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NASDAQ:INTC 6 February 2026 - 12 February 2026

Nvidia reveals $63.44 billion equity holdings, with Intel and SpaceX making up majority share
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

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.
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

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.
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

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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AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

AerCap Holdings

NYSE: AER 92/100
#2 BUY

Uber Technologies

NYSE: UBER 90/100
#3 BUY

Taiwan Semiconductor Manufacturing

NYSE: TSM 89/100
#4 ACCUMULATE

dLocal

NASDAQ: DLO 86/100
#5 ACCUMULATE

Tapestry

NYSE: TPR 84/100
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Editorial model selection. Not personalised advice.