Nvidia stock bounces in premarket as Amazon’s $200B AI spend stirs the trade; China chip licences in focus
Nvidia shares rose 2.7% in premarket trading Friday after the Nasdaq hit a two-month low. Amazon shares dropped 8% premarket following news its 2026 capital expenditures could reach $200 billion. Nvidia’s supply chain pushed back on AI bubble fears, while export policy talks with ByteDance remain unresolved. Investors await Nvidia’s Feb. 25 earnings and key U.S. economic data next week.