New York, Feb 14, 2026, 10:14 EST — Market’s done for the day.
- AMD finished Friday at $207.32, up 0.7%—one of the few to rise as the Nasdaq slipped.
- CEO Lisa Su unloaded 125,000 shares, according to filings, while executive Forrest Norrod parted with 19,450 shares—both sales carried out via prearranged trading plans.
- With the week cut short by the holiday, traders are zeroed in on a barrage of AI-chip updates—Nvidia’s numbers hit later this month.
Advanced Micro Devices Inc (AMD.O) closed out Friday with a 0.7% gain at $207.32. Across the chip sector, moves were mixed going into the U.S. long weekend: the iShares Semiconductor ETF picked up 0.9%, Nvidia dropped 2.2%, and Intel added 0.6%.
Investors are caught between easing inflation, typically a tailwind for growth stocks, and the volatile back-and-forth over winners and losers in the increasingly competitive market for AI chips.
This is the stretch when investors pore over scraps—insider buys, a new analyst note, a stray line on a conference call. In thinner markets, small cues can suddenly carry outsized importance.
U.S. markets are closed Monday for Presidents Day, with trading set to resume Tuesday, Feb. 17. That leaves investors with a shortened week to gauge price moves. 1
Wall Street’s major indexes closed largely unchanged on Friday, with the Nasdaq dipping 0.22% after softer U.S. inflation data sent Treasury yields down. “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. 2
Others kept it simple. “This is good news for the Fed,” said Phil Orlando, chief market strategist at Federated Hermes, after the CPI numbers landed below expectations. 3
In another disclosure, a regulatory filing revealed that CEO Lisa Su unloaded 125,000 AMD shares on Feb. 11, fetching between $210 and $219 apiece. According to the filing, the trades were executed under a Rule 10b5-1 plan, which lets insiders schedule share sales ahead of time. 4
Forrest Norrod, executive vice president, sold off 19,450 shares on Feb. 11 right after exercising stock options, according to another filing. The sale was made under a 10b5-1 trading plan. 5
D.A. Davidson started covering AMD, tagging the stock with a neutral rating and putting the price target at $220. Analyst Gil Luria described AMD as “a marginal AI accelerator player … in the act of playing catch-up,” referring to its chips for data center AI computing. 6
That “catch-up” remark stings for AMD loyalists. Nvidia’s grip on the top AI accelerator market remains ironclad, and investors have been quick to knock down shares on the faintest whiff of slower growth or even a hint that pricing power might slip.
But there’s risk on both sides. AMD, earlier this month, projected revenue for the current quarter at roughly $9.8 billion, give or take $300 million. Shares slid after the announcement as investors stacked the guidance up against Nvidia and dissected just how much of AMD’s growth leaned on a handful of customers and specific geographies. 7
AMD is set for its slot at the Morgan Stanley Technology, Media & Telecom Conference on March 3, marking the next notable date for the company. 8
But first comes a more immediate test for chip stocks: Nvidia will report earnings on Feb. 25, a date that tends to shake up forecasts for AI hardware demand throughout the sector—AMD included. 9
