AMD stock price jumps 7% as China server CPU delays flag tight supply — what traders watch next

New York, Feb 6, 2026, 10:38 EST — Regular session.

  • After a sharp midweek drop hitting chip and AI stocks, AMD shares bounced back on Friday.
  • Reuters reported that AMD and Intel have alerted their China customers to expect longer delays for server CPUs
  • The spotlight turns to whether AI infrastructure demand remains strong — plus Nvidia’s results due Feb. 25

Shares of Advanced Micro Devices jumped roughly 7% on Friday, clawing back part of the week’s steep declines. The chip sector found footing, boosted by a Reuters report highlighting tight supply of server processors in China.

This shift is significant as the market has been slashing valuations on anything linked to the “AI trade,” concerned that…

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