Today: 6 February 2026
Subscribe
Browse Category

AI Stocks News 22 December 2025 - 26 January 2026

AI stocks swing as Nvidia puts $2 billion into CoreWeave and Microsoft debuts Maia 200 chip

AI stocks swing as Nvidia puts $2 billion into CoreWeave and Microsoft debuts Maia 200 chip

NEW YORK, Jan 26, 2026, 11:21 EST — Regular session. AI stocks showed mixed moves on Monday after Nvidia (NVDA.O) announced a $2 billion investment in CoreWeave (CRWV.O), making it the neocloud company’s second-largest shareholder. Nvidia will pay $87.20 per share. CoreWeave, which rents out GPU-heavy computing power, aims to exceed five gigawatts of AI data-center capacity by 2030. The…
26 January 2026
······
Nvidia’s China chip call, Fed decision and Microsoft earnings: what moves AI stocks next week

Nvidia’s China chip call, Fed decision and Microsoft earnings: what moves AI stocks next week

New York, Jan 24, 2026, 12:06 PM ET — Market closed. Nvidia’s upcoming major event isn’t a new product release. Instead, it hinges on whether China approves the company’s H200 AI chip. CEO Jensen Huang made an appearance in Shanghai on what insiders called a routine trip. (Reuters) Investors face uncertainty heading into a packed week for the AI sector,…
24 January 2026
·········
AI Stocks This Week: TSMC’s $56B Spending Plan Lifts Chip Names as New U.S. Tariffs Bite

AI Stocks This Week: TSMC’s $56B Spending Plan Lifts Chip Names as New U.S. Tariffs Bite

NEW YORK, Jan 16, 2026, 19:19 EST Taiwan Semiconductor Manufacturing Co set the tone for AI-linked stocks this week after the chipmaker forecast 2026 revenue would rise nearly 30% and put 2026 capital spending, or capex, at $52 billion to $56 billion, underscoring demand for processors used to train and run AI systems. Chief Executive C.C. Wei also pointed to…
17 January 2026
·······
IREN stock jumps after Bernstein tags it a top AI pick as bitcoin holds near $91,000

IREN stock jumps after Bernstein tags it a top AI pick as bitcoin holds near $91,000

New York, Jan 12, 2026, 17:41 EST — After-hours IREN Limited (IREN) shares climbed 9.3% Monday, holding close to a 9% gain after hours. Bitcoin stayed near $91,216. Meanwhile, Marathon Digital, Riot Platforms, and CleanSpark gained between 2.9% and 7.4%. IREN’s stock fluctuated between $45.85 and $51.62 on about 53 million shares traded. This shift is significant since IREN straddles…
13 January 2026
·····
IREN stock: What to know before Monday after Bernstein’s “top AI pick” call

IREN stock: What to know before Monday after Bernstein’s “top AI pick” call

New York, Jan 10, 2026, 08:25 EST — Market closed IREN Limited (Nasdaq: IREN) shares closed up 0.7% at $46.03 on Friday, after trading as low as $45.52 and topping out just under $50. Bitcoin was little changed near $90,600 into Saturday. The setup matters now because IREN sits in two crowded trades at once — bitcoin mining and the…
10 January 2026
·····
Nvidia stock holds steady after China H200 pay-upfront report — what AI investors watch next

Nvidia stock holds steady after China H200 pay-upfront report — what AI investors watch next

NEW YORK, Jan 9, 2026, 13:57 EST — Regular session Nvidia shares were up 0.1% at $185.31 in afternoon trading on Friday, after moving between $183.69 and $186.97. A Reuters report said the AI-chip maker is demanding full upfront payment from Chinese customers for its H200 graphics processing units (GPUs) — chips used to train and run AI models —…
9 January 2026
····
AI Stocks 2026 Forecast: Nvidia’s China Chip Rush Meets a Tougher Wall Street Test

AI Stocks 2026 Forecast: Nvidia’s China Chip Rush Meets a Tougher Wall Street Test

NEW YORK, January 1, 2026, 15:05 ET Nvidia has approached Taiwan Semiconductor Manufacturing Co to ramp up production of its H200 artificial intelligence chips after Chinese technology companies ordered more than 2 million units for 2026, sources told Reuters. The company holds about 700,000 units in inventory and expects TSMC to start work on expanded output in the second quarter…
1 January 2026
·····
AI stocks slide today as Nvidia drops after Intel confirms $5 billion stake sale

AI stocks slide today as Nvidia drops after Intel confirms $5 billion stake sale

NEW YORK, December 29, 2025, 14:06 ET — Regular session Artificial intelligence (AI) stocks slipped on Monday afternoon, with Nvidia down about 1.7% after Intel said it had completed a $5 billion private share sale to the chip designer. Intel The move matters now because a small group of AI-heavyweights has driven much of the market’s momentum, leaving investors quick…
29 December 2025
············
AI Stocks Weekend Update: Nvidia’s Groq Deal, HBM4 Memory Race, and the AI Infrastructure Spending Wave to Watch Before Monday

AI Stocks Weekend Update: Nvidia’s Groq Deal, HBM4 Memory Race, and the AI Infrastructure Spending Wave to Watch Before Monday

NEW YORK, Dec. 27, 2025, 12:11 p.m. ET — Market closed (U.S. exchanges shut for the weekend) Wall Street is heading into the final full trading stretch of 2025 with artificial intelligence stocks still setting the tone across chips, cloud, and software—and with fresh headlines underscoring a key theme for 2026: AI is shifting from training to inference, and the…
27 December 2025
·····
AI Stocks Today: Nvidia, Microsoft, Alphabet and China’s AI Surge Reshape the 2026 Playbook (Dec. 23, 2025)

AI Stocks Today: Nvidia, Microsoft, Alphabet and China’s AI Surge Reshape the 2026 Playbook (Dec. 23, 2025)

Artificial intelligence stocks are closing out 2025 with a familiar mix of momentum, skepticism, and shifting geopolitics. On December 23, 2025, several headlines moved the AI investing narrative beyond a simple “chips up, everything else follows” story: fresh signals on AI chip exports to China, a new wave of mega-cap spending for AI infrastructure, and a growing debate over whether…
23 December 2025
·······
AI Stocks Today (Dec. 22, 2025, 1:43 p.m. ET): Nvidia’s China H200 Twist, Microsoft’s 2026 AI Outlook, Alphabet’s $4.75B Power Play and the New Risks Investors Are Watching

AI Stocks Today (Dec. 22, 2025, 1:43 p.m. ET): Nvidia’s China H200 Twist, Microsoft’s 2026 AI Outlook, Alphabet’s $4.75B Power Play and the New Risks Investors Are Watching

Updated: Monday, Dec. 22, 2025 — 1:43 p.m. ET The “AI trade” is back at the center of Wall Street’s conversation heading into a holiday-shortened week—driven by a mix of semiconductor headlines, cloud monetization forecasts, and an increasingly important constraint that has nothing to do with code: electricity. By late morning in New York, major U.S. indexes were higher, with…
22 December 2025
·······
US Stock Market Today (Dec. 22, 2025, 1:36 p.m. ET): S&P 500, Dow and Nasdaq Rise as AI Stocks Rebound and Commodities Jump

US Stock Market Today (Dec. 22, 2025, 1:36 p.m. ET): S&P 500, Dow and Nasdaq Rise as AI Stocks Rebound and Commodities Jump

NEW YORK — U.S. stocks were higher in early afternoon trading Monday as Wall Street opened a holiday-shortened week with a cautious-but-optimistic tone: technology shares extended last week’s rebound, while energy and materials gained support from a sharp move higher in oil and precious metals. Reuters US stock market snapshot at 1:36 p.m. ET As of about 1:36 p.m. Eastern,…
22 December 2025
······
1 2 3 … 6

Stock Market Today

  • CrowdStrike Holdings (CRWD) Stock Drops Amid Valuation Debate
    February 5, 2026, 9:50 PM EST. CrowdStrike Holdings (CRWD) shares declined roughly 15% last week and 22% over three months, sparking valuation discussions. The stock trades near $415, below an analyst fair value estimate of about $533, suggesting potential undervaluation despite a high price-to-sales (P/S) ratio of 23.3 times. This contrasts with the US Software industry average P/S of 3.9 and peer average of 10.1. CrowdStrike's strategic focus on Next-Gen security and AI-powered data positioning supports growth expectations. However, execution risks and rising competitive costs could pressure margins. Investors face a choice: view the discount as a buying opportunity or caution over stretched valuation multiples amid uncertain profitability.
Go toTop