Today: 14 May 2026
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NASDAQ:NVDA 14 January 2026 - 16 January 2026

TSMC stock today: Blowout earnings meet a new U.S.-Taiwan trade deal — what happens next

TSMC stock today: Blowout earnings meet a new U.S.-Taiwan trade deal — what happens next

TSMC’s U.S.-listed shares rose 0.3% to $342.50 Friday after a 4.4% surge Thursday, driven by strong Q4 earnings and a new U.S.-Taiwan trade deal cutting chip tariffs. The company reported NT$505.74 billion in Q4 net income and expects up to $35.8 billion in Q1 revenue. TSMC pledged $100 billion U.S. investment for 2025 under the agreement. January sales figures are due Feb. 10.
Dow Jones Today: Dow slips as options expiry hits and investors weigh bank earnings

Dow Jones Today: Dow slips as options expiry hits and investors weigh bank earnings

The Dow Jones Industrial Average fell 70 points, or 0.14%, to 49,372.07 in early Friday trading as losses in healthcare and consumer stocks offset gains in tech. The S&P 500 edged up 0.07%, while the Nasdaq rose 0.26%. PNC Financial jumped 3.9% after reporting a 25% profit increase. Options expiration and muted volatility kept traders cautious near record highs.
Nvidia stock price rises today as China H200 rules and an insider sale hit the tape

Nvidia stock price rises today as China H200 rules and an insider sale hit the tape

Nvidia shares rose about 2% to $187.05 in early Friday trading after U.S. regulators approved conditional H200 chip exports to China. Beijing’s stance remains unclear, with customs reportedly banning the chips while officials urge firms to limit purchases. Chinese firms have already ordered over 2 million H200 chips, far exceeding Nvidia’s reported stock. Chip stocks gained ahead of the U.S. market holiday.
AMD stock price rises early as TSMC outlook lifts chipmakers, with tariffs hanging over AI chips

AMD stock price rises early as TSMC outlook lifts chipmakers, with tariffs hanging over AI chips

AMD shares rose 2% to $227.92 Friday morning after TSMC posted record profit and forecasted a 30% revenue jump for 2026, buoyed by strong AI chip demand. U.S. semiconductor stocks rallied on the news, easing tech valuation concerns. The White House clarified new tariffs on AI chips won’t hit imports for U.S. data centers. Traders remain alert to possible tariff expansions and their impact on supply chains.
AI stocks pop before the bell as TSMC lifts Nvidia, AMD and chip peers

AI stocks pop before the bell as TSMC lifts Nvidia, AMD and chip peers

Nvidia rose 2.1% and TSMC jumped 4.5% in premarket trading after TSMC reported record quarterly profit and projected 2026 revenue growth near 30%. ASML gained 5.4%, AMD 1.9%, and Broadcom 0.9%. Meta and Amazon edged higher, while Microsoft and Alphabet slipped. Traders await U.S. industrial production data and Fed comments later Friday.
Dow, S&P 500 rebound as TSMC sparks chip rally and big-bank earnings lift Wall Street

Dow, S&P 500 rebound as TSMC sparks chip rally and big-bank earnings lift Wall Street

TSMC reported a 35% jump in quarterly profit and forecast 2026 revenue growth near 30%, lifting chip stocks and pushing the S&P 500 up 0.26%. Morgan Stanley and Goldman Sachs beat earnings estimates on strong investment banking and trading. Oil fell 4.6% to $59.19 after Trump’s comments eased supply fears. BlackRock’s assets under management hit a record $14 trillion.
AI chip stocks rally: Nvidia and AMD jump on TSMC outlook as Trump tariff clouds China trade

AI chip stocks rally: Nvidia and AMD jump on TSMC outlook as Trump tariff clouds China trade

Nvidia and AMD shares jumped Thursday after TSMC reported record profit and raised 2026 spending plans, with Nvidia up 2.8% and AMD up 5.5% by 10:15 a.m. ET. U.S.-listed TSMC shares gained 6.3%. New U.S. tariffs on select AI chips and tighter export rules added uncertainty around China demand. The White House said exemptions remain possible for some imports.
Dow Jones today: DIA edges up as TSMC’s record profit lifts chips and bank earnings roll in

Dow Jones today: DIA edges up as TSMC’s record profit lifts chips and bank earnings roll in

The Dow Jones Industrial Average opened up 51.5 points at 49,201.1, with Nvidia and Cisco leading early gains. Chip stocks rose after Taiwan Semiconductor reported record quarterly profit and raised its 2026 revenue and spending forecasts. Morgan Stanley and Goldman Sachs beat earnings estimates, but Goldman shares slipped. U.S. weekly jobless claims unexpectedly fell to 198,000.
Nvidia stock today: NVDA rises in premarket as China drafts rules for H200 chip buys

Nvidia stock today: NVDA rises in premarket as China drafts rules for H200 chip buys

Nvidia shares rose 1.8% to $186.40 in Thursday premarket trading after reports China may restrict advanced AI chip imports and Beijing paused some Nvidia H200 purchases. The U.S. approved H200 sales to China with strict limits and a new 25% tariff. Former Trump adviser Matt Pottinger criticized the policy at a congressional hearing. Taiwan Semiconductor reported a 35% profit jump, boosting chip stocks.
15 January 2026
Nvidia stock slips as China blocks H200 chips and Washington adds new tariff risk

Nvidia stock slips as China blocks H200 chips and Washington adds new tariff risk

Nvidia shares fell 1.5% to $183.14 early Thursday after reports that Chinese customs were told to block the company’s H200 AI chips. Washington has authorized H200 exports to China with new conditions, including third-party testing and tariffs. Chinese tech firms were reportedly advised not to buy the chips unless necessary. Investors await further guidance and Nvidia’s earnings on February 25.
15 January 2026
Thermo Fisher Scientific stock jumps on reshoring-contract talk, Nvidia tie-up as earnings loom

Thermo Fisher Scientific stock jumps on reshoring-contract talk, Nvidia tie-up as earnings loom

Thermo Fisher shares closed up 2.4% at $621.83 Wednesday and held steady after hours, following news of new U.S. drug manufacturing contracts. CEO Marc Casper cited a focus on reshoring production from Europe and Asia. A recent SEC filing detailed leadership changes effective in March, including COO Michel Lagarde’s exit. The company also announced a partnership with Nvidia to expand AI in lab automation.
Trump’s New AI Chip Tariff Jolts Nvidia Stock After Hours as AMD Holds Up

Trump’s New AI Chip Tariff Jolts Nvidia Stock After Hours as AMD Holds Up

Nvidia shares fell 1.5% to $183.14 in after-hours trading Wednesday after the White House announced a 25% tariff on advanced computing chips, including Nvidia’s H200. AMD, whose MI325X chip was also named, rose 1.2% to $223.60. The move comes as the U.S. allows limited H200 sales to China and increases scrutiny of AI chip exports. Traders are watching upcoming earnings for signs of demand shifts.
Nvidia stock dips on China H200 roadblock as U.S. export rules shift — what NVDA traders watch next

Nvidia stock dips on China H200 roadblock as U.S. export rules shift — what NVDA traders watch next

Nvidia shares fell 1.6% to $182.79 late Wednesday after reports that Chinese customs told agents to block H200 AI chips from entering the country. Washington has eased some export rules for H200 chips to China, but shipments remain capped and subject to strict review. A new BIS rule on chip exports takes effect Jan. 15. Beijing has advised local firms to avoid H200 purchases except in special cases.
14 January 2026
Nvidia stock falls as China blocks H200 AI chips despite U.S. export approval

Nvidia stock falls as China blocks H200 AI chips despite U.S. export approval

Nvidia shares fell 2.2% to $181.77 after reports that China blocked imports of its H200 AI chip, despite a recent U.S. export approval. Chinese officials warned domestic tech firms against buying the chips, while exemptions for research use are under discussion. The move drew criticism in Washington and rattled chip sector stocks. Investors are watching for further signals from Beijing and Nvidia’s Feb. 25 results.
CoreWeave stock edges up as CEO dismisses Nvidia ‘circular financing’ talk, insider sale filing in focus

CoreWeave stock edges up as CEO dismisses Nvidia ‘circular financing’ talk, insider sale filing in focus

CoreWeave shares rose about 1.5% to $88.78 by midday Wednesday after a volatile session and heavy trading. An SEC filing showed co-founder Brannin McBee plans to sell 8,335 shares, valued near $668,000. The company faces a securities fraud class action, with a lead plaintiff deadline of March 13. CEO Michael Intrator denied “circular financing” claims involving Nvidia.
14 January 2026
Nvidia stock drops on China H200 curb — the next date AI investors are watching

Nvidia stock drops on China H200 curb — the next date AI investors are watching

Nvidia fell 2.5% to $181.09 after reports that Chinese customs ordered agents to block H200 AI chips from entering China, despite recent U.S. approval for restricted exports. Reuters said local tech firms were told to avoid the chips unless necessary, signaling a possible de facto ban. Other chip stocks also dropped. Traders await policy signals from Beijing and Nvidia’s Feb. 25 earnings report.
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Stock Market Today

  • Kevin Warsh Confirmed Fed Chair Amid Tight Vote; Trump-Xi Summit Focuses on Taiwan, AI; Cisco Shares Surge After Earnings Beat
    May 14, 2026, 8:36 AM EDT. Kevin Warsh was narrowly confirmed as Federal Reserve chair with 54 Senate votes, the slimmest margin since 1977. Warsh, a critic of current U.S. monetary policy, faces challenges balancing inflation concerns amid President Trump's push for rate cuts. Meanwhile, President Trump met Chinese President Xi Jinping in Beijing, where Taiwan's status dominated talks alongside economic ties and regional security. Treasury Secretary Scott Bessent highlighted U.S. leadership in artificial intelligence and plans for bilateral AI safeguards. In corporate news, Cisco surpassed Wall Street's quarterly forecasts, lifting its shares by over 15%, while announcing a reduction of nearly 4,000 jobs this quarter.

Latest articles

Apple Backs Google in EU AI Fight as iPhone Rules Loom

Apple Backs Google in EU AI Fight as iPhone Rules Loom

14 May 2026
Apple warned the European Commission that proposed EU rules forcing Google’s Android to open core features to rival AI assistants could endanger privacy, security, and device performance. The Commission’s feedback period closed Wednesday, with a final decision expected by July 27. Apple argued the measures could set a precedent for its own platforms. Google also opposes the plan, calling it an “unwarranted intervention.”
Precigen Stock Jumps as Papzimeos Sales Change the Story for PGEN Investors

Precigen Stock Jumps as Papzimeos Sales Change the Story for PGEN Investors

14 May 2026
Precigen shares jumped 14.1% in early trading after first-quarter revenue reached $23.3 million, beating estimates, and net loss narrowed to $7.9 million from $54.2 million a year earlier. Papzimeos, its new RRP therapy, generated $21.6 million in net product revenue. The company ended March with $56.7 million in cash and expects current funds and Papzimeos sales to last through 2026.
POET Stock Jumps After $50 Million Lumilens AI Optics Order — The Bigger Test Comes Later

POET Stock Jumps After $50 Million Lumilens AI Optics Order — The Bigger Test Comes Later

14 May 2026
POET Technologies signed a supply and joint-development agreement with Lumilens, including a $50 million initial order for optical engines used in AI data-center networks. The companies said cumulative purchases could exceed $500 million over five years. POET shares rose 16% after the news. First engineering samples are expected in late 2026, with production targeted for 2027.
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