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NASDAQ:INTC News 4 February 2026 - 6 February 2026

Intel stock jumps nearly 5% as China server CPU waits stretch and SambaNova funding news lands

Intel stock jumps nearly 5% as China server CPU waits stretch and SambaNova funding news lands

Intel shares closed up 4.9% to $50.59 Friday and were steady after-hours. Intel and AMD warned China customers of server CPU delays, with Intel lead times up to six months and prices rising over 10%. Intel plans to invest about $100 million in AI chip startup SambaNova in a new funding round. Investors are watching Q2 supply and the next earnings date.
6 February 2026
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Intel stock price jumps 4% today as China server CPU crunch lifts INTC shares

Intel stock price jumps 4% today as China server CPU crunch lifts INTC shares

Intel shares rose 4% to $50.19 Friday after reports of up to six-month lead times and price hikes for some server CPUs in China. The delays come as AI-driven demand strains supply chains, with China making up over 20% of Intel’s revenue. Intel expects inventory to bottom out in Q1 and supply to improve in Q2. Traders are watching for signs of easing shortages ahead of Intel’s next earnings, tentatively set for April 23.
6 February 2026
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AMD stock price jumps 7% as China server CPU delays flag tight supply — what traders watch next

AMD stock price jumps 7% as China server CPU delays flag tight supply — what traders watch next

AMD shares jumped 7% Friday after Reuters reported the company and Intel warned Chinese customers of longer server CPU delivery times. AMD’s lead times for some products have stretched to eight to ten weeks, while Intel warned of delays up to six months. The rebound follows a steep drop in chip stocks earlier in the week. Investors await Nvidia’s results on Feb. 25.
6 February 2026
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Intel stock slips before the open as China server chip waits stretch to six months

Intel stock slips before the open as China server chip waits stretch to six months

Intel warned Chinese customers that delivery times for some server CPUs could reach six months, pushing prices in China up over 10%, Reuters reported Friday. Intel shares fell 0.6% in premarket trading. AMD also flagged supply shortages, with shares dropping 3.9%. Investors are watching whether Intel can ease inventory constraints by the second quarter.
6 February 2026
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Intel stock swings, then steadies as CEO revives GPU push and SoftBank memory deal stays in focus

Intel stock swings, then steadies as CEO revives GPU push and SoftBank memory deal stays in focus

Intel shares rose 0.6% to $48.89 Thursday afternoon after a volatile session, outperforming much of the U.S. tech sector. CEO Lip-Bu Tan announced plans to develop data-center GPUs, directly challenging Nvidia, and SoftBank’s SAIMEMORY signed a memory tech deal with Intel. CFO David Zinsner sold nearly 60,000 shares on Feb. 2. New Xeon 600 workstation chips will be available in late March.
5 February 2026
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Intel stock price slips as Intel’s GPU push hits a tech selloff — what INTC investors watch next

Intel stock price slips as Intel’s GPU push hits a tech selloff — what INTC investors watch next

Intel shares fell 2.3% to $47.49 in morning trading Thursday, reversing earlier gains as 41.6 million shares changed hands. The drop followed Alphabet’s warning on capital spending and Qualcomm’s weak outlook, which pressured chip stocks across Wall Street. Intel’s chief legal officer sold 20,000 shares on Feb. 2 after performance stock units vested, according to SEC filings. CEO Lip-Bu Tan said Intel is ramping up GPU production to target data centers.
5 February 2026
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Nasdaq slides as AMD forecast and AI disruption fears hammer tech again

Nasdaq slides as AMD forecast and AI disruption fears hammer tech again

Tech stocks fell sharply Wednesday, sending the Nasdaq down 1.1% and the S&P 500 off 0.24%, while the Dow rose 0.79% as investors rotated into value and small caps. AMD plunged 12.2% after forecasting lower first-quarter revenue, dragging chipmakers and software stocks lower. Seven of 11 S&P sectors gained. Super Micro Computer surged 13% on strong AI server demand; Eli Lilly jumped 9.3% on a bullish profit outlook.
4 February 2026
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Dow Rises but S&P 500, Nasdaq Slip as AMD Sparks Fresh AI Fears Ahead of Google Earnings

Dow Rises but S&P 500, Nasdaq Slip as AMD Sparks Fresh AI Fears Ahead of Google Earnings

AMD shares fell 12% after a weak revenue forecast, dragging chip and software stocks lower and pushing the Nasdaq down 1.09% by midday. The S&P 500 slipped 0.24% while the Dow rose 0.79%. Super Micro and Eli Lilly gained on strong outlooks. Gold climbed above $5,000 as global markets stabilized.
4 February 2026
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Stock Market Today

Carvana stock jumps 5% to $403.67 — here’s what CVNA traders are watching next

Carvana stock jumps 5% to $403.67 — here’s what CVNA traders are watching next

7 February 2026
Carvana shares rose 5.21% Friday to $403.67, rebounding after recent volatility sparked by a short-seller report from Gotham City Research. The company denied allegations of overstated earnings and undisclosed ties to DriveTime. Carvana will report Q4 and full-year 2025 results after markets close on Feb. 18. The January U.S. CPI report is scheduled for Feb. 13.
Confluent stock hugs IBM’s $31 bid — here’s what investors watch next week

Confluent stock hugs IBM’s $31 bid — here’s what investors watch next week

7 February 2026
Confluent shares closed at $30.57 Friday, 43 cents below IBM’s $31-per-share cash offer, ahead of key events next week. The company will report earnings Feb. 11 without a call or outlook, and shareholders vote on the merger Feb. 12. Confluent disclosed 17 demand letters and two lawsuits over proxy disclosures but denies wrongdoing. The IBM deal values Confluent at $11 billion.
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