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NASDAQ:NVDA 9 February 2026 - 15 February 2026

Big Tech stocks wobble as Apple, Nvidia slide on AI angst; what to watch before Tuesday

Big Tech stocks wobble as Apple, Nvidia slide on AI angst; what to watch before Tuesday

Apple fell 2.3% and Nvidia dropped 2.2% Friday as Big Tech stocks ended mostly lower, capping a volatile week marked by an “AI scare trade” and renewed scrutiny of tech spending. U.S. inflation cooled to 2.4% in January, but failed to steady tech shares. Markets close Monday for Washington’s Birthday and reopen Tuesday. Nvidia’s earnings on Feb. 25 are the next major event.
14 February 2026
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Chip stocks brace for holiday week: Applied Materials surges, Nvidia slides — what to watch next

Chip stocks brace for holiday week: Applied Materials surges, Nvidia slides — what to watch next

Applied Materials forecast second-quarter revenue of about $7.65 billion and adjusted profit above estimates, sending its shares up over 10% Friday and lifting Lam Research and KLA. The Philadelphia SE Semiconductor index rose 0.66%. Nvidia and Broadcom fell despite the sector rally. The Nasdaq slipped 0.22% while the S&P 500 edged up 0.05% as investors weighed inflation data and rate-cut bets.
14 February 2026
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Nvidia stock price ticks up as AI cloud spending jumps and China chip politics shift

Nvidia stock price ticks up as AI cloud spending jumps and China chip politics shift

Nvidia shares rose 0.7% to $191.36 Thursday morning, reaching an intraday high of $193.55. Nebius Group reported increased capital spending on Nvidia-powered data centers, including a planned 240-megawatt site in France. Samsung began shipping HBM4 chips for AI accelerators. U.S. lawmakers signaled openness to some Nvidia chip sales to China but maintained restrictions on newer models.
12 February 2026
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Nvidia stock rises in premarket as Samsung ships HBM4 memory chips; China rules in focus

Nvidia stock rises in premarket as Samsung ships HBM4 memory chips; China rules in focus

Nvidia shares rose nearly 1% premarket after Samsung began shipping advanced HBM4 memory chips, a key part of Nvidia’s AI accelerators. U.S. officials said Nvidia must comply with strict export terms for chip sales to China. ByteDance is reportedly developing an AI chip and discussing memory supply with Samsung, though ByteDance disputes this. TSMC reported January revenue up 36.8% year-on-year, signaling strong AI chip demand.
12 February 2026
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AI stocks split on Wall Street: Nvidia rises as Microsoft slides on disruption fears

AI stocks split on Wall Street: Nvidia rises as Microsoft slides on disruption fears

Microsoft fell 2.6% and Palantir dropped 4.1% midday Wednesday, while Nvidia gained 1.5% and the semiconductor ETF SMH rose 2.2%. Alphabet slipped 2%. Investors shifted away from software-heavy AI stocks and into chipmakers ahead of U.S. inflation data and major tech earnings. Freshworks shares tumbled over 6% after a weak profit forecast.
11 February 2026
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Micron stock drops on Nvidia “Rubin” HBM4 chatter as MU investors brace for Wolfe conference

Micron stock drops on Nvidia “Rubin” HBM4 chatter as MU investors brace for Wolfe conference

Micron shares fell 2.4% to $374.41 in late trading Tuesday after reports said the company may miss out on supplying HBM4 memory for Nvidia’s upcoming “Vera Rubin” AI platform. South Korean media, citing SemiAnalysis, said Nvidia could allocate all initial HBM4 orders to SK hynix and Samsung, citing higher speed requirements. The iShares Semiconductor ETF slipped 0.3%.
10 February 2026
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AI stocks today: Cisco’s new chip enters the race as Nvidia faces China guardrails

AI stocks today: Cisco’s new chip enters the race as Nvidia faces China guardrails

Cisco unveiled its Silicon One G300 chip and router for AI data centers, aiming to boost network efficiency and compete with Nvidia and Broadcom. Nvidia, Broadcom, and AMD shares fell amid renewed U.S. licensing scrutiny on China and concerns over AI capital spending. Cisco stock edged up 0.3%. Investors are watching U.S. payroll and inflation data for signals on interest rates.
10 February 2026
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Sandisk stock drops again as AI hardware trade turns shaky — what investors watch next

Sandisk stock drops again as AI hardware trade turns shaky — what investors watch next

Sandisk shares fell 4.2% to $558.96 in early New York trading Tuesday, extending Monday’s drop as storage and memory stocks weakened. Western Digital dropped 5.2% and Micron lost 2.2%. Investors weighed AI demand signals, rising memory prices, and news that Samsung will soon mass-produce next-generation HBM4 chips. Attention is turning to U.S. jobs and inflation data and Nvidia’s Feb. 25 earnings.
10 February 2026
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AI stocks jolt: Datadog jumps, Cisco rolls out new chip as Alphabet borrows $20 billion

AI stocks jolt: Datadog jumps, Cisco rolls out new chip as Alphabet borrows $20 billion

Datadog shares surged 14.5% after beating estimates and citing AI-driven demand. Alphabet sold $20 billion in bonds to fund AI infrastructure, with reports of a possible 100-year bond. Cisco rose 1.5% after launching a new data center chip, while Cadence gained 2.4% on its AI chip design agent. Micron fell 2.3% on concerns over high-bandwidth memory competition.
10 February 2026
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Tesla stock jumps early as Musk’s xAI chip funding puts TSLA back in play

Tesla stock jumps early as Musk’s xAI chip funding puts TSLA back in play

Tesla shares rose 1.7% to $424.36 in early trading Tuesday, extending Monday’s gains. The move followed reports that Apollo Global Management is close to a $3.4 billion loan deal for Nvidia chips to be leased to Elon Musk’s xAI. Investors are watching for U.S. jobs data this week, which could affect rate expectations and high-growth stocks.
10 February 2026
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Nvidia (NVDA) stock price ticks up as chip-tariff carve-out report lands, with Feb. 25 earnings next

Nvidia (NVDA) stock price ticks up as chip-tariff carve-out report lands, with Feb. 25 earnings next

Nvidia shares rose 0.9% to $191.75 in early Tuesday trading after reports of a possible U.S. tariff exemption for major AI data-center buyers. TSMC, Nvidia’s main supplier, said January revenue jumped 19.8% from December. The White House has not finalized the tariff carve-out, according to officials. Investors await Nvidia’s earnings on Feb. 25 for further direction.
10 February 2026
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AI stocks rebound after rout as Oracle jumps nearly 10% and Nvidia climbs

AI stocks rebound after rout as Oracle jumps nearly 10% and Nvidia climbs

Oracle jumped 9.8% to $156.59 after an analyst upgrade, leading gains in AI-linked tech stocks in late trading Monday. Nvidia rose 2.4%, AMD 3.6%, Broadcom 3.3%, and Microsoft 3.1%. The S&P 500 closed up 0.47%, Nasdaq 0.88%, and Dow 0.03%. Traders await U.S. payrolls Wednesday and CPI Friday for signals on Fed policy.
9 February 2026
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Nvidia stock rises on xAI chip-leasing report as AI shares rebound; Oracle jumps 11%

Nvidia stock rises on xAI chip-leasing report as AI shares rebound; Oracle jumps 11%

Nvidia rose 3.1% after reports Apollo is nearing a $3.4 billion loan tied to leasing Nvidia AI chips to Elon Musk’s xAI. Oracle jumped 11.2% after D.A. Davidson upgraded the stock to “buy.” Advanced Micro Devices and Broadcom also gained. Investors await U.S. jobs data Feb. 11 and CPI Feb. 13 for signals on interest rates.
9 February 2026
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IREN stock price jumps as traders lean back into AI-cloud bet despite bitcoin slide

IREN stock price jumps as traders lean back into AI-cloud bet despite bitcoin slide

IREN shares climbed 6.4% to $44.51 Monday, rebounding after last week’s earnings drop despite a decline in bitcoin. The company reported a quarterly net loss of $155.4 million on $184.7 million in revenue, with $167.4 million from bitcoin mining and $17.3 million from AI services. IREN said it secured $3.6 billion in GPU financing tied to its Microsoft contract. Analyst price targets diverged after the results.
9 February 2026
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