Today: 7 February 2026
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NASDAQ:NVDA News 4 January 2026 - 6 January 2026

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.
6 January 2026
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CoreWeave stock (CRWV) slips after hours as Nvidia Rubin rollout plan lands

CoreWeave stock (CRWV) slips after hours as Nvidia Rubin rollout plan lands

CoreWeave shares dropped 3.1% to $76.86 in after-hours trading Monday after the company announced plans to add Nvidia’s Rubin platform to its cloud in late 2026. Analyst Gil Luria at D.A. Davidson upgraded the stock to “Neutral” and raised his price target to $68, citing concerns over returns on capital. Trading volume reached about 27 million shares. CoreWeave listed on Nasdaq in March 2025 under the ticker CRWV.
6 January 2026
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Nvidia says Rubin chips are in full production at CES 2026 as Mercedes adopts DRIVE AV

Nvidia says Rubin chips are in full production at CES 2026 as Mercedes adopts DRIVE AV

Nvidia CEO Jensen Huang announced at CES that the company’s Vera Rubin AI platform is in full production and delivers five times the AI computing power of previous chips for chatbots and similar tasks. Rubin-based products will be available through partners in the second half of 2026. Nvidia said Rubin can cut inference token costs by up to 10 times and train models with four times fewer GPUs than its Blackwell platform.
6 January 2026
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Broadcom stock drops as chip ETFs rise; traders parse CES AI cues and Friday jobs report

Broadcom stock drops as chip ETFs rise; traders parse CES AI cues and Friday jobs report

Broadcom shares fell 2% to $340.71 Monday, underperforming chip ETFs that closed higher. The stock swung from an early high near $355 to a low around $336. Investors watched CES headlines and weak U.S. factory data for signals on AI demand and rates. Broadcom’s next earnings are due in early March; the U.S. jobs report arrives Friday.
5 January 2026
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Caterpillar stock rises as CAT tees up CES 2026 AI keynote, expands Nvidia tie-up

Caterpillar stock rises as CAT tees up CES 2026 AI keynote, expands Nvidia tie-up

Caterpillar shares rose 2.7% to $614.72 by midday Monday after announcing an Industrial AI and autonomy showcase at CES 2026 and expanded collaboration with Nvidia. CEO Joe Creed will deliver a CES keynote Jan. 7, joined by Nvidia’s Deepu Talla. The move came as U.S. manufacturing PMI fell to 47.9 in December, signaling contraction. Deere slipped 0.6% while sector ETFs gained.
5 January 2026
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Nvidia stock edges up as CES 2026 puts AI chip demand back in the spotlight

Nvidia stock edges up as CES 2026 puts AI chip demand back in the spotlight

Nvidia shares rose 0.7% to $190.12 Monday, trading near a session high ahead of CEO Jensen Huang’s CES appearance. Foxconn reported a 22% jump in Q4 revenue on strong AI demand, boosting chip stocks. AMD gained 0.7%, Broadcom fell 2.1%, and Arm Holdings rose 5.3%. U.S. manufacturing contracted for a tenth month, with inflation data in focus before Friday’s jobs report.
5 January 2026
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AMD’s CES 2026 keynote is tonight: what Lisa Su’s AI message means for investors

AMD’s CES 2026 keynote is tonight: what Lisa Su’s AI message means for investors

AMD CEO Lisa Su will deliver a CES keynote in Las Vegas at 6:30 p.m. PST Monday, focusing on artificial intelligence. AMD shares rose 1.3% in early U.S. trading ahead of the event. Nvidia and Intel also have CES media-day events scheduled. AMD plans to stream the keynote and outline its AI strategy for data centers and devices.
5 January 2026
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Nvidia stock rises as Jensen Huang’s CES keynote nears, with Foxconn AI demand in focus

Nvidia stock rises as Jensen Huang’s CES keynote nears, with Foxconn AI demand in focus

Nvidia shares rose 1.2% to $188.85 in early Monday trading ahead of CEO Jensen Huang’s CES press conference in Las Vegas. Foxconn, Nvidia’s top server maker, reported record Q4 revenue on strong AI demand. Nvidia also teased new GeForce gaming announcements for later in the day. Tech stocks rebounded after last week’s slide, with traders watching for CES headlines to drive further moves.
5 January 2026
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Nvidia stock heads into CES week after insider sale filing puts NVDA back in focus

Nvidia stock heads into CES week after insider sale filing puts NVDA back in focus

Nvidia shares rose 1.2% to $188.85 Friday after a filing showed officer Donald F. Robertson Jr. plans to sell up to 80,000 shares, worth about $14.9 million, under a prearranged plan. Traders are watching CEO Jensen Huang’s CES appearance Monday and upcoming U.S. economic data. Chip stocks broadly outperformed. Markets reopen Monday with key reports due later in the week.
4 January 2026
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Chip stocks surge into 2026 as Nvidia, AMD and Intel face CES and jobs-report tests

Chip stocks surge into 2026 as Nvidia, AMD and Intel face CES and jobs-report tests

The Philadelphia Semiconductor Index surged 4% Friday, leading Wall Street as Nvidia, Intel, and AMD shares climbed. The Dow gained 0.66%, S&P 500 rose 0.19%, and Nasdaq slipped 0.03%. President Trump blocked HieFo Corp’s $3 million acquisition of Emcore assets on national security grounds. Nvidia and AMD CEOs are set to speak at CES on Monday, with traders watching for signals on chip demand.
4 January 2026
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U.S. stocks brace for Venezuela shock after Trump strike; key jobs report next

U.S. stocks brace for Venezuela shock after Trump strike; key jobs report next

U.S. forces struck Venezuela and captured President Nicolas Maduro over the weekend, with markets set to react when trading opens Monday. The Dow and S&P 500 closed higher Friday, while oil prices slipped ahead of the news. Trump said the U.S. will oversee a transition in Venezuela and allow major oil firms to enter. Maduro is expected in Manhattan federal court Monday, according to officials.
4 January 2026
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Stock Market Today

Energy stocks set for a geopolitical week after Iran warning and oil rebound

Energy stocks set for a geopolitical week after Iran warning and oil rebound

7 February 2026
U.S. energy stocks rose Friday, with the S&P 500 energy sector up 1.88% and Exxon Mobil gaining 2.03%. Brent crude settled at $68.05 a barrel after Iran threatened U.S. bases if attacked. Saudi Aramco cut March Arab Light crude prices to a five-year low for Asia. Kazakhstan’s CPC Blend exports may drop 35% this month due to Tengiz oilfield disruptions.
Financial services stocks rally as XLF jumps, Dow hits 50,000 — what to watch next week

Financial services stocks rally as XLF jumps, Dow hits 50,000 — what to watch next week

7 February 2026
U.S. financial stocks rose Friday, with the XLF fund up 1.8% and the Dow closing above 50,000 for the first time, gaining 2.47%. Goldman Sachs jumped 4.3%, JPMorgan 3.9%, and Citigroup 6.0%. The Federal Reserve held rates steady, and San Francisco Fed President Mary Daly signaled possible cuts this year. Investors await January jobs and inflation data next week.
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