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NASDAQ:AMD News 21 January 2026 - 23 January 2026

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

New York, Jan 22, 2026, 20:19 EST KeyBanc maintained its Overweight rating on Advanced Micro Devices, signaling expectations the stock will outperform, and held firm on a $270 price target ahead of the chipmaker’s Feb. 3 earnings. The firm noted hyperscalers—the massive cloud providers—are already securing capacity through 2026, leaving AMD nearly sold out of server CPUs well into that year. This tight demand could drive 10%-15% price hikes. KeyBanc also forecasted 2026 AI GPU revenue between $14 billion and $15 billion. AMD shares rose 1.6% to $253.73 in after-hours trading, notching roughly a 90% gain over the past year.
23 January 2026
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AMD stock extends an eight-day streak, then slips after hours as traders eye earnings

AMD stock extends an eight-day streak, then slips after hours as traders eye earnings

New York, Jan 22, 2026, 16:28 EST — After-hours. Advanced Micro Devices closed up 1.6% at $253.73 on Thursday, then dipped 0.4% to $252.60 in after-hours trading — outside the regular session. (MarketScreener) The move capped an eight-day winning streak, the stock’s longest since February 2020, with investors leaning into expectations that AMD can push prices higher for server central processing units, or CPUs, used in AI data centers. KeyBanc analyst John Vinh said AMD is nearly sold out of server CPUs for the year, while Bernstein’s Stacy Rasgon projected 30% growth in Epyc processor sales in 2026, MarketWatch reported.
22 January 2026
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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

New York, Jan 22, 2026, 10:51 EST — Regular session Shares of Alibaba Group listed in the U.S. jumped 5.9% to $178.69 on Thursday after reports emerged that the Chinese tech giant plans to take its chip unit, T-Head, public. The news reignited interest in AI-related stocks during the morning session. Meanwhile, Arm gained 5.4%, and Nvidia saw a 0.9% rise. (Reuters) These shifts carry weight as AI hardware now plays a central role in the broader market. Investors want to know if the rapid expansion of data centers will hold up to support the sector’s valuations, and if regulatory
22 January 2026
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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

New York, Jan 22, 2026, 09:33 EST — Regular session Shares of Advanced Micro Devices (AMD.O) climbed 7.6% to $249.80 in early Thursday trading, pushing the chipmaker toward the front of the pack amid a semiconductor rally. Nvidia (NVDA.O) gained roughly 3%, while Intel (INTC.O) surged close to 12%. Both the iShares Semiconductor ETF and VanEck Semiconductor ETF advanced about 3% as well. The shift is significant since investors rushed back into high-growth tech following earlier market jitters over policy. “Investors are … taking an insurance policy against more policy uncertainty on trade,” said Elias Haddad, global head of markets
22 January 2026
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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

New York, Jan 22, 2026, 06:20 EST — Premarket Before Thursday’s U.S. open, AI stocks popped back into focus, led by chipmakers and their suppliers stirring early buzz. The reason this matters now is straightforward. The AI trade depends heavily on big spending for data centres, but it’s also caught up in Washington’s export restrictions and the climbing prices of crucial components found in everything from servers to laptops. Chipmakers led the charge Wednesday. Intel (INTC.O) surged 11.7% to $54.25. Nvidia (NVDA.O) gained roughly 3%, closing at $183.32. AMD (AMD.O) climbed 7.6% to $249.80. Micron (MU.O) added 6.6% to $389.11.
22 January 2026
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AMD stock price leaps 8% on KeyBanc call as Feb. 3 earnings near

AMD stock price leaps 8% on KeyBanc call as Feb. 3 earnings near

NEW YORK, Jan 22, 2026, 04:52 (EST) — Premarket Shares of Advanced Micro Devices (AMD.O) jumped roughly 7.6% Wednesday, closing at $249.80. The sharp gain has put the stock back in focus heading into Thursday’s session. Why it matters now: the rally comes just before AMD’s upcoming earnings and guidance release. Investors will be keenly watching for concrete data on demand in data centers and the company’s ability to maintain pricing power. The focus isn’t only on server processors but also AI chips. Nvidia continues to dominate the high end of AI accelerators—the graphics processors powering large model training and
22 January 2026
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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

New York, Jan 21, 2026, 17:15 EST — After-hours trading underway. Intel shares jumped 11.7% to $54.25 on Wednesday, refocusing the AI-chip sector on one stock and one big question: is this rally real, or just wishful thinking? Intel’s quarterly earnings report drops Thursday, with investors keen to see if the AI-driven boom in data-center expansions is boosting demand for its server CPUs—those critical processors paired with GPUs in many AI systems. LSEG data compiled by Reuters shows Intel’s data-center revenue could surge over 30%, hitting $4.43 billion. This comes on the heels of a $5 billion cash injection from
21 January 2026
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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

New York, January 21, 2026, 16:07 EST — After-hours update Advanced Micro Devices jumped $18.10, or 7.8%, closing at $250.02 on Wednesday. The shares hit a high of $252.83 during the session, after starting the day at $235.92 and dipping to a low of $232.51. The move came as Wall Street found its footing following a steep selloff the day before, with investors seizing on new signs that U.S. trade tensions might not escalate soon. “What the economic impact is whether we all start imposing tariffs on each other,” noted Jason Pride, chief of investment strategy & research at Glenmede,
21 January 2026
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Intel stock jumps nearly 9% as AI chip trade steadies; Nvidia rebounds

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

New York, Jan 21, 2026, 13:55 EST — Regular session Intel (INTC.O) surged nearly 9%, finishing at $52.92 Wednesday afternoon, leading the pack among AI-focused stocks. Nvidia (NVDA.O) ticked up about 1.4%, while AMD (AMD.O) gained close to 6%. Broadcom (AVGO.O) fell 1.7%, with Microsoft (MSFT.O) slipping roughly 3.2%. The rebound comes after Wall Street’s steepest fall in three months, sparked by fresh tariff threats tied to President Donald Trump’s Greenland plans. “One of the reasons why the market is bouncing back is Trump stressed that he does not intend to use force,” noted Damian McIntyre, head of multi-asset solutions
21 January 2026
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AMD stock jumps 6% as earnings countdown starts and valuation debate flares

AMD stock jumps 6% as earnings countdown starts and valuation debate flares

New York, Jan 21, 2026, 10:44 EST Shares of Advanced Micro Devices climbed roughly 6.6% to $247.28 in early trading Wednesday, pushing the chipmaker’s recovery further after a volatile week for U.S. equities. AMD is set to release its fiscal fourth-quarter and full-year 2025 results on Feb. 3 after the market closes. The company will hold a conference call at 5 p.m. EST, it announced earlier this month. (Advanced Micro Devices, Inc.) The results matter because AMD is positioned between two major spending waves — cloud data centers and AI. Investors are watching closely to see if demand for its
21 January 2026
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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

NEW YORK, Jan 21, 2026, 10:35 ET — Regular session Intel shares jumped 9.7% to $53.25 in early New York trade on Wednesday, fueling a wider rally among AI chip stocks. AMD rose 6.5%, Nvidia edged up 1.5%, but Microsoft slid 1% and Oracle fell 2.3%. The iShares Semiconductor ETF gained 2.6%. The group rebounded after a steep sell-off hit some of the most crowded “AI trade” stocks, as investors wrestled with tariff concerns and geopolitical risks. Speaking at Davos on Wednesday, President Donald Trump renewed his push to acquire Greenland but emphasized he wouldn’t resort to force. Art Hogan
21 January 2026
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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

DAVOS, Switzerland, Jan 21, 2026, 13:07 CET Nvidia CEO Jensen Huang plans a late-January visit to China, Bloomberg News reported, as the chipmaker tries to reopen sales of its H200 AI processors. (Bloomberg.com) This matters now because Washington has started loosening a ban on shipping advanced chips to China, reviving a business Nvidia and rivals like AMD have largely been locked out of. The Trump administration last week cleared exports of the H200 — a graphics processing unit, or GPU, used to train and run AI models — under Commerce Department rules that include third-party testing and a cap on
21 January 2026
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Stock Market Today

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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