New York, Feb 14, 2026, 10:14 EST — Market closed.
- AMD shares closed up 0.7% on Friday at $207.32, bucking a weaker Nasdaq session.
- Filings showed CEO Lisa Su sold 125,000 shares and executive Forrest Norrod sold 19,450 shares under prearranged trading plans.
- Traders now turn to a holiday-shortened week and a drumbeat of AI-chip read-throughs, including Nvidia results later this month.
Shares of Advanced Micro Devices Inc (AMD.O) ended Friday up 0.7% at $207.32, while semiconductor peers traded unevenly into the U.S. long weekend. The iShares Semiconductor ETF gained 0.9%, Nvidia fell 2.2% and Intel rose 0.6%.
The move comes as investors juggle two competing narratives: easing inflation that tends to help growth stocks, and a choppy debate over who wins — and who gets priced out — in the market for chips that run artificial intelligence.
It is also a time when investors dig through small signals. Insider transactions, fresh analyst initiations and conference-line commentary can take on more weight when trading gets thin.
U.S. markets are shut on Monday for Presidents Day and reopen on Tuesday, Feb. 17, setting up a shorter week for price discovery. (Nasdaq)
On Friday, Wall Street’s main indexes ended mostly flat after a cooler U.S. inflation reading pushed Treasury yields lower, though the Nasdaq slipped 0.22%. “Either way, it is a bit of good news as we head into the long holiday weekend,” said Tim Holland, chief investment officer at Orion. (Reuters)
Some investors leaned into the same theme in plainer terms. “This is good news for the Fed,” Phil Orlando, chief market strategist at Federated Hermes, said after the CPI report came in below forecasts. (Reuters)
Separately, a regulatory filing showed CEO Lisa Su sold 125,000 AMD shares on Feb. 11 in transactions priced around $210 to $219 a share. The filing said the sales were made under a Rule 10b5-1 plan — a prearranged program that sets trading instructions in advance. (Advanced Micro Devices, Inc.)
Another filing showed Forrest Norrod, an executive vice president, sold 19,450 shares on Feb. 11 after exercising stock options, also under a 10b5-1 plan. (Advanced Micro Devices, Inc.)
Adding to the mix, D.A. Davidson initiated coverage of AMD with a neutral rating and a $220 price target. Analyst Gil Luria called AMD “a marginal AI accelerator player … in the act of playing catch-up,” in reference to chips used to speed up AI computing in data centers. (Investing.com South Africa)
The “catch-up” line lands on a sore spot for AMD bulls: Nvidia still dominates the most sought-after AI accelerators, and investors have punished any hint of a slower ramp or weaker pricing power.
But the setup cuts both ways. Earlier this month, AMD forecast current-quarter revenue of about $9.8 billion, plus or minus $300 million, and its shares tumbled as investors compared the outlook with Nvidia and parsed how much growth depended on a narrow set of customers and regions. (Reuters)
The next company-specific checkpoint on the calendar is AMD’s scheduled appearance at the Morgan Stanley Technology, Media & Telecom Conference on March 3. (Advanced Micro Devices, Inc.)
Before that, chip investors face a bigger sector catalyst: Nvidia has scheduled its quarterly results call for Feb. 25, a date that often resets expectations for AI hardware demand across the group, including AMD. (Nvidia)
