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AI Chips News 7 January 2026 - 25 January 2026

Cambricon stock (688256) on watch after fund filings reshuffle China AI chip bets

Cambricon stock (688256) on watch after fund filings reshuffle China AI chip bets

Shanghai, Jan 25, 2026, 08:09 GMT+8 — Market closed Cambricon Technologies’ yuan-denominated Class A shares are reopening Monday amid renewed focus after mainland mutual fund quarterly reports revealed the AI-chip maker cracked the top 10 most-held stocks. This reshuffle pushed out several long-standing tech names. The shares closed down 1.33% at 1,334.99 yuan on Friday. (Sina Finance) This is crucial…
25 January 2026
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Data center stocks brace for a “show-me” week as Intel flags AI chip bottlenecks

Data center stocks brace for a “show-me” week as Intel flags AI chip bottlenecks

New York, January 24, 2026, 12:41 EST — The market has closed. Data center stocks enter a crucial week for U.S. tech earnings and the Federal Reserve’s announcement with no clear trend after Friday’s close. Vertiv gained 0.8%, finishing at $182.49. Equinix dipped 0.1% to $791.27, and Digital Realty inched up 0.3% to $159.16. The Pacer Data & Infrastructure Real…
24 January 2026
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Intel stock plunges in premarket, putting AI chip stocks and prices in play ahead of Big Tech earnings

Intel stock plunges in premarket, putting AI chip stocks and prices in play ahead of Big Tech earnings

New York, January 23, 2026, 06:31 EST — Premarket Intel shares tumbled 13.6% in premarket trading Friday, weighing heavily on AI-focused chip stocks and pulling U.S. stock futures down. By 5:57 a.m. ET, Nasdaq 100 futures were down 0.35%, with S&P 500 futures off 0.23%. (Reuters) Intel’s shares dropped sharply after the company warned of a supply shortage for server…
23 January 2026
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Nvidia stock nudges higher after China trip plan puts AI-chip exports back in play

Nvidia stock nudges higher after China trip plan puts AI-chip exports back in play

New York, Jan 22, 2026, 4:04 PM EST — Trading after hours. Nvidia shares edged up Thursday, adding to a volatile week for the AI leader as investors digested new developments out of China alongside questions about the next wave of AI investment. China’s role is critical now, caught between geopolitics and growth dynamics. Export restrictions can slash demand fast,…
22 January 2026
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Intel stock jumps nearly 9% as AI chip trade steadies; Nvidia rebounds

Intel stock jumps nearly 9% as AI chip trade steadies; Nvidia rebounds

New York, Jan 21, 2026, 13:55 EST — Regular session Intel (INTC.O) surged nearly 9%, finishing at $52.92 Wednesday afternoon, leading the pack among AI-focused stocks. Nvidia (NVDA.O) ticked up about 1.4%, while AMD (AMD.O) gained close to 6%. Broadcom (AVGO.O) fell 1.7%, with Microsoft (MSFT.O) slipping roughly 3.2%. The rebound comes after Wall Street’s steepest fall in three months,…
21 January 2026
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Nvidia stock pops before the open as TSMC outlook lifts AI chips, while China risk hangs over NVDA

Nvidia stock pops before the open as TSMC outlook lifts AI chips, while China risk hangs over NVDA

New York, January 16, 2026, 09:26 (EST) — Premarket Nvidia shares climbed roughly 2% in premarket action on Friday, reflecting gains seen across the semiconductor sector. As of 9:10 a.m. EST, the stock traded 2.1% higher at $187.05. TSMC, Nvidia’s main foundry partner, just released a fresh update. The chip giant reported a 35% jump in fourth-quarter profit, hitting a…
16 January 2026
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Qualcomm (QCOM) stock slips as Trump’s AI-chip tariff and RBC’s “no catalysts” call hit the tape

Qualcomm (QCOM) stock slips as Trump’s AI-chip tariff and RBC’s “no catalysts” call hit the tape

New York, Jan 14, 2026, 20:50 EST — Market closed. QUALCOMM Incorporated shares ended Wednesday down 0.5% at $164.54 and dipped a bit more in after-hours trading, following a fresh U.S. tariff ruling affecting certain AI chips that shook the semiconductor sector. Source: Finviz The late policy shock is significant since chip stocks have been reacting to tariffs and supply-chain…
15 January 2026
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Nvidia stock braces for a China shock as customs blocks H200 AI chips despite U.S. export nod

Nvidia stock braces for a China shock as customs blocks H200 AI chips despite U.S. export nod

New York, January 14, 2026, 06:27 EST — Premarket Nvidia shares inched up about 0.5% to $185.81 in U.S. premarket trading Wednesday, despite reports that Chinese customs officials told agents the company’s H200 AI chips aren’t allowed into China. Sources briefed on the situation said Beijing also warned local tech firms against buying the chips unless absolutely necessary. Rhodium Group…
14 January 2026
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Micron stock slides as AI-chip rally cools, even after Piper Sandler’s fresh $400 target

Micron stock slides as AI-chip rally cools, even after Piper Sandler’s fresh $400 target

NEW YORK, Jan 8, 2026, 16:08 EST — After-hours Micron Technology (MU.O) shares ended Thursday down 3.8%, easing back after a strong early-year run that took the memory chipmaker to a record high earlier this week. The move matters now because Micron has turned into a handy proxy for what investors will pay for a memory upcycle linked to artificial-intelligence…
8 January 2026
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Nvidia stock slips as China buyers face “pay upfront” rule for H200 AI chips

Nvidia stock slips as China buyers face “pay upfront” rule for H200 AI chips

New York, January 8, 2026, 10:31 EST — Regular session Nvidia shares fell about 1.6% to $186.03 on Thursday after two people briefed on the matter said the chipmaker is demanding full upfront payment from Chinese customers seeking its H200, a data-center processor used to train artificial-intelligence models. The terms bar cancellations, refunds or configuration changes after an order is…
8 January 2026
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Nvidia stock edges up as China pauses H200 orders, complicating AI chip sales

Nvidia stock edges up as China pauses H200 orders, complicating AI chip sales

New York, Jan 7, 2026, 14:00 EST — Regular session Nvidia shares rose on Wednesday after The Information reported that Beijing had told some Chinese tech firms to halt orders for Nvidia’s H200 chips this week while it considers the terms for letting local companies buy the processors. The report said China was expected to steer buyers toward domestic AI…
7 January 2026
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Nvidia stock dips after hours as Huang flags China H200 orders and Rubin AI chip rollout

Nvidia stock dips after hours as Huang flags China H200 orders and Rubin AI chip rollout

New York, January 6, 2026, 17:34 (EST) — After-hours Nvidia (NVDA.O) shares were down about 0.5% at $187.24 in after-hours trading on Tuesday after CEO Jensen Huang said “it’s just going to be purchase orders” that show whether Chinese customers can import the company’s H200 AI chip. CFO Colette Kress said the U.S. government was working “feverishly” on export licenses,…
7 January 2026
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Stock Market Today

  • S&P 500 Semiconductor Equipment Stocks Surge with Booming Chip Industry in 2026
    January 25, 2026, 8:24 AM EST. S&P 500 Semiconductor Equipment & Materials stocks are up double digits in 2026, standing out amid a flat overall market. Applied Materials, Lam Research, KLA, Teradyne, and Qnity Electronics have surged between 19.8% and 33.4% since January. These companies supply the machinery for chip and display production, benefiting from soaring semiconductor sales driven by artificial intelligence (AI) and data center demand. Semiconductor industry valuations are expected to reach up to $1.8 trillion by 2030, according to McKinsey, surpassing previous estimates. Major chipmakers like Taiwan Semiconductor (TSMC) plan record capital expenditures, with TSMC's 2026 capex rising to $52-$56 billion, fueling demand for semiconductor fab equipment. This positions semiconductor equipment makers as key beneficiaries of the expanding chip market.
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