Today: 2 March 2026
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NASDAQ:NVDA 1 January 2026 - 2 January 2026

Stock market today: Dow steadies as chip stocks jump, Tesla drops in Wall Street’s 2026 opener

Stock market today: Dow steadies as chip stocks jump, Tesla drops in Wall Street’s 2026 opener

Nvidia and Micron surged, with chips leading U.S. stocks in early 2026 trading, while Tesla fell 2.4% after reporting a second straight annual delivery drop and losing its EV sales lead to BYD. The Dow rose 0.1%, but the S&P 500 and Nasdaq slipped. Investors watched for jobs and inflation data due next week. Wayfair and RH jumped after Trump delayed furniture tariffs.
2 January 2026
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Stock market today: S&P 500, Nasdaq start 2026 higher as tech rebounds; Intuit sinks on co-founder sale

Stock market today: S&P 500, Nasdaq start 2026 higher as tech rebounds; Intuit sinks on co-founder sale

U.S. stocks opened 2026 higher, with the S&P 500 up 0.38% and the Nasdaq gaining 0.75% by midmorning, led by large technology shares. Intuit dropped 5.3% after a filing showed co-founder Scott Cook sold $50 million in stock. Nvidia and Broadcom rose, while furniture retailers gained after President Trump delayed some tariffs. European and Asian markets also advanced; oil fell over 1%.
2 January 2026
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CoreWeave stock jumps nearly 9% today as Nvidia-led tech rebound lifts AI infrastructure names

CoreWeave stock jumps nearly 9% today as Nvidia-led tech rebound lifts AI infrastructure names

CoreWeave shares jumped 8.6% to $77.76 in morning trading Friday, outpacing the Nasdaq’s 0.75% gain as tech stocks rebounded. About 8.6 million shares changed hands after the stock opened at $73.90 and swung between $72.95 and $77.76. Investors focused on next week’s U.S. labor-market data and interest rate outlook for high-growth stocks.
2 January 2026
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IBM’s 2026 quantum milestone puts IonQ and Nvidia back on investors’ radar

IBM’s 2026 quantum milestone puts IonQ and Nvidia back on investors’ radar

IBM aims to demonstrate “quantum advantage” in 2026, a milestone closely watched by investors. Shares of IBM and IonQ fell about 1.4% and 1.5% Friday morning, while Nvidia rose 1.9%. Zacks and Motley Fool both highlighted IBM, IonQ, and Nvidia as key quantum computing stocks for 2026. Most companies in the sector remain unprofitable as funding and interest build.
2 January 2026
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Wall Street starts 2026 higher as Nasdaq leads, Tesla deliveries drop and jobs data looms

Wall Street starts 2026 higher as Nasdaq leads, Tesla deliveries drop and jobs data looms

U.S. stocks opened higher Friday, with the Nasdaq leading gains as technology shares rallied. Tesla reported a second consecutive annual drop in deliveries, falling to 1.64 million vehicles in 2025 from 1.79 million in 2024. Investors are watching for January jobs data, inflation figures, and the start of earnings season. London’s FTSE 100 briefly topped 10,000 for the first time.
2 January 2026
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AI stocks rally today as Nvidia seeks more H200 chips; AMD and Micron lead early gains

AI stocks rally today as Nvidia seeks more H200 chips; AMD and Micron lead early gains

Nvidia shares climbed 2.9% after reports it asked TSMC to boost H200 chip production, with Chinese firms ordering over 2 million units for 2026, far above current inventory. Chip stocks surged, with AMD up 5.5%, Micron 7.8%, and TSMC 4.7%. Baidu’s AI chip unit confidentially filed for a Hong Kong listing; Baidu shares jumped 12.5%. China has not yet approved H200 shipments.
2 January 2026
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Nvidia stock today: NVDA slips as China H200 demand puts supply, export rules back in focus

Nvidia stock today: NVDA slips as China H200 demand puts supply, export rules back in focus

Nvidia shares fell 0.5% to $186.50 in early New York trading Friday, while TSMC rose 1.4% and the iShares Semiconductor ETF dropped 1.2%. Reuters reported Chinese tech firms have ordered over 2 million Nvidia H200 GPUs for 2026, but Beijing has not approved imports. ByteDance may spend $14.29 billion on Nvidia chips next year, pending regulatory clearance.
2 January 2026
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Nvidia stock: China’s H200 rush and Samsung HBM4 talks put 2026 AI rally in focus

Nvidia stock: China’s H200 rush and Samsung HBM4 talks put 2026 AI rally in focus

Nvidia has asked TSMC to boost H200 chip production after Chinese firms ordered over 2 million units for 2026, sources said. Nvidia holds about 700,000 units in stock and set China-bound H200 prices near $27,000 each. Samsung confirmed talks to supply HBM4 memory to Nvidia. TSMC may begin expanded output in Q2 as Beijing weighs import approval.
2 January 2026
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Stock market today: Nasdaq, S&P 500 futures climb to start 2026 as Nvidia and Baidu rally

Stock market today: Nasdaq, S&P 500 futures climb to start 2026 as Nvidia and Baidu rally

Nasdaq 100 E-minis rose 1.05% and S&P 500 E-minis gained 0.60% in premarket trading Friday, led by rebounds in Nvidia and Broadcom. Baidu jumped 12% after its AI chip unit Kunlunxin filed for a Hong Kong IPO. Tesla rose over 2% ahead of delivery figures. The White House delayed tariff hikes on imported furniture for a year.
2 January 2026
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Nvidia’s China moat faces a new test as Biren pops 76% and Baidu chip unit files for Hong Kong IPO

Nvidia’s China moat faces a new test as Biren pops 76% and Baidu chip unit files for Hong Kong IPO

Shanghai Biren Technology surged 76% in its Hong Kong debut Friday, raising HK$5.58 billion after its IPO was heavily oversubscribed. Baidu said its AI chip unit Kunlunxin confidentially filed for a Hong Kong listing on Jan. 1. Samsung reported positive customer feedback for its HBM4 memory and is in talks to supply Nvidia. The U.S. granted TSMC an annual license to import chipmaking equipment to its Nanjing plant.
2 January 2026
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Nvidia stock today: China H200 surge drives TSMC talks as CES and earnings loom

Nvidia stock today: China H200 surge drives TSMC talks as CES and earnings loom

Nvidia closed down 0.55% at $186.50 on Dec. 31 as Reuters reported the company asked TSMC to expand H200 AI chip production after Chinese firms ordered over 2 million units for 2026. Beijing has not yet approved H200 shipments. Nvidia priced the chips at about $27,000 each for China. ByteDance may spend up to $14.3 billion on Nvidia chips if sales are allowed, according to the South China Morning Post.
2 January 2026
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TSMC stock forecast 2026: New U.S. China licence and Nvidia H200 push put targets in focus

TSMC stock forecast 2026: New U.S. China licence and Nvidia H200 push put targets in focus

The U.S. granted TSMC’s Nanjing plant a new annual export licence for U.S. chipmaking tools, replacing an expired waiver. Sources said Nvidia has asked TSMC to ramp up H200 AI chip production for China in 2026, with work starting in Q2. TSMC’s ADRs last closed at $303.89, with analyst targets above that level. TSMC began 2-nanometre chip production in late 2025, with an enhanced version set for mass production in late 2026.
1 January 2026
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Nvidia stock forecast 2026: China’s H200 chip rush sets up NVDA’s next big test

Nvidia stock forecast 2026: China’s H200 chip rush sets up NVDA’s next big test

Chinese tech firms have ordered over 2 million Nvidia H200 AI chips for 2026, far exceeding current stock, sources said. Nvidia has asked TSMC to boost production, but Beijing has not approved H200 imports. ByteDance may spend $14.3 billion on Nvidia chips if sales are allowed. U.S. authorities have granted TSMC, Samsung, and SK Hynix licenses to import chipmaking equipment to China for 2026.
1 January 2026
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Big Tech stocks 2026 forecast: Nvidia’s China chip rush sets the first test for AI leaders

Big Tech stocks 2026 forecast: Nvidia’s China chip rush sets the first test for AI leaders

Nvidia has asked TSMC to increase H200 AI chip production after Chinese firms ordered over 2 million units for 2026, sources told Reuters. The H200 is priced at about $27,000 per chip, with modules costing around 1.5 million yuan. New U.S. and China actions on chip equipment have added uncertainty to supply and pricing. Investors are watching for signs that AI spending will boost earnings after a strong 2025 market rally.
1 January 2026
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AI Stocks 2026 Forecast: Nvidia’s China Chip Rush Meets a Tougher Wall Street Test

AI Stocks 2026 Forecast: Nvidia’s China Chip Rush Meets a Tougher Wall Street Test

Nvidia has asked TSMC to boost H200 AI chip production after Chinese firms ordered over 2 million units for 2026, sources told Reuters. Beijing has not yet approved shipments despite recent U.S. export clearance with a 25% fee. Samsung and SK Hynix report AI memory chip orders exceed capacity, according to the Financial Times. Investors remain focused on AI spending, earnings, and U.S.-China policy shifts.
1 January 2026
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2026 stock market forecast: After 2025’s rally, Wall Street sees earnings, Fed cuts and AI spending as the big tests

2026 stock market forecast: After 2025’s rally, Wall Street sees earnings, Fed cuts and AI spending as the big tests

The S&P 500 closed 2025 at 6,845.50, up 16.39% for the year, as Nvidia became the first company to reach a $5 trillion market value. Strategists say 2026 gains depend on profit growth broadening beyond megacap tech and on AI spending delivering returns. Rate policy and Fed uncertainty are expected to drive early-year volatility.
1 January 2026
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Data center stocks slide into 2026 as xAI expansion keeps Nvidia, Dell, Super Micro in focus

Data center stocks slide into 2026 as xAI expansion keeps Nvidia, Dell, Super Micro in focus

U.S. markets were closed Thursday for New Year’s Day after data center-linked stocks ended 2025 lower. Nvidia slipped 0.5%, Dell fell 1.6%, and Super Micro Computer lost 1.3% in the last session. Elon Musk’s xAI bought a third building for data center expansion, aiming for nearly 2 gigawatts of compute power. Traders await Friday’s reopening and early U.S. factory data next week.
1 January 2026
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