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NASDAQ:AVGO 10 January 2026 - 15 January 2026

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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.
14 January 2026
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Palo Alto Networks stock swings on China cybersecurity clampdown report — what to watch for PANW

Palo Alto Networks stock swings on China cybersecurity clampdown report — what to watch for PANW

Palo Alto Networks, Inc. shares swung in premarket Wednesday after Reuters reported that Chinese authorities instructed local firms to halt use of cybersecurity software from around a dozen U.S. and Israeli providers. The list includes Palo Alto, VMware, Fortinet, and Israel’s Check Point Software. Palo Alto’s stock was last up roughly 1%, trading at $190.85.
14 January 2026
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Semiconductor stocks hit a record high — CPI day and supply-chain politics loom

Semiconductor stocks hit a record high — CPI day and supply-chain politics loom

U.S. semiconductor stocks closed at a record on Friday, with the PHLX semiconductor index up 2.7% as Lam Research jumped 8.7% to $218.36 and Intel surged nearly 11%. Broadcom rose 3.8%, and Zachary Hill, Horizon Investments’ head of portfolio management, said investors were “picking the winners and losers” inside the AI trade.
11 January 2026
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Semiconductor stocks hit a record — here’s what could move SOXX next week

Semiconductor stocks hit a record — here’s what could move SOXX next week

U.S. semiconductor stocks drove Wall Street to a record close Friday, with the iShares Semiconductor ETF climbing 2.9% to $328.78, after swinging between $319.35 and $330.66. The PHLX semiconductor index, which tracks major chipmakers, surged 2.7% to a new high. Broadcom gained 3.8%, Lam Research jumped 8.7% following Mizuho’s price target hike to $220 from $200, and Intel rallied nearly 11%. The boost came after President Donald Trump described a “great meeting” with CEO Lip-Bu Tan. “Investors are getting granular and picking the winners and losers” in AI, noted Zachary Hill of Horizon Investments.
10 January 2026
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