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NASDAQ:NVDA News 1 January 2026 - 2 January 2026

AI stocks today: Baidu jumps on Kunlunxin IPO filing as Nvidia, Broadcom rise in premarket

AI stocks today: Baidu jumps on Kunlunxin IPO filing as Nvidia, Broadcom rise in premarket

NEW YORK, January 2, 2026, 08:23 ET — Premarket Shares of Baidu jumped about 12% in early premarket trading on Friday after the company said its artificial-intelligence chip unit had filed for a Hong Kong listing. Dow futures were up 171 points, or 0.35%, and S&P 500 futures rose 41.5 points, or 0.60%, while Nasdaq 100 futures gained 267 points, or 1.05%; Nvidia and Broadcom were up 1.8% and 1.6% in premarket trade. The new-year bid followed a late-December retreat in tech shares after AI-linked names helped push U.S. benchmarks to record highs in 2025. Reuters The first full trading
2 January 2026
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Nvidia stock: China’s H200 rush and Samsung HBM4 talks put 2026 AI rally in focus

Nvidia stock: China’s H200 rush and Samsung HBM4 talks put 2026 AI rally in focus

NEW YORK, January 2, 2026, 07:20 ET Nvidia has approached Taiwan Semiconductor Manufacturing Co to ramp production of its H200 artificial-intelligence chips after Chinese tech companies ordered more than 2 million units for 2026, sources said. Nvidia has about 700,000 units in stock and has priced China-bound H200 variants around $27,000 per chip, the sources said. TSMC is expected to start work on expanded output in the second quarter, one person said, as Beijing weighs whether to approve imports after Washington recently cleared H200 exports to China with a fee. Reuters The scramble for supply lands as investors reset portfolios
2 January 2026
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Stock market today: Nasdaq, S&P 500 futures climb to start 2026 as Nvidia and Baidu rally

Stock market today: Nasdaq, S&P 500 futures climb to start 2026 as Nvidia and Baidu rally

NEW YORK, January 2, 2026, 07:04 ET — Premarket U.S. stock index futures rose on Friday as Wall Street kicked off 2026 with a tech-led rebound after a late-year slide. At 5:45 a.m. ET, S&P 500 E-minis — futures contracts tied to the index — were up 0.60%, Nasdaq 100 E-minis gained 1.05% and Dow E-minis rose 0.35%. Nvidia and Broadcom climbed 1.8% and 1.6% in premarket trading, Reuters reported. Reuters Investors are looking for direction after the main indexes ended 2025 with four straight declines, a run that bucked the typical late-December seasonal lift. With the Fed’s benchmark rate
2 January 2026
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Nvidia’s China moat faces a new test as Biren pops 76% and Baidu chip unit files for Hong Kong IPO

Nvidia’s China moat faces a new test as Biren pops 76% and Baidu chip unit files for Hong Kong IPO

SINGAPORE/HONG KONG, Jan 2, 2026, 06:46 ET Shares of Chinese AI chip designer Shanghai Biren Technology closed up 76% in their Hong Kong debut on Friday, the market’s first listing of 2026. The stock opened at HK$35.70, hit HK$42.88 at an intraday high and ended at HK$34.46, versus an offer price of HK$19.60. Biren raised HK$5.58 billion, with institutional demand nearly 26 times the shares on offer and the retail tranche oversubscribed about 2,348 times, exchange filings showed. Reuters The strong start underscores how quickly China’s AI hardware firms are tapping public markets as Washington tightens export restrictions on advanced
2 January 2026
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Nvidia stock today: China H200 supply push puts NVDA back in focus

Nvidia stock today: China H200 supply push puts NVDA back in focus

NEW YORK, January 2, 2026, 02:51 ET — Market closed. Nvidia is pressing Taiwan Semiconductor Manufacturing Co to expand output of its H200 chips as orders from Chinese technology companies surge, Reuters reported, citing sources. Reuters Nvidia shares closed down 0.55% at $186.50 on Dec. 31, the last trading day of 2025, according to Nasdaq historical data. Nasdaq+1 Why it matters now: investors are treating China-linked chip demand as a near-term swing factor for Nvidia’s sales outlook and for global supply tightness in AI hardware, where the company remains the bellwether. Reuters The focus has sharpened heading into the first
2 January 2026
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Nvidia stock today: China H200 surge drives TSMC talks as CES and earnings loom

Nvidia stock today: China H200 surge drives TSMC talks as CES and earnings loom

NEW YORK, January 1, 2026, 19:27 ET — Market closed Nvidia shares last closed at $186.50 on Wednesday, down 0.55%, with U.S. markets shut on Thursday for New Year’s Day. Yahoo Finance+1 The focus is on a Reuters report that Nvidia has sounded out Taiwan Semiconductor Manufacturing Co about expanding production of its H200 chips as orders from China surged, raising fresh questions about supply allocation. Reuters That matters now because the H200 is a key data-center graphics processing unit (GPU) — a chip used to train and run AI models — and any incremental demand from China lands in
2 January 2026
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TSMC stock forecast 2026: New U.S. China licence and Nvidia H200 push put targets in focus

TSMC stock forecast 2026: New U.S. China licence and Nvidia H200 push put targets in focus

NEW YORK, January 1, 2026, 17:23 ET Taiwan Semiconductor Manufacturing Co said the U.S. Department of Commerce granted its Nanjing unit an annual export licence that allows U.S. export-controlled items to be supplied without the need for individual vendor licences. The approval replaces a waiver known as validated end-user status — which let designated plants receive some controlled items with fewer approvals — that expired on Dec. 31, and Samsung Electronics and SK Hynix have received similar licences. TSMC said the Nanjing fab makes 16-nanometre and other mature-node chips and generated about 2.4% of the company’s 2024 revenue. Reuters The
1 January 2026
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Nvidia stock forecast 2026: China’s H200 chip rush sets up NVDA’s next big test

Nvidia stock forecast 2026: China’s H200 chip rush sets up NVDA’s next big test

NEW YORK, January 1, 2026, 16:50 ET Chinese technology companies have ordered more than 2 million of Nvidia’s H200 artificial intelligence chips for delivery in 2026, far above the roughly 700,000 units the company has in stock, sources told Reuters. Nvidia has approached Taiwan Semiconductor Manufacturing Co to ramp production, with work expected to start in the second quarter of 2026, the people said. Reuters The sudden rush is a key input to the Nvidia stock forecast for 2026 as investors look past year-end trading and toward what could drive earnings next. Nvidia shares rose about 39% in 2025 and
1 January 2026
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Big Tech stocks 2026 forecast: Nvidia’s China chip rush sets the first test for AI leaders

Big Tech stocks 2026 forecast: Nvidia’s China chip rush sets the first test for AI leaders

NEW YORK, January 1, 2026, 15:07 ET Nvidia has approached Taiwan Semiconductor Manufacturing Co to ramp up production of its H200 artificial intelligence chips as Chinese technology companies place large orders for 2026, sources told Reuters. The push puts AI chip supply — and the politics around who gets it — back at the center of the 2026 outlook for Big Tech stocks. Reuters The year begins after U.S. stocks posted another strong run in 2025, a period dominated by President Donald Trump’s tariff uncertainty and a rush into AI-related shares. The S&P 500 gained 16.39% in 2025 and the
1 January 2026
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AI Stocks 2026 Forecast: Nvidia’s China Chip Rush Meets a Tougher Wall Street Test

AI Stocks 2026 Forecast: Nvidia’s China Chip Rush Meets a Tougher Wall Street Test

NEW YORK, January 1, 2026, 15:05 ET Nvidia has approached Taiwan Semiconductor Manufacturing Co to ramp up production of its H200 artificial intelligence chips after Chinese technology companies ordered more than 2 million units for 2026, sources told Reuters. The company holds about 700,000 units in inventory and expects TSMC to start work on expanded output in the second quarter of 2026, the sources said. The graphics processing units, or GPUs, are used to train and run AI models, but Beijing has yet to approve shipments even after Washington recently allowed H200 exports to China with a 25% fee, the
1 January 2026
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2026 stock market forecast: After 2025’s rally, Wall Street sees earnings, Fed cuts and AI spending as the big tests

2026 stock market forecast: After 2025’s rally, Wall Street sees earnings, Fed cuts and AI spending as the big tests

NEW YORK, January 1, 2026, 14:40 ET After three straight years of double-digit gains, U.S. stocks enter 2026 with strategists saying profit growth and the path for interest rates will decide whether the rally can extend. For another year of outsized returns, markets need “everything firing on all cylinders,” said Sam Stovall, chief investment strategist at CFRA, who put his end-2026 target for the S&P 500 at 7,400, about 8% above current levels. Tajinder Dhillon, head of earnings research at LSEG, said S&P 500 earnings are projected to rise more than 15% in 2026 after about 13% in 2025, while
1 January 2026
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Data center stocks slide into 2026 as xAI expansion keeps Nvidia, Dell, Super Micro in focus

Data center stocks slide into 2026 as xAI expansion keeps Nvidia, Dell, Super Micro in focus

NEW YORK, January 1, 2026, 13:24 ET — Market closed Data center stocks ended 2025 on a softer note, with U.S. markets closed on Thursday for the New Year’s Day holiday and investors heading into 2026 still fixated on who captures the next leg of AI infrastructure spending. Nasdaq The latest focus is on customer buildouts that can move the needle for suppliers of chips, servers and the power-and-cooling gear that keeps new facilities running. That matters as the market tries to separate durable demand from year-end positioning after an AI-driven run. Reuters Elon Musk said on Tuesday his AI
1 January 2026
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Big Tech stocks today: Nvidia’s China chip push and Tesla deliveries set up Friday’s open

Big Tech stocks today: Nvidia’s China chip push and Tesla deliveries set up Friday’s open

NEW YORK, January 1, 2026, 13:05 ET — Market closed Nvidia ended 2025 down 0.6%, but was back in focus on Thursday after Reuters reported it asked Taiwan Semiconductor Manufacturing Co to ramp production of its H200 artificial-intelligence processors to meet demand from China. (Reuters) U.S. stock markets are closed for New Year’s Day, leaving investors to digest a late-year pullback in mega-cap technology stocks that drive the Nasdaq and S&P 500. The New York Stock Exchange is scheduled to reopen on Friday. (NYSE calendar) The timing matters because the “Magnificent Seven” — Apple, Microsoft, Amazon, Alphabet, Meta, Nvidia and
1 January 2026
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Semiconductor stocks today: Chip shares slip as Nvidia’s China H200 push meets policy spotlight

Semiconductor stocks today: Chip shares slip as Nvidia’s China H200 push meets policy spotlight

NEW YORK, January 1, 2026, 13:07 ET — Market closed U.S. semiconductor stocks slipped in the final trading session of 2025, with the PHLX Semiconductor Index closing down 1.2% on Wednesday. U.S. markets are closed on Thursday for New Year’s Day. Nasdaq Global Index Watch+1 The pullback comes after a year in which AI-linked chipmakers helped power broader equity gains, leaving the group sensitive to profit-taking in thin holiday liquidity. Investors are also entering 2026 with geopolitics and export rules again shaping which products can reach key end-markets. Reuters+1 That matters now because China remains a major buyer of chips
1 January 2026
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AI stocks today: Nvidia’s China H200 chip surge puts semis back in focus as Wall Street shuts

AI stocks today: Nvidia’s China H200 chip surge puts semis back in focus as Wall Street shuts

NEW YORK, January 1, 2026, 12:48 ET — Market closed Nvidia has approached Taiwan Semiconductor Manufacturing Co about ramping output of its H200 artificial intelligence chip as demand from Chinese technology firms accelerates, sources told Reuters. Reuters The China demand story lands as investors gauge whether the AI trade can extend after it powered much of Wall Street’s 2025 gains and pushed major U.S. indexes to record highs, Reuters reported. Nvidia rose 39% in 2025 and became the first publicly traded company to top $5 trillion in market value, the report said. Reuters The H200 is a data-center graphics processor
1 January 2026
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CoreWeave stock slides into 2026 after insider sale filing; here’s what traders watch next

CoreWeave stock slides into 2026 after insider sale filing; here’s what traders watch next

NEW YORK, January 1, 2026, 10:45 ET — Market closed CoreWeave shares ended Wednesday down 3.1% at $71.61, retreating from earlier highs as investors digested an insider-selling disclosure ahead of the New Year holiday. U.S. stock markets are closed on Thursday for New Year’s Day and reopen on Friday. Nasdaq+1 The timing matters because CoreWeave sits at the center of a trade that has turned more sensitive to execution and financing risk: building costly AI infrastructure before revenue and cash flow catch up. The company’s shares have been volatile since it cut its annual revenue forecast in November after data
1 January 2026
Intel stock today: INTC dips into 2026 as Nvidia’s $5B stake keeps focus on what’s nextNEW YORK, January 1, 2026, 10:13 ET — Market closed

Intel stock today: INTC dips into 2026 as Nvidia’s $5B stake keeps focus on what’s nextNEW YORK, January 1, 2026, 10:13 ET — Market closed

Intel Corp (INTC.O) shares closed down about 1% at $36.90 on Wednesday, the final trading session of 2025, with U.S. markets shut on Thursday for New Year’s Day. Nasdaq The move matters because Intel heads into 2026 after a sharp run-up in 2025, leaving less room for missteps as investors look for proof that funding and partnerships can translate into results. Investing That scrutiny has sharpened after Nvidia’s $5 billion investment, which adds cash but also increases Intel’s share count — a dilution risk for existing holders if profits don’t rise fast enough. Investing Intel said in an SEC filing
1 January 2026
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Nvidia stock today: China H200 rush puts TSMC ramp-up and CES in focus as markets shut

Nvidia stock today: China H200 rush puts TSMC ramp-up and CES in focus as markets shut

NEW YORK, January 1, 2026, 09:33 ET — Market closed Nvidia has approached Taiwan Semiconductor Manufacturing Co about boosting production of its H200 artificial-intelligence chips as demand from Chinese technology companies surges, sources told Reuters. Nvidia shares last closed down about 0.5% at $186.50. MarketScreener The report matters now because it puts China back in focus as a swing market for Nvidia’s 2026 chip shipments. Beijing has yet to greenlight any H200 imports, even as the Trump administration recently allowed exports of the chip to China under a licensing framework, Reuters said. MarketScreener+1 It also underscores a supply squeeze risk
1 January 2026
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Applied Digital (APLD) stock in spotlight as analysts tout upside ahead of Jan. 7 earnings

Applied Digital (APLD) stock in spotlight as analysts tout upside ahead of Jan. 7 earnings

NEW YORK, January 1, 2026, 06:37 ET — Market closed Applied Digital (APLD) shares last traded at $24.52, up 1.8% from their previous close, before U.S. markets shut for the New Year’s Day holiday. Shares traded between $23.97 and $25.93 in Wednesday’s session. The small-cap data-center builder has become a volatile proxy for spending on AI infrastructure, where power availability and access to advanced chips can dictate who gets capacity and when. Investors are focusing on whether Applied Digital can translate that demand into funded projects and recurring cash flow. Applied Digital said on Dec. 29 it entered a non-binding
1 January 2026
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Nvidia stock ends 2025 lower as Reuters flags China H200 orders and fresh TSMC talks

Nvidia stock ends 2025 lower as Reuters flags China H200 orders and fresh TSMC talks

NEW YORK, January 1, 2026, 05:41 ET — Market closed Nvidia shares ended Wednesday down about 0.5% at $186.50, after a Reuters report said the chip designer has approached Taiwan Semiconductor Manufacturing Co to ramp up output of its H200 artificial intelligence chips as Chinese demand accelerates. Reuters The development matters because Nvidia’s supply has been tight, and any incremental demand from China could force trade-offs in who gets chips and when — a key input for revenue expectations and data-center buildout plans. It also lands as investors reassess how fast the “AI trade” can keep running in 2026, with
1 January 2026
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Stock Market Today

Meta stock ends week down about 6% as Wall Street fixates on $135 billion AI capex

Meta stock ends week down about 6% as Wall Street fixates on $135 billion AI capex

7 February 2026
Meta closed down 1.3% Friday at $661.46, capping a 6.4% weekly drop as investors questioned heavy AI spending. Amazon and Alphabet also fell after outlining major capital outlays. Meta’s Instagram suffered a brief outage this week. Legal risks persist, with trials involving Meta set for next week in Los Angeles and New Mexico.
CleanSpark stock price jumps 22% after earnings and AI push — what CLSK traders watch next week

CleanSpark stock price jumps 22% after earnings and AI push — what CLSK traders watch next week

7 February 2026
CleanSpark shares jumped 22% to $10.08 Friday after quarterly results and an AI infrastructure update, following bitcoin’s rebound above $70,000. The company reported a quarterly net loss tied to bitcoin price swings and outlined plans to expand power capacity in Houston. Peers Marathon Digital and Riot Platforms also surged. Upcoming U.S. jobs and inflation data next week could add further volatility.
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