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Semiconductors 6 February 2026 - 8 February 2026

Nvidia’s $500 Billion Financing Push Turns Chip Demand Into Credit Risk
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

Semiconductor names in the U.S. surged Friday, driving the Philadelphia Semiconductor Index up 5.7% to close at 8,048.6. Nvidia popped 7.87% to $185.41, Advanced Micro Devices tacked on 8.28% to finish at $208.44, and Broadcom ended up 7.22% at $332.92. Intel moved up 4.87% to $50.59.
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

Shares of Broadcom jumped roughly 7% to $332.92 in after-hours action on Friday, fueled by renewed optimism that heavy spending on artificial intelligence by major tech players is still picking up steam. “There’s enough evidence that there’s real demand for AI products,” said Ross Mayfield, an investment strategy analyst at Baird. https://www.reuters.com/business/futures-stabilize-after-tech-rout-amazon-slides-ai-capex-lift-2026-02-06/
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
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AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

AerCap Holdings

NYSE: AER 92/100
#2 BUY

Uber Technologies

NYSE: UBER 90/100
#3 BUY

Taiwan Semiconductor Manufacturing

NYSE: TSM 89/100
#4 ACCUMULATE

dLocal

NASDAQ: DLO 86/100
#5 ACCUMULATE

Tapestry

NYSE: TPR 84/100
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Editorial model selection. Not personalised advice.