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Semiconductors News 5 February 2026 - 7 February 2026

Semiconductor stocks surge as AI capex stays high; Nvidia and AMD lead into next week

Semiconductor stocks surge as AI capex stays high; Nvidia and AMD lead into next week

The Philadelphia Semiconductor Index jumped 5.7% to 8,048.6 on Friday, with Nvidia up 7.87% and AMD rising 8.28%. The surge followed new forecasts showing global chip sales could hit $1 trillion in 2026. Amazon expects a 50% increase in capital spending this year, fueling demand for chips. The Dow Jones crossed 50,000, helped by gains in chipmakers.
7 February 2026
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Micron stock jumps into the weekend: UBS lifts target to $450 as Nvidia HBM4 doubts surface

Micron stock jumps into the weekend: UBS lifts target to $450 as Nvidia HBM4 doubts surface

Micron shares closed up 3.1% at $394.69 Friday after UBS raised its price target to $450, citing stronger DRAM and NAND pricing. Semianalysis cut its forecast for Micron’s share of Nvidia’s next-gen HBM4 supply to zero, citing performance concerns. The stock traded between $372.87 and $396.65 during the session. U.S. markets are closed for the weekend.
7 February 2026
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AMD stock jumps 8% in chip rebound — what investors are watching before Monday

AMD stock jumps 8% in chip rebound — what investors are watching before Monday

AMD shares jumped 8.2% to $208.44 Friday, trading on heavy volume as chip stocks rebounded and the Dow closed above 50,000 for the first time. The Philadelphia Semiconductor Index rose 5.7% after Amazon’s AI spending plans lifted sector estimates. Nvidia’s CEO cited surging AI chip demand. AMD’s rally followed a weak revenue outlook earlier in the week.
7 February 2026
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KLA stock jumps 8% on Friday rebound as chip gear rallies; dividend set for March

KLA stock jumps 8% on Friday rebound as chip gear rallies; dividend set for March

KLA shares jumped 8.4% to $1,442.95 Friday, rebounding after a volatile week as investors bought chip-equipment stocks tied to data-center spending. The move followed Amazon’s forecast for higher AI-related capital outlays. KLA’s board declared a $1.90 quarterly dividend, payable March 3 to holders as of Feb. 17. U.S. jobs and inflation data next week may test the rally in rate-sensitive tech.
7 February 2026
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Broadcom stock jumps 7% as Big Tech’s AI spending plans revive chip trade

Broadcom stock jumps 7% as Big Tech’s AI spending plans revive chip trade

Broadcom shares jumped 7% to $332.92 in after-hours trading Friday, outpacing other large tech stocks as chipmakers rallied. Alphabet projected 2026 capital spending of up to $185 billion, while Amazon outlined a $200 billion outlay, both focused on AI infrastructure. Amazon shares fell after its announcement. Investors weighed strong AI hardware demand against concerns over surging costs.
6 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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Qualcomm stock price ticks up as QCOM steadies after memory-shortage warning spooks chip investors

Qualcomm stock price ticks up as QCOM steadies after memory-shortage warning spooks chip investors

Qualcomm shares rose 1.5% to $138.30 Friday morning after a sharp drop earlier this week, following a revenue forecast below Wall Street estimates. The company cited a global memory chip shortage as the main factor, with CEO Cristiano Amon warning the squeeze could persist through 2027. Bank of America downgraded the stock to “Neutral” and cut its price target, citing weaker handset demand and market share concerns.
6 February 2026
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Advanced Micro Devices AMD stock price slides after hours as forecast doubts linger and Nvidia looms

Advanced Micro Devices AMD stock price slides after hours as forecast doubts linger and Nvidia looms

AMD shares fell 3.9% to $192.46 in Thursday’s after-hours, following an 8% drop after the company forecast first-quarter revenue below market hopes. Fourth-quarter revenue hit a record $10.27 billion, up 34% year-over-year, but China sales drove much of the growth. Investors moved away from AI chip stocks amid Alphabet’s $185 billion capital spending plan and broader market declines.
5 February 2026
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Intel stock swings, then steadies as CEO revives GPU push and SoftBank memory deal stays in focus

Intel stock swings, then steadies as CEO revives GPU push and SoftBank memory deal stays in focus

Intel shares rose 0.6% to $48.89 Thursday afternoon after a volatile session, outperforming much of the U.S. tech sector. CEO Lip-Bu Tan announced plans to develop data-center GPUs, directly challenging Nvidia, and SoftBank’s SAIMEMORY signed a memory tech deal with Intel. CFO David Zinsner sold nearly 60,000 shares on Feb. 2. New Xeon 600 workstation chips will be available in late March.
5 February 2026
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Credo Technology stock rebounds today as AI-chip jitters ease; what’s next for CRDO

Credo Technology stock rebounds today as AI-chip jitters ease; what’s next for CRDO

Credo Technology shares rose about 2% to $98.96 Thursday afternoon, rebounding after recent losses. A Bank of America note challenged the AI-chip selloff, citing sector bottlenecks. Insider-sale filings and a March earnings report kept traders cautious. Roughly 5.8 million shares traded as Credo’s market cap neared $32.5 billion.
5 February 2026
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Stock Market Today

Semiconductor stocks surge as AI capex stays high; Nvidia and AMD lead into next week

Semiconductor stocks surge as AI capex stays high; Nvidia and AMD lead into next week

7 February 2026
The Philadelphia Semiconductor Index jumped 5.7% to 8,048.6 on Friday, with Nvidia up 7.87% and AMD rising 8.28%. The surge followed new forecasts showing global chip sales could hit $1 trillion in 2026. Amazon expects a 50% increase in capital spending this year, fueling demand for chips. The Dow Jones crossed 50,000, helped by gains in chipmakers.
Oil stocks jump on Iran risk lift for crude — what to watch before Monday

Oil stocks jump on Iran risk lift for crude — what to watch before Monday

7 February 2026
U.S. oil stocks surged Friday as crude prices rose on renewed Middle East tensions. Exxon Mobil gained 2.0%, ConocoPhillips 2.5%, and Occidental Petroleum 2.7%. Refiners rallied after a national union deal eased strike risk, though BP’s Whiting plant faces a local dispute. Brent settled at $68.05 a barrel, up 0.74%.
Silver price rebound masks fresh stress after CME lifts margins again

Silver price rebound masks fresh stress after CME lifts margins again

7 February 2026
Spot silver surged 8.6% to $77.33 an ounce Friday after dropping below $65, but still lost over 8.7% for the week. CME Group raised margin requirements for COMEX silver futures to 18% from 15%, effective after Feb. 6. China’s UBS SDIC Silver Futures Fund hit its 10% down limit for a fifth session. Traders await key U.S. jobs and inflation data next week.
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