Bitcoin price today rises toward $90,000 as ETF flows and Fed bets steer sentiment

Bitcoin price today rises toward $90,000 as ETF flows and Fed bets steer sentiment

Bitcoin rose 1.8% to $89,441 early Friday, nearing $90,000 as U.S.-listed spot bitcoin ETFs stayed in focus after year-end outflows. Crypto-linked stocks fell in premarket trading, with Coinbase down 2.4% and Marathon Digital off 3.6%. Ether, XRP, and solana also gained. Traders looked ahead to next week’s U.S. jobs data and President Trump’s expected Fed chair pick.
Nvidia stock: China’s H200 rush and Samsung HBM4 talks put 2026 AI rally in focus

Nvidia stock: China’s H200 rush and Samsung HBM4 talks put 2026 AI rally in focus

Nvidia has asked TSMC to boost H200 chip production after Chinese firms ordered over 2 million units for 2026, sources said. Nvidia holds about 700,000 units in stock and set China-bound H200 prices near $27,000 each. Samsung confirmed talks to supply HBM4 memory to Nvidia. TSMC may begin expanded output in Q2 as Beijing weighs import approval.
NIO posts record December deliveries as CEO says 1 millionth vehicle is days away

NIO posts record December deliveries as CEO says 1 millionth vehicle is days away

NIO delivered a record 48,135 vehicles in December 2025, up 54.6% from a year earlier, bringing full-year deliveries to 326,028 and cumulative deliveries to 997,592. The company’s main NIO brand saw a yearly decline, but new Onvo and Firefly models drove growth. CEO William Li said NIO will soon reach its one-millionth vehicle and plans over 1,000 new battery swap stations in 2026. BYD’s December sales dropped 18.3% year-on-year.
Amazon’s 2026 FBA rule kicks in as analysts turn bullish on AWS rebound

Amazon’s 2026 FBA rule kicks in as analysts turn bullish on AWS rebound

Amazon stopped offering prep and item-labeling services for U.S. Fulfillment by Amazon shipments as of Jan. 1, shifting those tasks to sellers. The change affects all U.S. FBA shipments created after that date. Amazon also expanded Same-Day Delivery of groceries to over 2,300 U.S. cities and plans further growth in 2026. Zoox, Amazon’s autonomous vehicle unit, will begin charging for rides in Las Vegas in early 2026.
2 January 2026
AI’s “Pick-and-Shovel” Boom: Power, Cooling and Networking Stocks Take the Spotlight in 2026

AI’s “Pick-and-Shovel” Boom: Power, Cooling and Networking Stocks Take the Spotlight in 2026

Vertiv and Arista Networks posted three-year revenue growth of 70.4% and 92.8%, outpacing Alphabet and Microsoft, according to The Motley Fool. Both suppliers now trade at higher earnings multiples—Vertiv at 41 times and Arista at 46—versus around 30 for the tech giants. Barron’s warned that power supply could become a bottleneck for AI expansion in 2026. Investors are shifting focus to data-center infrastructure.
Gold price stock today: GLD jumps nearly 2% in premarket as gold rebounds toward record highs

Gold price stock today: GLD jumps nearly 2% in premarket as gold rebounds toward record highs

SPDR Gold Shares (GLD) rose 1.9% to $404.00 in premarket trading, tracking a nearly 2% jump in spot gold to $4,397.66 an ounce. Gold hit a record $4,549.71 on Dec. 26 and gained 64% in 2025, its strongest year since 1979. Newmont climbed 2.8% premarket as gold and silver advanced. Investors await key U.S. jobs and inflation data next week for signals on Federal Reserve policy.
Stock market today: Nasdaq, S&P 500 futures climb to start 2026 as Nvidia and Baidu rally

Stock market today: Nasdaq, S&P 500 futures climb to start 2026 as Nvidia and Baidu rally

Nasdaq 100 E-minis rose 1.05% and S&P 500 E-minis gained 0.60% in premarket trading Friday, led by rebounds in Nvidia and Broadcom. Baidu jumped 12% after its AI chip unit Kunlunxin filed for a Hong Kong IPO. Tesla rose over 2% ahead of delivery figures. The White House delayed tariff hikes on imported furniture for a year.
Oklo stock today: OKLO edges up in premarket as investors eye funding, DOE milestones

Oklo stock today: OKLO edges up in premarket as investors eye funding, DOE milestones

Oklo shares rose 0.2% to $71.76 in premarket trading Friday, outperforming declines in other nuclear-linked stocks. Investors are watching a $1.5 billion at-the-market share-sale program disclosed in December, which could dilute existing holdings. The company recently received preliminary safety approval for its Idaho fuel facility. NuScale, Centrus, and BWX Technologies traded lower.
Ondas Holdings (ONDS) stock climbs again in premarket as $10 million order update ripples through

Ondas Holdings (ONDS) stock climbs again in premarket as $10 million order update ripples through

Ondas Holdings shares climbed 3.5% to $10.11 in premarket trading Friday after the company reported about $10 million in new autonomous systems orders. CEO Eric Brock sold 475,000 shares on Dec. 31 to cover tax obligations tied to an exchange agreement. Ondas plans to issue 2.39 million shares on Jan. 5 and expects a $56.6 million one-time non-cash charge for the quarter ended Dec. 31.
2 January 2026
Buffett steps down at Berkshire: Abel inherits an Apple-heavy portfolio — and a new Alphabet stake

Buffett steps down at Berkshire: Abel inherits an Apple-heavy portfolio — and a new Alphabet stake

Warren Buffett stepped down as Berkshire Hathaway CEO at year-end, with Greg Abel taking over. Berkshire’s latest regulatory filing showed Apple remained its largest stock holding at $60.7 billion, while a new $4.3 billion Alphabet position ranked tenth. Berkshire’s Class A shares slipped 0.1% on Dec. 31. The company ended September with $381.7 billion in cash and equivalents.
Nvidia’s China moat faces a new test as Biren pops 76% and Baidu chip unit files for Hong Kong IPO

Nvidia’s China moat faces a new test as Biren pops 76% and Baidu chip unit files for Hong Kong IPO

Shanghai Biren Technology surged 76% in its Hong Kong debut Friday, raising HK$5.58 billion after its IPO was heavily oversubscribed. Baidu said its AI chip unit Kunlunxin confidentially filed for a Hong Kong listing on Jan. 1. Samsung reported positive customer feedback for its HBM4 memory and is in talks to supply Nvidia. The U.S. granted TSMC an annual license to import chipmaking equipment to its Nanjing plant.

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