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NASDAQ:NVDA 9 January 2026 - 12 January 2026

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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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

TSMC reported a 20.45% rise in fourth-quarter revenue to T$1.046 trillion, beating estimates and plans to update its outlook Jan. 15. Nvidia shares slipped 0.1% to $184.86 Friday after announcing new autonomous vehicle partnerships at CES. Investors await clearer signals on AI-chip demand and supply.
11 January 2026
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Uber stock slides despite CES robotaxi push — what traders watch next week

Uber stock slides despite CES robotaxi push — what traders watch next week

Uber shares fell 2.45% to $85.44 Friday, ending a three-day rally, while the Nasdaq rose. Reuters reported Nvidia will supply its new autonomous-driving platform to a robotaxi venture involving Uber, Lucid, and Nuro. Uber’s next earnings report is expected Feb. 4, with Wall Street watching gross bookings and adjusted EBITDA. The U.S. consumer price index for December is due Jan. 13 at 8:30 a.m. ET.
10 January 2026
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Semiconductor stocks hit a record — here’s what could move SOXX next week

Semiconductor stocks hit a record — here’s what could move SOXX next week

U.S. semiconductor stocks pushed Wall Street to record highs Friday, with the SOXX ETF up 2.9% and Intel surging nearly 11% after praise from Donald Trump. Lam Research jumped 8.7% on a broker’s price target hike. TSMC reported Q4 revenue up 20.45% year-on-year, beating estimates. Traders await U.S. inflation data due Jan. 13 and TSMC’s guidance on Jan. 15.
10 January 2026
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Nvidia stock hits a China payment snag on H200 AI chips — what to watch before markets reopen

Nvidia stock hits a China payment snag on H200 AI chips — what to watch before markets reopen

Nvidia now requires full upfront payment from Chinese buyers of its H200 AI chips, sources said, tightening terms amid regulatory scrutiny. Chinese firms have ordered over 2 million units, far above Nvidia’s available stock of 700,000. Nvidia shares closed down 0.1% at $184.86 Friday. AI chip stocks ended mixed as the S&P 500 and semiconductor index hit new records.
10 January 2026
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Nvidia stock: What traders watch Monday after China H200 payment terms tighten

Nvidia stock: What traders watch Monday after China H200 payment terms tighten

Nvidia shares slipped 0.1% to $184.86 Friday amid tighter H200 chip sales terms for China and new auto partnerships announced at CES. The company now requires full upfront payment from Chinese buyers, with no cancellations or refunds allowed, as regulators review chip import rules. TSMC, Nvidia’s main supplier, reported a 20.45% revenue jump and will issue guidance Jan. 15. Nvidia reports earnings Feb. 25.
10 January 2026
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IREN stock steadies after-hours after Bernstein reiterates “top AI pick” view

IREN stock steadies after-hours after Bernstein reiterates “top AI pick” view

IREN shares rose 0.7% to $46.03 in after-hours trading Friday after Bernstein named it a top pick for exposure to both bitcoin mining and AI data centers. The stock briefly tested $50 during a volatile session. Investors await IREN’s February 11 update for details on its AI cloud build-out and GPU rollout. Bitcoin last traded at $90,514, down 0.7% on the day.
10 January 2026
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AMD stock dips after hours as focus shifts from CES to the next catalysts

AMD stock dips after hours as focus shifts from CES to the next catalysts

AMD shares fell 0.7% to $203.17 in after-hours trading Friday, despite the PHLX semiconductor index hitting a record as the S&P 500 closed at an all-time high. The stock moved between $202.88 and $207.27 during the session, with about 24.1 million shares traded. Investors are awaiting AMD’s upcoming results and U.S. inflation data due January 13.
9 January 2026
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Nvidia stock holds steady after China H200 pay-upfront report — what AI investors watch next

Nvidia stock holds steady after China H200 pay-upfront report — what AI investors watch next

Nvidia shares rose 0.1% to $185.31 Friday after Reuters reported the company now requires full upfront payment from Chinese buyers for H200 AI chips, with no cancellations or refunds allowed. Chinese tech firms have ordered over 2 million H200 chips, outstripping Nvidia’s inventory of about 700,000. Beijing has asked some firms to halt orders as it reviews conditions, even as U.S. export licenses are still pending.
9 January 2026
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Nvidia stock dips after Reuters report on China H200 pay-upfront terms

Nvidia stock dips after Reuters report on China H200 pay-upfront terms

Nvidia shares fell 0.2% to $184.61 after Reuters reported the company now requires full upfront payment from Chinese buyers for H200 GPUs, with no cancellations or refunds allowed. Chinese firms have ordered over 2 million units, far exceeding Nvidia’s inventory. President Trump previously said H200 shipments to China would carry a 25% fee. Nvidia reports fiscal Q4 results on Feb. 25.
9 January 2026
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Nvidia stock slips on China H200 uncertainty — here’s what traders watch next

Nvidia stock slips on China H200 uncertainty — here’s what traders watch next

Nvidia shares fell 0.3% to $184.54 early Friday after reports of tougher terms and a temporary pause on H200 AI chip orders to China. Chinese customers must now pay in full upfront with no cancellations or refunds, sources told Reuters. Beijing has asked some firms to halt H200 orders and may require domestic AI chip purchases. Investors also digested weak U.S. jobs data and shifting rate expectations.
9 January 2026
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Stock Market Today

  • Circle Internet Shares Plunge 20% Amid Proposed Stablecoin Yield Caps
    March 24, 2026, 6:49 PM EDT. Circle Internet Group, a major stablecoin issuer, saw its stock fall 20.1% to $101.17 on Tuesday after reports of potential U.S. regulatory limits on stablecoin yields. Trading volume surged to 56.4 million shares, nearly triple the three-month average. The decline reflects investor worry over the Clarity Act, proposed legislation that could curb returns from funds backing USD Coin, Circle's flagship stablecoin. The S&P 500 dropped 0.37% and the Nasdaq Composite fell 0.84%. Peers Coinbase Global and Nu Holdings also declined, weighed down by concerns about crypto regulation. While the draft legislation is not finalized, its impact on Circle's revenue model is expected to be significant, given the company's reliance on yield income from reserves backing USDC.
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