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NASDAQ:AMD 9 January 2026 - 15 January 2026

AI chip stocks rally: Nvidia and AMD jump on TSMC outlook as Trump tariff clouds China trade

AI chip stocks rally: Nvidia and AMD jump on TSMC outlook as Trump tariff clouds China trade

Shares of Nvidia and Advanced Micro Devices surged Thursday, fueling gains across AI-focused chip stocks following Taiwan Semiconductor Manufacturing Co’s strong profit report and boosted investment outlook. By 10:15 a.m. ET, Nvidia had climbed 2.8%, while AMD jumped 5.5%. U.S.-listed TSMC shares rose 6.3%, ASML gained 6.2%, and Broadcom added around 2%, though Qualcomm dipped 0.8%.
Trump’s New AI Chip Tariff Jolts Nvidia Stock After Hours as AMD Holds Up

Trump’s New AI Chip Tariff Jolts Nvidia Stock After Hours as AMD Holds Up

Nvidia shares dipped 1.5% to $183.14 in after-hours trading Wednesday following President Donald Trump’s announcement of a 25% tariff on certain advanced computing chips, including Nvidia’s H200 AI processor. Meanwhile, AMD, whose MI325X chip was also named in the White House fact sheet, gained 1.2%, closing at $223.60.
Nvidia stock drops on China H200 curb — the next date AI investors are watching

Nvidia stock drops on China H200 curb — the next date AI investors are watching

Nvidia shares dipped early Wednesday after Reuters reported that Chinese customs officials told agents this week the company’s H200 AI chips cannot enter China. The report added that local tech firms were advised to avoid purchasing the chips unless absolutely necessary—a move one insider called “basically a ban for now.” Rhodium Group strategist Reva Goujon suggested Beijing might be “pushing to see what bigger concessions they can get” ahead of President Donald Trump’s planned April trip to Beijing.
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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
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UPS

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