Today: 19 March 2026
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NASDAQ:AMD 6 February 2026 - 8 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 projected about $200 billion in capex for 2026, far above analyst expectations, sending its shares down 5.6% Friday. The Nasdaq rose 2.18% as chipmakers surged, with Nvidia up 7.8%. About $1 trillion in market value has been wiped from the S&P 500 software and services index since Jan. 28. Wall Street’s tech sector is down roughly 9% from its late-October peak.
8 February 2026
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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

The Philadelphia chip index jumped 5.7% Friday, led by Nvidia’s 7.9% surge, as investors bet on continued AI data-center spending. Amazon projected $200 billion in capex for 2026, boosting supplier sentiment. The Semiconductor Industry Association forecast global chip sales hitting $1 trillion in 2026. Apple warned of sharply rising memory chip prices amid a supply squeeze.
8 February 2026
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Nvidia, AMD jump on Big Tech AI spending plans; CPI and Nvidia earnings are the next test for AI stocks

Nvidia, AMD jump on Big Tech AI spending plans; CPI and Nvidia earnings are the next test for AI stocks

Nvidia jumped 7.9% to $185.41 Friday as the Dow closed above 50,000 for the first time and chip stocks rallied on AI spending plans. Amazon fell 5.6% despite projecting 50% higher capex this year, while the Nasdaq slipped 1.9% for the week. Investors are watching for signs Monday if the AI rebound holds. January U.S. CPI data is due Feb. 13.
8 February 2026
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Nvidia stock jumps nearly 8% on AI spending race — what to watch before Monday

Nvidia stock jumps nearly 8% on AI spending race — what to watch before Monday

Nvidia shares jumped 7.9% to $185.41 Friday, leading a rally in chip stocks after Amazon announced a $200 billion capex plan for 2026. The PHLX semiconductor index rose 5.7%, with AMD up 8.3% and Broadcom gaining 7.1%. Nvidia reports quarterly results Feb. 25. CEO Jensen Huang said AI demand is “going through the roof.”
8 February 2026
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AMD stock jumped Friday on AI-spending signals — here’s what to watch before Monday’s open

AMD stock jumped Friday on AI-spending signals — here’s what to watch before Monday’s open

AMD shares jumped 8.2% to $208.44 Friday, leading a rally in chip stocks after Amazon and Alphabet signaled higher data-center spending. Nvidia gained 7.8%, Broadcom rose 7.1%, and the PHLX semiconductor index climbed 5.7%. The sector’s rebound followed a midweek drop after AMD’s revenue forecast disappointed. U.S. jobs and inflation data next week could sway markets further.
8 February 2026
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AMD stock bounces 8% after brutal midweek slide — what investors watch before Monday

AMD stock bounces 8% after brutal midweek slide — what investors watch before Monday

AMD shares jumped 8.28% to $208.44 Friday, rebounding after steep losses earlier in the week. Chip stocks rallied as investors bet on continued AI data center spending by major tech firms. Nvidia rose 7.8%, Broadcom gained 7.1%, and the Philadelphia Semiconductor Index closed up 5.7%. Markets now await macroeconomic data and Nvidia’s late-February results.
8 February 2026
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Intel stock price jumps to $50: China CPU delays and SambaNova funding set up week ahead

Intel stock price jumps to $50: China CPU delays and SambaNova funding set up week ahead

Intel shares rose 4.9% to $50.59 Friday, tracking a 5.7% jump in the PHLX semiconductor index as investors bet on AI-driven data-center spending. Reuters reported Intel and AMD warned Chinese customers of tighter server CPU supply, pushing Intel’s China prices up over 10%. Intel expects supply to improve in Q2. After the bell, Reuters said Intel plans to invest about $100 million in AI chip startup SambaNova Systems.
8 February 2026
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Semiconductor stocks surge as AI capex stays high; Nvidia and AMD lead into next week

Semiconductor stocks surge as AI capex stays high; Nvidia and AMD lead into next week

The Philadelphia Semiconductor Index jumped 5.7% to 8,048.6 on Friday, with Nvidia up 7.87% and AMD rising 8.28%. The surge followed new forecasts showing global chip sales could hit $1 trillion in 2026. Amazon expects a 50% increase in capital spending this year, fueling demand for chips. The Dow Jones crossed 50,000, helped by gains in chipmakers.
7 February 2026
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Nvidia stock jumps 8% as AI chip stocks rebound on Big Tech spending — what to watch next week

Nvidia stock jumps 8% as AI chip stocks rebound on Big Tech spending — what to watch next week

Nvidia jumped 7.8% Friday, AMD rose 8.3%, and Broadcom gained 7.1%, lifting the Philadelphia semiconductor index 5.7%. Amazon dropped 5.6% after warning of a more than 50% increase in AI-related capital spending. Investors await next week’s delayed U.S. payrolls report and January CPI, key data for rate-sensitive AI stocks.
7 February 2026
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Why Tencent stock fell: an OpenClaw AI warning, chip shortages — and what’s next for 0700.HK

Why Tencent stock fell: an OpenClaw AI warning, chip shortages — and what’s next for 0700.HK

Tencent shares fell 2% to HK$547.50 in Hong Kong on Friday, tracking a 1.1% drop in the Hang Seng TECH index. China warned of security risks tied to the OpenClaw AI agent, which Tencent Cloud offers, while Intel and AMD flagged longer waits and higher prices for server CPUs in China.
7 February 2026
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AMD stock jumps 8% in chip rebound — what investors are watching before Monday

AMD stock jumps 8% in chip rebound — what investors are watching before Monday

AMD shares jumped 8.2% to $208.44 Friday, trading on heavy volume as chip stocks rebounded and the Dow closed above 50,000 for the first time. The Philadelphia Semiconductor Index rose 5.7% after Amazon’s AI spending plans lifted sector estimates. Nvidia’s CEO cited surging AI chip demand. AMD’s rally followed a weak revenue outlook earlier in the week.
7 February 2026
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Oracle stock rebounds after a bruising week — what traders are watching next for ORCL

Oracle stock rebounds after a bruising week — what traders are watching next for ORCL

Oracle shares rose 4.6% to $142.82 in after-hours trading Friday, rebounding from a 7% drop the day before. The move follows disclosures of a $25 billion bond sale and plans for up to $20 billion in at-the-market share sales. Oracle aims to raise $45–$50 billion in 2026 for cloud infrastructure expansion. Investors are watching funding pace and AI-driven cloud spending ahead of the next earnings update.
7 February 2026
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Intel stock jumps nearly 5% as China server CPU waits stretch and SambaNova funding news lands

Intel stock jumps nearly 5% as China server CPU waits stretch and SambaNova funding news lands

Intel shares closed up 4.9% to $50.59 Friday and were steady after-hours. Intel and AMD warned China customers of server CPU delays, with Intel lead times up to six months and prices rising over 10%. Intel plans to invest about $100 million in AI chip startup SambaNova in a new funding round. Investors are watching Q2 supply and the next earnings date.
6 February 2026
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Dow Hits 50,000 as Nvidia Jumps and Amazon’s $200B AI Capex Plan Whipsaws Markets

Dow Hits 50,000 as Nvidia Jumps and Amazon’s $200B AI Capex Plan Whipsaws Markets

The Dow Jones Industrial Average closed above 50,000 for the first time Friday, rising 2.24% to 50,005.78, led by gains in Nvidia and Caterpillar. The S&P 500 climbed 1.73% and the Nasdaq rose 1.91%. Amazon and Alphabet’s plans for record AI spending unsettled markets earlier in the week but investors returned to tech stocks. Bitcoin, gold, and oil prices held steady after Thursday’s selloff.
6 February 2026
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Dow hits 50,000 as Amazon’s $200 billion AI spending plan spooks tech investors

Dow hits 50,000 as Amazon’s $200 billion AI spending plan spooks tech investors

The Dow briefly topped 50,000 for the first time Friday as chipmakers surged on AI data-center spending hopes. Amazon shares fell after announcing a $200 billion capital spending plan for 2026, raising concerns about profitability. Nvidia, AMD, and Broadcom each jumped over 7%. The S&P 500 rose 1.73% and the Nasdaq gained 1.91%.
6 February 2026
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Stock Market Today

  • Forum Energy Technologies Sees 46% Backlog Rise, Boosting Long-Term Growth Prospects
    March 19, 2026, 3:20 PM EDT. Forum Energy Technologies (FET) enters 2026 with a 46% increase in backlog to $312 million, marking its highest year-end backlog in 11 years. The firm, a key supplier to oil, gas, and renewables sectors, reported a book-to-bill ratio of 113%, indicating orders outpaced shipments. This growth stems from its 'Beat the Market' strategy, focusing on product differentiation and expanding market reach. Despite subdued North American drilling, FET's diverse global presence and innovation pipeline provide revenue visibility and long-term growth potential. Peer companies NESR and NOV, active in oilfield services and equipment, show varied market momentum, with NESR rising 156.5% in a year and NOV maintaining steady revenue growth driven by higher-quality production projects.
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