Today: 14 May 2026
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NASDAQ:NVDA 26 January 2026 - 28 January 2026

AI stocks are moving before the bell: Nvidia rises as Microsoft, Meta earnings loom

AI stocks are moving before the bell: Nvidia rises as Microsoft, Meta earnings loom

Nvidia rose 1.7% and Intel jumped 6.6% in premarket trading Wednesday, leading gains among chip stocks. Microsoft and Meta are set to report earnings after the bell, with investors focused on AI spending and margins. ASML raised its 2026 sales forecast after strong bookings but announced 1,700 job cuts. SK Hynix posted record quarterly profit on surging demand for AI server memory.
28 January 2026
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Nvidia stock jumps premarket as China clears H200 chip buys for ByteDance, Alibaba and Tencent

Nvidia stock jumps premarket as China clears H200 chip buys for ByteDance, Alibaba and Tencent

Nvidia shares rose 1.6% to $191.45 premarket after China approved the purchase of over 400,000 H200 AI chips for ByteDance, Alibaba, and Tencent, sources said. The licenses include restrictions and some buyers have not placed orders yet. Traders are watching the Fed’s decision and tech earnings for signs on AI spending. Microsoft unveiled a new in-house AI chip, increasing competition for Nvidia.
28 January 2026
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Applied Digital (APLD) stock price jumps on Nvidia’s CoreWeave move as AI data center trade heats up again

Applied Digital (APLD) stock price jumps on Nvidia’s CoreWeave move as AI data center trade heats up again

Applied Digital Corp shares jumped 14.2% to $41.35 in after-hours trading Tuesday, with volume topping 47.4 million. The move followed Nvidia’s $2 billion investment in CoreWeave, which has two 15-year leases with Applied Digital worth about $7 billion. Applied Digital reported $2.3 billion in cash and $2.6 billion in debt as of Nov. 30. Construction has started on its 430-megawatt Delta Forge 1 campus.
28 January 2026
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Nebius stock price jumps nearly 8% as Nvidia-CoreWeave deal steadies AI infrastructure trade

Nebius stock price jumps nearly 8% as Nvidia-CoreWeave deal steadies AI infrastructure trade

Nebius Group N.V. shares jumped 7.6% to $98.44 Tuesday, trading on heavy volume ahead of the Federal Reserve’s rate decision. The Dutch data center operator, which recently signed major AI infrastructure deals with Microsoft and Meta, reported a $100 million loss last quarter as it spent nearly $1 billion on capital. Nebius will report earnings around Feb. 18.
27 January 2026
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Arista Networks stock extends rally after Microsoft’s Maia 200 launch puts AI networking back in focus

Arista Networks stock extends rally after Microsoft’s Maia 200 launch puts AI networking back in focus

Arista Networks shares rose nearly 2% to $146.62 Tuesday, extending a 5.4% jump from the previous session and lifting its market value to about $183 billion. The gains followed Microsoft’s launch of the Maia 200 AI chip, which relies on Ethernet networking, and a bullish analyst note highlighting benefits for Arista. Investors await Microsoft’s earnings Jan. 28 and Arista’s report Feb. 12.
27 January 2026
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AI stocks rise as Nvidia and Microsoft climb into earnings week — what investors watch next

AI stocks rise as Nvidia and Microsoft climb into earnings week — what investors watch next

Nvidia rose 1.7% and Microsoft gained 2.3% Tuesday as AI-linked stocks outperformed the broader market. S&P Global estimates capex by major tech firms jumped over $45 billion in 2025, with total spending expected to approach $500 billion in 2026. Microsoft unveiled its Maia 200 AI chip, set to launch in Iowa and Arizona data centers. Meta and Microsoft report earnings Wednesday, with investor focus on AI investment returns.
27 January 2026
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CleanSpark (CLSK) stock climbs as bitcoin miners rally on AI data‑center power trade

CleanSpark (CLSK) stock climbs as bitcoin miners rally on AI data‑center power trade

CleanSpark shares rose 1.4% to $12.61 Tuesday afternoon, outpacing bitcoin’s flat performance and tracking gains among other U.S.-listed miners. Nvidia’s $2 billion investment in CoreWeave this week highlighted growing energy needs for AI data centers. CleanSpark’s earnings report is set for Feb. 5. The company recently announced a land deal in Texas for a potential 600 MW data center.
27 January 2026
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IREN stock jumps today as bitcoin and AI-infrastructure signals collide ahead of Feb. 5 earnings

IREN stock jumps today as bitcoin and AI-infrastructure signals collide ahead of Feb. 5 earnings

IREN shares rose 8.4% to $56.77 by midday Tuesday after a volatile session, with trading volume reaching 22.3 million shares. The stock’s move comes ahead of quarterly results due Feb. 5, as investors weigh IREN’s shift from bitcoin mining to AI cloud services. Crypto miners and AI infrastructure stocks also posted gains. IREN’s 52-week range spans from $5.13 to $76.87.
27 January 2026
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Applied Digital stock price jumps nearly 12% as Nvidia-CoreWeave deal lifts AI data-center plays

Applied Digital stock price jumps nearly 12% as Nvidia-CoreWeave deal lifts AI data-center plays

Applied Digital shares rose 11.7% to $40.40 by late morning Tuesday after Nvidia announced a $2 billion investment in CoreWeave to accelerate AI data-center expansion. The stock rebounded from a volatile open, trading between $36.51 and $40.47. Investors await news on long-term leases and details about Applied Digital’s Delta Forge 1 campus, which began construction last week.
27 January 2026
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CoreWeave stock jumps again as Nvidia doubles down with $2 billion buy — what’s next for CRWV

CoreWeave stock jumps again as Nvidia doubles down with $2 billion buy — what’s next for CRWV

CoreWeave shares jumped 7% to $105.21 Tuesday after Nvidia disclosed a $2 billion equity investment via a private placement of 22.9 million shares at $87.20 each. Nvidia’s stock rose 1.4%. Analysts upgraded both companies, citing the deal’s potential to speed up CoreWeave’s AI data-center buildout. Critics warn of risks tied to vendor-backed financing if AI demand slows.
27 January 2026
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Nvidia stock today: NVDA ticks up premarket on $2 billion CoreWeave stake as Microsoft chip push lands

Nvidia stock today: NVDA ticks up premarket on $2 billion CoreWeave stake as Microsoft chip push lands

Nvidia shares rose 0.4% to $187.22 in premarket trading Tuesday after the company announced a $2 billion investment in AI cloud firm CoreWeave, nearly doubling its stake. The deal involves about 23 million shares at $87.20 each. Microsoft, a major Nvidia customer, unveiled its Maia 200 AI chip and new software suite, intensifying competition. Investors await earnings from Microsoft and Meta on Wednesday for signals on AI spending.
27 January 2026
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Nvidia’s $2 billion CoreWeave bet shakes up AI stocks before Microsoft earnings

Nvidia’s $2 billion CoreWeave bet shakes up AI stocks before Microsoft earnings

Nvidia announced a $2 billion investment in CoreWeave, nearly doubling its stake and sending CoreWeave shares up 5.7% in premarket trading. Alphabet faces new EU scrutiny over Google Search and Gemini AI data access. Microsoft reports earnings Wednesday, with investors watching for AI spending details. The Fed concludes its meeting the same day, with rates expected to hold steady.
27 January 2026
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CoreWeave stock price: Nvidia’s $2 billion buy puts CRWV back in play before the open

CoreWeave stock price: Nvidia’s $2 billion buy puts CRWV back in play before the open

CoreWeave shares rose 5.7% to $98.31 premarket Monday after Nvidia announced a $2 billion investment at $87.20 per share, becoming the company’s second-largest shareholder. The private sale adds nearly 23 million shares to Nvidia’s stake. CoreWeave said it will use the funds to expand data centers and research, not to buy Nvidia processors. Investors are watching if CRWV holds above Nvidia’s purchase price ahead of a busy tech earnings week.
27 January 2026
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CoreWeave stock jumps after-hours as Nvidia puts $2 billion into AI cloud partner

CoreWeave stock jumps after-hours as Nvidia puts $2 billion into AI cloud partner

CoreWeave shares rose 5.7% to $98.31 in after-hours trading Monday after Nvidia announced a $2 billion equity investment at $87.20 per share. Nvidia’s stake nearly doubled to about 47 million shares, making it CoreWeave’s second-largest shareholder. CoreWeave said the new funds will not be used to buy Nvidia processors. Nvidia shares slipped 0.7% to $186.47.
27 January 2026
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CoreWeave jumps on Nvidia’s $2 billion check as AI stocks brace for earnings week

CoreWeave jumps on Nvidia’s $2 billion check as AI stocks brace for earnings week

CoreWeave shares surged 5.7% to $98.31 after Nvidia announced a $2 billion investment and plans to nearly double its stake at $87.20 per share. Nvidia slipped 0.7% in late trading. Microsoft unveiled its Maia 200 AI chip and new software tools, challenging Nvidia’s CUDA. U.S. stocks closed higher ahead of major earnings and a Fed meeting this week.
26 January 2026
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Stock Market Today

  • ABNB and BKNG Outperform Hyatt Hotels in Valuation and Growth Metrics
    May 14, 2026, 4:13 AM EDT. In the Hotels, Resorts & Cruise Lines industry, Airbnb (ABNB) and Booking Holdings (BKNG) show lower valuation and higher revenue and operating income growth compared to Hyatt Hotels (H). ABNB and BKNG trade at price-to-operating-income ratios (P/OpInc) of 30.7x and 12.9x respectively, versus Hyatt's 32.7x, while delivering stronger latest twelve months (LTM) and three-year average growth. Hyatt's LTM operating income growth stands at -0.4%, lagging ABNB's 4.1% and BKNG's 21.3%. Market capitalizations also differ notably, with Hyatt at $15.8 billion, ABNB at $79.5 billion, and BKNG at $122.5 billion. Despite strong growth elsewhere, Hyatt's higher valuation and weaker recent income growth suggest investors may favor ABNB and BKNG stocks. Multi-factor analysis remains essential before investment decisions.

Latest articles

Nvidia’s China H200 Chip Door Just Opened. The Money Still Isn’t Moving

Nvidia’s China H200 Chip Door Just Opened. The Money Still Isn’t Moving

14 May 2026
The U.S. has approved Nvidia to sell H200 AI chips to about 10 Chinese firms, including Alibaba and Tencent, but no shipments have occurred as Chinese buyers hold back under Beijing’s guidance. Nvidia CEO Jensen Huang is in Beijing with President Trump’s delegation ahead of the company’s May 20 earnings report. Lenovo confirmed it is cleared to distribute the chips in China.
Nokia Stock Surges Again as Cisco’s AI Orders Put New Heat Under the Network Trade

Nokia Stock Surges Again as Cisco’s AI Orders Put New Heat Under the Network Trade

14 May 2026
Nokia shares jumped about 10% in Helsinki Thursday, extending gains after Cisco reported $5.3 billion in AI infrastructure orders and raised its full-year outlook. Nokia launched new agentic AI tools for broadband networks and named Siemens executive Emma Falck as president of Mobile Infrastructure. The stock approached levels last seen 16 years ago.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 14.05.2026

14 May 2026
LIVEMarkets rolling coverageStarted: May 14, 2026, 12:00 AM EDTUpdated: May 14, 2026, 4:21 AM EDT ABNB and BKNG Outperform Hyatt Hotels in Valuation and Growth Metrics May 14, 2026, 4:13 AM EDT. In the Hotels, Resorts & Cruise Lines industry, Airbnb (ABNB) and Booking Holdings (BKNG) show **lower valuation** and **higher revenue and operating income growth** compared to Hyatt Hotels (H). ABNB and BKNG trade at price-to-operating-income ratios (P/OpInc) of 30.7x and 12.9x respectively, versus Hyatt's 32.7x, while delivering stronger latest twelve months (LTM) and three-year average growth. Hyatt's LTM operating income growth stands at -0.4%, lagging ABNB's 4.1% and
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