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NASDAQ:NVDA News 15 January 2026 - 18 January 2026

Tower Semiconductor stock jumps nearly 5% as chip names firm — what to watch for TSEM next week

Tower Semiconductor stock jumps nearly 5% as chip names firm — what to watch for TSEM next week

Tower Semiconductor rose 4.7% to close at $129.83 Friday, with after-hours trading lifting shares above $131. Chip stocks outperformed the broader market ahead of the U.S. holiday, driven by signs of strong AI-related demand. Investors await Tuesday’s market reopening and upcoming remarks from Tower executives.
18 January 2026
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Nvidia stock’s next test: Trump’s AI chip tariff meets China’s H200 roadblock

Nvidia stock’s next test: Trump’s AI chip tariff meets China’s H200 roadblock

President Trump signed a proclamation imposing a 25% tariff on select advanced AI chips, including Nvidia’s H200 and AMD’s MI325X. China barred Nvidia’s H200 from entering the country, disrupting suppliers and prompting order cancellations. Nvidia shares fell 0.48% Friday, while AMD and Microsoft rose ahead of the holiday-shortened week. The White House said most data center chips are excluded from the new tariffs.
17 January 2026
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Micron stock jumps after insider buy as chip stocks brace for tariff headlines, Intel earnings

Micron stock jumps after insider buy as chip stocks brace for tariff headlines, Intel earnings

Micron shares jumped 7.8% after director Teyin M. Liu disclosed a $7.8 million stock purchase. Chip stocks weighed a new U.S.-Taiwan trade deal linking tariff cuts to U.S. production, with Taiwanese firms pledging $250 billion in U.S. investment. The iShares Semiconductor ETF rose 1.6%. U.S. markets reopen Tuesday; Intel reports Jan. 22.
17 January 2026
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AI stocks move after hours: Nvidia slips on China H200 curb as Broadcom, AMD rise

AI stocks move after hours: Nvidia slips on China H200 curb as Broadcom, AMD rise

Nvidia slipped 0.5% in after-hours trading Friday after reports that Chinese customs blocked its H200 AI chips from entering China. Broadcom rose 2.6% and AMD gained 1.7%. U.S. and Taiwan reached a trade deal lowering tariffs and boosting chipmaker incentives. TSMC shares jumped 4.4% Thursday after forecasting strong growth and expanding U.S. operations.
16 January 2026
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CoreWeave stock jumps on JPMorgan “back on track” data-center call as lawsuit risk surfaces

CoreWeave stock jumps on JPMorgan “back on track” data-center call as lawsuit risk surfaces

CoreWeave shares jumped 6.4% to $101.23 in after-hours trading Friday after JPMorgan said a previously delayed data-center project is now back on schedule. The bank maintained its Hold rating and $110 price target. Hagens Berman filed a securities class action over statements tied to the Denton, Texas data-center expansion. The lawsuit covers investors who bought shares between March 28 and Dec. 15, 2025.
16 January 2026
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Nvidia stock price edges up after Jefferies target hike as China chip rules stay in play

Nvidia stock price edges up after Jefferies target hike as China chip rules stay in play

Nvidia shares closed up 0.2% at $187.45 Friday after Jefferies raised its price target to $275 and RBC initiated coverage at Outperform with a $240 target. The stock traded actively as investors weighed new U.S. export rules for Nvidia’s H200 chips and mixed signals from China on purchases. CFO Colette Kress sold 47,640 shares under a preset plan. The iShares Semiconductor ETF rose 1.6%.
16 January 2026
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AI stocks today: Micron jumps as chip names hold up after TSMC’s big AI spend signal

AI stocks today: Micron jumps as chip names hold up after TSMC’s big AI spend signal

Micron surged 5.6% to $355.58 Friday afternoon, leading gains in AI chip stocks after TSMC raised its 2026 revenue forecast and capex plan. Nvidia and AMD posted smaller increases. President Trump imposed a 25% tariff on some advanced AI chips, with exemptions for U.S. data centers. Lawmakers criticized continued Nvidia shipments to China under new rules.
16 January 2026
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TSMC stock today: Blowout earnings meet a new U.S.-Taiwan trade deal — what happens next

TSMC stock today: Blowout earnings meet a new U.S.-Taiwan trade deal — what happens next

TSMC’s U.S.-listed shares rose 0.3% to $342.50 Friday after a 4.4% surge Thursday, driven by strong Q4 earnings and a new U.S.-Taiwan trade deal cutting chip tariffs. The company reported NT$505.74 billion in Q4 net income and expects up to $35.8 billion in Q1 revenue. TSMC pledged $100 billion U.S. investment for 2025 under the agreement. January sales figures are due Feb. 10.
16 January 2026
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Dow Jones Today: Dow slips as options expiry hits and investors weigh bank earnings

Dow Jones Today: Dow slips as options expiry hits and investors weigh bank earnings

The Dow Jones Industrial Average fell 70 points, or 0.14%, to 49,372.07 in early Friday trading as losses in healthcare and consumer stocks offset gains in tech. The S&P 500 edged up 0.07%, while the Nasdaq rose 0.26%. PNC Financial jumped 3.9% after reporting a 25% profit increase. Options expiration and muted volatility kept traders cautious near record highs.
16 January 2026
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Nvidia stock price rises today as China H200 rules and an insider sale hit the tape

Nvidia stock price rises today as China H200 rules and an insider sale hit the tape

Nvidia shares rose about 2% to $187.05 in early Friday trading after U.S. regulators approved conditional H200 chip exports to China. Beijing’s stance remains unclear, with customs reportedly banning the chips while officials urge firms to limit purchases. Chinese firms have already ordered over 2 million H200 chips, far exceeding Nvidia’s reported stock. Chip stocks gained ahead of the U.S. market holiday.
16 January 2026
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AMD stock price rises early as TSMC outlook lifts chipmakers, with tariffs hanging over AI chips

AMD stock price rises early as TSMC outlook lifts chipmakers, with tariffs hanging over AI chips

AMD shares rose 2% to $227.92 Friday morning after TSMC posted record profit and forecasted a 30% revenue jump for 2026, buoyed by strong AI chip demand. U.S. semiconductor stocks rallied on the news, easing tech valuation concerns. The White House clarified new tariffs on AI chips won’t hit imports for U.S. data centers. Traders remain alert to possible tariff expansions and their impact on supply chains.
16 January 2026
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AI stocks pop before the bell as TSMC lifts Nvidia, AMD and chip peers

AI stocks pop before the bell as TSMC lifts Nvidia, AMD and chip peers

Nvidia rose 2.1% and TSMC jumped 4.5% in premarket trading after TSMC reported record quarterly profit and projected 2026 revenue growth near 30%. ASML gained 5.4%, AMD 1.9%, and Broadcom 0.9%. Meta and Amazon edged higher, while Microsoft and Alphabet slipped. Traders await U.S. industrial production data and Fed comments later Friday.
16 January 2026
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Dow, S&P 500 rebound as TSMC sparks chip rally and big-bank earnings lift Wall Street

Dow, S&P 500 rebound as TSMC sparks chip rally and big-bank earnings lift Wall Street

TSMC reported a 35% jump in quarterly profit and forecast 2026 revenue growth near 30%, lifting chip stocks and pushing the S&P 500 up 0.26%. Morgan Stanley and Goldman Sachs beat earnings estimates on strong investment banking and trading. Oil fell 4.6% to $59.19 after Trump’s comments eased supply fears. BlackRock’s assets under management hit a record $14 trillion.
15 January 2026
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Stock Market Today

China Construction Bank Class A stock ticks up at Friday close as China data looms

China Construction Bank Class A stock ticks up at Friday close as China data looms

7 February 2026
China Construction Bank Class A shares closed up 0.11% at 8.84 yuan in Shanghai on Friday, with around 100 million shares traded. The Shanghai Composite slipped 0.25%. Investors are watching for January inflation data on Feb. 11 and credit figures on Feb. 13 for policy signals. Premier Li Qiang called for early fiscal support to meet economic targets, state media reported.
PetroChina Class A stock rises with oil rebound — what 601857 traders watch next week

PetroChina Class A stock rises with oil rebound — what 601857 traders watch next week

7 February 2026
PetroChina A-shares rose 2.3% to 10.77 yuan Friday, outperforming the Shanghai Composite, which fell 0.25%. Crude prices rebounded, with Brent settling at $68.05 a barrel, as traders tracked U.S.-Iran talks and new EU sanctions proposals. About 198.5 million PetroChina shares traded in the session. Investors await the company’s next earnings report later this quarter.
Morgan Stanley stock price bounces after three-day slide; what to watch before Monday

Morgan Stanley stock price bounces after three-day slide; what to watch before Monday

7 February 2026
Morgan Stanley shares rose 2.34% to $179.96 Friday, snapping a three-day slide as the Dow closed above 50,000 for the first time. About 9.1 million MS shares traded hands. The rebound followed Thursday’s 2.35% drop and came amid renewed rate-cut speculation and surging AI spending. Morgan Stanley remains 6.6% below its January high.
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