driving orders for data-center gear or if that demand has just been pulled forward. AMD’s earnings next month are expected to shed light on this — and probably shift outlooks
13 January 2026
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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.
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