Today: 25 March 2026
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NASDAQ:NVDA 7 January 2026 - 8 January 2026

Dow, S&P 500 futures dip as Trump policy headlines bite and jobs report looms; Samsung flags record AI-chip profit

Dow, S&P 500 futures dip as Trump policy headlines bite and jobs report looms; Samsung flags record AI-chip profit

U.S. stock futures slipped early Thursday, with Dow futures down 0.30% and S&P 500 futures off 0.22%, as investors awaited Friday’s jobs report. Defense stocks surged after President Trump called for a $1.5 trillion military budget; Lockheed Martin jumped 7.2% premarket. Homebuilders fell after Trump’s comments on limiting investor access to single-family homes. Oil steadied above $60 a barrel amid U.S.-Venezuela developments.
Dow Jones falls from intraday record as Trump policy moves hit financials; jobs report next

Dow Jones falls from intraday record as Trump policy moves hit financials; jobs report next

The Dow Jones fell 0.94% to 48,996.08 after Trump proposed banning Wall Street from buying single-family homes and restricting defense contractor payouts, sending financial and defense stocks lower. JPMorgan dropped 2.3% after a downgrade. Nvidia and Alphabet gains lifted the Nasdaq 0.16%. Investors await Friday’s U.S. payrolls report for rate signals.
Why CoreWeave stock is moving today: Nvidia Rubin plan meets fresh Wall Street calls

Why CoreWeave stock is moving today: Nvidia Rubin plan meets fresh Wall Street calls

CoreWeave shares rose 1.1% to $78.81 after the company said it will add Nvidia’s Rubin platform to its infrastructure in the second half of 2026. A Form 144 filing showed officer Brannin McBee proposed selling 8,335 shares worth about $661,000. Analysts cited high leverage and capital spending needs. CoreWeave priced a $2.25 billion convertible note offering in December.
7 January 2026
Nvidia price forecast: Analysts keep $270–$352 targets as China H200 orders turn into the new risk

Nvidia price forecast: Analysts keep $270–$352 targets as China H200 orders turn into the new risk

Nvidia shares climbed 1.3% to $189.59 Wednesday after brokerages raised price targets following CES, with the highest at $352. CEO Jensen Huang said next-gen chips are in full production, aiming for a fivefold AI performance boost. Reports said China asked local firms to halt H200 orders, while U.S. export licenses remain pending. Nvidia’s principal accounting officer sold 80,000 shares last week under a pre-set plan.
Nvidia stock edges up as China pauses H200 orders, complicating AI chip sales

Nvidia stock edges up as China pauses H200 orders, complicating AI chip sales

Nvidia shares rose 1.2% to $189.52 Wednesday after reports that China told some tech firms to pause orders for Nvidia’s H200 chips while it reviews purchase terms. Beijing is expected to steer buyers toward domestic AI chips. The U.S. approved H200 exports last year, requiring Nvidia to share 25% of revenue with the government. Nvidia will report fourth-quarter results on Feb. 25.
7 January 2026
China tells tech firms to pause Nvidia H200 orders — Beijing weighs homegrown AI chips

China tells tech firms to pause Nvidia H200 orders — Beijing weighs homegrown AI chips

Chinese authorities have told some tech firms to stop placing new orders for Nvidia’s H200 AI chips, the Information reported, as Beijing considers import rules. Nvidia executives say demand in China remains strong but export approvals are pending. The move comes as China pushes for domestic alternatives and tightens restrictions on foreign AI chips.
Nvidia, AMD or Intel? CES 2026 AI chip rollouts sharpen 2026 stock callsLAS VEGAS,

Nvidia, AMD or Intel? CES 2026 AI chip rollouts sharpen 2026 stock callsLAS VEGAS,

Nvidia CEO Jensen Huang announced the Vera Rubin AI platform is in full production, with servers carrying 72 GPUs and 36 CPUs. AMD introduced MI455 and MI440X chips at CES, targeting AI customers including OpenAI, and previewed a 2027 MI500 series. Analysts’ price targets continue to favor Nvidia and AMD, while Intel’s outlook remains mixed despite a recent upgrade.
Nvidia stock climbs on China H200 demand comments as Feb. 25 earnings loom

Nvidia stock climbs on China H200 demand comments as Feb. 25 earnings loom

Nvidia shares rose 1.8% to $190.55 after CEO Jensen Huang said Chinese purchase orders, not announcements, would signal approval for H200 chip imports. Data-center cooling stocks fell following Nvidia’s comments on lower cooling needs. Traders are watching U.S. export-license timing ahead of Nvidia’s Feb. 25 results. Rival AMD dropped 1.9% after unveiling new AI chips at CES.
Tesla stock sinks in premarket as Nvidia’s open-source self-driving AI adds pressure on TSLA

Tesla stock sinks in premarket as Nvidia’s open-source self-driving AI adds pressure on TSLA

Tesla shares dropped 4.1% to $432.96 in premarket trading Wednesday, extending a two-day slide amid renewed focus on AI and robotics competition after Nvidia launched new autonomous driving models. The decline follows a sharp fall below Tesla’s 50-day moving average and news that director James Murdoch sold 60,000 shares. Investors are also watching U.S. labor data and Tesla’s Jan. 28 earnings.
Sandisk stock rockets as Nvidia’s CES message revives the AI storage trade

Sandisk stock rockets as Nvidia’s CES message revives the AI storage trade

Sandisk surged 27.6% to $349.63 on Tuesday, leading a rally in U.S. memory stocks after CES comments spotlighted storage as a bottleneck for AI. NAND flash prices have doubled since July, with suppliers sold out through 2026. Sandisk has gained two points of NAND market share in the past year. Investors await its Jan. 29 earnings for updates on SSD pricing and strategy.
CES 2026 highlights: Nvidia’s Vera Rubin AI chips and humanoid robots push tech into the real world

CES 2026 highlights: Nvidia’s Vera Rubin AI chips and humanoid robots push tech into the real world

Nvidia CEO Jensen Huang announced at CES 2026 that Vera Rubin AI chips are in full production, promising a five-fold boost in AI computing. AMD previewed MI500 chips shipping in 2027, while Intel launched Panther Lake Core Ultra Series 3 PC chips with up to 60% better performance. Hyundai said it will deploy Boston Dynamics’ Atlas robots at its Georgia plant from 2028.
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Stock Market Today

  • Fluence Energy Q4 Earnings Compared to Renewable Energy Peers
    March 24, 2026, 8:29 PM EDT. Fluence Energy (NASDAQ:FLNC) reported $475.2 million in Q4 revenues, up 154% year on year but slightly below analyst expectations, with a significant miss on adjusted operating income. Despite fastest revenue growth among peers, FLNC shares fell 39.2% post-earnings to $15.29. Sunrun (NASDAQ:RUN) posted stronger than expected revenue of $1.16 billion, up 124%, with notable gains in customer additions, but its stock also dropped 39.2% after results. The broader group of 16 renewable energy stocks showed mixed Q4s, beating revenue estimates by 8.5% on average yet facing a collective share price decline of 9.4%. Rising demand for energy storage and solar solutions contrasts with investor caution amid economic and regulatory headwinds impacting the sector's outlook.
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