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NASDAQ:AMD News 23 January 2026 - 25 January 2026

AMD stock near $260 heads into Fed week after Intel’s slide — what to watch next

AMD stock near $260 heads into Fed week after Intel’s slide — what to watch next

AMD shares rose 2.35% to $259.68 Friday, extending their winning streak to nine sessions and gaining about 25% since Jan. 12. After hours, the stock slipped 0.3%. Investors await the Fed’s Jan. 28 decision and AMD’s earnings on Feb. 3, with attention on data-center demand and AI-related shipments.
AMD stock closes higher into Monday as Intel stumbles; what investors watch next

AMD stock closes higher into Monday as Intel stumbles; what investors watch next

AMD shares rose 2.3% to $259.68 Friday as traders eyed Monday’s open after a volatile week for AI stocks. Intel warned of supply bottlenecks and missed forecasts, dragging all major U.S. indexes lower for the week. The Federal Reserve’s decision and a wave of earnings reports next week will test whether AI investments are delivering results.
Nvidia’s China chip call, Fed decision and Microsoft earnings: what moves AI stocks next week

Nvidia’s China chip call, Fed decision and Microsoft earnings: what moves AI stocks next week

Nvidia closed up 1.5% as CEO Jensen Huang visited Shanghai, awaiting Beijing’s decision on the H200 AI chip, which Chinese customs have effectively barred. Microsoft rose 3.3%, AMD gained 2.3%, while Broadcom and Super Micro slipped. Intel plunged 14% after warning of data-center supply constraints. Microsoft reports earnings Jan. 28, with a Federal Reserve rate decision also due next week.
AMD stock rides Intel supply warning into next week — what investors watch before Feb. 3 results

AMD stock rides Intel supply warning into next week — what investors watch before Feb. 3 results

AMD shares rose 2.3% to $259.68 Friday, while Intel plunged 17% after warning of supply constraints and lower first-quarter revenue. AMD’s rally extended to nine straight sessions, its longest since 2019, as investors bet Intel’s struggles could boost AMD’s market share. U.S. markets are closed for the weekend. AMD reports earnings Feb. 3.
AMD stock closes higher again as Intel stumbles — what to watch before Monday’s open

AMD stock closes higher again as Intel stumbles — what to watch before Monday’s open

AMD shares closed Friday up 2.35% at $259.68, capping a nine-session rally of over 27%. Intel fell 15.6% after warning it can’t meet server chip demand, pulling the Philadelphia Semiconductor Index down 1%. AMD’s new Ryzen 7 9850X3D launches Jan. 29 at $499. Investors await the Fed’s Jan. 28 decision and AMD earnings on Feb. 3.
Intel stock dives 17% as AI chip supply bites; Nvidia, AMD and Microsoft face a big week

Intel stock dives 17% as AI chip supply bites; Nvidia, AMD and Microsoft face a big week

Intel shares plunged 17% in after-hours trading Friday after warning of possible shortages in AI data-center server chips. Nvidia rose 1.5%, AMD gained 2.3%, and Microsoft advanced 3.3%. The Dow closed down 0.58%, while the Nasdaq edged up 0.27%. Investors now await Fed rate decisions and a wave of megacap tech earnings.
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

New York, Jan 23, 2026, 12:52 EST — Regular session Shares of Advanced Micro Devices rose Friday after Intel flagged challenges in keeping up with demand for server chips powering AI data centers. AMD gained 1.9%, hitting $258.50 by midday trading. This matters because data centers are snapping up more general-purpose server CPUs—the main processors handling most workloads—to pair with GPUs, which tackle much of the AI computation. If Intel can’t deliver enough units, those orders won’t hang around. (Reuters) AMD’s momentum is accompanied by a ticking clock. The firm will release its fiscal fourth-quarter and full-year results on Feb.
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

New York, Jan 23, 2026, 10:21 a.m. (EST) — Regular session Shares of Advanced Micro Devices (AMD) climbed 3.6% to $262.86 Friday morning, extending a strong rally over several days. The chipmaker has drawn renewed attention as investors gear up for the upcoming earnings season. The stock is set for a ninth consecutive gain, marking its longest winning streak in almost six years. This surge has unfolded with few new company-specific updates. Investors appear focused on one key driver: demand for server processors powering data centers, particularly those handling artificial-intelligence tasks. (MarketWatch) This is crucial now as chip stocks shift
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

New York, Jan 23, 2026, 10:16 EST — Regular session Nvidia shares climbed 1.8% to $188.21 in early trading Friday following a Bloomberg report that Chinese officials have instructed top tech companies to start preparing orders for Nvidia’s H200 AI chips. The H200 is a data-center GPU designed for training and running large AI models. (Bloomberg) The report struck a nerve for AI stocks: demand from China has swung chipmakers’ fortunes amid shifting U.S. export controls and Beijing’s push toward domestic substitutes. In Washington, the House Foreign Affairs Committee moved forward this week with the “AI Overwatch Act.” The bill
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Stock Market Today

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 07.02.2026

7 February 2026
LIVEMarkets rolling coverageStarted: February 7, 2026, 12:00 AM ESTUpdated: February 7, 2026, 12:26 AM EST Dollar Dips as Stocks Rally and US Data Influences Fed Rate Expectations February 7, 2026, 12:18 AM EST. The **dollar index** fell 0.17%, pressured by a rebound in equity markets reducing demand for the safe-haven currency. Weaker-than-expected U.S. labor market data raised the odds of a Fed rate cut to 18% for March, though consumer sentiment improved to a six-month high, limiting losses. Hawkish comments from Atlanta Fed's Raphael Bostic emphasized maintaining restrictive monetary policy. The dollar faces medium-term weakness amid expectations for rate cuts
Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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