Today: 25 June 2026
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NASDAQ:AMD 20 January 2026 - 23 January 2026

AMD stock price climbs after Intel flags AI server chip strain — what investors watch next

AMD stock price climbs after Intel flags AI server chip strain — what investors watch next

AMD shares rose 2.3% to $259.65 in after-hours trading Friday following Intel’s warning of server chip shortages for AI data centers. Intel projected quarterly revenue below forecasts, citing unexpected demand. The Nasdaq stock saw heavy volume, with traders watching for AMD’s earnings on Feb. 3 and the Fed decision next week. Nvidia gained after reports of new Chinese orders for its AI chips.
AMD stock rises as Intel supply warning jolts chip trade; earnings next in focus

AMD stock rises as Intel supply warning jolts chip trade; earnings next in focus

AMD shares rose 1.9% to $258.50 Friday, extending an eight-session rally after Intel warned of server chip shortages and missed forecasts. Intel stock plunged 16.7% on the news. Investors are positioning ahead of AMD’s Feb. 3 earnings, betting on data-center demand. The broader chip sector fell, with the iShares Semiconductor ETF down 1.3%.
AMD stock rises again: Advanced Micro Devices extends rally as traders eye earnings and AI-server demand

AMD stock rises again: Advanced Micro Devices extends rally as traders eye earnings and AI-server demand

AMD shares rose 3.6% to $262.86 in early New York trading Friday, heading for a ninth straight gain and the longest winning streak in nearly six years. The rally comes ahead of AMD’s Feb. 3 earnings report, with investors focused on demand for server processors and data center AI. Intel shares fell after a weak forecast. AMD touched $266.76 before paring gains.
Nvidia stock climbs as China order signal lifts AI chips; Intel slide keeps traders wary

Nvidia stock climbs as China order signal lifts AI chips; Intel slide keeps traders wary

Nvidia rose 1.8% after reports that China told major tech firms to prepare orders for its H200 AI chips. AMD gained 3.7%, while Broadcom fell 3% and Intel dropped 14% after a cautious outlook. The U.S. House Foreign Affairs Committee advanced a bill to review AI chip exports. Investors are watching next week’s Federal Reserve meeting for policy signals.
AMD stock climbs as KeyBanc keeps $270 target, flags tight server CPU supply into 2026

AMD stock climbs as KeyBanc keeps $270 target, flags tight server CPU supply into 2026

KeyBanc reaffirmed its Overweight rating and $270 price target for AMD, citing nearly sold-out server CPU supply through 2026 and projected AI GPU revenue of up to $15 billion. AMD shares rose 1.6% to $253.73 after hours. Valuation models diverge, with Simply Wall St estimating intrinsic value at $327.26, while the P/E ratio remains near 130. Investors await AMD’s Feb. 3 earnings for clarity on pricing and AI chip demand.
AI stocks climb: Alibaba jumps on chip-IPO report, Arm rallies as Intel earnings loom

AI stocks climb: Alibaba jumps on chip-IPO report, Arm rallies as Intel earnings loom

Alibaba shares rose 5.9% after reports it will spin off its T-Head AI chip unit for a separate listing. Arm gained 5.4% following an analyst upgrade, while Nvidia edged up 0.9%. Intel slipped 0.2% ahead of its earnings report, with investors watching data-center demand and company guidance. A U.S. House panel advanced a bill that could restrict AI chip exports to China.
Advanced Micro Devices (AMD) stock jumps nearly 8% as analysts talk up server-chip demand

Advanced Micro Devices (AMD) stock jumps nearly 8% as analysts talk up server-chip demand

AMD shares jumped 7.6% to $249.80 in early Thursday trading, leading a semiconductor rally as Nvidia rose 3% and Intel surged nearly 12%. KeyBanc reiterated its Overweight rating on AMD, citing strong demand for Turin server chips and possible price hikes. AMD has gained for seven straight sessions, its longest streak since February 2025. The company reports earnings Feb. 3, with investors watching for AI chip updates.
AI stocks today: Intel earnings, Nvidia export vote and rising memory prices in focus

AI stocks today: Intel earnings, Nvidia export vote and rising memory prices in focus

Intel jumped 11.7% to $54.25 Wednesday, leading gains among AI chipmakers ahead of its quarterly report; Nvidia rose 3%, AMD 7.6%, and Micron 6.6%. Compal warned memory costs could reach up to 40% of PC component prices due to surging demand. The U.S. House advanced a bill to tighten AI chip exports, targeting Nvidia’s Blackwell chips. The S&P 500 rose 1.16% after Trump’s Greenland deal and tariff pause.
Intel stock jumps 12% ahead of earnings as Nvidia export bill raises new AI-stock risk

Intel stock jumps 12% ahead of earnings as Nvidia export bill raises new AI-stock risk

Intel shares surged 11.7% to $54.25 in after-hours trading ahead of Thursday’s earnings report, as LSEG data pointed to a possible 30% jump in data-center revenue to $4.43 billion. Options markets signal an expected 8% move in the stock by week’s end. Nvidia, AMD, and Arm also rose, while U.S. lawmakers advanced a bill to tighten AI chip exports to China, targeting Nvidia’s Blackwell chips.
AMD stock price jumps nearly 8% as board move and earnings countdown pull in buyers

AMD stock price jumps nearly 8% as board move and earnings countdown pull in buyers

AMD shares surged 7.8% to close at $250.02 Wednesday, outpacing the chip sector after Wall Street rebounded from a selloff. The company named former Accenture CFO KC McClure to its board and Audit and Finance Committee, granting her 1,278 restricted stock units. Traders are watching Intel’s earnings Thursday, with AMD set to report Feb. 3. Options volume on AMD more than doubled the daily average.
Intel stock jumps nearly 9% as AI chip trade steadies; Nvidia rebounds

Intel stock jumps nearly 9% as AI chip trade steadies; Nvidia rebounds

Intel jumped nearly 9% to $52.92 Wednesday, outpacing Nvidia and AMD, as AI stocks rebounded after Wall Street’s sharpest drop in three months. Broadcom and Microsoft fell. The House Foreign Affairs Committee prepared to debate new controls on AI chip exports after Trump approved Nvidia shipments to China. SAP extended losses, hitting its lowest level since August 2024.
AI stocks rebound: Intel surges nearly 10% ahead of earnings as Nvidia steadies and chip-export vote looms

AI stocks rebound: Intel surges nearly 10% ahead of earnings as Nvidia steadies and chip-export vote looms

Intel shares surged 9.7% to $53.25 Wednesday, leading gains in AI chip stocks ahead of its earnings report. Nvidia rose 1.5% despite ongoing U.S.-China tensions over AI chip exports, while Microsoft fell 1% and Oracle dropped 2.3%. The iShares Semiconductor ETF climbed 2.6%. A House panel will review the “AI Overwatch Act,” which could let Congress block AI chip exports to China.
Nvidia CEO Huang plans China trip as H200 exports spark ‘nukes’ warning at Davos

Nvidia CEO Huang plans China trip as H200 exports spark ‘nukes’ warning at Davos

Nvidia CEO Jensen Huang plans to visit China in late January as the company seeks to resume H200 AI chip sales, Bloomberg reported. U.S. export rules now allow limited H200 shipments, but Chinese customs has signaled the chips may be blocked. Anthropic CEO Dario Amodei warned in Davos that the policy could aid Beijing’s AI ambitions. Huang’s itinerary remains uncertain, according to Reuters.
21 January 2026
Nvidia stock drops as China stalls H200 chip clearance, dragging AI chip names

Nvidia stock drops as China stalls H200 chip clearance, dragging AI chip names

Nvidia shares fell 4.3% Tuesday after Inventec said approval for selling Nvidia’s H200 AI chip in China is stalled by Beijing. Broadcom dropped 5.4%, Super Micro Computer slid 3.8%, and the iShares Semiconductor ETF lost 1.5%. Morgan Stanley cut its outlook for North American IT hardware, citing weak demand and rising costs. Wall Street posted its steepest daily decline in three months.
Riot Platforms stock dips as bitcoin slides, even as Needham lifts target on AMD lease

Riot Platforms stock dips as bitcoin slides, even as Needham lifts target on AMD lease

Riot Platforms shares fell 2.8% to $18.70 Tuesday morning as bitcoin dropped 2.9% and crypto stocks sold off. Needham raised its price target on Riot to $30, citing a new 10-year data-center lease with AMD expected to generate $311 million in revenue. Riot recently bought land in Texas for $96 million, funded by selling 1,080 bitcoin. Investors remain cautious as Riot’s stock continues to track bitcoin’s moves.
Nvidia stock slides as Trump tariff threats hit AI stocks; Microsoft, Broadcom fall

Nvidia stock slides as Trump tariff threats hit AI stocks; Microsoft, Broadcom fall

Nvidia dropped 3.4% to $179.83, dragging AI stocks lower as U.S. markets fell on tariff threats from President Trump over Greenland. The Nasdaq lost 1.6% and S&P 500 slid 1.3% in early trading. Morgan Stanley downgraded IT hardware, citing weak demand and high costs. Microsoft, Broadcom, and Palantir also declined, while AMD rose 1.3%.
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Stock Market Updates

Western Digital falls after AI-storage rally, investors look to Micron

Western Digital falls after AI-storage rally, investors look to Micron

25 June 2026
Western Digital (NASDAQ:WDC) shares dropped about 4% after a multi-week rally fueled by AI storage demand, as investors awaited Micron Technology’s earnings for new signals on enterprise storage spending; analysts cite a persistent hard-disk supply deficit that could support pricing into 2027, with Morgan Stanley raising its price target to $650.
BlackBerry falls with volume outpacing buyback plan ahead of earnings

BlackBerry falls with volume outpacing buyback plan ahead of earnings

25 June 2026
BlackBerry closed down 2.3% at $8.62 despite Stifel initiating coverage with a Buy and $12 target—39% above the close—while trading volume of 38.3 million shares far exceeded its entire buyback authorization, highlighting investor focus ahead of Thursday’s Q1 results and underscoring the limited impact of BlackBerry’s capital return plan.
Opendoor slides after landing in Russell 3000, liquidity and dilution concerns follow

Opendoor edges up before Russell 3000 move, soft housing numbers weigh

25 June 2026
Santos shares closed down 0.96% at A$7.24 after Brent crude slumped US$3.34 to US$73.74, cutting potential annual gross sales from its new Pikka project by about US$50 million at plateau rates; Pikka’s ramp to 80,000 barrels per day is key, as oil price swings now have a direct impact on Santos’ production-linked revenue and its US$2.5 billion net debt reduction target.
Oracle (NYSE:ORCL) stock slips as AI spending outpaces cloud infra sales

Oracle (NYSE:ORCL) stock slips as AI spending outpaces cloud infra sales

25 June 2026
Oracle plunged 4.62% to $157.53 after its annual report revealed fiscal 2026 capital expenditures soared to $55.7 billion—over three times cloud-infrastructure revenue—while free cash flow was negative $23.7 billion and restructuring costs surged, highlighting intensifying funding pressures despite a massive $638 billion backlog.
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