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NASDAQ:NVDA News 6 January 2026

Sandisk (SNDK) stock jumps nearly 28% as Nvidia CES storage push fuels memory rally

Sandisk (SNDK) stock jumps nearly 28% as Nvidia CES storage push fuels memory rally

Sandisk shares surged 27.6% to $349.57 in after-hours trading Tuesday after Nvidia highlighted rising AI-driven data-center storage demand at CES. Western Digital rose 16.8%, Seagate climbed 14.0%, and Micron gained 10.0%. Sandisk’s next earnings call is set for Jan. 29. The stock traded between $281.59 and $352.36 during the session.
Dow nears 50,000 as Nvidia CES remarks ignite SanDisk, Micron surge and lift Wall Street

Dow nears 50,000 as Nvidia CES remarks ignite SanDisk, Micron surge and lift Wall Street

The Dow hit a record high Tuesday, rising 1.02% to 49,476.54 as chip and healthcare shares led gains. SanDisk surged 23% on AI hardware optimism tied to CES, while Johnson Controls fell 7.5% after Nvidia’s chip announcement. Investors monitored U.S. jobs data and Fed signals following gaps caused by last year’s federal shutdown.
Johnson Controls (JCI) stock slides after Nvidia’s CES cooling claim spooks data-center bulls

Johnson Controls (JCI) stock slides after Nvidia’s CES cooling claim spooks data-center bulls

Johnson Controls International shares fell 5.5% to $114.79 Tuesday after Nvidia CEO Jensen Huang said new chips could sharply reduce data-center cooling needs. Barclays warned HVAC stocks are exposed, noting data centers make up a significant share of JCI’s sales. Other HVAC names also declined. JCI’s next earnings update is due in early February.
Nvidia China license rush meets CES chip blitz as AMD slides in AI stock trade

Nvidia China license rush meets CES chip blitz as AMD slides in AI stock trade

Nvidia held steady Tuesday after its CFO said U.S. officials are “working feverishly” on export licenses for H200 chips to China, with timing still uncertain. AMD dropped 3.3% following new AI chip launches and an OpenAI partnership at CES. Broadcom rose 1.2%. Investors are watching for Friday’s U.S. jobs report for signals on interest rates.
Dow Jones today: Record highs hold as investors brace for Friday jobs report

Dow Jones today: Record highs hold as investors brace for Friday jobs report

The Dow Jones Industrial Average rose 0.9% Tuesday, nearing the 50,000 mark, led by gains in UnitedHealth and Amazon. S&P 500 and Nasdaq each added about 0.5%. Traders looked ahead to Friday’s U.S. jobs report for signals on Federal Reserve rate moves. Richmond Fed President Thomas Barkin said future rate changes will depend on incoming data.
Uber stock jumps after CES robotaxi debut with Lucid, Nuro as AV race heats up

Uber stock jumps after CES robotaxi debut with Lucid, Nuro as AV race heats up

Uber shares rose 5% to $84.93 Tuesday after unveiling a production-ready robotaxi with Lucid and Nuro at CES. Testing began in December, with a Bay Area launch planned later this year. The move follows a downgrade to “sell” by Melius Research, which cited rising competition in autonomous vehicles.
Sandisk stock surges 23% as Nvidia CES update puts AI data-center storage back in play

Sandisk stock surges 23% as Nvidia CES update puts AI data-center storage back in play

Sandisk shares surged 23.4% to $338.26 in midday trading Tuesday, leading gains in storage and memory stocks after the company unveiled its new “Optimus” SSD brand at CES. Nvidia highlighted rising AI demand for context memory, announcing its Inference Context Memory Storage Platform and next-generation Vera Rubin system. Micron, Western Digital, and Seagate also posted strong advances.
CoreWeave stock falls as Truist starts CRWV at Hold; Nvidia Rubin plan sharpens focus on AI capex

CoreWeave stock falls as Truist starts CRWV at Hold; Nvidia Rubin plan sharpens focus on AI capex

CoreWeave shares dropped 3.5% to $74.15 midday Tuesday after Truist Securities began coverage with a Hold rating and $84 target, citing high leverage and capital spending. The company said it will add Nvidia’s Rubin platform in late 2026. D.A. Davidson upgraded the stock a day earlier but warned of risks tied to heavy outlays and uncertain returns.
Uber stock hit by Melius “Sell” call as robotaxi threat sharpens; Wolfe sets $110 target

Uber stock hit by Melius “Sell” call as robotaxi threat sharpens; Wolfe sets $110 target

Uber shares fell 1.9% to $81.30 after Melius Research downgraded the stock to “sell” with a $73 target, citing rising robotaxi competition. Wolfe Research set a $110 target. Investors are watching 2026 robotaxi timelines ahead of Uber’s next earnings, expected Feb. 4. Lyft shares dropped 2.8%.
Alphabet (Google) Class C stock (GOOG) slips as Texas privacy fee award and CES put Waymo in focus

Alphabet (Google) Class C stock (GOOG) slips as Texas privacy fee award and CES put Waymo in focus

Alphabet’s non-voting Class C shares fell 0.7% to $315.13 on Tuesday, underperforming as the Nasdaq 100 rose. Texas awarded $156 million in legal fees tied to a $1.375 billion Google privacy settlement, according to Reuters. Investors tracked CES news on AI chips and autonomous driving, with Alphabet’s Waymo in focus.
Nvidia stock rises today as Rubin AI chips hit “full production” at CES 2026

Nvidia stock rises today as Rubin AI chips hit “full production” at CES 2026

Nvidia shares rose 1.5% to $190.99 early Tuesday after the company detailed its Rubin AI chip platform at CES, targeting a second-half 2026 partner rollout. Rubin aims to cut AI inference costs and assembly time, with Morgan Stanley citing a likely revenue ramp. AMD shares fell 1.5% as it unveiled new MI455 and MI440X chips. Investors await Friday’s U.S. jobs report and Nvidia’s Feb. 25 earnings.
6 January 2026
AMD stock slips after CES AI chip push puts OpenAI deal back in focus

AMD stock slips after CES AI chip push puts OpenAI deal back in focus

AMD shares fell 1.3% to $218.11 in early Tuesday trading after unveiling new AI processors at CES, while Nvidia stock rose 1.6%. CEO Lisa Su introduced the MI455 and MI440X chips, with OpenAI and Generative Bionics among customers. AMD previewed its Helios platform and set 2027 for its next MI500 GPUs. Investors remain cautious about AMD’s ability to convert new products into sales growth.
Nvidia stock slips after CES Rubin AI platform launch as investors weigh next chip cycle

Nvidia stock slips after CES Rubin AI platform launch as investors weigh next chip cycle

Nvidia shares fell 0.4% to $188.12 early Tuesday after CEO Jensen Huang announced the Rubin AI platform is in full production at CES. Rubin aims to cut AI inference costs by up to 10 times and reduce GPUs needed for some training tasks. Products using Rubin are set to launch in the second half of 2026. Investors await more details at a J.P. Morgan CES event later Tuesday.
6 January 2026
Nvidia stock jumps after CEO says Rubin AI chips are “in full production” at CES

Nvidia stock jumps after CEO says Rubin AI chips are “in full production” at CES

Nvidia shares rose 1.1% to $190.12 in early New York trading Tuesday after CEO Jensen Huang announced the Vera Rubin AI platform is in full production and will ship via partners in the second half of 2026. The flagship Rubin server will use 72 graphics chips and 36 CPUs, aiming for a tenfold gain in token efficiency. Investors await Nvidia’s J.P. Morgan CES fireside chat later Tuesday and U.S. jobs data on Friday.
Innoviz stock jumps premarket as LiDAR maker adds camera to InnovizThree, touts Nvidia edge tie-up

Innoviz stock jumps premarket as LiDAR maker adds camera to InnovizThree, touts Nvidia edge tie-up

Innoviz shares jumped 7.3% to $1.32 in premarket trading Tuesday after unveiling a camera-integrated InnovizThree LiDAR and a smart sensor setup with Nvidia’s Jetson Orin Nano. About 206,000 shares traded. The company heads to CES 2026 this week. Innoviz also registered up to 16.96 million shares for its employee incentive plan Monday.
AI ETFs before the bell: Nvidia CES chip push lifts funds as bubble warnings linger

AI ETFs before the bell: Nvidia CES chip push lifts funds as bubble warnings linger

Nvidia detailed its Vera Rubin AI platform at CES, while Intel launched its Panther Lake laptop chip tied to its 18A process. AI-focused ETFs traded mostly higher in premarket U.S. action; BOTZ rose 2.4%, AIQ gained 1.1%. Nvidia shares slipped 0.4%, AMD fell 1.1%. Traders are watching rate expectations ahead of Friday’s U.S. jobs report.
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Stock Market Today

Amazon stock (AMZN) slides on $200 billion AI capex plan — what Wall Street watches next week

Amazon stock (AMZN) slides on $200 billion AI capex plan — what Wall Street watches next week

7 February 2026
Amazon shares fell 5.6% to $210.32 on Friday after the company forecast 2026 capital spending would jump to $200 billion, up more than 50% from 2025. The drop came as the Dow closed above 50,000 for the first time. Amazon reported fourth-quarter net sales up 14% to $213.4 billion and operating income at $25 billion. Trading in Amazon was volatile, with 179 million shares changing hands.
Bitcoin price wobbles below $69,000 on weekend — what matters before Monday’s reopen

Bitcoin price wobbles below $69,000 on weekend — what matters before Monday’s reopen

7 February 2026
Bitcoin fell 1.1% to $68,917 Saturday after volatile trading, while Ether held near $2,036. U.S. spot bitcoin ETFs saw $330.7 million in net inflows on Feb. 6, reversing outflows the previous day. Strategy shares rebounded after hitting a low of $111.27 Thursday. Traders are watching Monday’s U.S. market open and the upcoming inflation report for direction.
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