Today: 12 June 2026
Browse Category

NVIDIA 5 February 2026 - 10 February 2026

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
···
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
···
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
········
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
··
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
········
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
····
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
····
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
·······
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
·····
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
····
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
···
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
·····
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
······
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
·····
1 … 5 6 7 8 9 … 24

Stock Market Today

  • GIFT Nifty Surges 250 Points, Sensex and Nifty Set for Strong Opening Amid Global Rally and Oil Price Drop
    June 12, 2026, 1:30 AM EDT. GIFT Nifty jumped over 250 points early Friday, signaling a gap-up start for India's key indices Sensex and Nifty. The rally follows sharp gains in global equity markets triggered by renewed optimism over Middle East peace talks. U.S. President Trump mentioned a possible peace deal with Iran and cancelled planned military strikes, boosting investor sentiment worldwide. Asian markets rallied strongly, with MSCI Asia-Pacific up 3.2%, South Korea's KOSPI surging 7.4%, and Wall Street posting its best gains in two months. Meanwhile, crude oil prices fell significantly, with Brent crude dropping nearly 3% to $89.40 per barrel, adding to the positive market mood. The developments indicate a strong start for Indian markets after a volatile session on Thursday.

Latest articles

AI Names Drop, Oil Upends Inflation Bets, US Stocks Slip

Dow up 930 points after hours as tech lifts Nasdaq

12 June 2026
Dow soars 929.97 points for its strongest session in months as easing geopolitical risk and a rebound in tech drive ETFs higher after hours; chip stocks surge with the PHLX Semiconductor Index up 7.9%, while Adobe drops 5.44% after CFO exit despite raised forecasts.
Keel Infrastructure (KEEL) shares surge after $458 million AI data center deal closes

Keel Infrastructure (KEEL) shares surge after $458 million AI data center deal closes

12 June 2026
Keel Infrastructure Corp. surged 5.14% to $5.52 after closing $458 million in 1.250% convertible senior notes due 2032, with proceeds aimed at accelerating AI and high-performance computing data center projects; the notes’ initial conversion price is $7.41, about 25% above the June 4 close, while analysts’ 12-month price targets range from $3.00 to $8.00, averaging $5.52.
Go toTop