Today: 23 April 2026
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NASDAQ:NVDA 6 January 2026 - 7 January 2026

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.
Nvidia stock today: NVDA slips premarket after Huang flags China H200 orders and Rubin rollout

Nvidia stock today: NVDA slips premarket after Huang flags China H200 orders and Rubin rollout

Nvidia shares slipped 0.5% to $187.24 in premarket trading after CEO Jensen Huang said China demand for the H200 chip will appear in purchase orders, not public approvals, as the company awaits U.S. export licenses. Traders are watching U.S. jobs data and Nvidia’s Feb. 25 results. Huang also announced the Vera Rubin platform is in full production, claiming it can cut data center cooling needs.
7 January 2026
Nvidia rolls out Rubin chips and Alpamayo AI models for autonomous vehicles — what it just announced at CES

Nvidia rolls out Rubin chips and Alpamayo AI models for autonomous vehicles — what it just announced at CES

Nvidia announced its Vera Rubin AI chips are in full production, promising a fivefold increase in computing power over previous models. The company also launched Alpamayo, open-source software for autonomous driving, and said Rubin-based products will ship in late 2026. Aeva’s 4D lidar was selected as a reference sensor for Nvidia’s DRIVE Hyperion platform. CEO Jensen Huang unveiled the news at CES in Las Vegas.
Stock market today: Dow nears 50,000 as chip surge cools and futures pause before jobs data

Stock market today: Dow nears 50,000 as chip surge cools and futures pause before jobs data

The Dow and S&P 500 closed at record highs Tuesday, driven by gains in chip and data-storage stocks after Nvidia’s CES remarks. Dow futures edged up 24 points early Wednesday, while S&P 500 and Nasdaq 100 futures slipped. Investors await key U.S. jobs data that could influence Federal Reserve rate expectations. SanDisk soared over 27%, while Exxon Mobil and Chevron dropped as oil prices fell.
7 January 2026
Semiconductor stocks today: Nvidia holds up premarket as SanDisk, Micron cool after CES spike

Semiconductor stocks today: Nvidia holds up premarket as SanDisk, Micron cool after CES spike

Nvidia rose 0.3% in premarket trading Wednesday, while SanDisk and Micron slipped after Tuesday’s surge. The PHLX semiconductor index hit a record high, up 2.75% on the day. Nasdaq 100 futures fell 0.22% ahead of key labor data. Samsung is expected to report a 160% jump in Q4 operating profit Thursday.
S&P 500 2026 Forecast: 7,490 Target Meets a Data Test as Earnings Season Nears

S&P 500 2026 Forecast: 7,490 Target Meets a Data Test as Earnings Season Nears

The S&P 500 closed at 6,944.82, up 0.62%, while the Dow hit a record. SanDisk surged over 27% and Western Digital gained 17% after Nvidia’s CES appearance. Labor data including JOLTS and payrolls are due this week, with CPI and JPMorgan Chase earnings set for Jan. 13. A Reuters poll shows most strategists expect a 2026 market correction and S&P 500 at 7,490 by year-end.
Vertiv stock (VRT) whipsaws after Nvidia CES cooling claim; earnings next in focus

Vertiv stock (VRT) whipsaws after Nvidia CES cooling claim; earnings next in focus

Vertiv shares closed up 0.6% at $174.95 after dropping as much as 6.6% intraday, following Nvidia CEO Jensen Huang’s comment that new Rubin chips need “no water chillers.” Johnson Controls fell 6.2% and Trane dropped 2.5%. Barclays said Vertiv and nVent are better positioned in liquid and precision cooling. About 7.8 million Vertiv shares traded.
Uber stock jumps nearly 6% as CES robotaxi reveal with Lucid, Nuro lifts shares

Uber stock jumps nearly 6% as CES robotaxi reveal with Lucid, Nuro lifts shares

Uber shares jumped 5.9% to $85.54 in after-hours trading Tuesday after unveiling a Lucid-based robotaxi with Nuro at CES. The vehicle uses Nuro’s Level 4 self-driving system and Nvidia hardware, with on-road testing underway in the Bay Area. Production is expected later this year at Lucid’s Arizona plant, pending validation. Investors are watching for updates on rollout timing and partnership economics.
Nvidia stock dips after hours as Huang flags China H200 orders and Rubin AI chip rollout

Nvidia stock dips after hours as Huang flags China H200 orders and Rubin AI chip rollout

Nvidia shares slipped 0.5% to $187.24 after hours Tuesday as CEO Jensen Huang said Chinese H200 chip imports hinge on U.S. export licenses. At CES, Nvidia unveiled its Vera Rubin data-center platform, promising five times more chatbot AI power and adoption by major cloud firms. Chip stocks rallied earlier, but AMD fell 3.1% after hours while Super Micro rose 1.5%.
Dow Jones breaks above 49,000 in record close as chip-led rally rolls on

Dow Jones breaks above 49,000 in record close as chip-led rally rolls on

The Dow Jones closed above 49,000 for the first time Tuesday, ending at 49,462.08, up 1%. Chip and healthcare stocks led gains, with Moderna jumping nearly 11% and the PHLX semiconductor index hitting a record. Data-storage shares surged, while Nvidia and AMD slipped after CES presentations. Investors await Wednesday’s JOLTS and Friday’s U.S. jobs report for rate clues.
Western Digital (WDC) stock jumps 17% after Nvidia CES storage talk sparks AI-driven rally

Western Digital (WDC) stock jumps 17% after Nvidia CES storage talk sparks AI-driven rally

Western Digital shares surged 16.8% to $219.38 in after-hours trading Tuesday, tracking gains across storage stocks after Nvidia detailed new “context memory storage” technology at CES. SanDisk jumped 27%, Seagate rose 14%, and Micron climbed 10%, with all four hitting record highs. Traders are watching U.S. labor data due later this week for further direction.
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Stock Market Today

  • Selective Insurance Q1 Earnings Miss Estimates Despite Revenue Growth
    April 23, 2026, 2:39 PM EDT. Selective Insurance Group reported Q1 2026 operating income of $1.69 per share, down 11% year over year and missing estimates by 2.3%. Revenues rose 6.4% to $1.4 billion, driven by net premiums and investment income, though net premiums written declined 1%. Underwriting income fell 53% due to higher catastrophe losses, pushing the combined ratio to 98.3, slightly above estimates. Standard Commercial Lines suffered a 1% drop in net premiums written and a worsened combined ratio, while Standard Personal Lines saw a 6% decline in premiums but improved underwriting. Excess & Surplus Lines posted modest premium growth and better margins. Total assets reached $15.3 billion, with stable long-term debt and a 2% rise in book value per share. Operating return on equity contracted year over year to 12%.

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ServiceNow stock tumbles despite Q1 beat and higher 2026 outlook

ServiceNow stock tumbles despite Q1 beat and higher 2026 outlook

23 April 2026
ServiceNow shares dropped 18.7% to $83.77 after reporting first-quarter results that beat estimates and raising its 2026 subscription revenue forecast. Investors focused on delayed Middle East government deals, which cut subscription growth by 0.75 percentage point, and concerns over AI’s impact on software demand.
IBM Stock Tumbles After Earnings Beat as Software Slowdown Reignites AI Fears

IBM Stock Tumbles After Earnings Beat as Software Slowdown Reignites AI Fears

23 April 2026
IBM shares fell 9.6% to $227.72 after first-quarter results showed slowing software and consulting growth, despite beating earnings estimates. The selloff spread to ServiceNow, Microsoft, and Adobe, while chip stocks rose. IBM reported $15.92 billion in revenue, up 9%, and raised its quarterly dividend to $1.69. Investors reacted to concerns over AI’s impact on older software businesses.
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