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NASDAQ:NVDA News 8 January 2026 - 11 January 2026

Nvidia stock week ahead: TSMC guidance and robotaxi push in focus after flat Friday close

Nvidia stock week ahead: TSMC guidance and robotaxi push in focus after flat Friday close

TSMC reported a 20.45% rise in fourth-quarter revenue to T$1.046 trillion, beating estimates and plans to update its outlook Jan. 15. Nvidia shares slipped 0.1% to $184.86 Friday after announcing new autonomous vehicle partnerships at CES. Investors await clearer signals on AI-chip demand and supply.
11 January 2026
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Uber stock slides despite CES robotaxi push — what traders watch next week

Uber stock slides despite CES robotaxi push — what traders watch next week

Uber shares fell 2.45% to $85.44 Friday, ending a three-day rally, while the Nasdaq rose. Reuters reported Nvidia will supply its new autonomous-driving platform to a robotaxi venture involving Uber, Lucid, and Nuro. Uber’s next earnings report is expected Feb. 4, with Wall Street watching gross bookings and adjusted EBITDA. The U.S. consumer price index for December is due Jan. 13 at 8:30 a.m. ET.
10 January 2026
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Semiconductor stocks hit a record — here’s what could move SOXX next week

Semiconductor stocks hit a record — here’s what could move SOXX next week

U.S. semiconductor stocks pushed Wall Street to record highs Friday, with the SOXX ETF up 2.9% and Intel surging nearly 11% after praise from Donald Trump. Lam Research jumped 8.7% on a broker’s price target hike. TSMC reported Q4 revenue up 20.45% year-on-year, beating estimates. Traders await U.S. inflation data due Jan. 13 and TSMC’s guidance on Jan. 15.
10 January 2026
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Nvidia stock hits a China payment snag on H200 AI chips — what to watch before markets reopen

Nvidia stock hits a China payment snag on H200 AI chips — what to watch before markets reopen

Nvidia now requires full upfront payment from Chinese buyers of its H200 AI chips, sources said, tightening terms amid regulatory scrutiny. Chinese firms have ordered over 2 million units, far above Nvidia’s available stock of 700,000. Nvidia shares closed down 0.1% at $184.86 Friday. AI chip stocks ended mixed as the S&P 500 and semiconductor index hit new records.
10 January 2026
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Nvidia stock: What traders watch Monday after China H200 payment terms tighten

Nvidia stock: What traders watch Monday after China H200 payment terms tighten

Nvidia shares slipped 0.1% to $184.86 Friday amid tighter H200 chip sales terms for China and new auto partnerships announced at CES. The company now requires full upfront payment from Chinese buyers, with no cancellations or refunds allowed, as regulators review chip import rules. TSMC, Nvidia’s main supplier, reported a 20.45% revenue jump and will issue guidance Jan. 15. Nvidia reports earnings Feb. 25.
10 January 2026
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IREN stock steadies after-hours after Bernstein reiterates “top AI pick” view

IREN stock steadies after-hours after Bernstein reiterates “top AI pick” view

IREN shares rose 0.7% to $46.03 in after-hours trading Friday after Bernstein named it a top pick for exposure to both bitcoin mining and AI data centers. The stock briefly tested $50 during a volatile session. Investors await IREN’s February 11 update for details on its AI cloud build-out and GPU rollout. Bitcoin last traded at $90,514, down 0.7% on the day.
10 January 2026
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AMD stock dips after hours as focus shifts from CES to the next catalysts

AMD stock dips after hours as focus shifts from CES to the next catalysts

AMD shares fell 0.7% to $203.17 in after-hours trading Friday, despite the PHLX semiconductor index hitting a record as the S&P 500 closed at an all-time high. The stock moved between $202.88 and $207.27 during the session, with about 24.1 million shares traded. Investors are awaiting AMD’s upcoming results and U.S. inflation data due January 13.
9 January 2026
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Nvidia stock holds steady after China H200 pay-upfront report — what AI investors watch next

Nvidia stock holds steady after China H200 pay-upfront report — what AI investors watch next

Nvidia shares rose 0.1% to $185.31 Friday after Reuters reported the company now requires full upfront payment from Chinese buyers for H200 AI chips, with no cancellations or refunds allowed. Chinese tech firms have ordered over 2 million H200 chips, outstripping Nvidia’s inventory of about 700,000. Beijing has asked some firms to halt orders as it reviews conditions, even as U.S. export licenses are still pending.
9 January 2026
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Nvidia stock dips after Reuters report on China H200 pay-upfront terms

Nvidia stock dips after Reuters report on China H200 pay-upfront terms

Nvidia shares fell 0.2% to $184.61 after Reuters reported the company now requires full upfront payment from Chinese buyers for H200 GPUs, with no cancellations or refunds allowed. Chinese firms have ordered over 2 million units, far exceeding Nvidia’s inventory. President Trump previously said H200 shipments to China would carry a 25% fee. Nvidia reports fiscal Q4 results on Feb. 25.
9 January 2026
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Nvidia stock slips on China H200 uncertainty — here’s what traders watch next

Nvidia stock slips on China H200 uncertainty — here’s what traders watch next

Nvidia shares fell 0.3% to $184.54 early Friday after reports of tougher terms and a temporary pause on H200 AI chip orders to China. Chinese customers must now pay in full upfront with no cancellations or refunds, sources told Reuters. Beijing has asked some firms to halt H200 orders and may require domestic AI chip purchases. Investors also digested weak U.S. jobs data and shifting rate expectations.
9 January 2026
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Tesla stock rises as Nvidia CES robotaxi deals put autonomy race back in focus

Tesla stock rises as Nvidia CES robotaxi deals put autonomy race back in focus

Tesla shares rose about 1% to $435.80 Friday morning, outperforming the Nasdaq-tracking ETF after CES announcements highlighted new self-driving partnerships and Nvidia’s expanded automotive AI platform. Investors are focused on Tesla’s January 28 earnings for updates on autonomy progress and robotaxi timelines.
9 January 2026
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Apple stock slips before the bell as Alphabet leapfrogs it in value and Apple Card shift stays in focus

Apple stock slips before the bell as Alphabet leapfrogs it in value and Apple Card shift stays in focus

Apple shares fell 0.5% to $259.04 in premarket trading Friday after Alphabet overtook it in market value for the first time since 2019. JPMorgan Chase will replace Goldman Sachs as the Apple Card issuer, with a $20 billion portfolio transfer expected over two years. Investors await U.S. jobs data and a Supreme Court tariff ruling ahead of Apple’s Jan. 29 earnings.
9 January 2026
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Archer Aviation stock pops in premarket after Nvidia IGX Thor AI tie-up — here’s what’s next

Archer Aviation stock pops in premarket after Nvidia IGX Thor AI tie-up — here’s what’s next

Archer Aviation shares rose 2.6% to $8.94 premarket Friday after announcing an AI partnership with Nvidia at CES. The company plans to use Nvidia’s IGX Thor platform for onboard aviation AI and will demonstrate it at its Hawthorne airport site. Archer closed Thursday up 3.4% at $8.71 on heavy volume. Rival Joby Aviation fell 2% premarket, while Vertical Aerospace gained 4%.
9 January 2026
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Nvidia stock slips before the bell as China H200 payment terms jolt AI stocks

Nvidia stock slips before the bell as China H200 payment terms jolt AI stocks

Nvidia shares fell 2.1% premarket after reports it is demanding full upfront payment from Chinese buyers of its H200 AI chips. Chinese tech firms have ordered over two million units, but regulators have asked some to pause purchases. Other chip stocks, including AMD, Broadcom, and Intel, also traded lower. TSMC reported a 20.45% year-over-year revenue rise for the fourth quarter.
9 January 2026
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Sandisk stock slips in late trade after AI-storage rally cools — what investors watch next

Sandisk stock slips in late trade after AI-storage rally cools — what investors watch next

Sandisk shares fell 5.3% to $334.54 in after-hours trading Thursday, extending a sharp drop after a volatile session that erased part of this week’s CES-driven surge. The stock, up over 800% since its 2025 spinoff, has swung on AI infrastructure bets and will report fiscal Q2 results on Jan. 29.
9 January 2026
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Nvidia stock slips after report on China H200 payments as jobs data and earnings loom

Nvidia stock slips after report on China H200 payments as jobs data and earnings loom

Nvidia shares fell 2.1% to $185.04 in after-hours trading Thursday after Reuters reported the company is demanding full upfront payment from Chinese buyers for its H200 AI chips. Chinese firms have ordered over 2 million units, far exceeding Nvidia’s inventory. The U.S. jobless rate held at 4.6% in December, with markets pricing slim odds of a Fed rate cut in January. Investors await Friday’s jobs report and any update on China chip approvals.
8 January 2026
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Stock Market Today

Barclays share price jumps into earnings week: what to watch before Tuesday’s results

Barclays share price jumps into earnings week: what to watch before Tuesday’s results

8 February 2026
Barclays shares closed up 2.71% at 479.1 pence on Friday, ahead of full-year results and a targets update due Tuesday. Barclays and NatWest have both submitted offers for Evelyn Partners, with a deal announcement possible this week, according to Reuters. Mary Francis will retire from the Barclays board in May. Investors are watching for signals on costs, credit quality, and capital returns.
Rolls-Royce share price ends week higher on buyback update as RR.L eyes turn to results

Rolls-Royce share price ends week higher on buyback update as RR.L eyes turn to results

8 February 2026
Rolls-Royce Holdings shares closed at 1,229p on Friday, up 1.78%, as the FTSE 100 gained 0.59%. The company reported buying 742,570 shares on Feb. 5 as part of its £200 million buyback, bringing total repurchases to 12.66 million shares. Rolls-Royce will attend the World Defense Show in Riyadh, noting over 80% of its Saudi workforce are nationals.
Vodafone share price: Buyback kicks off, but Germany recovery is the next test for VOD.L

Vodafone share price: Buyback kicks off, but Germany recovery is the next test for VOD.L

8 February 2026
Vodafone (VOD.L) bought 27.1 million shares this week as its new buyback began, with the stock closing Friday up 1.47% at 110.6p after a sharp drop the day before. Investors remain focused on Germany’s service-revenue growth and the pace of buybacks ahead of Monday’s open. The company maintained full-year guidance after reporting 5.4% group service revenue growth in Q3, with Germany up 0.7%.
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