AMD stock price jumps 7% as China server CPU delays flag tight supply — what traders watch next

Shares of Advanced Micro Devices jumped roughly 7% on Friday, clawing back part of the week’s steep declines. The chip sector found footing, boosted by a Reuters report highlighting tight supply of server processors in China.

6 February 2026

AMD and Intel warn of longer China server CPU waits as AI buildout strains supply

Intel and Advanced Micro Devices have told customers in China to expect longer waits for server central processing units, or CPUs, as demand linked to new artificial intelligence data centers strains supply, people with knowledge of the delays said.

6 February 2026

Artificial Intelligence·NASDAQ:AMD·NASDAQ:INTC·Technology

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

Amazon·NASDAQ:AMD·NASDAQ:AMZN·NASDAQ:GOOGL·NASDAQ:MSFT·NASDAQ:NVDA·Stock Market

AMD stock rebounds before the bell after brutal selloff as China supply worries surface

Advanced Micro Devices shares climbed roughly 4% in premarket on Friday, attempting to recover from a sharp two-day drop that slashed over 20% off its market cap. The stock was seen near $200 after closing Thursday at $192.50.

6 February 2026

NASDAQ:AMD·Stock Market·Technology

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

NASDAQ:AMD·NASDAQ:INTC·Stock Market

Advanced Micro Devices AMD stock price slides after hours as forecast doubts linger and Nvidia looms

Shares of Advanced Micro Devices slipped 3.9% to $192.46 in Thursday’s after-hours, dropping $7.73 from Wednesday’s closing price. During the session, the stock fluctuated between $190.75 and $205.07.

5 February 2026

NASDAQ:AMD·Semiconductors·Stock Market·Technology

Nvidia stock wobbles as AI spending jitters return — what NVDA traders are watching next

Nvidia shares slipped 0.7% to $173.04 Thursday, retreating after a sharp fall the day before. The stock fluctuated between $171.35 and $178.37 during the session.

5 February 2026

NASDAQ:AMD·NASDAQ:AVGO·NASDAQ:GOOGL·NASDAQ:NVDA·NVIDIA·NYSE:TSM·Stock Market

AMD stock price steadies after 17% wipeout as China AI-chip boost gets rechecked

Advanced Micro Devices Inc shares climbed roughly 1.3% to $202.82 by 9:40 a.m. ET on Thursday, clawing back some ground after a steep 17.3% fall on Wednesday. So far today, the stock has fluctuated between $196.70 and $203.40.

5 February 2026

NASDAQ:AMD·Stock Market

Nvidia stock price slides again as AI payoff worries spread; what investors watch next

Nvidia shares slipped roughly 3.3% to $174.19 in early Thursday trading, deepening the pullback seen in AI-related stocks this week.

5 February 2026

Artificial Intelligence·NASDAQ:AMD·NASDAQ:AMZN·NASDAQ:GOOGL·NASDAQ:NVDA·Stock Market·Technology

AMD’s plunge, Nvidia’s China chip talks and Alphabet’s AI spend plan: what’s driving AI stocks today

Nvidia drew attention before Thursday’s U.S. open as Reuters revealed its planned sale of H200 AI chips to China’s ByteDance is still caught up in U.S. licensing rules.

5 February 2026

Artificial Intelligence·NASDAQ:AMD·NASDAQ:GOOGL·NASDAQ:NVDA·NASDAQ:SMCI·NYSE:PLTR·Stock Market

Google’s $185B AI spending plan jolts tech stocks as AMD plunges

World stocks dipped Thursday after Alphabet unveiled plans to boost capital spending to as much as $185 billion by 2026. Chipmaker AMD’s 17% drop the day before added to a tech selloff that’s erased nearly $850 billion in market value this month. Craig Inches, head of rates and cash at Royal London Asset Management, described the markets as being at a “delicate stage.” https://www.reuters.com/business/retail-consumer/global-markets-global-markets-2026-02-05/

5 February 2026

Artificial Intelligence·NASDAQ:AMD·NASDAQ:GOOGL·NASDAQ:NVDA·Stock Market

Stock Market Today: S&P 500 futures steady after tech slump as Alphabet AI spending rattles investors

U.S. stock index futures showed a mixed picture early Thursday following a sharp tech sell-off. Nasdaq 100 futures ticked up 0.13%, while Dow futures fell 0.20%, and S&P 500 futures inched down 0.01%. These contracts trade before the cash market opens and often hint at Wall Street's initial direction.

5 February 2026

NASDAQ:AMD·NASDAQ:GOOGL·NYSE:LLY·Stock Market

IREN stock slides 17% ahead of earnings as bitcoin flirts with $70,000

IREN Limited shares plunged 17.4% to close at $44.94 on Wednesday, hit hard amid a broader selloff in crypto-related and AI-adjacent stocks.

5 February 2026

Bitcoin·Cryptocurrency·Earnings Reports·NASDAQ:AMD·NASDAQ:CIFR·NASDAQ:CLSK·NASDAQ:MARA·NASDAQ:RIOT·Stock Market

Bitcoin breaks below $71,000 as AI tech rout drags down crypto markets

Bitcoin dipped under $71,000 on Thursday amid a widening tech selloff that pushed traders to shed risk across the board.

5 February 2026

Bitcoin·Cryptocurrency·NASDAQ:AMD·NASDAQ:GOOGL

Bitcoin slides under $71,000 as AI tech rout spills into crypto, stoking fresh selloff

Bitcoin slipped below $71,000 in Asian hours on Thursday as a renewed slide in global technology stocks bled into crypto markets, cutting short hopes that last week’s violent swings were settling down. The world’s largest token fell as much as 7.5% over the past 24 hours and touched lows near $70,700 before paring some losses, CoinDesk data showed. https://news.futunn.com/post/68459830/bitcoin-slips-below-71000-as-ai-driven-tech-rout

5 February 2026

Artificial Intelligence·Bitcoin·Cryptocurrency·NASDAQ:AMD·NASDAQ:GOOGL

Applied Materials stock hammered after-hours as chip selloff deepens — what to watch next

Applied Materials dropped 6.6%, closing at $297.60 Wednesday evening, hitting a trough of $287.72 during the day as semiconductor shares faced another round of selling pressure.

5 February 2026

Earnings Reports·NASDAQ:AMAT·NASDAQ:AMD·NASDAQ:KLAC·NASDAQ:LRCX·Semiconductors·Stock Market

Dow Jones ends higher as tech rout drags Nasdaq; AMD dive keeps AI nerves raw

The Dow Jones Industrial Average climbed 260.31 points, or 0.53%, closing at 49,501.30 on Wednesday. This rise came as the S&P 500 and Nasdaq slipped, with investors shying away from expensive tech stocks and favoring safer sectors. The S&P 500 dropped 35.09 points, or 0.51%, to 6,882.72, while the Nasdaq slid 350.61 points, or 1.51%, to 22,904.58 after Advanced Micro Devices tumbled 17% following a disappointing revenue forecast. “The market is suddenly skeptical and concerned,” said Jed Ellerbroek, portfolio manager at Argent Capital. Meanwhile, Josh Chastant of GuideStone Funds cautioned that “legacy software” might become “a ripe target for AI.”

4 February 2026

Artificial Intelligence·Nasdaq·NASDAQ:AMD·Stock Market·Technology

AMD stock plunges 17% after outlook rekindles doubts about its AI chip challenge to Nvidia

Shares of Advanced Micro Devices plunged 17.3% during Wednesday’s regular session and were last quoted at $200.19 in after-hours trading, following a first-quarter forecast that suggested a decline from the previous quarter. Nvidia dropped 3.3%, while Intel edged down 1.4%.

4 February 2026

NASDAQ:AMD·Stock Market

Nvidia stock falls late Wednesday as AI jitters hit chips; OpenAI talks, Feb. 25 earnings in focus

Nvidia shares dropped 2.7% to $175.52 in Wednesday’s regular session, after bouncing between $171.93 and $181.70. Semiconductor ETFs took a hit as well, with the iShares Semiconductor ETF shedding 3.8% and VanEck’s chip ETF falling 3.4%.

4 February 2026

Earnings Reports·NASDAQ:AMD·NASDAQ:NVDA·Stock Market

AMD stock dives 16% after guidance revives Nvidia worries and China boost questions

Shares of Advanced Micro Devices plunged Wednesday after the company’s first-quarter forecast signaled a sequential decline and underscored the heavy reliance on China shipments for its recent AI-chip surge. The stock closed the regular session down 16.3% at $202.59.

4 February 2026

NASDAQ:AMD·Semiconductors·Stock Market·Technology

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AMD and Intel warn of longer China server CPU waits as AI buildout strains supply

Amazon stock slides on $200 billion AI capex plan as Nvidia and other AI stocks split

AMD stock rebounds before the bell after brutal selloff as China supply worries surface

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

Advanced Micro Devices AMD stock price slides after hours as forecast doubts linger and Nvidia looms

Nvidia stock wobbles as AI spending jitters return — what NVDA traders are watching next

AMD stock price steadies after 17% wipeout as China AI-chip boost gets rechecked

Nvidia stock price slides again as AI payoff worries spread; what investors watch next

AMD’s plunge, Nvidia’s China chip talks and Alphabet’s AI spend plan: what’s driving AI stocks today

Google’s $185B AI spending plan jolts tech stocks as AMD plunges

Stock Market Today: S&P 500 futures steady after tech slump as Alphabet AI spending rattles investors

IREN stock slides 17% ahead of earnings as bitcoin flirts with $70,000

Bitcoin breaks below $71,000 as AI tech rout drags down crypto markets

Bitcoin slides under $71,000 as AI tech rout spills into crypto, stoking fresh selloff

Applied Materials stock hammered after-hours as chip selloff deepens — what to watch next

Dow Jones ends higher as tech rout drags Nasdaq; AMD dive keeps AI nerves raw

AMD stock plunges 17% after outlook rekindles doubts about its AI chip challenge to Nvidia

Nvidia stock falls late Wednesday as AI jitters hit chips; OpenAI talks, Feb. 25 earnings in focus

AMD stock dives 16% after guidance revives Nvidia worries and China boost questions

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