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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

Nvidia shares fell 4.3% in premarket trading Wednesday after reports that CEO Jensen Huang plans a late January visit to China amid ongoing chip export tensions. Broadcom and Taiwan Semiconductor also dropped. The U.S. recently approved Nvidia’s H200 chip sales to China under strict rules, but Chinese customs reportedly blocked imports. Microsoft and Alphabet shares declined ahead of key earnings reports.
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, as U.S.-China tech tensions stretch beyond export controls into the core infrastructure of corporate networks. Traders are digesting new sell-side reports alongside a debt refinancing move Broadcom revealed in an SEC filing. Not exactly the recipe for a steady open.
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 that it can combine chip growth with reliable infrastructure-software revenue. It lands at a moment when the market has begun to view China policy risk as a tradable factor again, not just a side note. Broadcom slid 4.2% to $339.55
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. (https://www.yicaiglobal.com/flashdetail/108943109688005) This move is significant as it pulls a major consumer-facing platform back under China’s strict anti-monopoly scrutiny, just as officials ramp up rhetoric on “unfair competition” in the internet sector. For investors, it revives a familiar anxiety: once a formal investigation kicks off, regulators can swiftly shift from issuing warnings to handing down fines. The State Administration for Market Regulation (SAMR)
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 a new product cycle. Any extra friction — export licenses, import approvals, or local purchasing rules — can show up fast in orders and delivery timing. U.S. rate expectations were also shifting after a weak jobs report showed payrolls rose
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 firms have placed orders for more than 2 million H200s priced around $27,000 each, far above Nvidia’s inventory of about 700,000 units, as local alternatives still lag for large-scale AI training. Reuters The tighter terms land as investors turn more
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 data or technology transfer can turn a small deal into a bigger risk question for investors. China’s statement also lands at a touchy moment for U.S. tech, with markets quick to reprice policy and regulatory surprises. Meta stock was down
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 Executive Jensen Huang said this week demand from China for the H200 was “quite high” and that Nvidia had “fired up our supply chain,” but the company is still waiting on export licenses and does not know when approvals will
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 followed by a push to buy domestic AI processors instead, the report said. “China is committed to basing its national development on its own strengths,” Liu Pengyu, a spokesperson for the Chinese Embassy in the United States, said. Reuters The pause
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 2026, the people said. Reuters The sudden rush is a key input to the Nvidia stock forecast for 2026 as investors look past year-end trading and toward what could drive earnings next. Nvidia shares rose about 39% in 2025 and
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 demand from China could force trade-offs in who gets chips and when — a key input for revenue expectations and data-center buildout plans. It also lands as investors reassess how fast the “AI trade” can keep running in 2026, with
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 a day dominated by regulatory headlines out of Europe and fresh messaging from China. StockAnalysis Below is what moved Apple stock today—and the key things investors will want on their radar before the U.S. stock market opens Tuesday, Dec. 23,
23 December 2025
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Stock Market Today

SGX share price dips at week’s end after record profit; what investors watch next

SGX share price dips at week’s end after record profit; what investors watch next

7 February 2026
Singapore Exchange shares closed 0.4% lower at S$17.57 on Friday, despite reporting record half-year results and a higher dividend earlier in the week. Broker targets diverged after the update, with Maybank and DBS raising targets while Citi stayed bearish. Investors are watching for signs of momentum from derivatives and equity-market reforms as the next session opens Monday.
South32 share price drops 4% in ASX rout — what investors watch before results

South32 share price drops 4% in ASX rout — what investors watch before results

7 February 2026
South32 shares fell 4.1% to A$4.41 Friday as Australian miners dropped in the worst ASX session since April 2025. The S&P/ASX 200 lost 2%, erasing almost A$70 billion in value. South32’s half-year results and interim dividend decision are set for Feb. 12. Markets reopen Monday with investors watching for further volatility.
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