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NASDAQ:AMD 15 January 2026 - 18 January 2026

Nvidia stock’s next test: Trump’s AI chip tariff meets China’s H200 roadblock

Nvidia stock’s next test: Trump’s AI chip tariff meets China’s H200 roadblock

Nvidia and AMD shares face a new hurdle next week after President Donald Trump signed a proclamation slapping a 25% tariff on some advanced computing chips, including Nvidia’s H200 AI processor and AMD’s MI325X. South Korea’s trade minister noted the tariff targets “advanced chips made by Nvidia and AMD.”
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

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.
AMD stock rises after Riot Platforms reveals $311 million data-center lease as traders look to Feb. 3 earnings

AMD stock rises after Riot Platforms reveals $311 million data-center lease as traders look to Feb. 3 earnings

Advanced Micro Devices ended regular trading up 1.7% on Friday at $231.84. Traders also digested word from Riot Platforms that it has signed a 10-year data-center lease and services agreement with AMD expected to generate $311 million in contract revenue, with extensions that could take the total to about $1 billion.
AI stocks pop before the bell as TSMC lifts Nvidia, AMD and chip peers

AI stocks pop before the bell as TSMC lifts Nvidia, AMD and chip peers

AI chip stocks pushed higher in premarket Friday, boosted by names connected to data-center investment. Nvidia climbed 2.1% to $187.05, AMD picked up 1.9% to $227.92, and Taiwan Semiconductor Manufacturing Co’s U.S.-listed shares surged 4.5% to $341.64. ASML advanced 5.4%, while Broadcom edged up roughly 0.9%.
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AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

Xylem

NYSE: XYL 95 / 100
#2 BUY

AerCap

NYSE: AER 93 / 100
#3 BUY ON WEAKNESS

Visa

NYSE: V 90 / 100
#4 TACTICAL BUY

Chevron

NYSE: CVX 87 / 100
#5 ACCUMULATE

UPS

NYSE: UPS 84 / 100
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Editorial model selection. Not personalised advice.