Nvidia stock slips as China blocks H200 chips and Washington adds new tariff risk

Nvidia stock slips as China blocks H200 chips and Washington adds new tariff risk

New York, Jan 15, 2026, 09:32 EST — Regular session underway. Nvidia shares dropped early Thursday in U.S. trading after a Reuters report revealed Chinese customs agents were instructed to block the company’s H200 AI chips from entering the country. The stock slipped 1.5% to $183.14, down from $185.85 at Wednesday’s close. The report also noted that some Chinese tech firms were advised not to buy the chips unless absolutely necessary, though it remains unclear if this is a formal ban or a temporary restriction. (Reuters) The China news hits a stock that’s turned into a barometer for global AI
Microsoft stock drops as Swiss antitrust probe, Wikipedia AI deals stack up ahead of earnings

Microsoft stock drops as Swiss antitrust probe, Wikipedia AI deals stack up ahead of earnings

New York, Jan 15, 2026, 09:32 EST — Regular session Microsoft Corp’s (MSFT.O) shares dropped roughly 2.4% to $459.38 in early New York trading Thursday. The Invesco QQQ, which tracks the Nasdaq 100, slid about 1%, and the SPDR S&P 500 ETF dipped around 0.5%. Switzerland’s competition commission revealed it had launched a preliminary probe into Microsoft’s licensing fees after complaints from businesses and government bodies over steep price hikes. The regulator noted the findings could lead to a formal investigation. Microsoft said it would cooperate. (Reuters) The decline arrives amid a shift away from big tech early in earnings
Tesla stock slides as Musk shifts Full Self-Driving to subscription-only, with earnings looming

Tesla stock slides as Musk shifts Full Self-Driving to subscription-only, with earnings looming

New York, Jan 15, 2026, 09:33 EST — Regular session underway. Tesla (TSLA.O) shares slipped roughly 1.8% to $439.20 Thursday morning, weighed down by a new pricing update for its Full Self-Driving feature and recent legal developments that rattled investors. This shift is significant since Tesla’s valuation hinges heavily on its software prospects. Supporters argue self-driving tech and subscription services offer better margins than vehicle sales. Critics, however, question both customer willingness to pay and regulatory hurdles. Timing matters here. The stock shows little tolerance for anything that clouds near-term revenue, even if it might clarify the longer-term outlook. Musk
Etihad dethrones rivals in world’s safest airlines 2026 list as turbulence gets more weight

Etihad dethrones rivals in world’s safest airlines 2026 list as turbulence gets more weight

ABU DHABI, Jan 15, 2026, 18:21 GST Etihad Airways has been named the world’s safest full-service airline for 2026, topping an annual ranking that put Cathay Pacific in second place and Qantas third. AirlineRatings.com said it was the first time a Gulf carrier had led its list. https://gulfnews.com/business/aviation/which-airlines-are-safest-to-fly-in-2026-new-rankings-reveal-1.500409005 The ranking lands as airlines face sharper scrutiny over in-flight safety, including injuries linked to turbulence, and as carriers compete hard for premium travellers. Safety messaging is also showing up more often in marketing, especially on long-haul routes where passengers have options. Time Out, citing AirlineRatings, said 320 operators were evaluated using
Goldman Sachs Q4 2025 earnings: $4.31B equities haul, Apple Card hit, dividend raised — where GS stands now

Goldman Sachs Q4 2025 earnings: $4.31B equities haul, Apple Card hit, dividend raised — where GS stands now

New York, January 15, 2026, 08:19 EST Goldman Sachs reported $4.31 billion in revenue from its equities trading desk in the fourth quarter, rounding out a year where trading and deal fees once again drove the bank’s performance. These results carry weight as major U.S. banks lean on this earnings run to shape their 2026 outlook, following a year marked by fluctuating risk appetite. Investors are eager to see if the rebound in deals holds up or if it’s merely late-cycle noise. Goldman continues to tweak its strategy. The firm is shifting more toward stable fee-generating segments like wealth and
Bank of America stock slides before the bell after earnings — what traders watch next

Bank of America stock slides before the bell after earnings — what traders watch next

NEW YORK, Jan 15, 2026, 09:19 EST — Premarket Shares of Bank of America dropped 3.7% to $52.48 in Thursday’s premarket, signaling a soft start following a broad selloff in bank stocks the day before. The day before, the lender topped analysts’ fourth-quarter profit forecasts and projected a 7% rise in net interest income — the gap between loan earnings and deposit costs — for the current quarter. It also stuck to its 5% to 7% full-year 2026 growth outlook. Still, its shares dropped nearly 3.2% on Wednesday as investors “take a little time to digest,” said Jake Johnston, deputy
Amazon stock dips despite new AWS Europe “sovereign cloud” push

Amazon stock dips despite new AWS Europe “sovereign cloud” push

New York, Jan 15, 2026, 09:33 EST — Regular session Amazon.com shares dipped in early Thursday trading following the launch of a new Europe-based service by its cloud division, targeting clients concerned about data location and access. The stock fell $6.00 to $236.65, down from an opening price of $241.00. This matters as AWS pushes deeper into government and regulated sectors across Europe, where “sovereignty” has evolved from a buzzword into a hard requirement—meaning data and operations must stay within the bloc. Simply put, a sovereign cloud is built to ensure data residency and control remain under a given jurisdiction’s
BigBear.ai (BBAI) stock rises premarket after $125 million debt conversion, with a key share vote days away

BigBear.ai (BBAI) stock rises premarket after $125 million debt conversion, with a key share vote days away

New York, Jan 15, 2026, 09:10 ET — Premarket BigBear.ai Holdings, Inc (NYSE: BBAI) jumped 2.6% to $6.26 in premarket Thursday after announcing it fully converted its 6% convertible senior secured notes due 2029 into common stock. This slashed about $125 million in debt and trimmed note-related liabilities to roughly $17 million. The conversion will see around 38 million new shares issued, the company said. (Business Wire) That’s key now since convertible notes are debt that can be converted into equity, wiping out a looming cash repayment and interest expense. But it also means more shares on the market, which
Denison Mines stock pops again as new price-target data lands and Phoenix permit clock ticks

Denison Mines stock pops again as new price-target data lands and Phoenix permit clock ticks

New York, Jan 15, 2026, 09:16 ET — Premarket Shares of Denison Mines Corp climbed roughly 4% in U.S. premarket action Thursday, trading at $3.49 following a $3.35 close. This move is critical as Denison sits in a tight spot where regulatory approval — not drilling outcomes — will dictate the stock’s next step. The company has indicated it’s poised to make a final investment decision and kick off construction once it clears the federal environmental assessment and secures a construction licence. (Denison Mines Corp.) Uranium stocks have been moving in sync, with early scans revealing some standout gains. Cameco
Morgan Stanley stock climbs as Q4 profit jumps on debt underwriting surge

Morgan Stanley stock climbs as Q4 profit jumps on debt underwriting surge

New York, Jan 15, 2026, 08:24 (EST) Morgan Stanley’s profit for the fourth quarter climbed, driven by a surge in investment banking fees and steady inflows in wealth management. The news lifted its shares in premarket trading. (Reuters) Investors are now weighing if the late-2025 pickup in dealmaking and capital markets activity is solidifying for 2026. Bank earnings this week have served as a key gauge of risk appetite — both in boardrooms and across markets — following a turbulent year for rates and valuations. https://www.cnbc.com/2026/01/15/morgan-stanley-ms-q4-2025-earnings.html Morgan Stanley occupies a tricky middle ground in that debate. It relies on wealth
Taylor Wimpey stock swings after 2026 margin warning as traders look to March results

Taylor Wimpey stock swings after 2026 margin warning as traders look to March results

London, Jan 15, 2026, 13:04 GMT — Regular session Taylor Wimpey (TW.L) shares slipped 0.1% to 103.8 pence on Thursday following a warning that its operating profit margin in 2026 will fall short of the 11% projected for 2025. The British homebuilder also cut its 2025 operating profit forecast to around £420 million. CEO Jennie Daly noted that while planning reforms are boosting permissions, demand “continues to be muted,” particularly among first-time buyers. The company reported 2025 revenue rising to roughly £3.8 billion on 11,229 completions, with the year-end order book down to £1.864 billion and net cash at £343
Buffalo drivers get a new warning: 2027 Kensington Expressway bridge repairs could bring detours

Buffalo drivers get a new warning: 2027 Kensington Expressway bridge repairs could bring detours

Buffalo, New York, Jan 15, 2026, 08:45 EST On Wednesday evening, New York State transportation officials updated locals on a plan to renovate five bridges spanning Route 33, the Kensington Expressway, local outlets reported. Construction could kick off in spring 2027, with traffic detours expected during certain phases of the work. https://www.wivb.com/news/local-news/dot-holds-meeting-over-upcoming-bridge-repairs/ The timing is critical since Route 33 serves as a key east-west route into Buffalo’s East Side and the airport corridor. Even brief bridge closures can push traffic onto local streets that aren’t designed to handle highway-level flows. The meeting took the form of an open house, with

Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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