Cipher Mining stock jumps 7% as bitcoin miners rally on Riot-AMD data center deal

Cipher Mining Inc shares climbed 7.3% on Friday, closing at $18.80, with more than 45 million shares changing hands. The boost followed a broad rally among U.S.-listed bitcoin miners, sparked by Riot Platforms’ announcement of a long-term data-center lease connected to chipmaker Advanced Micro Devices.

AI Stocks This Week: TSMC’s $56B Spending Plan Lifts Chip Names as New U.S. Tariffs Bite

AI Stocks This Week: TSMC’s $56B Spending Plan Lifts Chip Names as New U.S. Tariffs Bite

Taiwan Semiconductor Manufacturing Co set the tone for AI-linked stocks this week after the chipmaker forecast 2026 revenue would rise nearly 30% and put 2026 capital spending, or capex, at $52 billion to $56 billion, underscoring demand for processors used to train and run AI systems. Chief Executive C.C. Wei also pointed to a push for more U.S. capacity, saying an Arizona land buy “gives you a hint” of plans to expand “many fabs” there, while warning TSMC was “very nervous” about investing at that scale.
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

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.
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

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%.
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

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.
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

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.
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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.