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NVIDIA 5 February 2026 - 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

AI chip shares ended last week on a sharp rebound, with Nvidia up 7.8% on Friday as the Dow logged its first close above 50,000. Advanced Micro Devices rose 8.3% and Broadcom gained 7.1%, while Amazon fell 5.6% and software names such as CrowdStrike and Palantir climbed more than 4%; the Nasdaq still slipped 1.9% for the week. Ross Mayfield, an investment strategy analyst at Baird, said he sees “real demand for AI products” beneath the noise.
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 shot up 7.8% on Friday, locking in a strong comeback for AI-linked chip and data center names as traders piled back into “picks-and-shovels” plays. AMD took off with an 8.3% gain, Broadcom rallied 7.1%, and the Philadelphia semiconductor index jumped 5.7%. Amazon, though, dropped 5.6% after warning this year’s capital expenditures would soar over 50%. “There’s real demand” for AI products, said Ross Mayfield, investment strategy analyst at Baird, pointing out that recent selloffs have been quick to attract fresh buyers.
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

Shares of Micron Technology fell 0.5% ahead of Friday’s open after Semianalysis downgraded its forecast, now expecting Micron to miss out entirely on supplying HBM4 memory for Nvidia’s next products. https://www.investing.com/news/stock-market-news/micron-stock-dips-as-analyst-slashes-nvidia-hbm4-supply-forecast-to-zero-4491031
6 February 2026
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Nvidia stock price jumps after Amazon flags bigger AI spend — what investors watch next

Nvidia stock price jumps after Amazon flags bigger AI spend — what investors watch next

Nvidia bounced back in late U.S. trading, climbing $14.20, or roughly 8.3%, to $186.08. Earlier in the week, the stock had stumbled as investors worried about lofty AI-related valuations. Shares ranged wildly, dipping as low as $172.62 before touching $186.93. Chip stocks caught a lift after Amazon flagged plans for heftier data-center spending. “There’s real demand for AI products,” said Baird’s Ross Mayfield, investment strategy analyst.
6 February 2026
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