AI chip stocks rally: Nvidia and AMD jump on TSMC outlook as Trump tariff clouds China trade

AI chip stocks rally: Nvidia and AMD jump on TSMC outlook as Trump tariff clouds China trade

Nvidia and AMD shares jumped Thursday after TSMC reported record profit and raised 2026 spending plans, with Nvidia up 2.8% and AMD up 5.5% by 10:15 a.m. ET. U.S.-listed TSMC shares gained 6.3%. New U.S. tariffs on select AI chips and tighter export rules added uncertainty around China demand. The White House said exemptions remain possible for some imports.
Panama Canal ports court showdown could sink CK Hutchison’s $23bn BlackRock-MSC deal

Panama Canal ports court showdown could sink CK Hutchison’s $23bn BlackRock-MSC deal

Panama’s Supreme Court will soon rule on lawsuits seeking to annul CK Hutchison’s canal-port concession, threatening a $23 billion ports sale to a BlackRock-led consortium. Cosco’s push for control has raised pressure on the deal. Plaintiffs cite audits estimating Panama lost up to $1.3 billion under the 2021 renewal. BlackRock and MSC are reconsidering the acquisition amid regulatory and ownership disputes.
15 January 2026
Critical Metals stock slips despite $1.5B Saudi rare-earth JV term sheet as shareholder sale looms

Critical Metals stock slips despite $1.5B Saudi rare-earth JV term sheet as shareholder sale looms

Critical Metals shares fell 1.3% to $17.70 Thursday after announcing a $1.5 billion Saudi rare-earth processing joint venture. European Lithium, a 10% holder, filed to sell up to 5 million shares. The stock had surged 33% Wednesday on new Tanbreez drill results. Traders await further assay data and confirmation the Saudi term sheet will become binding.
XRP price stock: Token slips near $2.12 as Senate pauses crypto bill, Ripple cites Luxembourg nod

XRP price stock: Token slips near $2.12 as Senate pauses crypto bill, Ripple cites Luxembourg nod

XRP fell about 3% to $2.12 Thursday after the Senate Banking Committee postponed debate on a crypto regulation bill opposed by Coinbase. Ripple announced it secured preliminary approval for an EMI licence from Luxembourg’s CSSF. Bitcoin hovered near $95,500, while ether traded around $3,329. The Senate session to review H.R.3633 remains unscheduled.
15 January 2026
Ford stock ticks up as USMCA fight flares again — what investors watch next

Ford stock ticks up as USMCA fight flares again — what investors watch next

Ford shares rose 0.7% to $13.94 Thursday morning as CEO Jim Farley urged changes to the USMCA trade deal, calling it essential for North American manufacturing. The debate intensified after President Trump dismissed the deal during a visit to a Ford plant. Investors await Ford’s Feb. 10 earnings report for updated guidance. GM shares edged up 0.2%, Tesla gained 1%, and Stellantis slipped 1.2%.
Bitcoin price today: BTC slips under $96,000 as Coinbase, Strategy stocks drop on Senate crypto bill delay

Bitcoin price today: BTC slips under $96,000 as Coinbase, Strategy stocks drop on Senate crypto bill delay

Bitcoin fell 0.5% to $95,964 Thursday after the U.S. Senate delayed debate on a key crypto bill, cooling recent gains. Coinbase shares dropped 3%, while Strategy and major bitcoin miners also declined. BlackRock’s iShares Bitcoin Trust ETF slipped 1.6%. Traders are watching ETF flows and the timing of the Senate markup later this month.
Gold price slips from record, nudging GLD and Newmont lower in early trade

Gold price slips from record, nudging GLD and Newmont lower in early trade

Gold-linked ETFs and miners fell Thursday after spot gold slipped 0.3% to $4,607.59 an ounce, retreating from a record high. The dollar index hit its strongest level since Dec. 2, lifted by lower-than-expected U.S. jobless claims and calmer news from Iran. SPDR Gold Shares dropped 0.5%, VanEck Gold Miners ETF lost 0.3%, and Newmont edged down 0.1% in early trading.
Dow Jones today: DIA edges up as TSMC’s record profit lifts chips and bank earnings roll in

Dow Jones today: DIA edges up as TSMC’s record profit lifts chips and bank earnings roll in

The Dow Jones Industrial Average opened up 51.5 points at 49,201.1, with Nvidia and Cisco leading early gains. Chip stocks rose after Taiwan Semiconductor reported record quarterly profit and raised its 2026 revenue and spending forecasts. Morgan Stanley and Goldman Sachs beat earnings estimates, but Goldman shares slipped. U.S. weekly jobless claims unexpectedly fell to 198,000.
Nvidia stock today: NVDA rises in premarket as China drafts rules for H200 chip buys

Nvidia stock today: NVDA rises in premarket as China drafts rules for H200 chip buys

Nvidia shares rose 1.8% to $186.40 in Thursday premarket trading after reports China may restrict advanced AI chip imports and Beijing paused some Nvidia H200 purchases. The U.S. approved H200 sales to China with strict limits and a new 25% tariff. Former Trump adviser Matt Pottinger criticized the policy at a congressional hearing. Taiwan Semiconductor reported a 35% profit jump, boosting chip stocks.
15 January 2026
Intel stock slips in premarket after KeyBanc’s “sold out” call sets up next week’s earnings

Intel stock slips in premarket after KeyBanc’s “sold out” call sets up next week’s earnings

Intel shares fell 0.5% to $48.48 premarket Thursday, pausing after a two-day rally sparked by a KeyBanc upgrade and a $60 price target. KeyBanc cited tight 2026 server CPU supply and strong AI data center demand. Trading volume surged Wednesday, with 147 million shares changing hands. Investors await Intel’s Jan. 22 earnings for confirmation of demand trends.
Ondas Holdings (ONDS) stock slips premarket as investors weigh $1B raise and Friday’s Investor Day

Ondas Holdings (ONDS) stock slips premarket as investors weigh $1B raise and Friday’s Investor Day

Ondas Holdings shares fell 2.6% to $13.56 in premarket trading Thursday after the company closed a $1 billion stock-and-warrant sale, raising about $959 million in net proceeds. The offering could significantly increase the share count if warrants are exercised. The stock now trades about 18% below the $16.45 offering price. Investors await Friday’s OAS Investor Day for details on 2026 plans and capital use.
15 January 2026
AMD stock rises after ‘sold out’ server-chip call, with tariffs and earnings in view

AMD stock rises after ‘sold out’ server-chip call, with tariffs and earnings in view

AMD shares rose 3.3% to $230.96 early Thursday, tracking gains in chip stocks after TSMC’s upbeat spending forecast. KeyBanc upgraded AMD to “overweight,” citing tight 2026 server CPU supply and potential price hikes. Investors await AMD’s Feb. 3 earnings and are watching for impacts from new U.S. tariffs on advanced AI chips.
Broadcom (AVGO) stock rebounds on Wells Fargo upgrade as China’s VMware ban clouds the week

Broadcom (AVGO) stock rebounds on Wells Fargo upgrade as China’s VMware ban clouds the week

Broadcom shares rose 1.7% to $345.74 Thursday after Wells Fargo upgraded the stock and raised its price target to $430. The move followed a 4% drop Wednesday after China reportedly ordered firms to stop using U.S. cybersecurity software, including VMware. RBC Capital began coverage with a $370 target, citing strong AI chip demand but uncertainty around future deals. Taiwan Semiconductor’s earnings also lifted chip stocks overnight.
15 January 2026
Apple stock steadies after India’s final App Store antitrust warning — what AAPL investors watch next

Apple stock steadies after India’s final App Store antitrust warning — what AAPL investors watch next

Apple shares rose 0.1% after India’s antitrust regulator warned it may proceed without the company’s input in a long-running App Store probe. A Delhi High Court hearing is set for Jan. 27. India is also considering rules that would force phone makers to share source code and device logs. Apple has not commented on the regulator’s warning or the security proposal.
15 January 2026
Meta stock drops as Reality Labs layoffs and Wikipedia AI deal put costs in focus

Meta stock drops as Reality Labs layoffs and Wikipedia AI deal put costs in focus

Meta Platforms shares fell 2.4% to $615.52 Thursday after the company cut about 1,500 jobs in its Reality Labs unit, shifting investment from metaverse projects to AI and wearables. Earthjustice urged regulators to review Meta’s $27 billion Louisiana data center deal, citing a lease arrangement that could let Meta exit with minimal cost. Wikimedia Foundation announced licensing deals with Meta, Microsoft, and Amazon for AI training.

Stock Market Today

KLA stock price jumps 8% as chip rebound lifts KLAC — what to know before Monday

KLA stock price jumps 8% as chip rebound lifts KLAC — what to know before Monday

8 February 2026
KLA Corp shares surged 8.4% to $1,442.95 Friday, leading gains in chip-equipment stocks after Amazon announced a major increase in capital spending. About 1.6 million KLA shares traded as the PHLX semiconductor index rose 5.7%. KLA’s board declared a $1.90 quarterly dividend, payable March 3 to holders as of Feb. 17. Applied Materials and Lam Research also rallied sharply into the close.
CBA share price: Commonwealth Bank stock steadies after ASX selloff as earnings loom

CBA share price: Commonwealth Bank stock steadies after ASX selloff as earnings loom

8 February 2026
Commonwealth Bank of Australia closed Friday down 0.23% at A$158.91, outperforming a 2.03% drop in the S&P/ASX 200. Investors await CBA’s half-year results on Feb. 11 and commentary from CEO Matt Comyn. The Reserve Bank’s recent cash-rate hike to 3.85% and upcoming mortgage repricing are in focus. CBA flagged A$68 million in provisions and A$53 million in non-recurring income items.
Boeing stock jumps 2.6% to $243 — what Wall Street is watching before Monday

Boeing stock jumps 2.6% to $243 — what Wall Street is watching before Monday

8 February 2026
Boeing shares closed up 2.6% at $243.03 Friday, buoyed by reports of possible major aircraft orders from Saudi Arabia and India. India’s trade minister said a $70–80 billion Boeing deal could be signed by March. Supply-chain delays and regulatory scrutiny remain key risks. Boeing’s chief engineer sold over 10,000 shares earlier in the week.
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