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NASDAQ:AVGO News 20 January 2026 - 23 January 2026

Nvidia stock climbs as China order signal lifts AI chips; Intel slide keeps traders wary

Nvidia stock climbs as China order signal lifts AI chips; Intel slide keeps traders wary

Nvidia rose 1.8% after reports that China told major tech firms to prepare orders for its H200 AI chips. AMD gained 3.7%, while Broadcom fell 3% and Intel dropped 14% after a cautious outlook. The U.S. House Foreign Affairs Committee advanced a bill to review AI chip exports. Investors are watching next week’s Federal Reserve meeting for policy signals.
Broadcom stock (AVGO) slips after hours as VMware federal deal lands in a choppy tape

Broadcom stock (AVGO) slips after hours as VMware federal deal lands in a choppy tape

Broadcom shares fell 1% to $325.49 in after-hours trading Thursday, underperforming the broader market. The U.S. GSA announced a OneGov agreement slashing VMware product prices by up to 64% through May 2027. Oracle said it will shift its Oracle Cloud VMware Solution to a BYOL model starting in March. Broadcom’s stock drop followed two days of losses and investor concerns over software revenue and licensing changes.
Broadcom stock dips after-hours as VMware OneGov discounts take center stage

Broadcom stock dips after-hours as VMware OneGov discounts take center stage

Broadcom shares fell about 1% to $325.49 in after-hours trading Thursday, trailing gains in major U.S. indexes. The U.S. GSA announced a OneGov agreement offering federal agencies discounts up to 64% on certain VMware software through May 2027. Investors remain focused on Broadcom’s software pricing and its upcoming earnings report on March 5.
AI stocks climb: Alibaba jumps on chip-IPO report, Arm rallies as Intel earnings loom

AI stocks climb: Alibaba jumps on chip-IPO report, Arm rallies as Intel earnings loom

Alibaba shares rose 5.9% after reports it will spin off its T-Head AI chip unit for a separate listing. Arm gained 5.4% following an analyst upgrade, while Nvidia edged up 0.9%. Intel slipped 0.2% ahead of its earnings report, with investors watching data-center demand and company guidance. A U.S. House panel advanced a bill that could restrict AI chip exports to China.
AI stocks today: Intel earnings, Nvidia export vote and rising memory prices in focus

AI stocks today: Intel earnings, Nvidia export vote and rising memory prices in focus

Intel jumped 11.7% to $54.25 Wednesday, leading gains among AI chipmakers ahead of its quarterly report; Nvidia rose 3%, AMD 7.6%, and Micron 6.6%. Compal warned memory costs could reach up to 40% of PC component prices due to surging demand. The U.S. House advanced a bill to tighten AI chip exports, targeting Nvidia’s Blackwell chips. The S&P 500 rose 1.16% after Trump’s Greenland deal and tariff pause.
Broadcom stock dips again after Tuesday rout as VMware OneGov deal lands; earnings date in focus

Broadcom stock dips again after Tuesday rout as VMware OneGov deal lands; earnings date in focus

Broadcom shares fell 1.1% to $328.80 Wednesday after a 5.43% drop the previous day, as tariff threats and margin concerns rattled tech stocks. The U.S. GSA approved a OneGov deal with Broadcom, cutting prices on VMware and security software by up to 64% through May 2027. Trading volume reached about 31.7 million shares. Broadcom reports earnings March 4.
Analog Devices stock jumps 4% as BofA lifts target and chip shares rebound

Analog Devices stock jumps 4% as BofA lifts target and chip shares rebound

Analog Devices shares rose 4.1% to $307.85 Wednesday afternoon, rebounding from Tuesday’s tariff-driven selloff. Bank of America raised its price target for the stock to $350, citing strong demand and AI-related growth. The iShares Semiconductor ETF gained 4% as chip stocks rallied ahead of earnings season. Traders are focused on the Federal Reserve’s Jan. 27–28 meeting, with rates expected to hold steady.
Intel stock jumps nearly 9% as AI chip trade steadies; Nvidia rebounds

Intel stock jumps nearly 9% as AI chip trade steadies; Nvidia rebounds

Intel jumped nearly 9% to $52.92 Wednesday, outpacing Nvidia and AMD, as AI stocks rebounded after Wall Street’s sharpest drop in three months. Broadcom and Microsoft fell. The House Foreign Affairs Committee prepared to debate new controls on AI chip exports after Trump approved Nvidia shipments to China. SAP extended losses, hitting its lowest level since August 2024.
Broadcom stock price steadies after 5% drop as Trump tariffs dominate the tape — what AVGO investors watch next

Broadcom stock price steadies after 5% drop as Trump tariffs dominate the tape — what AVGO investors watch next

Broadcom shares rose 0.3% to $333.55 early Wednesday after plunging 5.4% in the prior session. The rebound followed Wall Street’s sharpest drop in three months, triggered by President Trump’s threat of new tariffs on Europe tied to Greenland. Traders await Trump’s Davos speech and key U.S. economic data later this week. The CBOE Volatility Index hovered near 20.8.
Nvidia stock drops as China stalls H200 chip clearance, dragging AI chip names

Nvidia stock drops as China stalls H200 chip clearance, dragging AI chip names

Nvidia shares fell 4.3% Tuesday after Inventec said approval for selling Nvidia’s H200 AI chip in China is stalled by Beijing. Broadcom dropped 5.4%, Super Micro Computer slid 3.8%, and the iShares Semiconductor ETF lost 1.5%. Morgan Stanley cut its outlook for North American IT hardware, citing weak demand and rising costs. Wall Street posted its steepest daily decline in three months.
Broadcom stock slides 5% after-hours as Trump tariff threat sparks risk-off tech selloff

Broadcom stock slides 5% after-hours as Trump tariff threat sparks risk-off tech selloff

Broadcom shares fell 5.4% to $332.60 in after-hours trading, following a sharp selloff in tech stocks after President Trump threatened new tariffs on European goods. The Dow lost 1.75%, S&P 500 dropped 1.97%, and Nasdaq fell 2.19%. The dollar slid, while gold and silver hit new highs. Trump’s tariffs on imports from eight European countries take effect Feb. 1, rising to 25% in June if no deal is reached.
Nvidia stock slides as Trump tariff threats hit AI stocks; Microsoft, Broadcom fall

Nvidia stock slides as Trump tariff threats hit AI stocks; Microsoft, Broadcom fall

Nvidia dropped 3.4% to $179.83, dragging AI stocks lower as U.S. markets fell on tariff threats from President Trump over Greenland. The Nasdaq lost 1.6% and S&P 500 slid 1.3% in early trading. Morgan Stanley downgraded IT hardware, citing weak demand and high costs. Microsoft, Broadcom, and Palantir also declined, while AMD rose 1.3%.
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Stock Market Today

Rio Tinto stock jumps as Glencore mega-merger is shelved; what to watch next week

Rio Tinto stock jumps as Glencore mega-merger is shelved; what to watch next week

7 February 2026
Rio Tinto’s U.S. shares closed up 2.5% at $93.37 Friday after the company ruled out a merger with Glencore, triggering a six-month “no-bid” lockout under UK takeover rules. Both companies cited disagreements over valuation. Attention now turns to Rio’s Feb. 19 results and iron ore prices, which fell below $100 a tonne amid weak Chinese demand.
iFAST share price drops 3% as markets shut; earnings next week in focus

iFAST share price drops 3% as markets shut; earnings next week in focus

7 February 2026
iFAST shares fell 3.2% to S$9.64 in heavy trading Friday, closing near the day’s low as investors awaited FY2025 results due Feb. 12. The stock is about 13% below its 52-week high. iFAST recently agreed to buy a 30% stake in Financial Alliance for S$19.6 million, pending regulatory approval. Assets under administration stood at S$30.62 billion as of Sept. 30.
Sembcorp Industries share price: what to watch after Friday dip as Feb 25 results near

Sembcorp Industries share price: what to watch after Friday dip as Feb 25 results near

7 February 2026
Sembcorp shares closed at S$6.05 on Friday, down 0.33%, as Singapore’s STI dropped 0.8%. Shareholders approved the A$6.5 billion Alinta Energy takeover on Jan 30, but the deal still faces regulatory and closing conditions. Sembcorp will release FY2025 results on Feb 25 before market open. Trading volume reached about 4.3 million shares.
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