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NASDAQ:NVDA News 31 December 2025 - 1 January 2026

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

The PHLX Semiconductor Index fell 1.2% on Dec. 31 as U.S. markets closed for New Year’s Day. Nvidia slipped 0.5%, Micron dropped 2.5%, and TSMC’s U.S. shares rose 1.4%. Reuters reported Nvidia is in supply talks with TSMC and that the U.S. granted TSMC a new license to import chipmaking equipment to its Nanjing plant. China is requiring chipmakers to use at least 50% domestic equipment for new capacity.
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

Nvidia has asked TSMC to increase production of its H200 AI chip after Chinese firms ordered over 2 million units for 2026, far exceeding current inventory, sources told Reuters. The company set Chinese pricing at $27,000 per chip and plans first deliveries before mid-February. U.S. markets are closed Thursday for New Year’s Day. Nvidia shares fell 0.5% to $186.50 in Wednesday’s session.
1 January 2026
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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

Nvidia completed a $5 billion private placement purchase of Intel stock, acquiring 214.8 million shares at $23.28 each, according to an SEC filing. Intel shares closed down 1% at $36.90 in the final U.S. session of 2025. U.S. antitrust agencies cleared the deal in December. Investors are watching for Intel’s Jan. 29 earnings after a late-year slide in chip stocks.
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

Applied Digital (APLD) closed at $24.52, up 1.8% before the New Year’s holiday. The company plans to spin out its cloud unit and merge it with Ekso Bionics to form ChronoScale, with Applied Digital retaining 97% ownership. Analysts at Northland, Lake Street, and Citizens kept bullish ratings, citing strong GPU revenue and data-center demand. The proposed deal is expected to close in the first half of 2026, pending approvals.
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

Nvidia shares closed down 0.5% at $186.50 after reports the company asked TSMC to boost H200 chip production amid surging Chinese orders. Reuters said Chinese firms have ordered over 2 million H200 chips for 2026, far exceeding current inventory. Nvidia stated licensed H200 sales to China would not affect U.S. supply. Beijing has not yet approved H200 shipments despite recent U.S. export clearance.
1 January 2026
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AI stocks today: Nvidia, Meta dip after hours as China H200 chip rush and dealmaking hit the tape

AI stocks today: Nvidia, Meta dip after hours as China H200 chip rush and dealmaking hit the tape

Nvidia has asked TSMC to increase H200 GPU production after Chinese firms ordered over 2 million units for 2026, far exceeding current stock, sources told Reuters. U.S. stocks closed lower Wednesday, with Nvidia down 0.5% after hours. Beijing has not cleared the imports; H200 exports to China face a 25% U.S. fee. TSMC shares rose 1.4%.
31 December 2025
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Why Super Micro (SMCI) stock is down today: an exec retirement filing meets year-end AI trade

Why Super Micro (SMCI) stock is down today: an exec retirement filing meets year-end AI trade

Super Micro Computer shares fell 1.7% to $29.15 after a filing showed Senior VP of Operations George Kao will retire Dec. 31, with Tom Xiao set to replace him. The company said Kao will help with the transition as a consultant. The move came as investors watched AI infrastructure spending, highlighted by xAI’s purchase of a third building to expand compute capacity. Major U.S. indexes drifted lower in thin holiday trading.
31 December 2025
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Santa Claus Rally Fizzles: S&P 500, Dow Slip as Tech Weighs on 2025 Finale

Santa Claus Rally Fizzles: S&P 500, Dow Slip as Tech Weighs on 2025 Finale

Wall Street’s main indexes slipped in thin trading on December 31, with the Dow down 116 points by midday, as Microsoft and Apple led declines. Despite the late-year dip, major indexes remained on track for double-digit gains in 2025. Investors shifted focus to the Federal Reserve’s 2026 outlook after minutes revealed divisions over further rate cuts. AI and chip stocks drove much of the year’s rally, while some firms lagged sharply.
31 December 2025
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IREN stock slips in New York trade as bitcoin eases into year-end

IREN stock slips in New York trade as bitcoin eases into year-end

NEW YORK, December 31, 2025, 13:50 ET — Regular session IREN Limited shares fell about 1% on Wednesday to $37.92, paring earlier losses as the price of bitcoin drifted lower. The Nasdaq-listed company sits at the intersection of two volatile trades: bitcoin mining and data centers built for artificial intelligence workloads. That combination has made the stock sensitive to shifts in crypto prices and risk appetite. Reuters Moves late in the year can also be magnified by portfolio adjustments, as funds lock in gains or harvest losses before the calendar turns. “Some year-end rebalancing is going on,” Michael Dehal, senior
31 December 2025
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AI stocks today: Nvidia, AMD tick higher as year-end trade turns cautious

AI stocks today: Nvidia, AMD tick higher as year-end trade turns cautious

Nvidia rose 0.6% and AMD gained 0.5% in afternoon trading Wednesday, while Microsoft, Broadcom, and Meta slipped as Wall Street drifted lower in thin year-end trade. Meta announced plans to acquire AI startup Manus for $2–3 billion. Brookfield launched a cloud business tied to a $10 billion AI fund. Markets close Thursday for New Year’s Day.
31 December 2025
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Intel stock today edges higher after Nvidia’s $5 billion stake filing — what investors watch next

Intel stock today edges higher after Nvidia’s $5 billion stake filing — what investors watch next

Intel confirmed it sold 214.8 million shares to Nvidia for $5 billion in cash, according to a regulatory filing. Intel shares edged up 0.2% to $37.39 in midday trading. The deal, completed Dec. 26, was a private placement under a September agreement. Investors are watching how Intel will use the new funds as it expands manufacturing.
31 December 2025
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Apple stock slips in year-end trading as tech drags; what investors watch next

Apple stock slips in year-end trading as tech drags; what investors watch next

NEW YORK, December 31, 2025, 12:07 ET — Regular session Apple shares dipped on Wednesday as investors continued to trim exposure to large technology names into the end of the year. The iPhone maker’s stock was down 0.2% at $272.63, after trading between $271.78 and $273.58. The move mattered because Apple’s enormous weighting in major indexes often makes it a bellwether for shifts in risk appetite on quiet days, when small flows can move prices more than usual. U.S. stocks were modestly lower in holiday-thin trading, extending a late-December drift that has undercut expectations for a “Santa Claus rally,” a
31 December 2025
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Intel stock price today: INTC rises in premarket as Nvidia’s $5 billion stake takes focus

Intel stock price today: INTC rises in premarket as Nvidia’s $5 billion stake takes focus

Intel shares rose 1.6% to $37.90 in premarket trading Wednesday after a filing confirmed it sold $5 billion in stock to Nvidia at $23.28 per share in a private placement. The deal, completed December 26, gives Nvidia about 4% of Intel. Intel closed Tuesday at $37.30, up 1.7%. Investors await Intel’s late-January earnings and updates on its partnership with Nvidia.
31 December 2025
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TSMC stock today: Taiwan Semi slips premarket on Nvidia H200 supply talks and a 2nm production update

TSMC stock today: Taiwan Semi slips premarket on Nvidia H200 supply talks and a 2nm production update

TSMC’s U.S.-listed shares fell 0.4% to $299.58 in premarket trading after Reuters reported Nvidia asked the chipmaker to expand H200 AI chip production for Chinese buyers. Chinese firms have ordered over 2 million H200 chips for 2026, with pricing near $27,000 each. TSMC also said it began volume production of its 2nm chips in Q4.
31 December 2025
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Stock Market Today

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

8 February 2026
Tower Semiconductor shares rose 7.7% to $139.04 Friday after announcing a collaboration with Nvidia on AI data-center networking. The stock touched $141 intraday and gained another 1% after hours. Investors await Tower’s Feb. 11 earnings for details on its silicon photonics work. No financial terms or shipment timeline were disclosed.
Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

8 February 2026
Longsys disclosed new guarantees for a 100 million yuan Hong Kong loan and a $9 million Brazil credit line, bringing its total approved guarantee quota to 11 billion yuan and outstanding guarantees to 5.81 billion yuan. The company said all guarantees are for consolidated subsidiaries and within approved limits. Shares closed at 288 yuan Friday, down 1.6%. China inflation and credit data are due this week.
MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

8 February 2026
MACOM shares rose 3.5% to $235.87 Friday after the company reported fiscal Q1 revenue of $271.6 million and raised its full-year data center growth outlook to 35–40%. Fidelity’s FMR LLC disclosed a 10.7% stake, while shareholder Susan Ocampo filed to potentially sell up to 100,000 shares. Stifel raised its price target to $255. MACOM expects to repay $161 million in convertible notes in March.
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