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NASDAQ:AVGO 29 December 2025 - 4 January 2026

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AI stocks rally today as Nvidia seeks more H200 chips; AMD and Micron lead early gains

AI stocks rally today as Nvidia seeks more H200 chips; AMD and Micron lead early gains

Nvidia shares rose 2.9% to $191.93 on Friday after Reuters reported the AI chipmaker had approached Taiwan Semiconductor Manufacturing Co about ramping up production of its H200 graphics processing units, chips used to train and run AI models. Sources told Reuters Chinese technology companies have ordered more than 2 million H200 chips for delivery in 2026, far above Nvidia's current inventory of about 700,000 units. The report said TSMC was expected to start work on expanded output in the second quarter, but Chinese authorities have yet to greenlight any H200 shipments. Reuters
2 January 2026
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AI stocks today: Baidu jumps on Kunlunxin IPO filing as Nvidia, Broadcom rise in premarket

AI stocks today: Baidu jumps on Kunlunxin IPO filing as Nvidia, Broadcom rise in premarket

Shares of Baidu jumped about 12% in early premarket trading on Friday after the company said its artificial-intelligence chip unit had filed for a Hong Kong listing. Dow futures were up 171 points, or 0.35%, and S&P 500 futures rose 41.5 points, or 0.60%, while Nasdaq 100 futures gained 267 points, or 1.05%; Nvidia and Broadcom were up 1.8% and 1.6% in premarket trade. The new-year bid followed a late-December retreat in tech shares after AI-linked names helped push U.S. benchmarks to record highs in 2025. Reuters
2 January 2026
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Stock market today: Nasdaq, S&P 500 futures climb to start 2026 as Nvidia and Baidu rally

Stock market today: Nasdaq, S&P 500 futures climb to start 2026 as Nvidia and Baidu rally

U.S. stock index futures rose on Friday as Wall Street kicked off 2026 with a tech-led rebound after a late-year slide. At 5:45 a.m. ET, S&P 500 E-minis — futures contracts tied to the index — were up 0.60%, Nasdaq 100 E-minis gained 1.05% and Dow E-minis rose 0.35%. Nvidia and Broadcom climbed 1.8% and 1.6% in premarket trading, Reuters reported. Reuters
2 January 2026
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AI stocks today: Nvidia, Meta dip after hours as China H200 chip rush and dealmaking hit the tape

AI stocks today: Nvidia, Meta dip after hours as China H200 chip rush and dealmaking hit the tape

Nvidia has approached Taiwan Semiconductor Manufacturing Co about ramping production of its H200 graphics processing units — chips used to train AI systems — after Chinese tech companies placed orders for more than 2 million units for 2026, far above the roughly 700,000 Nvidia has in stock, sources told Reuters. Beijing has yet to clear imports and the Trump administration only recently allowed H200 exports to China subject to a 25% fee, the people said. Reuters
31 December 2025
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