Today: 2 March 2026
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NASDAQ:NVDA 26 January 2026 - 27 January 2026

Nebius stock price jumps nearly 8% as Nvidia-CoreWeave deal steadies AI infrastructure trade

Nebius stock price jumps nearly 8% as Nvidia-CoreWeave deal steadies AI infrastructure trade

Nebius Group N.V. shares jumped 7.6% to $98.44 Tuesday, trading on heavy volume ahead of the Federal Reserve’s rate decision. The Dutch data center operator, which recently signed major AI infrastructure deals with Microsoft and Meta, reported a $100 million loss last quarter as it spent nearly $1 billion on capital. Nebius will report earnings around Feb. 18.
27 January 2026
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Arista Networks stock extends rally after Microsoft’s Maia 200 launch puts AI networking back in focus

Arista Networks stock extends rally after Microsoft’s Maia 200 launch puts AI networking back in focus

Arista Networks shares rose nearly 2% to $146.62 Tuesday, extending a 5.4% jump from the previous session and lifting its market value to about $183 billion. The gains followed Microsoft’s launch of the Maia 200 AI chip, which relies on Ethernet networking, and a bullish analyst note highlighting benefits for Arista. Investors await Microsoft’s earnings Jan. 28 and Arista’s report Feb. 12.
27 January 2026
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AI stocks rise as Nvidia and Microsoft climb into earnings week — what investors watch next

AI stocks rise as Nvidia and Microsoft climb into earnings week — what investors watch next

Nvidia rose 1.7% and Microsoft gained 2.3% Tuesday as AI-linked stocks outperformed the broader market. S&P Global estimates capex by major tech firms jumped over $45 billion in 2025, with total spending expected to approach $500 billion in 2026. Microsoft unveiled its Maia 200 AI chip, set to launch in Iowa and Arizona data centers. Meta and Microsoft report earnings Wednesday, with investor focus on AI investment returns.
27 January 2026
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CleanSpark (CLSK) stock climbs as bitcoin miners rally on AI data‑center power trade

CleanSpark (CLSK) stock climbs as bitcoin miners rally on AI data‑center power trade

CleanSpark shares rose 1.4% to $12.61 Tuesday afternoon, outpacing bitcoin’s flat performance and tracking gains among other U.S.-listed miners. Nvidia’s $2 billion investment in CoreWeave this week highlighted growing energy needs for AI data centers. CleanSpark’s earnings report is set for Feb. 5. The company recently announced a land deal in Texas for a potential 600 MW data center.
27 January 2026
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IREN stock jumps today as bitcoin and AI-infrastructure signals collide ahead of Feb. 5 earnings

IREN stock jumps today as bitcoin and AI-infrastructure signals collide ahead of Feb. 5 earnings

IREN shares rose 8.4% to $56.77 by midday Tuesday after a volatile session, with trading volume reaching 22.3 million shares. The stock’s move comes ahead of quarterly results due Feb. 5, as investors weigh IREN’s shift from bitcoin mining to AI cloud services. Crypto miners and AI infrastructure stocks also posted gains. IREN’s 52-week range spans from $5.13 to $76.87.
27 January 2026
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Applied Digital stock price jumps nearly 12% as Nvidia-CoreWeave deal lifts AI data-center plays

Applied Digital stock price jumps nearly 12% as Nvidia-CoreWeave deal lifts AI data-center plays

Applied Digital shares rose 11.7% to $40.40 by late morning Tuesday after Nvidia announced a $2 billion investment in CoreWeave to accelerate AI data-center expansion. The stock rebounded from a volatile open, trading between $36.51 and $40.47. Investors await news on long-term leases and details about Applied Digital’s Delta Forge 1 campus, which began construction last week.
27 January 2026
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CoreWeave stock jumps again as Nvidia doubles down with $2 billion buy — what’s next for CRWV

CoreWeave stock jumps again as Nvidia doubles down with $2 billion buy — what’s next for CRWV

CoreWeave shares jumped 7% to $105.21 Tuesday after Nvidia disclosed a $2 billion equity investment via a private placement of 22.9 million shares at $87.20 each. Nvidia’s stock rose 1.4%. Analysts upgraded both companies, citing the deal’s potential to speed up CoreWeave’s AI data-center buildout. Critics warn of risks tied to vendor-backed financing if AI demand slows.
27 January 2026
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Nvidia stock today: NVDA ticks up premarket on $2 billion CoreWeave stake as Microsoft chip push lands

Nvidia stock today: NVDA ticks up premarket on $2 billion CoreWeave stake as Microsoft chip push lands

Nvidia shares rose 0.4% to $187.22 in premarket trading Tuesday after the company announced a $2 billion investment in AI cloud firm CoreWeave, nearly doubling its stake. The deal involves about 23 million shares at $87.20 each. Microsoft, a major Nvidia customer, unveiled its Maia 200 AI chip and new software suite, intensifying competition. Investors await earnings from Microsoft and Meta on Wednesday for signals on AI spending.
27 January 2026
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Nvidia’s $2 billion CoreWeave bet shakes up AI stocks before Microsoft earnings

Nvidia’s $2 billion CoreWeave bet shakes up AI stocks before Microsoft earnings

Nvidia announced a $2 billion investment in CoreWeave, nearly doubling its stake and sending CoreWeave shares up 5.7% in premarket trading. Alphabet faces new EU scrutiny over Google Search and Gemini AI data access. Microsoft reports earnings Wednesday, with investors watching for AI spending details. The Fed concludes its meeting the same day, with rates expected to hold steady.
27 January 2026
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CoreWeave stock price: Nvidia’s $2 billion buy puts CRWV back in play before the open

CoreWeave stock price: Nvidia’s $2 billion buy puts CRWV back in play before the open

CoreWeave shares rose 5.7% to $98.31 premarket Monday after Nvidia announced a $2 billion investment at $87.20 per share, becoming the company’s second-largest shareholder. The private sale adds nearly 23 million shares to Nvidia’s stake. CoreWeave said it will use the funds to expand data centers and research, not to buy Nvidia processors. Investors are watching if CRWV holds above Nvidia’s purchase price ahead of a busy tech earnings week.
27 January 2026
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CoreWeave stock jumps after-hours as Nvidia puts $2 billion into AI cloud partner

CoreWeave stock jumps after-hours as Nvidia puts $2 billion into AI cloud partner

CoreWeave shares rose 5.7% to $98.31 in after-hours trading Monday after Nvidia announced a $2 billion equity investment at $87.20 per share. Nvidia’s stake nearly doubled to about 47 million shares, making it CoreWeave’s second-largest shareholder. CoreWeave said the new funds will not be used to buy Nvidia processors. Nvidia shares slipped 0.7% to $186.47.
27 January 2026
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CoreWeave jumps on Nvidia’s $2 billion check as AI stocks brace for earnings week

CoreWeave jumps on Nvidia’s $2 billion check as AI stocks brace for earnings week

CoreWeave shares surged 5.7% to $98.31 after Nvidia announced a $2 billion investment and plans to nearly double its stake at $87.20 per share. Nvidia slipped 0.7% in late trading. Microsoft unveiled its Maia 200 AI chip and new software tools, challenging Nvidia’s CUDA. U.S. stocks closed higher ahead of major earnings and a Fed meeting this week.
26 January 2026
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Micron stock slides on Samsung’s Nvidia HBM4 push — what MU investors watch next

Micron stock slides on Samsung’s Nvidia HBM4 push — what MU investors watch next

Micron shares fell 2.6% to $389.09 Monday after reports that Samsung will soon supply Nvidia with next-generation HBM4 memory chips. Samsung reportedly passed HBM4 qualification for both Nvidia and AMD and will begin shipments next month. Nvidia shares slipped 0.7%, AMD dropped 3.3%. Investors await Samsung and SK Hynix earnings for more on HBM4 demand.
26 January 2026
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CoreWeave stock jumps on Nvidia’s $2 billion deal as Wall Street braces for a make-or-break week for AI stocks

CoreWeave stock jumps on Nvidia’s $2 billion deal as Wall Street braces for a make-or-break week for AI stocks

CoreWeave shares rose 8% Monday after Nvidia announced a $2 billion investment, nearly doubling its stake. Nvidia priced the deal at $87.20 per share for about 23 million shares. Microsoft launched its Maia 200 AI chip the same day, aiming to challenge Nvidia’s dominance in AI data centers. Nvidia shares dipped 0.4%, while Microsoft gained 1.6%.
26 January 2026
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