Nvidia stock price ticks up as AI cloud spending jumps and China chip politics shift
Nvidia climbed 0.7% to $191.36 during Thursday morning hours. Shares started the session at $193.00 and topped out at an intraday high of $193.55.
Nvidia stock rises in premarket as Samsung ships HBM4 memory chips; China rules in focus
Nvidia edged up nearly 1% ahead of the bell Thursday, with the stock priced at $191.87 after closing at $190.05 the day before. The move came on word from Samsung Electronics that it’s begun delivering its latest HBM4 memory chips—crucial for Nvidia’s AI accelerators. Samsung’s chip division head, Song Jai-hyuk, described customer feedback as “very satisfactory.”
Samsung says it shipped HBM4 chips as AI memory race with SK Hynix, Micron tightens
Samsung Electronics on Thursday said it's sent out its newest HBM4 memory chips to customers, stepping up efforts to narrow the distance with competitors making components for Nvidia’s AI accelerators.
AI stocks split on Wall Street: Nvidia rises as Microsoft slides on disruption fears
AI-related stocks in the U.S. split directions Wednesday. Software names slumped—Microsoft slipped 2.6% to $402.72, Alphabet dropped 2.0% to $312.25 by 12:27 p.m. EST. Chipmakers, though, kept attracting buyers: Nvidia was up 1.5% at $191.29.
Micron stock drops on Nvidia “Rubin” HBM4 chatter as MU investors brace for Wolfe conference
Micron Technology, Inc. slid $9.09, or 2.4%, to $374.41 late Tuesday, deepening a recent drop tied to renewed concerns about its future role in Nvidia’s next wave of AI hardware.
AI stocks today: Cisco’s new chip enters the race as Nvidia faces China guardrails
Cisco Systems rolled out a fresh switch chip and a router on Tuesday, both built for keeping massive AI clusters humming — a direct shot at Broadcom and Nvidia. The new Silicon One G300, slated for release in the back half of the year and leveraging Taiwan Semiconductor Manufacturing Co’s 3‑nanometer process, comes loaded with “shock absorber” tech to manage sudden data surges. According to Cisco, it could push certain AI workloads up to 28% faster. “We focus on the total end-to-end efficiency of the network,” said Martin Lund, executive vice president at Cisco, in an interview with Reuters.
Sandisk stock drops again as AI hardware trade turns shaky — what investors watch next
Sandisk shares fell about 4.2% to $558.96 in morning trading on Tuesday, after swinging between $548.46 and $590.50.
AI stocks jolt: Datadog jumps, Cisco rolls out new chip as Alphabet borrows $20 billion
Datadog surged 14.5% to $130.56 on Tuesday as the cloud security and monitoring company blew past quarterly expectations, citing a boost in demand driven by AI-related workloads. “During 2025, we delivered over 400 new features and capabilities,” CEO Olivier Pomel said.
Tesla stock jumps early as Musk’s xAI chip funding puts TSLA back in play
Tesla jumped 1.7% to $424.36 early Tuesday, building on Monday’s $417.32 close. The opening print landed at $418.08, with shares dipping to $416.74 at the session’s low.
Nvidia (NVDA) stock price ticks up as chip-tariff carve-out report lands, with Feb. 25 earnings next
NVIDIA Corp shares climbed 0.9% to $191.75 early Tuesday, building on their recent rebound. Chip stocks found buyers again following new trade and demand headlines.
Nvidia stock pops before the bell as tariff carve-out report hits the tape
Nvidia jumped 2.4% before the bell on Tuesday, trading at $190.04. Traders were reacting to a report suggesting the Trump administration could make an exception on upcoming chip tariffs for big U.S. tech firms that purchase semiconductors for AI data centers.
AI stocks rebound after rout as Oracle jumps nearly 10% and Nvidia climbs
Oracle jumped 9.8% to $156.59, with Nvidia up 2.4% at $190.04 late Monday, fueling a bounce for AI names after the sector’s rough patch. Advanced Micro Devices picked up 3.6%, Broadcom was ahead by 3.3%, and Microsoft tacked on roughly 3.1%.
Nvidia stock price jumps again — what traders are watching before Feb. 25 earnings
NVIDIA Corp climbed roughly 3% Monday, with shares up $4.99 at $190.40 late in the session. The stock bounced between $182.85 and $193.58 as chip names found their footing following last week’s drop.
Nvidia stock rises on xAI chip-leasing report as AI shares rebound; Oracle jumps 11%
Nvidia stock climbed roughly 3.1% to $191.08 on Monday. The move followed a report that Apollo Global Management is nearing a $3.4 billion loan deal for an entity aiming to purchase Nvidia chips, then lease them out to Elon Musk’s xAI.
Dow Jones slips from 50,000 high as jobs, CPI loom; tech lifts S&P, Nasdaq
Monday saw the Dow Jones Industrial Average slip 15 points, or 0.03%, to 50,100.54 in early afternoon action, with traders eyeing a heavy slate of U.S. data and fresh highs. The S&P 500 moved up 0.53% and the Nasdaq climbed 0.98%.
IREN stock price jumps as traders lean back into AI-cloud bet despite bitcoin slide
Shares of IREN Limited surged 6.4% to $44.51 on Monday, clawing back some ground after last week’s earnings-driven slide. Traders appeared to revive interest in the company’s AI-data-center pitch, even though bitcoin was down. The stock ranged from $39.27 to $45.11 during the session.
CoreWeave stock jumps 8% as traders reset AI bets ahead of earnings
CoreWeave jumped $7.61, climbing 8.5% to $97.56 late Monday morning. The stock had dropped to $87.39 earlier, but buyers showed up. Trading volume crossed 11 million shares—another quick, volatile stretch for the ticker.
Apollo’s $3.4B xAI chip lease puts Nvidia demand, Broadcom’s Google TPU push back in focus
Apollo Global Management is nearing a $3.4 billion loan agreement for an investment vehicle that plans to acquire Nvidia chips and lease them to Elon Musk’s xAI, according to The Information on Monday. Valor Equity Partners is arranging the deal, which could be wrapped up this week, the report said. Apollo would not comment. SpaceX, Nvidia, and xAI didn’t respond to requests for comment.
AI stocks split: Nvidia jumps, Micron slips as “picks-and-shovels” trade returns
Nvidia jumped 3.5% on Monday, pacing a rally in AI chip names. Micron lost 1.3%, diverging from a lift in broader tech and semiconductor ETFs. AMD put up a 2.5% gain. Broadcom was up 2.4%. Microsoft edged higher by 2.3%, with Palantir out front, up 4.5%.
AMD stock climbs in early trade as chip rebound holds — jobs and CPI loom this week
Advanced Micro Devices shares moved up 1.6% to $211.88, hitting that high after ranging from $204.25 earlier Monday. Nvidia advanced 3.4%, Broadcom tacked on 2.7%. Intel slipped 4.2%. The VanEck Semiconductor ETF added 0.8%.