New York, Jan 26, 2026, 08:56 EST — Premarket
- Nvidia shares rose in premarket trading following the announcement of a $2 billion investment in AI cloud company CoreWeave.
- Samsung is set to begin producing next-generation HBM4 memory chips next month, aiming to supply Nvidia, according to a source.
- Big Tech earnings and a Federal Reserve decision this week are under the microscope as investors hunt for clues on AI spending.
NVIDIA Corp shares rose roughly 1.5% in premarket Monday, following news the chipmaker poured $2 billion into AI cloud provider CoreWeave at $87.20 a share, nearly doubling its holding.
This deal tightens Nvidia’s grip on the data-center expansion fueling demand for its chips — it’s not just about selling gear but supporting the operators who install and run it. CoreWeave revealed plans for closer collaboration on infrastructure and software, aiming for over 5 gigawatts of AI “factory” capacity by 2030. CoreWeave
Supply is heating up. Samsung Electronics is set to kick off HBM4 production next month, aiming to supply Nvidia, according to someone familiar with the plans who spoke to Reuters. Investors see this as a steady step forward for the high-bandwidth memory that sits alongside GPUs, feeding them data. Nvidia CEO Jensen Huang also revealed earlier this month that the company’s Vera Rubin platform has reached “full production.” Reuters
Markets are on edge. U.S. stock index futures dipped in early trade as investors brace for a packed week of earnings from major tech firms alongside a Fed rate decision. Chip stocks could move sharply, driven by AI spending and corporate forecasts.
The Fed’s policy meeting is set for Jan. 27-28 and could shake up rate-sensitive growth stocks if officials alter their tone on inflation or rate cuts.
Microsoft will report earnings after the close on Wednesday, with Meta Platforms following suit the same day. Both reports will offer fresh insights into capital spending on AI infrastructure.
Apple’s earnings report is due after Thursday’s close, offering fresh clues on demand and supply-chain trends that could ripple through the semiconductor sector.
But risks remain. Nvidia is still awaiting Beijing’s decision on whether it can sell its H200 chip in China, Reuters reported Saturday, highlighting the ongoing policy and regulatory uncertainty in a vital market.
Attention now turns to Wednesday’s Fed decision and earnings from Microsoft and Meta after the close. Any change in AI investment strategies could quickly shake up Nvidia and other chip stocks.
