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

Nvidia shares climbed 1.8% to $188.21 in early trading Friday following a Bloomberg report that Chinese officials have instructed top tech companies to start preparing orders for Nvidia’s H200 AI chips. The H200 is a data-center GPU designed for training and running large AI models.

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

Shares of Alibaba Group listed in the U.S. jumped 5.9% to $178.69 on Thursday after reports emerged that the Chinese tech giant plans to take its chip unit, T-Head, public. The news reignited interest in AI-related stocks during the morning session. Meanwhile, Arm gained 5.4%, and Nvidia saw a 0.9% rise.
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 dropped Tuesday after Taiwan’s Inventec, a key producer of AI servers powered by Nvidia chips, indicated that approval for selling its H200 processor in China “appears to be stuck on the China side.” Shares closed down 4.3% at $178.07 in late trading.
Microsoft stock price today: MSFT ticks up on Bristol Myers AI lung-cancer imaging deal

Microsoft stock price today: MSFT ticks up on Bristol Myers AI lung-cancer imaging deal

Microsoft Corp shares climbed roughly 0.7% to $459.86 in early New York trading Tuesday after Bristol Myers Squibb announced a deal to deploy the software giant’s AI-powered radiology tools aimed at accelerating early lung cancer detection. The partnership will leverage U.S. Food and Drug Administration-cleared imaging algorithms—approved for clinical use—via Microsoft’s Precision Imaging Network, which already analyzes X-ray and CT scans at hospitals across the U.S. “We have envisioned a unique AI-enabled workflow” to help clinicians identify patients and direct them to care, said Alexandra Goncalves, vice president and head of digital health at Bristol Myers.
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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 • ★★★★
View full portfolio
Editorial model selection. Not personalised advice.
MARKET CALENDAR

Key Events Today

The catalysts most likely to move markets.

#1

U.S. index futures reopen at 18:00 ET

This is the clearest scheduled U.S.-market price-discovery point today and can transmit weekend news into equity-index futures before Monday's cash session.

#2

New Zealand retail sales at 18:45 ET

The Q2 retail package can move NZD and regional risk sentiment. Spillover to U.S. assets is usually secondary unless the result is unusually large.

#3

No scheduled domestic U.S. data or corporate reports

The absence of U.S. releases, earnings, IPO pricings and split events leaves fewer scheduled catalysts, increasing the relative importance of weekend headlines and positioning at the futures reopen.

View full calendar
Times and estimates may change. Verify before trading.