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NASDAQ:AMD News 26 January 2026 - 30 January 2026

Microsoft stock rebounds after wipeout, but AI stocks stay jumpy as spending fears bite

Microsoft stock rebounds after wipeout, but AI stocks stay jumpy as spending fears bite

Microsoft rose 0.6% to $436.11 Friday morning after plunging 10% Thursday on weak cloud results. Nvidia slipped 0.4% and AMD fell 4.1%, dragging chip stocks lower. Investors remain wary of rising AI and data-center costs outpacing revenue gains. U.S. stocks opened lower after Donald Trump nominated Kevin Warsh to lead the Federal Reserve.
Advanced Micro Devices (AMD) stock price holds near $252 after hours as AI spending jitters set up Feb. 3 earnings

Advanced Micro Devices (AMD) stock price holds near $252 after hours as AI spending jitters set up Feb. 3 earnings

AMD shares slipped 0.2% to $252.18 in after-hours trading Thursday after a volatile session. The stock moved between $241.06 and $260.22 on volume of 31.4 million shares. Investors weighed Big Tech’s rising AI spending and concerns over immediate returns. AMD will report quarterly earnings after the close on Feb. 3.
Intel stock price slips after report-driven rally; Nvidia-Apple foundry chatter keeps INTC in focus

Intel stock price slips after report-driven rally; Nvidia-Apple foundry chatter keeps INTC in focus

Intel shares fell 2.5% to $47.54 in early New York trading Thursday, reversing an 11% surge on speculation of future foundry deals with Nvidia and Apple. CFO David Zinsner bought 5,882 shares at $42.50 each on Jan. 26, SEC filings show. Chip sector sentiment stayed firm after ASML posted record quarterly bookings. Investors are now watching Friday’s U.S. inflation data.
AMD stock price: After-hours uptick as AI-chip rally rolls on ahead of Feb. 3 earnings

AMD stock price: After-hours uptick as AI-chip rally rolls on ahead of Feb. 3 earnings

AMD shares rose 0.3% to $252.74 in after-hours trading Wednesday, while Nvidia gained 1.6% and Intel jumped 11%. Chip stocks rallied after China approved ByteDance, Alibaba, and Tencent to buy over 400,000 Nvidia H200 AI chips, signaling strong AI data-center demand. The Philadelphia Semiconductor Index climbed 1.7%. Investors await AMD’s earnings on Feb. 3 for further signals on sector momentum.
Broadcom stock price today: AVGO edges up as chip rally lifts S&P 500 above 7,000 ahead of Fed

Broadcom stock price today: AVGO edges up as chip rally lifts S&P 500 above 7,000 ahead of Fed

Broadcom shares edged up 0.1% to $333.23 in early Wednesday trading as chip stocks rose ahead of the Federal Reserve’s rate decision and major tech earnings. The S&P 500 opened above 7,000, while Texas Instruments jumped 7% after forecasting strong AI-driven demand. Investors are watching for signs that AI spending is boosting profits. The Fed’s policy announcement is due at 2 p.m. EST.
Nvidia stock up early after Reuters report on China H200 approvals, with Fed decision ahead

Nvidia stock up early after Reuters report on China H200 approvals, with Fed decision ahead

Nvidia shares rose 1.1% to $188.52 early Wednesday after China approved ByteDance, Alibaba, and Tencent to buy over 400,000 H200 AI chips, Reuters reported. The approvals come with strict conditions, and some sources say licenses remain too restrictive for orders. Chip stocks rallied broadly, with Broadcom up 2.4% and the VanEck Semiconductor ETF up 2.1%. Investors await the Federal Reserve decision and megacap tech earnings later today.
Micron stock slides on Samsung’s Nvidia HBM4 push — what MU investors watch next

Micron stock slides on Samsung’s Nvidia HBM4 push — what MU investors watch next

Micron shares fell 2.6% to $389.09 Monday after reports that Samsung will soon supply Nvidia with next-generation HBM4 memory chips. Samsung reportedly passed HBM4 qualification for both Nvidia and AMD and will begin shipments next month. Nvidia shares slipped 0.7%, AMD dropped 3.3%. Investors await Samsung and SK Hynix earnings for more on HBM4 demand.
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Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

7 February 2026
Google raised its 2026 capital expenditure forecast to $175 billion–$185 billion, with most spending expected on data-center chips. Broadcom shares rose about 2% after the announcement, while Nvidia and AMD slipped. Jefferies reiterated a buy rating on Broadcom, maintaining a $500 price target, implying a 62% upside from Wednesday’s close.
No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

7 February 2026
The IRS has not announced new federal stimulus payments for February 2026, and Congress has not approved fresh checks. Trump told NBC he is considering $2,000 tariff rebate checks but has not committed, saying any payout would likely come later in 2026. The IRS warns taxpayers to ignore texts and emails about “stimulus payments” and verify notices through official channels.
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