Broadcom stock (AVGO) slides as Nvidia’s China chip payment demand ripples through AI semiconductors

Broadcom Inc shares fell 3.1% in morning trade on Thursday, tracking a dip across chip and AI names after Reuters reported Nvidia is demanding full upfront payment for its H200 chips in China. Reuters

CES 2026 highlights: Nvidia’s Vera Rubin AI chips and humanoid robots push tech into the real world

CES 2026 highlights: Nvidia’s Vera Rubin AI chips and humanoid robots push tech into the real world

Nvidia CEO Jensen Huang said at CES 2026 that the company’s next-generation Vera Rubin chips are in “full production,” aiming for a five-fold jump in artificial-intelligence computing for chatbots and other applications. He said a flagship server would pack 72 graphics processing units and 36 central processors, and generate “tokens” — the chunks of text AI models process — about 10 times more efficiently. “Only in that way can you truly trust how the models came to be,” Huang said, describing plans to release training data tied to Nvidia’s Alpamayo self-driving software. Reuters
Nvidia China license rush meets CES chip blitz as AMD slides in AI stock trade

Nvidia China license rush meets CES chip blitz as AMD slides in AI stock trade

Nvidia shares were little changed on Tuesday after Chief Financial Officer Colette Kress said U.S. officials were “working feverishly” on export licenses needed for the company to ship its H200 data-center chips to China, but timing remains unclear. Nvidia was up about 0.1% at $188.25 in afternoon trading. Reuters
AI ETFs before the bell: Nvidia CES chip push lifts funds as bubble warnings linger

AI ETFs before the bell: Nvidia CES chip push lifts funds as bubble warnings linger

AI-focused exchange-traded funds — baskets of stocks that trade like a single share — were mostly higher in U.S. premarket trading on Tuesday after Nvidia laid out fresh details on its next-generation AI chips at the CES tech show in Las Vegas. Roundhill’s Generative AI & Technology ETF rose about 0.7% and Global X’s Artificial Intelligence & Technology ETF gained about 1.1%. Reuters
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US Stock Market Today Updates

AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 Strong buy

Alphabet

NASDAQ:GOOGL 92/100 • ★★★★½
#2 Strong buy

Taiwan Semiconductor Manufacturing

NYSE:TSM 89/100 • ★★★★½
#3 Buy

S&P Global

NYSE:SPGI 88/100 • ★★★★
#4 Buy on weakness

Amazon

NASDAQ:AMZN 86/100 • ★★★★
#5 Buy on weakness

Microsoft

NASDAQ:MSFT 84/100 • ★★★★
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Editorial model selection. Not personalised advice.