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NASDAQ:AVGO 7 February 2026 - 10 February 2026

AI stocks jolt: Datadog jumps, Cisco rolls out new chip as Alphabet borrows $20 billion

AI stocks jolt: Datadog jumps, Cisco rolls out new chip as Alphabet borrows $20 billion

Datadog shares surged 14.5% after beating estimates and citing AI-driven demand. Alphabet sold $20 billion in bonds to fund AI infrastructure, with reports of a possible 100-year bond. Cisco rose 1.5% after launching a new data center chip, while Cadence gained 2.4% on its AI chip design agent. Micron fell 2.3% on concerns over high-bandwidth memory competition.
10 February 2026
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Broadcom (AVGO) stock slips at the open as Cisco targets its AI networking turf

Broadcom (AVGO) stock slips at the open as Cisco targets its AI networking turf

Broadcom shares slipped 0.25% to $343.09 early Tuesday after a 3.31% jump in the previous session. Cisco launched its Silicon One G300 switch chip for AI data centers, entering a market where Broadcom’s Tomahawk chips compete. Investors await U.S. payrolls data Wednesday, CPI Friday, and Broadcom’s earnings on March 4. Broadcom stock remains 17% below its 52-week high.
10 February 2026
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AI stocks rebound after rout as Oracle jumps nearly 10% and Nvidia climbs

AI stocks rebound after rout as Oracle jumps nearly 10% and Nvidia climbs

Oracle jumped 9.8% to $156.59 after an analyst upgrade, leading gains in AI-linked tech stocks in late trading Monday. Nvidia rose 2.4%, AMD 3.6%, Broadcom 3.3%, and Microsoft 3.1%. The S&P 500 closed up 0.47%, Nasdaq 0.88%, and Dow 0.03%. Traders await U.S. payrolls Wednesday and CPI Friday for signals on Fed policy.
9 February 2026
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Broadcom stock jumps after-hours as AI spending focus returns to chipmakers

Broadcom stock jumps after-hours as AI spending focus returns to chipmakers

Broadcom shares rose 3.3% to $343.83 in after-hours trading Monday, following a volatile session. The move tracked gains across chip stocks as investors rotated back into AI hardware names. Broadcom is set to report fiscal first-quarter results on March 4 after the market close. Traders are also watching upcoming U.S. jobs data for further market direction.
9 February 2026
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Nvidia stock rises on xAI chip-leasing report as AI shares rebound; Oracle jumps 11%

Nvidia stock rises on xAI chip-leasing report as AI shares rebound; Oracle jumps 11%

Nvidia rose 3.1% after reports Apollo is nearing a $3.4 billion loan tied to leasing Nvidia AI chips to Elon Musk’s xAI. Oracle jumped 11.2% after D.A. Davidson upgraded the stock to “buy.” Advanced Micro Devices and Broadcom also gained. Investors await U.S. jobs data Feb. 11 and CPI Feb. 13 for signals on interest rates.
9 February 2026
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Apollo’s $3.4B xAI chip lease puts Nvidia demand, Broadcom’s Google TPU push back in focus

Apollo’s $3.4B xAI chip lease puts Nvidia demand, Broadcom’s Google TPU push back in focus

Apollo Global Management is close to a $3.4 billion loan to buy Nvidia chips for leasing to Elon Musk’s xAI, The Information reported. Alphabet is considering a $15 billion U.S. bond sale to fund AI infrastructure, according to Bloomberg. Investors are watching whether custom chips from Broadcom and Google can challenge Nvidia’s dominance.
9 February 2026
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AI stocks split: Nvidia jumps, Micron slips as “picks-and-shovels” trade returns

AI stocks split: Nvidia jumps, Micron slips as “picks-and-shovels” trade returns

Nvidia jumped 3.5% Monday, leading gains in AI chip stocks, while Micron fell 1.3% amid concerns over next-gen memory demand. AMD rose 2.5% and Broadcom added 2.4%. Samsung is set to begin shipping HBM4 memory after Lunar New Year, following Nvidia quality tests. Traders await Nvidia’s GTC event in March for further signals.
9 February 2026
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AMD stock climbs in early trade as chip rebound holds — jobs and CPI loom this week

AMD stock climbs in early trade as chip rebound holds — jobs and CPI loom this week

AMD shares rose 1.6% to $211.88 Monday morning, rebounding after last week’s volatility in AI chip stocks. Nvidia gained 3.4% and Broadcom 2.7%, while Intel fell 4.2%. Investors watched for signals on interest rates ahead of key U.S. economic data and Fed comments. Demand for AI data-center chips remained in focus as big tech spending plans drove market moves.
9 February 2026
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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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Broadcom stock price jumps 7% on AI spending talk — what AVGO investors watch before Monday

Broadcom stock price jumps 7% on AI spending talk — what AVGO investors watch before Monday

Broadcom shares closed Friday at $332.92, up 7.1% after chip stocks rallied on renewed optimism over AI data-center spending. The stock swung between $313.26 and $334.90 during the session. The next major event is Broadcom’s earnings report on March 4. Renault said it will appeal a German court ruling favoring Broadcom in a patent dispute over ethernet technology.
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 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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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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