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AI Chips News 12 December 2025 - 16 January 2026

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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AMD stock rises in premarket as Lisa Su’s CES keynote puts AI chips in focus

AMD stock rises in premarket as Lisa Su’s CES keynote puts AI chips in focus

New York, January 5, 2026, 09:17 EST — Premarket Shares of Advanced Micro Devices (AMD.O) were up 2.8% at $229.73 in premarket trading, before Wall Street’s opening bell at 9:30 a.m. ET. The stock ended the last session at $223.47. Stooq The move puts attention back on CES, where chipmakers and hardware suppliers use early-January stages to reset expectations for…
5 January 2026
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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

SINGAPORE/HONG KONG, Jan 2, 2026, 06:46 ET Shares of Chinese AI chip designer Shanghai Biren Technology closed up 76% in their Hong Kong debut on Friday, the market’s first listing of 2026. The stock opened at HK$35.70, hit HK$42.88 at an intraday high and ended at HK$34.46, versus an offer price of HK$19.60. Biren raised HK$5.58 billion, with institutional demand…
2 January 2026
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Broadcom Stock (AVGO) News Today: AI Chip Forecasts, VMware Risks, Dividend Date, and Analyst Targets (Dec. 22, 2025)

Broadcom Stock (AVGO) News Today: AI Chip Forecasts, VMware Risks, Dividend Date, and Analyst Targets (Dec. 22, 2025)

Broadcom Inc. stock (NASDAQ: AVGO) is starting Christmas week back in the spotlight after a volatile mid-December stretch that whipsawed chip investors: first, a sharp selloff tied to margin worries in AI hardware; then, a rebound as traders rotated back into semiconductors on fresh optimism around artificial intelligence. As of early Monday, December 22, Broadcom shares were trading around $340,…
22 December 2025
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Semiconductor Stocks Today: Nvidia Rebounds, Micron and Chip Equipment Rally, While Broadcom and Arm Lag on Fresh Analyst Calls (Dec. 15, 2025)

Semiconductor Stocks Today: Nvidia Rebounds, Micron and Chip Equipment Rally, While Broadcom and Arm Lag on Fresh Analyst Calls (Dec. 15, 2025)

U.S.-listed semiconductor stocks are trying to steady themselves in late-morning trading on Monday, December 15, 2025, after last week’s AI-driven shakeout rattled the “chip trade.” By around 11:30 a.m. ET, the group is splitting into clear winners and losers: AI accelerators and memory names are back in favor, semiconductor equipment makers are surging on upbeat 2026–2027 demand forecasts, and several…
15 December 2025
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Broadcom Earnings: AVGO Forecasts $19.1B Revenue as AI Chip Demand Surges—But Margin Concerns Slam the Stock

Broadcom Earnings: AVGO Forecasts $19.1B Revenue as AI Chip Demand Surges—But Margin Concerns Slam the Stock

Broadcom beat Q4 estimates, lifted its dividend, and guided Q1 revenue to $19.1B as AI chip sales accelerate—yet investors sold off on margin and AI payback concerns. Dec. 12, 2025 — Broadcom’s latest earnings were supposed to be a clear win for the AI ​​infrastructure trade: record quarterly revenue, a stronger-than-expected outlook, and a fast-growing pipeline of custom AI chips…
12 December 2025
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Stock Market Today

  • CapitaLand Investment Stock Drops on Tariff Fears Ahead of Feb 11 Earnings
    January 21, 2026, 4:50 AM EST. Shares of CapitaLand Investment Limited fell 1.35% to S$2.93 on Jan 21, ending a two-day rally amid a risk-off mood triggered by geopolitical tensions and tariff concerns. The pullback reflected broader Asian market weakness, with Singapore's Straits Times Index down about 0.6%. Investors are wary ahead of CapitaLand's full-year 2025 results due Feb 11, focusing on capital raising and fee income risks amidst volatile interest rates. Analyst warnings highlight potential pressure if tariffs escalate or bond yields rise further, as the stock trades near its 52-week peak of S$2.99. Positive long-term views persist, with forecasts of 8% corporate earnings growth and Singapore viewed as a safe harbor by Julius Baer.
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