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NASDAQ:NVDA News 11 January 2026 - 12 January 2026

Nebius stock jumps nearly 10% in regular trading as AI-cloud names catch a bid

Nebius stock jumps nearly 10% in regular trading as AI-cloud names catch a bid

New York, Jan 12, 2026, 15:05 ET — Regular session Nebius Group N.V. shares surged close to 10% Monday afternoon, riding the tailwind from a tech sector rally as investors shifted focus back to AI infrastructure names. This shift is significant since Nebius remains a modest public player in the market for premium graphics chips and data centers—the backbone supporting chatbots and various AI applications. When tech risk appetite rises, stocks like Nebius can experience sharp swings. It comes as investors scramble to figure out who will snag early access to NVIDIA’s upcoming AI hardware—and who can actually convert that
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

New York, January 12, 2026, 12:53 EST — Regular session underway. Nvidia shares climbed roughly 0.8% Monday following news the chipmaker and Eli Lilly plan to pour up to $1 billion into an AI lab designed to accelerate drug discovery over the next five years. Nvidia closed at $186.37, while Lilly edged up about 0.2% to $1,066.14. (Reuters) Wall Street is leaning back into the AI trade that powered last year’s rally, even as investors prepare for Tuesday’s U.S. inflation report and the kick-off of major bank earnings. The S&P 500 hovered near record levels with little movement, while the
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

New York, Jan 12, 2026, 11:43 EST — Regular session. CoreWeave shares jumped nearly 11% on Monday, extending a sharp rebound from early lows as investors latched onto fresh Wall Street coverage and a bullish call on data-center spending. The stock was last up 11% at $88.94, after swinging between $78.48 and $89.87, while the Nasdaq 100 tracker Invesco QQQ was little changed. The move matters because CoreWeave sits at the center of a debate that has rattled AI infrastructure names: how long the spending wave lasts, and whether the debt used to build data centers pays off before the
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

New York, Jan 12, 2026, 11:15 EST — Regular session underway. IREN Limited shares jumped Monday, gaining roughly 7.3% to $49.38 as buyers returned to crypto-linked stocks. Early trading saw the price fluctuate between $45.85 and $49.83, with roughly 20.5 million shares changing hands. The move is significant because IREN straddles two worlds: it continues mining bitcoin while also positioning itself as an AI infrastructure player. This dual focus leaves the stock vulnerable to swings from both crypto prices and the pace of data-center expansions. Rate-cut timing remains unclear, rattling investors in high-growth stocks linked to hefty capex. A handful
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

New York, Jan 12, 2026, 10:31 (EST) — Regular session Shares of Advanced Micro Devices were up 2.6% at $208.44 by 10:31 a.m. EST on Monday, even as the Nasdaq 100 tracker dipped slightly. The stock traded between $200.00 and $208.44. The move lands in a market that is quick to swing on chip names, where money has chased anything tied to artificial intelligence and then backed away just as fast. AMD sits near the center of that push-pull ahead of its next results. Bernstein analyst Stacy Rasgon reiterated “outperform” calls on Nvidia and Broadcom and wrote that AI spending
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

NEW YORK, Jan 12, 2026, 10:43 a.m. ET — Regular session Nvidia (NVDA.O), the world’s most valuable listed company, and Eli Lilly (LLY.N) said on Monday they will spend $1 billion over five years on a joint research lab in the San Francisco Bay Area, betting Nvidia’s next Vera Rubin AI chips can speed drug discovery. Nvidia shares were down 0.2% at $184.42 by 10:30 a.m. ET. (Reuters) The move gives Nvidia another lane to sell chips and software as investors debate how long the AI spending surge by Big Tech can stay at full tilt. For Lilly, it is
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

New York, Jan 12, 2026, 10:58 EST — Regular session Eli Lilly’s stock climbed in early trading Monday following the announcement that the drugmaker and Nvidia plan to invest roughly $1 billion over five years in a joint research lab focused on accelerating drug discovery. The news comes as executives and investors gather at the J.P. Morgan Healthcare Conference in San Francisco, where buzz around drug pipelines can quickly shift valuations in a sector still relying on a handful of blockbuster drugs. AI is increasingly woven into the narrative, particularly for firms eager to prove they can go beyond their
12 January 2026
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Nvidia stock slips early as traders eye China chip demand, TSMC outlook and CPI

Nvidia stock slips early as traders eye China chip demand, TSMC outlook and CPI

New York, Jan 12, 2026, 09:34 EST — Regular session Nvidia (NVDA.O) shares dipped slightly in early Monday trading, falling around 0.1% to $184.86. The drop followed a slip in U.S. futures as investors remained wary of big-cap growth stocks. Timing is critical. This week packs a heavy slate of macro data and earnings reports, and traders have quickly sold off AI-related gains whenever bond yields spike or policy risks emerge. Wall Street futures dipped earlier after the White House renewed pressure on the Federal Reserve, raising fresh doubts about the Fed’s independence—a concern that often weighs on rate-sensitive tech
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

New York, Jan 11, 2026, 10:26 (EST) — Market closed. Advanced Micro Devices (AMD.O) shares slipped 0.7%, ending Friday at $203.17, falling behind a late-week uptick in the semiconductor sector. With U.S. markets closed Sunday, all eyes turn to Monday’s open for the next move. (Yahoo Finance) The Philadelphia Semiconductor Index (.SOX), a key barometer for chipmakers, surged 2.7% to a record high on Friday, driven by Broadcom and Intel’s nearly 11% jump. Intel gained steam after President Donald Trump described his meeting with CEO Lip-Bu Tan as “great,” while the Supreme Court held off on ruling about the legality
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

NEW YORK, Jan 11, 2026, 09:44 EST — Market closed. Nvidia has brought on Alison Wagonfeld, a marketing veteran from Google, as its first chief marketing officer, according to the Wall Street Journal. She’s expected to join in February and will report directly to CEO Jensen Huang, the paper added. U.S. markets are shut on Sunday, yet the appointment lands amid a week when investors are re-evaluating the factors set to steer Nvidia’s next move. As a key player in the AI hardware surge, the chipmaker’s shares have reacted sharply to changes in demand and capital expenditure outlooks. Nvidia shares
11 January 2026
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Tesla stock rebounds to $445 as autonomy stakes rise; CPI and earnings loom

Tesla stock rebounds to $445 as autonomy stakes rise; CPI and earnings loom

NEW YORK, Jan 11, 2026, 06:07 (EST) — Market closed. Tesla (TSLA) shares gained 2.1% on Friday, ending the day at $445.01. The stock swung between a low of $430.39 and a high of $449.05 during the session. U.S. markets will be closed Sunday, with trading resuming Monday. (Yahoo Finance) Two main factors are driving the action: interest rates and autonomy. Tesla behaves like a long-duration growth stock, meaning even slight changes in risk appetite can quickly impact its price. The U.S. jobs report on Friday came in softer than expected, fueling bets on future rate cuts. Nonfarm payrolls increased
11 January 2026
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Nvidia stock week ahead: TSMC guidance and robotaxi push in focus after flat Friday close

Nvidia stock week ahead: TSMC guidance and robotaxi push in focus after flat Friday close

New York, January 11, 2026, 05:45 EST — Market closed Nvidia (NVDA.O) starts the week with its shares hovering close to Friday’s finish. Investors are waiting for clearer signs on AI-chip demand and supply as mid-January approaches. Taiwan Semiconductor Manufacturing Co (2330.TW), a major chip supplier to Nvidia, posted fourth-quarter revenue of T$1.046 trillion ($33.11 billion) on Friday. That’s up 20.45% year-over-year and beats the LSEG SmartEstimate of T$1.036 trillion. TSMC said it will update guidance during its earnings call on Jan. 15. (Reuters) Why it matters now: chip stocks are once again driving U.S. indexes higher, with Nvidia right
11 January 2026
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Stock Market Today

Walmart stock jumps to $131 as traders brace for CPI and Feb. 19 earnings

Walmart stock jumps to $131 as traders brace for CPI and Feb. 19 earnings

7 February 2026
Walmart shares rose 3.3% Friday to $131.18, up 10% since Jan. 30, as the Dow closed above 50,000 for the first time. The retailer’s market value crossed $1 trillion this week. Investors await January inflation data on Feb. 13 and Walmart’s quarterly results on Feb. 19 for signs of continued momentum.
Caterpillar stock price jumps 7% to $726 as Dow cracks 50,000 — what matters next week

Caterpillar stock price jumps 7% to $726 as Dow cracks 50,000 — what matters next week

7 February 2026
Caterpillar shares surged 7.1% to $726.20 Friday, driving the Dow above 50,000 for the first time. The move erased recent losses and followed insider selling by Group President Bob De Lange earlier in the week. Deere and CNH Industrial also gained as investors rotated into industrial stocks. Markets await next week’s U.S. jobs and inflation data.
Amazon stock slides as $200B AI spending plan meets cautious profit outlook

Amazon stock slides as $200B AI spending plan meets cautious profit outlook

7 February 2026
Amazon shares fell 9% Friday after the company announced plans for $200 billion in 2026 capital spending, mainly for AWS and AI, and issued a first-quarter profit outlook below estimates. The stock drop could erase $200 billion in market value. Fourth-quarter net sales rose 14% to $213.4 billion, while free cash flow declined due to higher spending on AI infrastructure.
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