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NASDAQ:NVDA News 24 January 2026 - 26 January 2026

Nvidia stock price rises premarket after $2 billion CoreWeave stake, HBM4 supply news adds fuel

Nvidia stock price rises premarket after $2 billion CoreWeave stake, HBM4 supply news adds fuel

Nvidia shares rose 1.5% premarket after a $2 billion investment in AI cloud firm CoreWeave, nearly doubling its stake. Samsung will start HBM4 chip production next month, aiming to supply Nvidia. U.S. stock futures slipped ahead of Big Tech earnings and a Federal Reserve meeting this week. Nvidia still awaits Beijing’s decision on H200 chip sales in China.
26 January 2026
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AI stocks split before the bell as Nvidia gets a fresh memory-supply signal and Microsoft nears earnings

AI stocks split before the bell as Nvidia gets a fresh memory-supply signal and Microsoft nears earnings

Nvidia rose 1.5% premarket after Reuters reported Samsung will start producing HBM4 memory chips for the company next month. Microsoft gained 3.3%, AMD added 2.3%, while Broadcom and Arm fell. Micron’s HBM supply for 2026 is sold out, with market share expected to stay in the low-20% range. Microsoft reports earnings Jan. 28; UBS cut its price target to $600.
26 January 2026
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Nvidia stock heads into Monday with China’s H200 signal in focus

Nvidia stock heads into Monday with China’s H200 signal in focus

Nvidia shares rose 1.5% to $187.67 Friday after reports that China may allow Alibaba, Tencent, and ByteDance to order H200 AI chips. CEO Jensen Huang is in Shanghai as Nvidia awaits Beijing’s decision on chip imports. Chinese customs have been told the H200 is banned, according to Reuters. Board member Persis Drell resigned effective Jan. 20 for a new career path.
25 January 2026
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Intel’s brutal Friday drop and Nvidia’s China trip: what to watch in semiconductor stocks next week

Intel’s brutal Friday drop and Nvidia’s China trip: what to watch in semiconductor stocks next week

Intel shares plunged 17% to $45.07 Friday after a weak outlook, erasing over $35 billion in value and dragging chip stocks lower. Nvidia CEO Jensen Huang was in China as authorities weigh approval of its H200 AI chip. The iShares Semiconductor ETF fell 1.1%. Traders watch for further selling and await big tech earnings next week.
25 January 2026
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Tencent stock price: Nvidia H200 chip orders loom as 0700.HK heads into Monday

Tencent stock price: Nvidia H200 chip orders loom as 0700.HK heads into Monday

Tencent shares fell 0.42% to HK$595.00 on Friday, marking a fifth straight loss, while the Hang Seng TECH Index rose 0.62%. Chinese regulators are moving closer to letting tech firms, including Tencent, order Nvidia’s H200 AI chips, according to reports. Tencent also faces backlash over its request to remove WeChat data-export tools from GitHub. The company’s board will meet March 18 to approve annual results.
25 January 2026
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Nvidia stock price in focus: CEO’s China trip and Fed week loom after Friday bounce

Nvidia stock price in focus: CEO’s China trip and Fed week loom after Friday bounce

Nvidia shares rose 1.5% to $187.67 Friday as CEO Jensen Huang visited Shanghai amid uncertainty over H200 AI chip access to China. The company reported director Persis Drell’s immediate resignation from the board. Chinese regulators reportedly signaled to tech giants to prepare for H200 orders. The Federal Reserve decision and major tech earnings loom this week.
25 January 2026
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Nvidia stock price: China’s H200 signals put NVDA in focus before Monday’s open

Nvidia stock price: China’s H200 signals put NVDA in focus before Monday’s open

Nvidia shares closed up 1.5% at $187.67 Friday after reports that Chinese tech firms are preparing to order its H200 AI chip. Chinese regulators have told companies like Alibaba and Tencent to get ready, but the chip’s entry remains uncertain. CEO Jensen Huang was in Shanghai as the company awaits Beijing’s decision. Nvidia’s earnings are due Feb. 25.
25 January 2026
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SMIC stock faces a Monday gut-check after Nvidia’s China trip puts AI chips back in focus

SMIC stock faces a Monday gut-check after Nvidia’s China trip puts AI chips back in focus

Nvidia CEO Jensen Huang was seen in Shanghai as Beijing weighs whether to allow sales of the company’s H200 AI chip, after reports that Chinese customs blocked its entry. SMIC closed Friday at HK$78.10, up 0.3%. Traders are watching for Monday’s market reopen and upcoming China PMI and Fed decisions.
25 January 2026
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Intel’s 17% slide puts tech stocks on notice ahead of Fed, Microsoft and Apple earnings

Intel’s 17% slide puts tech stocks on notice ahead of Fed, Microsoft and Apple earnings

Intel shares fell 17% Friday after a weak outlook, while the Nasdaq rose 0.28% on gains in Microsoft, Meta, Amazon, and Nvidia. The S&P 500 was flat; the Dow dropped 0.58%. Microsoft, Meta, Tesla, and Apple report earnings January 28–29. The Federal Reserve meets January 27–28, with a policy statement due Wednesday.
24 January 2026
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Big Tech stocks brace for earnings week as Microsoft jumps and Nvidia firms on China chip signal

Big Tech stocks brace for earnings week as Microsoft jumps and Nvidia firms on China chip signal

Microsoft rose 3.3% to $465.95 Friday, leading gains among Big Tech as Nvidia added 1.5% and Amazon 2.1%, while Intel tumbled 17% on a weak forecast. The Nasdaq Composite ended slightly higher; the S&P 500 was flat and the Dow dropped 0.6%. Markets now await earnings from Microsoft, Meta, Tesla, and Apple, plus a Federal Reserve decision next week.
24 January 2026
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Nvidia’s China chip call, Fed decision and Microsoft earnings: what moves AI stocks next week

Nvidia’s China chip call, Fed decision and Microsoft earnings: what moves AI stocks next week

Nvidia closed up 1.5% as CEO Jensen Huang visited Shanghai, awaiting Beijing’s decision on the H200 AI chip, which Chinese customs have effectively barred. Microsoft rose 3.3%, AMD gained 2.3%, while Broadcom and Super Micro slipped. Intel plunged 14% after warning of data-center supply constraints. Microsoft reports earnings Jan. 28, with a Federal Reserve rate decision also due next week.
24 January 2026
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Stock Market Today

GSK share price set for Monday watch after EU clears Nucala COPD use

GSK share price set for Monday watch after EU clears Nucala COPD use

7 February 2026
GSK shares closed Friday up 0.83% at a 52-week high after the EU approved Nucala for certain uncontrolled COPD patients. Insider filings showed chairman Jonathan Symonds bought 2,500 shares while executive David Redfern sold 100,000. The FTSE 100 rose 0.6%. Broker ratings on GSK remained mixed.
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