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NASDAQ:NVDA 11 January 2026 - 13 January 2026

Nvidia stock stays flat after China tightens H200 chip approvals; Eli Lilly $1B AI lab grabs attention

Nvidia stock stays flat after China tightens H200 chip approvals; Eli Lilly $1B AI lab grabs attention

Nvidia shares slipped 0.04% to $184.87 after hours Tuesday following reports China is restricting approvals for H200 AI chip purchases. Nvidia denied requiring upfront payment from Chinese buyers. The company also announced a $1 billion healthcare AI lab with Eli Lilly and new partnerships, but traders remain focused on China’s impact on chip demand.
13 January 2026
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SanDisk (SNDK) stock slips in early trade as AI-storage rally cools; earnings ahead

SanDisk (SNDK) stock slips in early trade as AI-storage rally cools; earnings ahead

Sandisk shares fell 1.2% to $384.53 in Tuesday morning trading, paring gains from an earlier rally this month. Traders are focused on the company’s Jan. 29 earnings for updates on NAND flash pricing and margins. Micron dropped about 2%, Western Digital slipped 0.5%, and Seagate was flat. Sandisk has become one of the most volatile storage stocks since its spinoff from Western Digital.
13 January 2026
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Nvidia stock barely budges after H200 China payment reset; Lilly AI lab plan in focus

Nvidia stock barely budges after H200 China payment reset; Lilly AI lab plan in focus

Nvidia said it will not require upfront payment for H200 AI chips, countering reports of stricter terms for Chinese buyers. Shares edged up 0.03% to $184.94 in early New York trading. Investors remain focused on China sales and the company’s Feb. 25 earnings for updates on demand and margins. Chip sector peers posted mixed results as U.S. inflation data met forecasts.
13 January 2026
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Nvidia stock in premarket: H200 China payment clarification, Lilly AI lab and TSMC earnings in focus

Nvidia stock in premarket: H200 China payment clarification, Lilly AI lab and TSMC earnings in focus

Nvidia shares were flat in premarket trading after the company said customers in China won’t need to pay upfront for its H200 AI chips. Nvidia and Eli Lilly announced a $1 billion, five-year partnership to build an AI drug research lab in the Bay Area. Chip stocks rose, with Taiwan Semiconductor up nearly 2.5% ahead of its Jan. 15 earnings report.
13 January 2026
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Google stock taps $4 trillion on Apple Gemini AI deal as “Have-Lots” worries grow

Google stock taps $4 trillion on Apple Gemini AI deal as “Have-Lots” worries grow

Alphabet’s market cap briefly surpassed $4 trillion Monday after Apple announced plans to use Google’s Gemini AI in upcoming products. Shares hit a record $334.04 before retreating. The move cements Alphabet as the fourth U.S. company to reach the milestone, joining Nvidia, Microsoft, and Apple. Investors and economists flagged growing market concentration and policy risks amid the AI-driven rally.
13 January 2026
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AI stocks today: Nvidia counters China chip-payment report, Palantir gets Citi boost, Alphabet rides Siri deal

AI stocks today: Nvidia counters China chip-payment report, Palantir gets Citi boost, Alphabet rides Siri deal

Nvidia clarified Tuesday that Chinese buyers of its H200 AI chips aren’t required to pay upfront, following reports of stricter payment terms. Nvidia shares edged up 0.03% premarket, while AMD, Broadcom, and TSM each gained over 2%. The company and Eli Lilly announced a $1 billion joint AI drug discovery lab near San Francisco. Traders awaited the U.S. inflation report, expected at 8:30 a.m. ET.
13 January 2026
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Thermo Fisher (TMO) stock slips after-hours after Nvidia lab-automation tie-up, exec shake-up

Thermo Fisher (TMO) stock slips after-hours after Nvidia lab-automation tie-up, exec shake-up

Thermo Fisher shares fell about 0.5% after hours Monday following news of a partnership with Nvidia on AI-driven lab automation and executive departures. COO Michel Lagarde and EVP Frederick Lowery will leave in early 2026, with Marc Casper set to become chairman and CEO. Lowery will join Henry Schein as CEO in March 2026. Thermo Fisher closed regular trading at $615.45, down 0.6%.
13 January 2026
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Nvidia stock barely moves after hours as $1 billion Eli Lilly AI lab plan lands

Nvidia stock barely moves after hours as $1 billion Eli Lilly AI lab plan lands

Nvidia and Eli Lilly will invest up to $1 billion over five years in a joint AI drug discovery lab in the San Francisco Bay area, using Nvidia’s latest chips. Nvidia shares closed at $184.88, up 0.01%, and hovered near $184.94 after hours. The exact lab location will be announced in March. Investors are watching TSMC’s earnings report on January 15 and Nvidia’s on February 25.
12 January 2026
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Nvidia stock gains on Eli Lilly $1 billion AI lab plan as traders eye TSMC, earnings

Nvidia stock gains on Eli Lilly $1 billion AI lab plan as traders eye TSMC, earnings

Nvidia and Eli Lilly will invest up to $1 billion in a Bay Area AI drug discovery lab over five years, sending Nvidia shares up 0.8% to $186.37 and Lilly up 0.2% to $1,066.14. AMD, Broadcom, and TSMC also rose as AI-focused stocks lifted the Nasdaq. TSMC reports earnings Jan. 15, with analysts expecting a 27% Q4 profit jump on AI chip demand. Nvidia’s next earnings are due Feb. 25.
12 January 2026
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CoreWeave stock jumps 11% as Goldman starts coverage and Moody’s flags $3 trillion data-center boom

CoreWeave stock jumps 11% as Goldman starts coverage and Moody’s flags $3 trillion data-center boom

CoreWeave shares climbed 11% to $88.94 in late morning trading Monday after Goldman Sachs began coverage with a Neutral rating and $86 price target. Moody’s projected at least $3 trillion in data-center investment over five years, naming CoreWeave among six major U.S. operators. The Nasdaq 100 was little changed.
12 January 2026
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IREN stock jumps as bitcoin firms up; what traders are watching next

IREN stock jumps as bitcoin firms up; what traders are watching next

IREN shares surged 7.3% to $49.38 in early New York trading Monday, with volume topping 20.5 million. Bitcoin hovered near $91,674, while other crypto miners posted mixed-to-higher moves. IREN’s gains follow its $9.7 billion Microsoft contract and updated AI revenue targets. Traders await Tuesday’s U.S. CPI data for further market direction.
12 January 2026
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AMD stock jumps as Bernstein stays cautious on chipmaker and Wall Street frets Fed fight

AMD stock jumps as Bernstein stays cautious on chipmaker and Wall Street frets Fed fight

AMD shares rose 2.6% to $208.44 by 10:31 a.m. EST Monday, outperforming a slightly lower Nasdaq 100. Analyst Stacy Rasgon kept AMD at “market perform,” citing Nvidia’s growing lead in AI chips. Nvidia was flat, Broadcom gained 1.9%, and Intel fell 1.1%. AMD reports quarterly results Feb. 3.
12 January 2026
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Nvidia stock wobbles after $1B Eli Lilly AI lab plan as CPI and TSMC loom

Nvidia stock wobbles after $1B Eli Lilly AI lab plan as CPI and TSMC loom

Nvidia and Eli Lilly will invest $1 billion over five years in a joint research lab in the San Francisco Bay Area, aiming to use Nvidia’s new AI chips to accelerate drug discovery. Nvidia shares slipped 0.2% to $184.42 by 10:30 a.m. ET. Thermo Fisher Scientific will also collaborate with Nvidia on lab automation. The new site is expected to open by the end of March.
12 January 2026
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Eli Lilly stock edges up as $1 billion Nvidia AI lab plan hits JPM spotlight

Eli Lilly stock edges up as $1 billion Nvidia AI lab plan hits JPM spotlight

Eli Lilly shares rose about 0.7% Monday after announcing a $1 billion, five-year AI drug discovery lab partnership with Nvidia. The Bay Area facility, using Nvidia’s Vera Rubin chips, will open in March with teams from both firms. Investors are watching for updates from CEO David Ricks at the J.P. Morgan Healthcare Conference on Tuesday and Lilly’s earnings call on Feb. 4.
12 January 2026
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AMD stock slid Friday as chip index hit record — what to watch before Monday’s open

AMD stock slid Friday as chip index hit record — what to watch before Monday’s open

AMD shares fell 0.7% to $203.17 Friday, lagging a 2.7% surge in the Philadelphia Semiconductor Index, which hit a record high. U.S. payrolls rose by 50,000 in December, missing forecasts, while the unemployment rate edged down to 4.4%. The S&P 500 and Dow closed at record highs. Qatar and the UAE will join a U.S.-led semiconductor supply chain pact next week.
11 January 2026
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Nvidia stock (NVDA) in focus: first CMO hire, CES self-driving deals and insider sale

Nvidia stock (NVDA) in focus: first CMO hire, CES self-driving deals and insider sale

Nvidia named Alison Wagonfeld, formerly of Google, as its first chief marketing officer, set to start in February and report to CEO Jensen Huang. Shares closed Friday at $184.86, down 0.08% on over 131 million traded. EVP Ajay K. Puri sold 200,000 shares Jan. 7, according to a late-week filing. Traders await Tuesday’s U.S. CPI and Thursday’s TSMC earnings for signals on AI demand and rates.
11 January 2026
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