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NASDAQ:NVDA News 4 January 2026 - 6 January 2026

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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AMD stock rises as CES keynotes near; traders watch Lisa Su and Nvidia updates

AMD stock rises as CES keynotes near; traders watch Lisa Su and Nvidia updates

New York, January 5, 2026, 10:26 EST — Regular session Advanced Micro Devices (AMD) shares edged higher on Monday, tracking gains across chip stocks as investors positioned ahead of a pair of CES events featuring the CEOs of AMD and rival Nvidia. The Consumer Electronics Show, which runs in Las Vegas from Jan. 6-9, often sets the tone for early-year product roadmaps in PCs and graphics, and has increasingly become a stage for companies to frame their artificial intelligence strategy. Reuters That matters now because traders are looking for any read-through on demand for AI accelerators — specialized processors used
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

New York, January 5, 2026, 10:18 (EST) — Regular session Nvidia (NVDA.O) shares rose about 0.7% on Monday to $190.12, holding near the day’s high of $193.58 as investors positioned ahead of CEO Jensen Huang’s CES appearance later in the day. The stock has traded between $189.48 and $193.58 so far. The early move matters because Nvidia often sets the tone for the “AI trade” — investor positioning in companies seen as key beneficiaries of artificial intelligence spending — and the sector is starting the year with a packed catalyst calendar. Markets are also recalibrating interest-rate expectations, a key driver
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

Las Vegas, January 5, 2026, 07:05 PST Advanced Micro Devices Chief Executive Lisa Su will deliver a keynote at CES 2026 in Las Vegas on Monday night, as the chipmaker seeks to sharpen its pitch in artificial intelligence. The session is scheduled for 6:30 p.m. Pacific time at the Venetian’s Palazzo Ballroom, the CES agenda shows. CES The appearance comes as CES leans into AI across consumer devices and the systems that run them. Consumer Technology Association chief Gary Shapiro said “AI is the future of creativity,” in an interview previewing the show, which organizers expect to host more than
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

New York, Jan 5, 2026, 09:32 ET — Regular session Nvidia (NVDA.O) shares rose about 1.2% to $188.85 in early trading on Monday, as chip stocks steadied and investors positioned ahead of CEO Jensen Huang’s scheduled CES appearance later in the day. The timing matters because CES is one of the first big stages of the year for the semiconductor sector, and investors have been quick to reprice Nvidia on any new signal about artificial-intelligence infrastructure spending. Huang is due to headline an Nvidia press conference at CES in Las Vegas on Monday afternoon. CES CES this year is expected
5 January 2026
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Nvidia stock rises in premarket as Jensen Huang’s CES 2026 keynote nears

Nvidia stock rises in premarket as Jensen Huang’s CES 2026 keynote nears

NEW YORK, January 5, 2026, 06:23 ET — Premarket Nvidia shares were up 1.2% at $188.85 in premarket trading on Monday, a move that comes before U.S. markets open at 9:30 a.m. ET. The chip designer sits at the center of the “AI trade” — investor positioning around artificial intelligence-linked stocks — and the calendar is forcing decisions early in the year. CES, the consumer electronics trade show in Las Vegas, starts this week and is set to feature more talk on AI in products beyond autos, Reuters reported. Reuters Why it matters now: traders are positioning for an on-stage
5 January 2026
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Nvidia stock rises in premarket ahead of Jensen Huang’s CES appearance as NVDA traders watch jobs data

Nvidia stock rises in premarket ahead of Jensen Huang’s CES appearance as NVDA traders watch jobs data

New York, Jan 5, 2026, 05:52 EST — Premarket Nvidia (NVDA.O) shares rose 0.7% to $190.18 in premarket trading on Monday, ahead of a CES appearance by Chief Executive Jensen Huang. The stock last closed at $188.85. The early move matters because Nvidia remains a high-beta gauge of investor appetite for artificial intelligence, or AI, spending. The company’s chips and systems are central to data centers that train and run AI models, making any signal on demand ripple quickly across the sector. This week’s U.S. jobs report due on Jan. 9 is one of the main macro hurdles for rate-sensitive
5 January 2026
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Nvidia stock heads into CES week as insider sale filing lands and key data looms

Nvidia stock heads into CES week as insider sale filing lands and key data looms

NEW YORK, January 4, 2026, 16:19 ET — Market closed Nvidia shares closed up 1.26% at $188.85 on Friday, the first trading day of 2026, as semiconductor stocks rebounded. Yahoo Finance The move matters because Nvidia (NVDA.O) remains a bellwether for the AI trade and a heavyweight in U.S. equity indexes. When investors rotate into or out of chip stocks, Nvidia often sets the tone. With U.S. markets shut on Sunday, traders head into Monday with a tight set of near-term catalysts: a high-profile CES appearance by CEO Jensen Huang and fresh U.S. economic data that can shift interest-rate expectations.
4 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

NEW YORK, Jan 4, 2026, 13:49 ET — Market closed Nvidia (NVDA.O) shares closed up 1.2% on Friday after a company officer filed notice of a planned share sale, with investors also bracing for CEO Jensen Huang’s headline slot at CES in Las Vegas. SEC The filing matters because it lands at the start of a year when the market is looking for fresh proof that the artificial-intelligence spending boom is still translating into revenue and margins, not just bigger capital budgets. It also comes as tech valuations remain sensitive to interest-rate expectations, after Federal Reserve officials warned this weekend
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

NEW YORK, Jan 4, 2026, 13:00 ET — Market closed Semiconductor stocks led Wall Street’s first session of 2026, with the Philadelphia Semiconductor Index — a benchmark for major U.S.-listed chipmakers — up 4% on Friday as the Dow rose 0.66% and the S&P 500 gained 0.19%. The Nasdaq slipped 0.03% as investors rotated back into chip names after a late-December pullback. “Buy the dip, sell the rip” is the mindset right now, Charles Schwab trading strategist Joe Mazzola said. Reuters With U.S. markets shut on Sunday, chip stocks sit near the center of the next week’s risk-on trade. The
4 January 2026
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Nvidia stock starts 2026 higher — CES keynote and jobs report set next test for AI shares

Nvidia stock starts 2026 higher — CES keynote and jobs report set next test for AI shares

NEW YORK, Jan 4, 2026, 12:49 ET — Market closed Nvidia shares closed up 1.2% on Friday at $188.85, helping chipmakers lead Wall Street’s first trading day of 2026. The next read on the AI trade comes when U.S. markets reopen on Monday. Reuters The move matters because chip stocks have become a fast way for investors to express a view on AI infrastructure spending — the servers, chips and networking that power AI systems. Friday’s rebound followed a late-December stumble that left markets without the typical “Santa Claus rally” into year-end. Reuters The calendar is packed early. Nvidia CEO
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

NEW YORK, Jan 4, 2026, 09:32 ET — Market closed U.S. stocks head into Monday’s session with investors bracing for fallout after the United States struck Venezuela and captured President Nicolas Maduro, a weekend escalation that could rattle oil prices and risk appetite when trading resumes.  Reuters The operation landed as Wall Street was closed, leaving markets to price the news all at once at the next opening. Traders are watching whether the shock drives a quick shift into safe-haven assets like U.S. Treasuries and the dollar, or whether the focus turns to the longer-run implications for energy supply and
4 January 2026
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Nvidia stock (NVDA) heads into CES week after Friday rebound as SEC filing flags planned insider sale

Nvidia stock (NVDA) heads into CES week after Friday rebound as SEC filing flags planned insider sale

NEW YORK, January 4, 2026, 09:31 ET — Market closed Nvidia (NVDA) shares closed up 1.26% at $188.85 on Friday, a firm start to 2026 as chip stocks led a rebound in U.S. equities. The stock traded between $188.26 and $192.93 and saw roughly 148 million shares change hands. The move matters because Nvidia remains a bellwether for risk appetite in semiconductors, and early-January positioning can set the tone for the quarter. With the company’s heavy weight in major indexes, small swings often ripple into the broader AI-linked trade. Investors now face a narrow window of catalysts that can reset
4 January 2026
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Intel stock jumps 6.7% to start 2026 as chip rally returns — what investors watch next

Intel stock jumps 6.7% to start 2026 as chip rally returns — what investors watch next

NEW YORK, January 4, 2026, 04:51 ET — Market closed Intel Corporation (INTC) shares rose $2.48, or 6.7%, to $39.38 on Friday, after trading between $37.41 and $39.86, as semiconductors powered Wall Street’s first session of 2026. Nvidia added 1.2% and Advanced Micro Devices gained 4.3%. The Philadelphia Semiconductor Index, a benchmark of major chip stocks, climbed 4% as the Dow rose 0.66% and the S&P 500 gained 0.19%, while the Nasdaq finished slightly lower, Reuters reported. The split underscored how chipmakers were doing the heavy lifting for risk appetite heading into the new year. Reuters Investors now face a
4 January 2026
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Nvidia stock starts 2026 higher as chipmakers rebound — what investors watch next for NVDA

Nvidia stock starts 2026 higher as chipmakers rebound — what investors watch next for NVDA

NEW YORK, January 4, 2026, 04:52 ET — Market closed. NVIDIA Corporation shares last rose 1.2% to $188.85 in Friday’s session, outperforming the Nasdaq’s flat finish as chipmakers led an early-2026 bounce. The move matters because Nvidia is a bellwether for the market’s artificial-intelligence trade, and its swings often set the tone for the broader semiconductor complex. Traders are watching whether the rally in chip stocks can hold as markets head into a busy week for tech headlines and U.S. economic data that can shift interest-rate expectations. Other chip-linked names also advanced on Friday. Advanced Micro Devices gained 4.3%, Intel
4 January 2026
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Stock Market Today

Walmart stock jumps 3% to $131 as Dow clears 50,000 — what to watch before Monday

Walmart stock jumps 3% to $131 as Dow clears 50,000 — what to watch before Monday

7 February 2026
Walmart shares climbed 3.34% to $131.18 Friday, pushing its market value to about $1.05 trillion as the Dow closed above 50,000 for the first time. Retail stocks mostly gained, with Target up 4.24% and Costco up 1.20%, while Amazon dropped 5.55%. Investors await Walmart’s fiscal Q4 results on Feb. 19 and key U.S. economic data next week.
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