New York, Feb 8, 2026, 15:17 EST — Market closed
- Intel shares picked up 4.9% by Friday’s close, following reports out of China pointing to server-CPU shortages and increased prices.
- Traders want to see if supply constraints will hand companies pricing power—or just push business to competitors instead.
- Chip stocks are on the radar this week, with major U.S. data releases poised to jolt risk appetite.
Intel Corp (INTC.O) jumped 4.87% to finish Friday at $50.59, moving in a range from $48.83 to $51.30. Roughly 115.6 million shares changed hands. (Investing.com)
This is a key moment: data-center expansions are straining the entire stack, not only headline-grabbing AI accelerators. If there’s a snag in standard server CPUs, deployments get bogged down, orders shuffle around, prices can spike. Intel happens to be right in the thick of it.
Sources familiar with the situation said Intel has alerted its Chinese clients to expect delivery lead times stretching as long as six months for certain server CPUs—the key chips powering everyday data center tasks. Pricing has shifted, too. One contact noted that Intel’s server products in China are running over 10% higher than before. Intel attributes the squeeze to surging AI uptake, which is fueling demand for “traditional compute.” The company expects inventory to bottom out in the first quarter, aiming for supply to pick up by the second quarter. (Reuters)
The rebound on Friday slotted in with a wider surge in chip stocks, sparked by major tech players flagging more investment in AI infrastructure. “This trade has been volatile,” Baird investment strategy analyst Ross Mayfield said. He pointed out that “real demand for AI products” exists, and after selloffs, a certain group of buyers usually steps in. (Reuters)
Broad market momentum didn’t hurt either. “This is a big number and it’s going to give people food for thought,” said Chuck Carlson, chief executive at Horizon Investment Services, after the Dow pierced 50,000 and settled above that level Friday for the first time. (Reuters)
Intel bulls got fresh fodder from deal buzz. Vista Equity Partners is fronting a funding round topping $350 million for AI chip player SambaNova Systems, with Intel expected to put in about $100 million—possibly as much as $150 million, sources told Reuters. SambaNova’s focus: inference chips, the type powering AI model operations after training, a category where Nvidia still rules. For now, sources say, the fundraising terms remain in flux. (Reuters)
The supply situation isn’t one-sided. Sure, stronger pricing helps, but those extended lead times are a headache—customers might line up substitutes, or server launches could slip if other components are tangled in the same bottleneck.
Monday brings focus to Intel, with eyes on the stock’s ability to stay above $50. Traders are also looking for fresh signs from China supply channels, either through follow-on checks or shifts in customer activity. SambaNova’s funding round is on the radar too — any details on timing, size, or valuation could sway sentiment.
This week isn’t just about company news. Traders are eyeing the Labor Department’s schedule: January’s jobs report lands Wednesday, Feb. 11, with CPI set to follow on Friday, Feb. 13. Both releases, closely watched for clues on rate moves and risk sentiment in chip stocks, have a history of shaking up the market. (bls.gov)
