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NASDAQ:NVDA News 20 January 2026 - 21 January 2026

AI stocks slide before the bell as Nvidia’s China push revives export jitters

AI stocks slide before the bell as Nvidia’s China push revives export jitters

New York, Jan 21, 2026, 06:47 EST — Premarket Nvidia and other AI-related stocks dipped in Wednesday’s premarket session after Reuters reported that CEO Jensen Huang aims to visit China in late January. The move highlights ongoing uncertainties surrounding high-end chip sales to the country. Nvidia dropped 4.3% to $178.07, Broadcom slid 5.4% to $332.60, and Taiwan Semiconductor lost 4.4% to $327.16. Microsoft and Alphabet also saw declines. (Reuters) The China factor is critical now since the AI boom hinges on a straightforward premise: more data centres, more chips, and increased spending. But policy tensions can quickly alter that spending
21 January 2026
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Nvidia stock drops as China stalls H200 chip clearance, dragging AI chip names

Nvidia stock drops as China stalls H200 chip clearance, dragging AI chip names

New York, Jan 20, 2026, 17:17 EST — After-hours Nvidia dropped Tuesday after Taiwan’s Inventec, a key producer of AI servers powered by Nvidia chips, indicated that approval for selling its H200 processor in China “appears to be stuck on the China side.” Shares closed down 4.3% at $178.07 in late trading. (Reuters) The H200, an AI accelerator chip designed for training and running large models, plays a crucial role in the sector’s expansion, with China standing out as a pivotal market. That’s why a customs hiccup hits hard. It’s not about a single part number. It’s the backbone of
20 January 2026
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Nvidia stock price drops 4% as Trump tariff threats hit tech; China H200 decision stalls

Nvidia stock price drops 4% as Trump tariff threats hit tech; China H200 decision stalls

NEW YORK, Jan 20, 2026, 4:17 PM EST — After-hours Nvidia Corp (NVDA) shares slipped $8.07, or 4.3%, ending Tuesday at $178.20, hit by fresh tariff concerns stirred up by President Donald Trump. Investors also grew cautious following reports casting doubt on the company’s ability to export its H200 AI chip to China. The stock traded in a range from $177.84 to $182.88 during the session. The chipmaker has become a crucial barometer for AI investments, where any slump tends to ripple through the semiconductor industry. Traders treat geopolitics and export rules as direct market drivers, not mere background chatter.
20 January 2026
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IREN stock price whipsaws after a 10% dip as bitcoin falls; traders eye next catalyst

IREN stock price whipsaws after a 10% dip as bitcoin falls; traders eye next catalyst

New York, Jan 20, 2026, 11:39 EST — Regular session IREN Limited shares tumbled as much as 10% early Tuesday before clawing back some losses to close down 0.5% at $57.52. Trading volume hit roughly 24 million shares by late morning. IREN remains caught in the volatile “bitcoin proxy” trade, with mining stocks frequently amplifying bitcoin’s swings. These stocks can pivot sharply when traders decide to reduce risk. IREN also falls into a second category: AI-linked data centers. This dual focus has been tugging the stock both ways, and lately, the market hasn’t shown much patience. Bitcoin slipped roughly 3%
20 January 2026
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Nvidia stock slides as Trump tariff threats hit AI stocks; Microsoft, Broadcom fall

Nvidia stock slides as Trump tariff threats hit AI stocks; Microsoft, Broadcom fall

New York, Jan 20, 2026, 10:31 a.m. EST — Regular session Nvidia shares slipped roughly 3.4% to $179.83 in early Tuesday trading, weighing down a cluster of AI stocks that remain vulnerable to changes in risk appetite. The Nasdaq slipped about 1.6% by 9:39 a.m., while the S&P 500 fell roughly 1.3%, on worries over new tariff threats from President Donald Trump related to a Greenland dispute. “We’re getting the weakness because the headlines are going to drive angst and concern about what the future holds,” said David Lundgren, chief market strategist at Little Harbor Advisors. Investors are also bracing
20 January 2026
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Nvidia stock price slips as China H200 talks drag; NVDA earnings date looms

Nvidia stock price slips as China H200 talks drag; NVDA earnings date looms

New York, Jan 20, 2026, 09:32 EST — Regular session Nvidia’s stock edged down 0.5% to $186.23 early Tuesday in the U.S. after Taiwan’s Inventec said the green light for Nvidia’s H200 AI chip in China “appears to be stuck on the China side.” Other chipmakers showed mixed moves: AMD climbed 1.7%, Intel fell 2.8%, while the S&P 500 ETF SPY dipped roughly 0.1%. (Reuters) This matters because sales to China have become a headline that swings U.S. chipmakers sharply: Washington imposes export limits, Beijing decides what gets through, and the flow can halt abruptly. For a stock seen as
20 January 2026
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Goldman doubles down on Nvidia as AI chip rivals gain ground — and 2026 crash talk returns

Goldman doubles down on Nvidia as AI chip rivals gain ground — and 2026 crash talk returns

New York, Jan 20, 2026, 08:26 EST Goldman Sachs stuck with Nvidia and Broadcom as its top picks in AI computing on Tuesday, saying Nvidia’s lead remains strong despite custom silicon closing the cost gap. The bank noted that Google’s Broadcom-designed TPU is making rapid gains on “inference” economics—the process of running AI models post-training—but highlighted Nvidia’s CUDA software and faster rollout as crucial advantages in the growing GPU-versus-ASIC battle. (ASICs are specialized chips made for a single task.) (Investing.com) Nvidia investors face a turbulent period as the stock battles between being “still the backbone of AI” and concerns it’s
20 January 2026
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Nvidia stock slips in premarket as China H200 uncertainty grows, traders eye Feb. 25 results

Nvidia stock slips in premarket as China H200 uncertainty grows, traders eye Feb. 25 results

New York, Jan 20, 2026, 08:05 EST — Premarket. Nvidia shares slipped roughly 2.6% in premarket, hovering near $181.35. That’s set to drag the stock below its last close around $186.23. (Investing.com) The move came after Taiwan’s Inventec, a major AI server manufacturer, reported that Nvidia’s H200 chip seems “stuck” on China’s end despite U.S. export approval under specific conditions. (Reuters) Inventec President Jack Tsai noted that U.S. regulations aren’t the sole obstacle—the ultimate call lies with Chinese officials. This comes amid reports that Chinese customs have halted the chip’s import. (Reuters) Why this matters now: China remains a crucial
20 January 2026
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Nvidia’s $4.5 trillion shock: why its “hidden” networking boom could matter more than GPUs in 2026

Nvidia’s $4.5 trillion shock: why its “hidden” networking boom could matter more than GPUs in 2026

New York, Jan 20, 2026, 07:35 (EST) Nvidia’s market cap has surged to roughly $4.5 trillion, leading data outlets to stack it up against entire countries. This underscores the intense focus of investment on AI infrastructure. (Visual Capitalist) Nvidia’s valuation isn’t driven solely by chip sales. It’s also expanding into rack-scale systems—pre-built, data-center-sized units—and growing its high-margin networking hardware segment. (Nasdaq) At CES 2026, Nvidia CFO Colette Kress said the “attach rate” — the share of customers buying Nvidia AI systems who also grab its networking gear — is closing in on 90%. This signals a shift in Nvidia’s growth,
20 January 2026
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AI stocks wobble before the bell as Trump’s Greenland tariff threat rattles markets

AI stocks wobble before the bell as Trump’s Greenland tariff threat rattles markets

New York, January 20, 2026, 06:50 ET — Premarket U.S. artificial intelligence stocks were mixed in premarket trading on Tuesday as stock index futures slid to one-month lows after President Donald Trump renewed tariff threats against Europe in a standoff over Greenland. Trump said extra 10% import tariffs would start on Feb. 1 and rise to 25% on June 1 unless a deal is reached, pushing up volatility after the long U.S. holiday weekend. (Reuters) The AI complex has become a shorthand trade for risk appetite, with investors using chipmakers, cloud giants and server suppliers as a proxy for data-center
20 January 2026
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Russell 2000 Hits Record as Small Caps Beat Big Tech — Why Wall Street Watches the First 10 Trading Days

Russell 2000 Hits Record as Small Caps Beat Big Tech — Why Wall Street Watches the First 10 Trading Days

NEW YORK, Jan 20, 2026, 06:04 EST Smaller-company stocks finished last week strong, with the Russell 2000 hitting a record close on Jan. 16, outpacing the S&P 500 for the 11th session in a row, the Wall Street Journal reported. The index has surged roughly 7.9% this year, leaving the early gains in the S&P 500 and Nasdaq in the dust. (Wall Street Journal) That early edge counts since the U.S. rally has leaned heavily on mega-cap tech for years. If smaller firms keep pushing ahead, it signals investors are branching out beyond the so-called Magnificent Seven — Apple, Microsoft,
20 January 2026
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Nvidia stock price slips in premarket as supplier flags China holdup for H200 AI chip

Nvidia stock price slips in premarket as supplier flags China holdup for H200 AI chip

NEW YORK, Jan 20, 2026, 04:57 EST — Premarket Nvidia shares dipped 0.5% to $186.23 in premarket trading Tuesday after Taiwanese server maker Inventec said the fate of Nvidia’s H200 AI chip in China “appears to be stuck on the China side.” Inventec President Jack Tsai stressed the outcome “depends on the political direction,” adding the company must follow all regulations. (Reuters) The update comes as Wall Street gets ready to open after Monday’s Martin Luther King Jr. Day holiday. Investors are looking for an early read on risk appetite following the long weekend. (New York Stock Exchange) Nvidia is
20 January 2026
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Stock Market Today

Northern Star Resources share price dips into weekend as $50m Central Tanami deal closes

Northern Star Resources share price dips into weekend as $50m Central Tanami deal closes

7 February 2026
Northern Star Resources fell 1.7% to A$26.77 Friday, extending losses as gold miners and the broader market declined. MGX Resources completed its A$50 million purchase of a 50% stake in the Central Tanami Gold Project from Northern Star. The All Ordinaries Gold index dropped 3.24%. CME Group raised COMEX gold futures margin requirements to 9% amid volatility.
PLS Group share price slips into weekend as Morgan Stanley and MUFG filings land

PLS Group share price slips into weekend as Morgan Stanley and MUFG filings land

7 February 2026
PLS Group shares closed at A$4.12 Friday, down 1.2% after a 3.7% drop Thursday. Morgan Stanley and Mitsubishi UFJ Financial Group disclosed increased voting power in the lithium miner, both citing changes dated Feb. 2. The moves came as lithium prices fell and Australian equities posted their sharpest drop in months. PLS reports interim results Feb. 19.
Commonwealth Bank share price near A$159 as CBA earnings, dividend week looms after ASX rout

Commonwealth Bank share price near A$159 as CBA earnings, dividend week looms after ASX rout

7 February 2026
Commonwealth Bank of Australia shares closed at A$158.91, down 0.23% Friday, as the S&P/ASX 200 fell 2.03% and nearly A$70 billion was wiped from the market. The bank reports half-year results and an interim dividend on Feb. 11, with shares going ex-dividend Feb. 18. CBA flagged a A$68 million provision linked to ASIC’s Better Banking review. The RBA raised rates to 3.85% on Feb. 3, with CBA passing on the increase from Feb. 13.
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