Today: 7 February 2026
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NASDAQ:NVDA News 5 February 2026 - 6 February 2026

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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Amazon stock slides on $200 billion AI capex plan as Nvidia and other AI stocks split

Amazon stock slides on $200 billion AI capex plan as Nvidia and other AI stocks split

Amazon shares fell 9% Friday after announcing a $200 billion capital spending plan for 2026, focused on AI infrastructure. Nvidia and AMD rose, while software stocks like ServiceNow and Salesforce dropped sharply. Alphabet signaled capital spending could reach up to $185 billion in 2026. The S&P 500 gained 0.88% and the Nasdaq rose 0.77% by mid-morning.
6 February 2026
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Dow Jones jumps nearly 700 points after tech rout — but AI spending fears still bite

Dow Jones jumps nearly 700 points after tech rout — but AI spending fears still bite

The Dow jumped 687 points, or 1.41%, to 49,596 in early Friday trading, recovering from a tech-led selloff. Amazon fell nearly 9% after flagging higher AI spending, while Nvidia gained over 5%. Chipmakers and banks led the rebound, but tech stocks continued to weigh on indexes. Investors await next week’s U.S. jobs and inflation reports for signals on rate cuts.
6 February 2026
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Nvidia stock price drops in early trade as AI capex jitters bite; Feb. 25 earnings loom

Nvidia stock price drops in early trade as AI capex jitters bite; Feb. 25 earnings loom

Nvidia shares fell 1.2% to $171.88 early Friday, trailing a mixed chip sector as tech stocks slid on concerns over soaring AI development costs. Amazon’s 2026 capex could reach $200 billion, far above expectations, fueling debate over whether heavy data-center spending will drive near-term profits. AMD dropped 3.9%, while Broadcom and Taiwan Semiconductor rose. Some Nvidia clients are developing their own chips, raising competitive risks.
6 February 2026
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Nvidia stock bounces in premarket as Amazon’s $200B AI spend stirs the trade; China chip licences in focus

Nvidia stock bounces in premarket as Amazon’s $200B AI spend stirs the trade; China chip licences in focus

Nvidia shares rose 2.7% in premarket trading Friday after the Nasdaq hit a two-month low. Amazon shares dropped 8% premarket following news its 2026 capital expenditures could reach $200 billion. Nvidia’s supply chain pushed back on AI bubble fears, while export policy talks with ByteDance remain unresolved. Investors await Nvidia’s Feb. 25 earnings and key U.S. economic data next week.
6 February 2026
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Nvidia stock price slips after hours as Amazon flags $200B capex and China chip talks drag on

Nvidia stock price slips after hours as Amazon flags $200B capex and China chip talks drag on

Nvidia shares fell 1.2% to $171.84 in after-hours trading Thursday. Amazon projected $200 billion in 2026 capital expenditures, topping Alphabet’s $185 billion target. Amazon stock dropped nearly 8% after its first-quarter operating income forecast missed expectations. Traders are watching U.S. export license details for China and Nvidia’s earnings report due February 25.
5 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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Nvidia stock wobbles as AI spending jitters return — what NVDA traders are watching next

Nvidia stock wobbles as AI spending jitters return — what NVDA traders are watching next

Nvidia shares fell 0.7% to $173.04 Thursday after a sharp tech selloff and fresh concerns over AI chip valuations. Wall Street remains cautious ahead of Nvidia’s Feb. 25 earnings, with investors watching for updates on China licensing and supply. OpenAI is reportedly dissatisfied with some Nvidia chips and may seek alternatives. Talks continue over a possible $20 billion Nvidia investment in OpenAI’s next funding round.
5 February 2026
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Tower Semiconductor stock jumps on Nvidia 1.6T silicon photonics tie-up as traders eye Feb. 11 results

Tower Semiconductor stock jumps on Nvidia 1.6T silicon photonics tie-up as traders eye Feb. 11 results

Tower Semiconductor shares rose 6.6% to $129.29 Thursday after announcing a partnership with Nvidia to develop 1.6-terabit optical modules for data centers. The company touted its silicon photonics platform for boosting AI networking speeds. No financial terms or production timelines were disclosed. Investors await Tower’s Feb. 11 earnings for updates on demand and project progress.
5 February 2026
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Nvidia stock price edges up as Huang calls AI disruption fears “illogical”

Nvidia stock price edges up as Huang calls AI disruption fears “illogical”

Nvidia shares rose 0.8% to $175.60 Thursday, even as the S&P 500 software and services index lost over $800 billion in value in six sessions amid AI disruption fears. Alphabet projected 2026 capital spending of up to $185 billion, rattling markets and sending the Nasdaq down 1.36% at the open. Microsoft fell 2.6%, while AMD and Broadcom gained. OpenAI launched its Frontier agent service for enterprises.
5 February 2026
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Nvidia stock price slides again as AI payoff worries spread; what investors watch next

Nvidia stock price slides again as AI payoff worries spread; what investors watch next

Nvidia shares fell 3.3% to $174.19 early Thursday, extending losses across AI-related chip stocks as investors questioned when heavy spending will yield profits. AMD plunged 17% after a weak revenue forecast, while the Nasdaq-tracking QQQ dropped 1.8%. Alphabet said it will double capital expenditures this year, and Amazon’s earnings are due after the close.
5 February 2026
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Stock Market Today

Vodafone shares steady up after Q3 wobble — Germany, buyback and next results now set the tone

Vodafone shares steady up after Q3 wobble — Germany, buyback and next results now set the tone

7 February 2026
Vodafone shares rose 1.47% to 110.60p Friday, recovering part of Thursday’s 4.68% drop after a Q3 update. Group revenue climbed 6.5% to €10.5 billion, but Germany’s 0.7% service revenue growth missed some forecasts. Vodafone launched a new €500 million buyback tranche, bringing total buybacks since May to €3.5 billion. Investors remain focused on Germany’s pace and cash flow execution.
NatWest Group stock: buyback filing and Rightmove mortgage deal set up a busy week

NatWest Group stock: buyback filing and Rightmove mortgage deal set up a busy week

7 February 2026
NatWest shares closed up 1.45% at 659.4 pence Friday, buoyed by a buyback of 797,428 shares and a new digital mortgage deal with Rightmove. The Bank of England held rates at 3.75% but signaled possible cuts, with markets pricing in two reductions for 2026. NatWest plans to expand its Accelerator community to 50,000 members by 2026. Annual results are due Feb. 13.
Unilever share price holds at 5,250p as results week looms — what investors watch next

Unilever share price holds at 5,250p as results week looms — what investors watch next

7 February 2026
Unilever shares closed flat at 5,250p in London Friday, underperforming the FTSE 100’s 0.6% gain. The company issued 4.2 million new shares for employee plans, bringing total shares to over 2.18 billion. Investors await Q4 and full-year results on Feb. 12, with analyst consensus pointing to 3.9% Q4 sales growth. Unilever’s U.S. ADR rose 0.8% to $72.12.
BP share price near 52-week high ahead of Feb 10 earnings as buyback runs on

BP share price near 52-week high ahead of Feb 10 earnings as buyback runs on

7 February 2026
BP shares closed up 1.9% at 478 pence Friday, just below a 52-week high, as the company continued buybacks ahead of next week’s results. BP repurchased 2.789 million shares on February 6. Oil prices firmed on geopolitical risk, with Brent at $68.05 a barrel, but sector outlook remains uncertain. Investors await BP’s earnings and dividend decision due Tuesday.
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