Today: 14 May 2026
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NASDAQ:NVDA 12 January 2026 - 14 January 2026

Nvidia stock (NVDA) steadies as China blocks H200 chip imports, clouding U.S. export green light

Nvidia stock (NVDA) steadies as China blocks H200 chip imports, clouding U.S. export green light

Nvidia shares rose 0.5% to $185.81 after reports that Chinese customs are blocking imports of its H200 AI chips, despite new U.S. export rules. Chinese regulators have warned local firms not to buy the chips unless “necessary.” Chip stocks traded mixed, with QQQ down 0.1% and the semiconductor ETF up 0.9%. Nvidia will report quarterly results on Feb. 25.
14 January 2026
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Nvidia stock braces for a China shock as customs blocks H200 AI chips despite U.S. export nod

Nvidia stock braces for a China shock as customs blocks H200 AI chips despite U.S. export nod

Nvidia shares rose 0.5% premarket to $185.81 after reports that China blocked imports of its H200 AI chips, despite recent U.S. approval for limited exports. Beijing warned local tech firms to avoid the chips unless necessary. Washington’s new rules require third-party testing and impose a 25% fee. Investors await further signals from both governments and fresh AI chip demand data.
14 January 2026
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Thermo Fisher stock falls as CEO flags new U.S. reshoring contracts, Nvidia tie-up in focus

Thermo Fisher stock falls as CEO flags new U.S. reshoring contracts, Nvidia tie-up in focus

Thermo Fisher Scientific’s pharma services unit secured contracts to help clients move drug manufacturing back to the U.S., CEO Marc Casper said Tuesday. Shares fell 1.4% to $607.08. The company announced new AI partnerships with Nvidia and TetraScience and confirmed COO Michel Lagarde will leave by March, with Gianluca Pettiti named as his successor. Casper cited looming tariffs and recent acquisitions as drivers for U.S. expansion.
14 January 2026
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Nvidia stock gets Washington’s green light for H200 China sales — but Beijing adds a snag

Nvidia stock gets Washington’s green light for H200 China sales — but Beijing adds a snag

Nvidia shares closed up 0.5% Tuesday after the U.S. eased export restrictions on H200 AI chips to China, but imposed new testing and security rules. China signaled it will approve H200 purchases only in “special circumstances,” creating uncertainty for demand. Nvidia denied requiring Chinese buyers to pay upfront. Other chip stocks saw mixed trading.
13 January 2026
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Nvidia stock stays flat after China tightens H200 chip approvals; Eli Lilly $1B AI lab grabs attention

Nvidia stock stays flat after China tightens H200 chip approvals; Eli Lilly $1B AI lab grabs attention

Nvidia shares slipped 0.04% to $184.87 after hours Tuesday following reports China is restricting approvals for H200 AI chip purchases. Nvidia denied requiring upfront payment from Chinese buyers. The company also announced a $1 billion healthcare AI lab with Eli Lilly and new partnerships, but traders remain focused on China’s impact on chip demand.
13 January 2026
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SanDisk (SNDK) stock slips in early trade as AI-storage rally cools; earnings ahead

SanDisk (SNDK) stock slips in early trade as AI-storage rally cools; earnings ahead

Sandisk shares fell 1.2% to $384.53 in Tuesday morning trading, paring gains from an earlier rally this month. Traders are focused on the company’s Jan. 29 earnings for updates on NAND flash pricing and margins. Micron dropped about 2%, Western Digital slipped 0.5%, and Seagate was flat. Sandisk has become one of the most volatile storage stocks since its spinoff from Western Digital.
13 January 2026
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Nvidia stock barely budges after H200 China payment reset; Lilly AI lab plan in focus

Nvidia stock barely budges after H200 China payment reset; Lilly AI lab plan in focus

Nvidia said it will not require upfront payment for H200 AI chips, countering reports of stricter terms for Chinese buyers. Shares edged up 0.03% to $184.94 in early New York trading. Investors remain focused on China sales and the company’s Feb. 25 earnings for updates on demand and margins. Chip sector peers posted mixed results as U.S. inflation data met forecasts.
13 January 2026
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Nvidia stock in premarket: H200 China payment clarification, Lilly AI lab and TSMC earnings in focus

Nvidia stock in premarket: H200 China payment clarification, Lilly AI lab and TSMC earnings in focus

Nvidia shares were flat in premarket trading after the company said customers in China won’t need to pay upfront for its H200 AI chips. Nvidia and Eli Lilly announced a $1 billion, five-year partnership to build an AI drug research lab in the Bay Area. Chip stocks rose, with Taiwan Semiconductor up nearly 2.5% ahead of its Jan. 15 earnings report.
13 January 2026
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Google stock taps $4 trillion on Apple Gemini AI deal as “Have-Lots” worries grow

Google stock taps $4 trillion on Apple Gemini AI deal as “Have-Lots” worries grow

Alphabet’s market cap briefly surpassed $4 trillion Monday after Apple announced plans to use Google’s Gemini AI in upcoming products. Shares hit a record $334.04 before retreating. The move cements Alphabet as the fourth U.S. company to reach the milestone, joining Nvidia, Microsoft, and Apple. Investors and economists flagged growing market concentration and policy risks amid the AI-driven rally.
13 January 2026
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AI stocks today: Nvidia counters China chip-payment report, Palantir gets Citi boost, Alphabet rides Siri deal

AI stocks today: Nvidia counters China chip-payment report, Palantir gets Citi boost, Alphabet rides Siri deal

Nvidia clarified Tuesday that Chinese buyers of its H200 AI chips aren’t required to pay upfront, following reports of stricter payment terms. Nvidia shares edged up 0.03% premarket, while AMD, Broadcom, and TSM each gained over 2%. The company and Eli Lilly announced a $1 billion joint AI drug discovery lab near San Francisco. Traders awaited the U.S. inflation report, expected at 8:30 a.m. ET.
13 January 2026
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Thermo Fisher (TMO) stock slips after-hours after Nvidia lab-automation tie-up, exec shake-up

Thermo Fisher (TMO) stock slips after-hours after Nvidia lab-automation tie-up, exec shake-up

Thermo Fisher shares fell about 0.5% after hours Monday following news of a partnership with Nvidia on AI-driven lab automation and executive departures. COO Michel Lagarde and EVP Frederick Lowery will leave in early 2026, with Marc Casper set to become chairman and CEO. Lowery will join Henry Schein as CEO in March 2026. Thermo Fisher closed regular trading at $615.45, down 0.6%.
13 January 2026
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Nvidia stock barely moves after hours as $1 billion Eli Lilly AI lab plan lands

Nvidia stock barely moves after hours as $1 billion Eli Lilly AI lab plan lands

Nvidia and Eli Lilly will invest up to $1 billion over five years in a joint AI drug discovery lab in the San Francisco Bay area, using Nvidia’s latest chips. Nvidia shares closed at $184.88, up 0.01%, and hovered near $184.94 after hours. The exact lab location will be announced in March. Investors are watching TSMC’s earnings report on January 15 and Nvidia’s on February 25.
12 January 2026
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Nvidia stock gains on Eli Lilly $1 billion AI lab plan as traders eye TSMC, earnings

Nvidia stock gains on Eli Lilly $1 billion AI lab plan as traders eye TSMC, earnings

Nvidia and Eli Lilly will invest up to $1 billion in a Bay Area AI drug discovery lab over five years, sending Nvidia shares up 0.8% to $186.37 and Lilly up 0.2% to $1,066.14. AMD, Broadcom, and TSMC also rose as AI-focused stocks lifted the Nasdaq. TSMC reports earnings Jan. 15, with analysts expecting a 27% Q4 profit jump on AI chip demand. Nvidia’s next earnings are due Feb. 25.
12 January 2026
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CoreWeave stock jumps 11% as Goldman starts coverage and Moody’s flags $3 trillion data-center boom

CoreWeave stock jumps 11% as Goldman starts coverage and Moody’s flags $3 trillion data-center boom

CoreWeave shares climbed 11% to $88.94 in late morning trading Monday after Goldman Sachs began coverage with a Neutral rating and $86 price target. Moody’s projected at least $3 trillion in data-center investment over five years, naming CoreWeave among six major U.S. operators. The Nasdaq 100 was little changed.
12 January 2026
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IREN stock jumps as bitcoin firms up; what traders are watching next

IREN stock jumps as bitcoin firms up; what traders are watching next

IREN shares surged 7.3% to $49.38 in early New York trading Monday, with volume topping 20.5 million. Bitcoin hovered near $91,674, while other crypto miners posted mixed-to-higher moves. IREN’s gains follow its $9.7 billion Microsoft contract and updated AI revenue targets. Traders await Tuesday’s U.S. CPI data for further market direction.
12 January 2026
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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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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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