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China News 23 December 2025 - 21 January 2026

AI stocks slide before the bell as Nvidia’s China push revives export jitters

AI stocks slide before the bell as Nvidia’s China push revives export jitters

New York, Jan 21, 2026, 06:47 EST — Premarket Nvidia and other AI-related stocks dipped in Wednesday’s premarket session after Reuters reported that CEO Jensen Huang aims to visit China in late January. The move highlights ongoing uncertainties surrounding high-end chip sales to the country. Nvidia dropped 4.3% to $178.07, Broadcom slid 5.4% to $332.60, and Taiwan Semiconductor lost 4.4%…
21 January 2026
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Broadcom stock falls again as China targets VMware; RBC says OpenAI upside ‘less clear’

Broadcom stock falls again as China targets VMware; RBC says OpenAI upside ‘less clear’

NEW YORK, Jan 15, 2026, 05:43 EST — Premarket Broadcom Inc (AVGO) shares fell roughly 4.2% to $339.89 in premarket trading Thursday, following reports that China has instructed local companies to halt use of certain foreign cybersecurity software, including VMware, which Broadcom owns. (Jerusalem Post) This report hits Broadcom’s software business, not just its chip division. It comes quickly too,…
15 January 2026
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Broadcom stock sinks after report China tells firms to drop VMware security software

Broadcom stock sinks after report China tells firms to drop VMware security software

New York, January 14, 2026, 16:09 EST — After-hours Shares of Broadcom Inc dropped Wednesday following a Reuters report that Chinese regulators have ordered local companies to halt use of cybersecurity software from over a dozen U.S. and Israeli firms, including VMware, which Broadcom owns, over national security worries. (Reuters) The headline hurts, given VMware’s key role in Broadcom’s argument…
14 January 2026
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China probes Trip.com for monopoly conduct and the stock slides

China probes Trip.com for monopoly conduct and the stock slides

BEIJING, Jan 15, 2026, 00:26 (GMT+8) China’s market watchdog launched an antitrust probe into Trip.com Group, the country’s largest online travel agency, amid allegations of monopolistic practices. Shares of the Hong Kong-listed company dropped 6.5%, closing at HK$569.50. (Yicaiglobal) This move is significant as it pulls a major consumer-facing platform back under China’s strict anti-monopoly scrutiny, just as officials ramp…
14 January 2026
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Nvidia stock slips on China H200 uncertainty — here’s what traders watch next

Nvidia stock slips on China H200 uncertainty — here’s what traders watch next

New York, Jan 9, 2026, 09:45 EST — Regular session Nvidia (NVDA.O) shares slipped 0.3% to $184.54 in early trade on Friday as investors weighed uncertainty around the company’s plan to restart shipments of its H200 artificial-intelligence chip to China. The China question matters because it is one of the few levers that can change Nvidia’s near-term volume outlook without…
9 January 2026
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Nvidia stock slips after report on China H200 payments as jobs data and earnings loom

Nvidia stock slips after report on China H200 payments as jobs data and earnings loom

New York, January 8, 2026, 5:19 PM EST — After-hours Nvidia shares fell on Thursday after Reuters reported the chipmaker is demanding full upfront payment from Chinese customers for its H200 data-center chips, used to train and run AI models. The stock slipped 2.1% to $185.04 in late trading, after hitting $190.28 earlier and falling as low as $183.77. Chinese…
8 January 2026
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Meta stock drops as China opens scrutiny of Manus AI deal

Meta stock drops as China opens scrutiny of Manus AI deal

New York, Jan 8, 2026, 09:56 EST — Regular session Meta Platforms shares fell on Thursday after China’s commerce ministry said it would assess and investigate the company’s acquisition of artificial intelligence startup Manus. Reuters The move matters because Meta has been leaning hard into AI — both for ads and new consumer products — and any new friction around…
8 January 2026
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Nvidia stock rises on China H200 upfront-payment squeeze as traders eye approvals and earnings

Nvidia stock rises on China H200 upfront-payment squeeze as traders eye approvals and earnings

New York, Jan 8, 2026, 09:38 EST — Regular session Nvidia shares rose about 1% in early trading on Thursday after Reuters reported the chip designer is demanding full upfront payment from Chinese customers seeking its H200 artificial-intelligence chips, tightening terms as Beijing weighs approvals. The stock was up $1.94 at $189.11. Reuters The issue is timing, not appetite. Chief…
8 January 2026
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China tells tech firms to pause Nvidia H200 orders — Beijing weighs homegrown AI chips

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 move appears aimed at stopping companies from rushing to stockpile U.S. chips before officials settle on rules, and could be…
7 January 2026
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Nvidia stock forecast 2026: China’s H200 chip rush sets up NVDA’s next big test

Nvidia stock forecast 2026: China’s H200 chip rush sets up NVDA’s next big test

NEW YORK, January 1, 2026, 16:50 ET Chinese technology companies have ordered more than 2 million of Nvidia’s H200 artificial intelligence chips for delivery in 2026, far above the roughly 700,000 units the company has in stock, sources told Reuters. Nvidia has approached Taiwan Semiconductor Manufacturing Co to ramp production, with work expected to start in the second quarter of…
1 January 2026
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Nvidia stock ends 2025 lower as Reuters flags China H200 orders and fresh TSMC talks

Nvidia stock ends 2025 lower as Reuters flags China H200 orders and fresh TSMC talks

NEW YORK, January 1, 2026, 05:41 ET — Market closed Nvidia shares ended Wednesday down about 0.5% at $186.50, after a Reuters report said the chip designer has approached Taiwan Semiconductor Manufacturing Co to ramp up output of its H200 artificial intelligence chips as Chinese demand accelerates. Reuters The development matters because Nvidia’s supply has been tight, and any incremental…
1 January 2026
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Apple Stock (AAPL) After-Hours Today (Dec. 22, 2025): Italy Antitrust Fine, China Signals, and What to Watch Before Tuesday’s Market Open

Apple Stock (AAPL) After-Hours Today (Dec. 22, 2025): Italy Antitrust Fine, China Signals, and What to Watch Before Tuesday’s Market Open

Apple Inc. shares ended Monday’s session lower and slipped again modestly after the closing bell, even as the broader market pushed higher to start a holiday-shortened week. By the close, Apple stock (NASDAQ: AAPL) finished at $270.97, down 0.99%. MarketWatch In after-hours trading, AAPL was $270.66 (down 0.11%) as of 5:29 p.m. ET, signaling a relatively calm initial reaction after…
23 December 2025
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Stock Market Today

  • NSE and BSE to Open for Rare Sunday Trading During Budget 2026
    January 31, 2026, 9:32 AM EST. The National Stock Exchange (NSE) and Bombay Stock Exchange (BSE) will hold a rare Sunday trading session on February 1, 2026, coinciding with the Union Budget presentation by Finance Minister Nirmala Sitharaman. This is only the second time since Independence that markets will operate on a Sunday, enabling investors to react instantly to policy announcements. Both exchanges will follow standard trading hours, with the pre-open session starting at 9 a.m. Live trading in commodity markets will also occur on this day. Markets approached the session cautiously after gains fueled by the India-EU Free Trade Agreement, although mixed earnings and foreign institutional investor selling limited further upside. Sector gains were seen in defence, energy, and oil and gas, while pharma and FMCG lagged, reflecting uneven investor sentiment ahead of the Budget.
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