AI News 22 December 2025 - 7 January 2026

China tells tech firms to pause Nvidia H200 orders — Beijing weighs homegrown AI chips

BEIJING, Jan 8, 2026, 01:47 (GMT+8) Chinese authorities have told some tech firms to stop placing new orders for Nvidia’s H200 artificial-intelligence chips this week, the Information reported, as Beijing weighs whether to let the processors into the country. The

7 January 2026

AI·China·NVIDIA·Semiconductors·Technology

Nvidia rolls out Rubin chips and Alpamayo AI models for autonomous vehicles — what it just announced at CES

LAS VEGAS, Jan 7, 2026, 04:55 (PST) Nvidia said its next-generation Vera Rubin chips are in full production and introduced Alpamayo, software it says can help self-driving cars pick a path and leave a paper trail for engineers, as CEO

7 January 2026

AI·Autonomous Vehicles·NVIDIA·Technology News

Why Western Digital stock is jumping today: WDC rides CES-fueled AI storage rally

New York, Jan 6, 2026, 13:08 EST — Regular session Western Digital shares jumped 15.8% to $217.54 in early afternoon trade on Tuesday, as investors piled back into data-storage names tied to AI infrastructure spending. AP News The move matters

6 January 2026

AI·Stock Market·Technology

AI ETFs before the bell: Nvidia CES chip push lifts funds as bubble warnings linger

NEW YORK, Jan 6, 2026, 06:40 EST — Premarket AI-focused exchange-traded funds (ETFs) — baskets of stocks that trade like a single share — were mostly higher in U.S. premarket trading on Tuesday after Nvidia laid out fresh details on

6 January 2026

AI·ETFs·Investment·Stock Market·Technology

Jabil stock slides on Hanley Energy buy: what the $725 million AI data center deal means for JBL

New York, January 5, 2026, 14:54 EST — Regular session Shares of Jabil Inc fell about 7% on Monday after the electronics manufacturing services provider said it had completed its purchase of data center power specialist Hanley Energy Group. The

5 January 2026

AI·Data Centers·Stock Market·Technology

AI stocks today: Baidu jumps on Kunlunxin IPO filing; Nvidia, AMD gain while Microsoft slips

NEW YORK, Jan 2, 2026, 13:58 ET — Regular session Baidu jumped on Friday after the Chinese search giant said its artificial-intelligence chip unit Kunlunxin had confidentially filed for a Hong Kong listing on Jan. 1, paving the way for

2 January 2026

AI·Financial Analysis·Investing·Stock Market·Technology News

Alibaba stock today: BABA in focus as Baidu AI-chip IPO filing lifts China tech mood

NEW YORK, January 2, 2026, 02:49 ET — Market closed Alibaba Group Holding Ltd’s Hong Kong-listed shares were firmer on Friday after Baidu said its AI chip unit Kunlunxin confidentially filed a listing application with the Hong Kong stock exchange.

2 January 2026

AI·Alibaba·Market News·Stocks

AI stocks today: Nvidia’s China H200 chip surge puts semis back in focus as Wall Street shuts

NEW YORK, January 1, 2026, 12:48 ET — Market closed Nvidia has approached Taiwan Semiconductor Manufacturing Co about ramping output of its H200 artificial intelligence chip as demand from Chinese technology firms accelerates, sources told Reuters. Reuters The China demand

1 January 2026

AI·NVIDIA·Semiconductors·Stock Market·Wall Street

AI stocks today: Nvidia slips after Intel stake filing as chip rally pauses

NEW YORK, December 29, 2025, 10:37 ET — Regular session Nvidia shares fell nearly 2% in morning trading on Monday after Intel said in a filing that the AI chip leader completed a $5 billion purchase of Intel stock. Intel

29 December 2025

AI·Investing·Semiconductors·Stock Market·Technology

Super Micro Computer (SMCI) Stock Watch: AI Server Demand, Blackwell Shipments, and Analyst Targets in Focus as Markets Close for the Weekend

NEW YORK, Dec. 27, 2025, 3:45 p.m. ET — Market closed Super Micro Computer, Inc. (NASDAQ: SMCI) heads into the weekend with investors weighing a familiar mix of forces: year-end “Santa Claus rally” market dynamics, shifting delivery schedules tied to

27 December 2025

AI·Investment Analysis·Stock Market·Technology

Alphabet (GOOG, GOOGL) in Focus on Dec. 24, 2025: New Institutional Filings Land as Google’s $4.75B Intersect Deal Targets the AI Data Center Power Crunch

December 24, 2025 — Alphabet is getting two kinds of attention heading into year-end: fresh institutional ownership disclosures that reveal who trimmed or added exposure during the third quarter, and a blockbuster infrastructure move that signals just how central electricity

24 December 2025

AI·Data Centers·Institutional Investors

Hut 8 Stock (HUT) Jumps on Benchmark’s Street-High $85 Target as $7 Billion AI Data Center Deal Re-Rates the Story

Hut 8 Corp. (Nasdaq: HUT; TSX: HUT) is back in the spotlight on Monday, December 22, 2025, as the company’s shares extend a sharp rally tied to its pivot from crypto-native infrastructure toward AI and high-performance computing (HPC) data centers.

22 December 2025

AI·Data Centers·Investments·Market News·Stocks