Big Tech stocks 2026 forecast: Nvidia’s China chip rush sets the first test for AI leaders

Nvidia has approached Taiwan Semiconductor Manufacturing Co to ramp up production of its H200 artificial intelligence chips as Chinese technology companies place large orders for 2026, sources told Reuters. The push puts AI chip supply — and the politics around who gets it — back at the center of the 2026 outlook for Big Tech stocks. Reuters

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Meta Platforms (META) news archive — page 21

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Dow Jones today: Market closed for New Year after year-end dip; what Wall Street watches next

Dow Jones today: Market closed for New Year after year-end dip; what Wall Street watches next

U.S. stock markets were closed on Thursday for New Year’s Day, leaving the Dow Jones Industrial Average on hold after a late-year pullback. The Dow last closed down 303.77 points, or 0.63%, at 48,063.29 on Dec. 31, while the S&P 500 fell 0.74% and the Nasdaq Composite slid 0.76%. For 2025, the Dow gained 12.97%, the S&P 500 rose 16.39% and the Nasdaq climbed 20.36%, and “it’s perfectly fine in any bull market to have moments of cost,” said Giuseppe Sette, co-founder and president of Reflexivity. Reuters
1 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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Meta stock today: META slips after Reuters scam-ad “playbook” report as Manus AI deal stays in focus

Meta stock today: META slips after Reuters scam-ad “playbook” report as Manus AI deal stays in focus

Meta Platforms shares dipped on Wednesday after a Reuters investigation said internal documents showed the Facebook and Instagram owner developed a “global playbook” to fend off pressure to crack down on scammers and delay tougher checks on advertisers. Meta was down 0.4% at $663 by 11:57 a.m. ET, after closing at $665.95 on Tuesday. The documents said Meta estimated universal advertiser verification — an identity check before ads run — could cost about $2 billion to implement and reduce revenue by up to 4.8%, while Google has said it has verified more than 90% of advertisers. Reuters
31 December 2025
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Meta buys AI startup Manus as it races to roll out task-running agents

Meta buys AI startup Manus as it races to roll out task-running agents

Meta Platforms said it will acquire Manus, a Chinese-founded artificial intelligence startup now headquartered in Singapore, as it accelerates efforts to roll out advanced AI features across its platforms. Financial terms were not disclosed, but a source with direct knowledge said the deal values Manus between $2 billion and $3 billion. Manus has said its agent outperforms OpenAI’s DeepResearch and it has a strategic partnership with Alibaba on AI models. Reuters
30 December 2025
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S&P 500 Slips Before Fed Minutes as Meta Rises on Manus AI Deal

S&P 500 Slips Before Fed Minutes as Meta Rises on Manus AI Deal

U.S. stocks edged lower in holiday-thin trade on Tuesday, with the S&P 500 and Nasdaq near flat as investors waited for the Federal Reserve’s meeting minutes. Meta Platforms rose after saying it will buy AI startup Manus, helping support communication services shares. At 12:00 p.m. ET, the Dow fell 0.24%, the S&P 500 slipped 0.09% and the Nasdaq Composite eased 0.07%. Reuters
30 December 2025
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S&P 500 flatlines into year-end as Fed minutes loom; Meta’s AI buy, Boeing contract in focus

S&P 500 flatlines into year-end as Fed minutes loom; Meta’s AI buy, Boeing contract in focus

Wall Street’s main indexes opened with modest declines on Tuesday after a technology-driven pullback in the prior session interrupted the late-December grind higher. The Dow Jones Industrial Average slipped 27 points, or 0.06%, while the S&P 500 and Nasdaq Composite edged down about 0.1% at the opening bell. Reuters
30 December 2025
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