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NVIDIA 6 February 2026 - 15 February 2026

Nvidia stock slips into Presidents Day break — what could move AI stocks next week

Nvidia stock slips into Presidents Day break — what could move AI stocks next week

Nvidia shares fell 2.2% and Broadcom dropped 1.8% Friday, dragging AI chip stocks lower ahead of the U.S. holiday weekend. The S&P 500 ended up 0.05%, while the Nasdaq slipped 0.22% as tech names weighed. Nvidia CEO Jensen Huang canceled a planned trip to India next week, the company said. The S&P 500 Software & Services index has lost about $2 trillion since October, Reuters reported.
15 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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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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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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Nvidia, AMD jump on Big Tech AI spending plans; CPI and Nvidia earnings are the next test for AI stocks

Nvidia, AMD jump on Big Tech AI spending plans; CPI and Nvidia earnings are the next test for AI stocks

Nvidia jumped 7.9% to $185.41 Friday as the Dow closed above 50,000 for the first time and chip stocks rallied on AI spending plans. Amazon fell 5.6% despite projecting 50% higher capex this year, while the Nasdaq slipped 1.9% for the week. Investors are watching for signs Monday if the AI rebound holds. January U.S. CPI data is due Feb. 13.
8 February 2026
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Samsung Electronics stock price watch: HBM4-to-Nvidia shipment reports hit screens ahead of Seoul open

Samsung Electronics stock price watch: HBM4-to-Nvidia shipment reports hit screens ahead of Seoul open

Samsung is set to begin mass production of HBM4 memory chips for Nvidia later this month, with customer deliveries expected after the Feb. 17 Lunar New Year holiday, according to local media. Shares last closed down 0.44% at 158,600 won on Friday. Investors await details on production timing, volumes, and yields when Seoul trading resumes Monday.
8 February 2026
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Nvidia stock jumps nearly 8% on AI spending race — what to watch before Monday

Nvidia stock jumps nearly 8% on AI spending race — what to watch before Monday

Nvidia shares jumped 7.9% to $185.41 Friday, leading a rally in chip stocks after Amazon announced a $200 billion capex plan for 2026. The PHLX semiconductor index rose 5.7%, with AMD up 8.3% and Broadcom gaining 7.1%. Nvidia reports quarterly results Feb. 25. CEO Jensen Huang said AI demand is “going through the roof.”
8 February 2026
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Nvidia stock ‘cheap’ again? AI spending surge puts NVDA back in the spotlight

Nvidia stock ‘cheap’ again? AI spending surge puts NVDA back in the spotlight

Nvidia shares jumped 7.8% Friday, leading a rally in chip stocks after signs of continued AI hardware spending by major tech firms. The PHLX semiconductor index rose 5.7%, with AMD and Broadcom also gaining. The Dow closed above 50,000 for the first time. Investors remain split over whether soaring AI outlays will deliver sufficient returns.
8 February 2026
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Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

Tower Semiconductor shares rose 7.7% to $139.04 Friday after announcing a collaboration with Nvidia on AI data-center networking. The stock touched $141 intraday and gained another 1% after hours. Investors await Tower’s Feb. 11 earnings for details on its silicon photonics work. No financial terms or shipment timeline were disclosed.
8 February 2026
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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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Stock Market Today

  • Silicon Motion (SIMO) Rises Despite Market Downturn, Strong Earnings Anticipated
    March 19, 2026, 7:45 PM EDT. Silicon Motion (SIMO) closed up 1.67% at $127.50, outperforming the S&P 500's 0.28% decline. Despite a 5.54% drop over the past month, SIMO is set for a significant earnings report, with analysts predicting $1.23 per share - a 105% year-over-year surge. Revenue is expected to reach $299.61 million, up nearly 80% from last year. Full-year projections show earnings of $5.8 per share and revenues hitting $1.27 billion, marking growth of 63% and 43% respectively. The stock holds a Zacks Rank #1 (Strong Buy), with recent upward estimate revisions signaling confidence. SIMO trades at a forward price-to-earnings (P/E) ratio of 21.61, slightly above its industry average, and maintains a PEG ratio of 0.77, matching its sector. The Computer - Integrated Systems industry ranks in the top 10%, underpinning favorable future performance prospects.
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