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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 funds will go toward land, power, and infrastructure—not chip purchases. “Nvidia is the leading and most requested computing platform at every phase of AI,” said CoreWeave CEO Michael Intrator. (Reuters) The sector shifts in a jam-packed week. Apple, Microsoft, Meta
26 January 2026
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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, with a Federal Reserve policy decision and a slew of megacap earnings reports. These will put to the test whether heavy data center investments are finally paying off. “It’s been a little bit of a short but steep roller-coaster ride,”
24 January 2026
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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 a push for more U.S. capacity, saying an Arizona land buy “gives you a hint” of plans to expand “many fabs” there, while warning TSMC was “very nervous” about investing at that scale. (Reuters) The numbers matter because TSMC sits
17 January 2026
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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 two hot trades: bitcoin mining and leased AI computing power. As a result, the stock tends to twitch sharply with bitcoin’s swings or whenever worries about interest rates resurface. The story around “miners” is shifting fast. Investors are moving away
13 January 2026
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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 scramble for power-heavy data centers to run AI workloads — and both can turn fast when rate bets move. Traders have pared expectations for near-term Federal Reserve rate cuts after Friday’s U.S. jobs data, a shift that can lean against
10 January 2026
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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 — and will not allow cancellations, refunds or configuration changes; Chief Executive Jensen Huang said demand in China was “quite high.” Chinese tech firms have placed orders for more than 2 million H200 chips, far above Nvidia’s inventory of about 700,000,
9 January 2026
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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 of 2026, the sources said. The graphics processing units, or GPUs, are used to train and run AI models, but Beijing has yet to approve shipments even after Washington recently allowed H200 exports to China with a 25% fee, the
1 January 2026
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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 to adjust risk when the leaders wobble. Trading has also turned thin in the holiday week, a setup that can exaggerate swings when big funds rebalance portfolios into year-end, Reuters reported. Reuters In a Form 8-K, Intel said it issued
29 December 2025
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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 capital required to power that transition keeps climbing. Friday’s post‑Christmas session ended close to all‑time highs on light volume, with the major indexes fractionally lower but still up on the week—an environment that often amplifies stock‑specific news, especially for megacap
27 December 2025
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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 U.S. AI leaders are pricing in too-perfect outcomes. Below is a breakdown of the most market-relevant news, forecasts, and analyst takes dated Dec. 23, 2025, and how investors are framing the next leg of the AI cycle into 2026. The
23 December 2025
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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 technology and chip stocks extending a rebound that began late last week—helped by upbeat memory-chip guidance and softer inflation data. Investors are also looking ahead to key U.S. economic releases later this week, while trading volumes are expected to thin
22 December 2025
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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+1 US stock market snapshot at 1:36 p.m. ET As of about 1:36 p.m. Eastern, major indexes were in the green (Reuters/LSEG data delayed at least 15 minutes): Key cross-market signals were also pointing to a “risk-on, but hedged” day: Why Wall Street is up today: AI momentum returns, and energy/materials get a boost The
22 December 2025
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Stock Market Today

AST SpaceMobile stock bounces late Friday as AT&T plays down Amazon Leo threat and a new 2x short ETF hits tape

AST SpaceMobile stock bounces late Friday as AT&T plays down Amazon Leo threat and a new 2x short ETF hits tape

7 February 2026
AST SpaceMobile shares jumped 9.1% to $101.79 Friday after a volatile week, with 15.9 million shares traded. AT&T said it will use Amazon Leo’s satellite network to reach business customers outside its terrestrial footprint but stated this will not affect its partnership with AST. A new 2x short ETF tied to ASTS, ticker ASTN, began trading on Cboe. AST’s next “BlueBird 7” satellite launch is set for late February on Blue Origin’s New Glenn.
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