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NASDAQ:INTC 4 February 2026 - 9 February 2026

Dow Jones futures steady after Dow hits 50,000 as jobs report, CPI loom this week

Dow Jones futures steady after Dow hits 50,000 as jobs report, CPI loom this week

New York, February 9, 2026, 05:58 EST — Premarket Dow Jones Industrial Average futures held near flat early Monday, after the blue-chip index’s first close above 50,000 put a fresh spotlight on how much economic cooling the market can take. At 4:52 a.m. ET, Dow E-minis — futures contracts that track the index — were up 46 points, or 0.09%.
9 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

New York, Feb 8, 2026, 12:52 — The session has ended. Semiconductor shares in the U.S. are coming off a sharp bounce Friday, with the Philadelphia chip index rallying 5.7% as investors piled back in on hopes that AI data-center spending will keep fueling chip orders. Nvidia’s surge led the move. Ross Mayfield, investment strategy analyst at Baird, flagged “real demand for AI products” despite recent turbulence in the group.
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

New York, February 7, 2026, 12:35 — Market is shut. Semiconductor names in the U.S. surged Friday, driving the Philadelphia Semiconductor Index up 5.7% to close at 8,048.6. Nvidia popped 7.87% to $185.41, Advanced Micro Devices tacked on 8.28% to finish at $208.44, and Broadcom ended up 7.22% at $332.92. Intel moved up 4.87% to $50.59.
7 February 2026
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Six-Month Wait for Intel Xeon? China Server CPU Shortage Hits Intel and AMD as AI Demand Bites

Six-Month Wait for Intel Xeon? China Server CPU Shortage Hits Intel and AMD as AI Demand Bites

BEIJING, Feb 7, 2026, 17:58 Intel and AMD have told Chinese customers to expect lengthy delays for some server CPUs, according to people familiar with the notifications. Intel, in particular, has warned that certain shipments could take up to six months to arrive. In the past few weeks, those warnings have also pushed Intel’s server CPU prices in China up by more than 10% in many instances, one person said. https://www.reuters.com/world/china/intel-amd-notify-customers-china-lengthy-waits-cpus-2026-02-06/
7 February 2026
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AMD and Intel warn of longer China server CPU waits as AI buildout strains supply

AMD and Intel warn of longer China server CPU waits as AI buildout strains supply

Intel and Advanced Micro Devices have told customers in China to expect longer waits for server central processing units, or CPUs, as demand linked to new artificial intelligence data centers strains supply, people with knowledge of the delays said. The timing matters because the AI boom is now pinching “plain” server parts, not just the high-end graphics chips used to train and run AI models. For cloud groups and server makers, CPUs and memory still set the pace for what gets built and when.
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

New York, Feb 6, 2026, 07:47 EST — Premarket Intel Corp has informed some Chinese customers that delivery times for certain server CPUs could stretch to six months, according to sources familiar with the delays. This suggests AI-driven demand is now affecting more than just the top accelerators. Intel shares slipped 0.6% to $48.24 in premarket trading. Source: https://www.reuters.com/world/china/intel-amd-notify-customers-china-lengthy-waits-cpus-2026-02-06/
6 February 2026
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Stock Market Today

  • Rolls-Royce Flags Defence Spending Tailwind, Bombardier Tie-Up and Board Changes
    July 3, 2026, 9:31 PM EDT. Rolls-Royce Holdings (LSE:RR.) is set to benefit from a boost in UK government defence spending, with focus on advanced warfare and propulsion tech. The company points to upside for its defence engines and support projects. Rolls-Royce struck a deal with Bombardier to step up aircraft engine monitoring. The board is bringing in new non-executive directors to strengthen governance. The stock is up 25.7% for the year, sitting 5.1% above analysts' targets and running 58.7% above estimated fair value, making valuation look stretched. Forecasts point to earnings dropping by 3.1% a year over the next three years, putting sustainability of recent gains in question. Investors are watching how defence contracts, the Bombardier partnership, and board moves will hit revenue, margins, and cash flow.
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