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NASDAQ:MSFT 29 December 2025 - 1 January 2026

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
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
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