Today: 7 February 2026
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NVIDIA News 2 February 2026 - 7 February 2026

Nvidia stock jumps 8% as AI chip stocks rebound on Big Tech spending — what to watch next week

Nvidia stock jumps 8% as AI chip stocks rebound on Big Tech spending — what to watch next week

Nvidia jumped 7.8% Friday, AMD rose 8.3%, and Broadcom gained 7.1%, lifting the Philadelphia semiconductor index 5.7%. Amazon dropped 5.6% after warning of a more than 50% increase in AI-related capital spending. Investors await next week’s delayed U.S. payrolls report and January CPI, key data for rate-sensitive AI stocks.
7 February 2026
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Micron stock dips after report says Nvidia HBM4 orders may bypass it for SK Hynix, Samsung

Micron stock dips after report says Nvidia HBM4 orders may bypass it for SK Hynix, Samsung

Micron shares fell 0.5% in premarket trading Friday after Semianalysis cut its forecast for Micron’s Nvidia HBM4 memory supply share to zero. The firm now expects Nvidia’s HBM4 orders to go 70% to SK Hynix and 30% to Samsung. DigiTimes reported Nvidia is seeking early HBM4 deliveries from Samsung as memory shortages loom. Micron stock had been up earlier on Amazon’s $200 billion capex plan.
6 February 2026
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Tower Semiconductor stock jumps again on Nvidia 1.6T optics tie-up as earnings loom

Tower Semiconductor stock jumps again on Nvidia 1.6T optics tie-up as earnings loom

Tower Semiconductor shares surged 8.9% to $140.53 Friday after the company disclosed new details on 1.6-terabit optical modules developed with Nvidia for AI data centers. The company withheld production and commercial timelines, leaving revenue impact unclear. Investors await further information in Tower’s Feb. 11 earnings report. Chip stocks broadly rallied, with the Philadelphia SE Semiconductor index up 4.6%.
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 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 slips after-hours as OpenAI IPO talk and chip-competition worries return

Nvidia stock slips after-hours as OpenAI IPO talk and chip-competition worries return

Nvidia shares fell 2.8% to $180.28 in after-hours trading Tuesday after CEO Jensen Huang confirmed plans to invest further in OpenAI, including its future IPO. A report said OpenAI is dissatisfied with some Nvidia chips and is considering alternatives. U.S. stocks closed lower, with the S&P 500 down 0.85%. Nvidia reports earnings on February 25.
3 February 2026
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CoreWeave stock sinks below Nvidia deal price as lawsuit deadline comes into focus

CoreWeave stock sinks below Nvidia deal price as lawsuit deadline comes into focus

CoreWeave shares fell 3.6% to $85.71 by early afternoon Tuesday, dropping below the $87.20 price Nvidia paid for its recent stake. Securities-fraud class action notices resurfaced, with investors given until March 13 to seek lead plaintiff status. The stock slid alongside a broader pullback in AI and chip shares. The lawsuit cites alleged exaggerations of capacity and undisclosed construction delays.
3 February 2026
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Nvidia stock drops on OpenAI chip doubts as investors brace for earnings

Nvidia stock drops on OpenAI chip doubts as investors brace for earnings

Nvidia shares fell 2.9% to $185.61 Tuesday morning after reports that OpenAI is testing alternatives to Nvidia’s AI chips for inference tasks. OpenAI has considered chips from AMD and several startups. The broader chip sector rose, with AMD shares up about 4%. Nvidia’s quarterly earnings are scheduled for February 25.
3 February 2026
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AI stocks today: Nvidia slips as OpenAI shops for chip alternatives, AMD earnings loom

AI stocks today: Nvidia slips as OpenAI shops for chip alternatives, AMD earnings loom

Nvidia fell 2.9% to $185.61 premarket after reports that OpenAI is dissatisfied with some of its latest AI chips and is seeking alternatives. AMD rose 4% to $246.27 ahead of its earnings report, while Palantir and Teradyne gained on positive AI investment news. Super Micro Computer advanced 2.1% before its quarterly results.
3 February 2026
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Nvidia stock slides after OpenAI looks beyond its chips — what to watch before NVDA earnings

Nvidia stock slides after OpenAI looks beyond its chips — what to watch before NVDA earnings

Nvidia shares fell 2.9% to $185.61 in after-hours trading Monday after reports that OpenAI is exploring alternatives to Nvidia chips for some AI inference tasks. OpenAI is considering options from AMD and startups Cerebras and Groq. Nvidia’s earnings report is scheduled for February 25. The broader U.S. stock market rose, with chipmakers generally higher.
3 February 2026
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Nvidia stock slips early as OpenAI deal doubts hang over NVDA ahead of Feb. 25 results

Nvidia stock slips early as OpenAI deal doubts hang over NVDA ahead of Feb. 25 results

Nvidia shares fell 0.7% to $191.13 in early Monday trading after reports of internal pushback on its planned OpenAI investment of up to $100 billion. Both companies are reconsidering the partnership, with Nvidia’s CEO calling the $100 billion figure non-binding. Investors are watching Nvidia’s quarterly earnings, set for Feb. 25, as market nerves persist after a commodities sell-off.
2 February 2026
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TSMC stock faces Monday test after Nvidia boss Jensen Huang says he needs “a lot of wafers”

TSMC stock faces Monday test after Nvidia boss Jensen Huang says he needs “a lot of wafers”

Nvidia CEO Jensen Huang urged TSMC to ramp up chip output, citing urgent AI demand and wafer shortages. TSMC shares closed Friday in Taipei at T$1,775, down 1.66%, and its U.S. ADRs fell 2.7% to $330.56. Investors await TSMC’s January sales report on Feb. 10. Huang also confirmed Nvidia’s planned investment in OpenAI’s next funding round.
2 February 2026
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Stock Market Today

Amazon stock (AMZN) slides on $200 billion AI capex plan — what Wall Street watches next week

Amazon stock (AMZN) slides on $200 billion AI capex plan — what Wall Street watches next week

7 February 2026
Amazon shares fell 5.6% to $210.32 on Friday after the company forecast 2026 capital spending would jump to $200 billion, up more than 50% from 2025. The drop came as the Dow closed above 50,000 for the first time. Amazon reported fourth-quarter net sales up 14% to $213.4 billion and operating income at $25 billion. Trading in Amazon was volatile, with 179 million shares changing hands.
Bitcoin price wobbles below $69,000 on weekend — what matters before Monday’s reopen

Bitcoin price wobbles below $69,000 on weekend — what matters before Monday’s reopen

7 February 2026
Bitcoin fell 1.1% to $68,917 Saturday after volatile trading, while Ether held near $2,036. U.S. spot bitcoin ETFs saw $330.7 million in net inflows on Feb. 6, reversing outflows the previous day. Strategy shares rebounded after hitting a low of $111.27 Thursday. Traders are watching Monday’s U.S. market open and the upcoming inflation report for direction.
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