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NASDAQ:NVDA 1 January 2026 - 2 January 2026

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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Semiconductor stocks today: Chip shares slip as Nvidia’s China H200 push meets policy spotlight

Semiconductor stocks today: Chip shares slip as Nvidia’s China H200 push meets policy spotlight

The PHLX Semiconductor Index fell 1.2% on Dec. 31 as U.S. markets closed for New Year’s Day. Nvidia slipped 0.5%, Micron dropped 2.5%, and TSMC’s U.S. shares rose 1.4%. Reuters reported Nvidia is in supply talks with TSMC and that the U.S. granted TSMC a new license to import chipmaking equipment to its Nanjing plant. China is requiring chipmakers to use at least 50% domestic equipment for new capacity.
1 January 2026
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AI stocks today: Nvidia’s China H200 chip surge puts semis back in focus as Wall Street shuts

AI stocks today: Nvidia’s China H200 chip surge puts semis back in focus as Wall Street shuts

Nvidia has asked TSMC to increase production of its H200 AI chip after Chinese firms ordered over 2 million units for 2026, far exceeding current inventory, sources told Reuters. The company set Chinese pricing at $27,000 per chip and plans first deliveries before mid-February. U.S. markets are closed Thursday for New Year’s Day. Nvidia shares fell 0.5% to $186.50 in Wednesday’s session.
1 January 2026
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Intel stock today: INTC dips into 2026 as Nvidia’s $5B stake keeps focus on what’s nextNEW YORK, January 1, 2026, 10:13 ET — Market closed

Intel stock today: INTC dips into 2026 as Nvidia’s $5B stake keeps focus on what’s nextNEW YORK, January 1, 2026, 10:13 ET — Market closed

Nvidia completed a $5 billion private placement purchase of Intel stock, acquiring 214.8 million shares at $23.28 each, according to an SEC filing. Intel shares closed down 1% at $36.90 in the final U.S. session of 2025. U.S. antitrust agencies cleared the deal in December. Investors are watching for Intel’s Jan. 29 earnings after a late-year slide in chip stocks.
1 January 2026
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Applied Digital (APLD) stock in spotlight as analysts tout upside ahead of Jan. 7 earnings

Applied Digital (APLD) stock in spotlight as analysts tout upside ahead of Jan. 7 earnings

Applied Digital (APLD) closed at $24.52, up 1.8% before the New Year’s holiday. The company plans to spin out its cloud unit and merge it with Ekso Bionics to form ChronoScale, with Applied Digital retaining 97% ownership. Analysts at Northland, Lake Street, and Citizens kept bullish ratings, citing strong GPU revenue and data-center demand. The proposed deal is expected to close in the first half of 2026, pending approvals.
1 January 2026
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Stock Market Today

  • SS&C (NASDAQ:SSNC) Q1 CY2026 Sales Surpass Estimates, Raises Full-Year Guidance
    April 23, 2026, 5:48 PM EDT. SS&C Technologies (NASDAQ:SSNC), a financial software provider, reported Q1 CY2026 revenue of $1.65 billion, beating analyst estimates by 1% and marking an 8.7% year-on-year increase. Adjusted earnings per share (EPS) of $1.69 also exceeded forecasts by 2.3%. The company lifted its full-year revenue guidance slightly to $6.74 billion with adjusted EPS guidance now at $6.90. Operating margin held steady at 24.2%, while free cash flow margin improved to 17.8% from 14% a year earlier. CEO Bill Stone highlighted the strength of SS&C's client relationships and infrastructure after 40 years in the market. SS&C's steady revenue growth, with a 7.2% annualized increase over two years, reflects stable demand and supports optimistic outlooks for continued expansion in the business services sector.

Latest article

AMD Stock Brushes $320 After Stifel Call, With May 5 Earnings Now the Real Test

AMD Stock Brushes $320 After Stifel Call, With May 5 Earnings Now the Real Test

23 April 2026
AMD shares touched $319.71 Thursday before retreating to $305.33, valuing the company at about $501 billion. The move comes ahead of first-quarter results on May 5, as investors watch for revenue from major AI chip deals with Meta and OpenAI. Stifel raised its price target to $320, citing strong AI demand and new products. AMD reported record Q4 revenue in February, with data-center sales up 39%.
Applied Digital stock rises after $7.5 billion AI data center lease with U.S. hyperscaler. (SEC)

Applied Digital stock rises after $7.5 billion AI data center lease with U.S. hyperscaler. (SEC)

23 April 2026
Applied Digital signed a 15-year, $7.5 billion lease with an unnamed U.S. hyperscaler for 300 megawatts at its Delta Forge 1 data center in Louisiana, sending shares up 12% to $36.35. The deal lifts total contracted lease revenue above $23 billion and adds a third hyperscale tenant. Initial operations at Delta Forge 1 are expected in mid-2027. The company also plans up to $600 million in new financing for expansion.
Expedia Stock Sinks After Former Snap CFO Derek Andersen Takes Finance Job Before Earnings

Expedia Stock Sinks After Former Snap CFO Derek Andersen Takes Finance Job Before Earnings

23 April 2026
Expedia Group named former Snap CFO Derek Andersen as its next chief financial officer, effective May 11. Shares fell 5.4% after the announcement. Outgoing CFO Scott Schenkel will remain through the May 7 earnings call and depart May 16. Andersen’s pay package includes a $1 million salary, $2.5 million signing bonus, and $17 million in restricted stock units.
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