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NASDAQ:INTC News 3 February 2026 - 7 February 2026

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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Why Tencent stock fell: an OpenClaw AI warning, chip shortages — and what’s next for 0700.HK

Why Tencent stock fell: an OpenClaw AI warning, chip shortages — and what’s next for 0700.HK

Tencent shares fell 2% to HK$547.50 in Hong Kong on Friday, tracking a 1.1% drop in the Hang Seng TECH index. China warned of security risks tied to the OpenClaw AI agent, which Tencent Cloud offers, while Intel and AMD flagged longer waits and higher prices for server CPUs in China.
7 February 2026
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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 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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Intel stock rises after CEO flags a new GPU push to take on Nvidia

Intel stock rises after CEO flags a new GPU push to take on Nvidia

Intel shares rose 0.9% to $49.25 in after-hours trading after CEO Lip-Bu Tan announced plans to build GPUs for data centers and named Eric Demmers as chief GPU architect. Tan said Intel expects volume production on its 14A process later in 2026 and is in talks with several customers. Investors are pressing for clearer product and capacity timelines. CFO David Zinsner and officer April Boise disclosed recent share sales.
4 February 2026
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Intel (INTC) gets $50 price target as Daiwa Capital Markets lifts outlook and CEO talks GPUs

Intel (INTC) gets $50 price target as Daiwa Capital Markets lifts outlook and CEO talks GPUs

Daiwa raised Intel’s price target to $50 from $41, while MarketBeat data showed a “Reduce” consensus and a $45.76 average target. CEO Lip-Bu Tan said Intel plans to build GPUs and highlighted customer engagement with its 14A process. SoftBank unit SAIMEMORY signed a Feb. 2 deal with Intel to develop “Z-Angle Memory,” aiming for prototypes by March 2028. Intel shares fell 0.6% to $48.51 in afternoon trading.
3 February 2026
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Stock Market Today

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

7 February 2026
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.
Oil stocks jump on Iran risk lift for crude — what to watch before Monday

Oil stocks jump on Iran risk lift for crude — what to watch before Monday

7 February 2026
U.S. oil stocks surged Friday as crude prices rose on renewed Middle East tensions. Exxon Mobil gained 2.0%, ConocoPhillips 2.5%, and Occidental Petroleum 2.7%. Refiners rallied after a national union deal eased strike risk, though BP’s Whiting plant faces a local dispute. Brent settled at $68.05 a barrel, up 0.74%.
Silver price rebound masks fresh stress after CME lifts margins again

Silver price rebound masks fresh stress after CME lifts margins again

7 February 2026
Spot silver surged 8.6% to $77.33 an ounce Friday after dropping below $65, but still lost over 8.7% for the week. CME Group raised margin requirements for COMEX silver futures to 18% from 15%, effective after Feb. 6. China’s UBS SDIC Silver Futures Fund hit its 10% down limit for a fifth session. Traders await key U.S. jobs and inflation data next week.
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