Today: 23 April 2026
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NASDAQ:NVDA 30 December 2025 - 1 January 2026

Nvidia stock ends 2025 lower as Reuters flags China H200 orders and fresh TSMC talks

Nvidia stock ends 2025 lower as Reuters flags China H200 orders and fresh TSMC talks

Nvidia shares closed down 0.5% at $186.50 after reports the company asked TSMC to boost H200 chip production amid surging Chinese orders. Reuters said Chinese firms have ordered over 2 million H200 chips for 2026, far exceeding current inventory. Nvidia stated licensed H200 sales to China would not affect U.S. supply. Beijing has not yet approved H200 shipments despite recent U.S. export clearance.
AI stocks today: Nvidia, Meta dip after hours as China H200 chip rush and dealmaking hit the tape

AI stocks today: Nvidia, Meta dip after hours as China H200 chip rush and dealmaking hit the tape

Nvidia has asked TSMC to increase H200 GPU production after Chinese firms ordered over 2 million units for 2026, far exceeding current stock, sources told Reuters. U.S. stocks closed lower Wednesday, with Nvidia down 0.5% after hours. Beijing has not cleared the imports; H200 exports to China face a 25% U.S. fee. TSMC shares rose 1.4%.
Why Super Micro (SMCI) stock is down today: an exec retirement filing meets year-end AI trade

Why Super Micro (SMCI) stock is down today: an exec retirement filing meets year-end AI trade

Super Micro Computer shares fell 1.7% to $29.15 after a filing showed Senior VP of Operations George Kao will retire Dec. 31, with Tom Xiao set to replace him. The company said Kao will help with the transition as a consultant. The move came as investors watched AI infrastructure spending, highlighted by xAI’s purchase of a third building to expand compute capacity. Major U.S. indexes drifted lower in thin holiday trading.
Santa Claus Rally Fizzles: S&P 500, Dow Slip as Tech Weighs on 2025 Finale

Santa Claus Rally Fizzles: S&P 500, Dow Slip as Tech Weighs on 2025 Finale

Wall Street’s main indexes slipped in thin trading on December 31, with the Dow down 116 points by midday, as Microsoft and Apple led declines. Despite the late-year dip, major indexes remained on track for double-digit gains in 2025. Investors shifted focus to the Federal Reserve’s 2026 outlook after minutes revealed divisions over further rate cuts. AI and chip stocks drove much of the year’s rally, while some firms lagged sharply.
IREN stock slips in New York trade as bitcoin eases into year-end

IREN stock slips in New York trade as bitcoin eases into year-end

IREN shares fell about 1% to $37.92 Wednesday afternoon, tracking a 0.6% drop in bitcoin, which traded near $87,688. U.S.-listed bitcoin miners were mixed as year-end portfolio adjustments continued. Marathon Digital and CleanSpark declined, while Riot Platforms gained. IREN traded between $37.58 and $38.98, with 12.7 million shares changing hands by early afternoon.
AI stocks today: Nvidia, AMD tick higher as year-end trade turns cautious

AI stocks today: Nvidia, AMD tick higher as year-end trade turns cautious

Nvidia rose 0.6% and AMD gained 0.5% in afternoon trading Wednesday, while Microsoft, Broadcom, and Meta slipped as Wall Street drifted lower in thin year-end trade. Meta announced plans to acquire AI startup Manus for $2–3 billion. Brookfield launched a cloud business tied to a $10 billion AI fund. Markets close Thursday for New Year’s Day.
Intel stock today edges higher after Nvidia’s $5 billion stake filing — what investors watch next

Intel stock today edges higher after Nvidia’s $5 billion stake filing — what investors watch next

Intel confirmed it sold 214.8 million shares to Nvidia for $5 billion in cash, according to a regulatory filing. Intel shares edged up 0.2% to $37.39 in midday trading. The deal, completed Dec. 26, was a private placement under a September agreement. Investors are watching how Intel will use the new funds as it expands manufacturing.
Apple stock slips in year-end trading as tech drags; what investors watch next

Apple stock slips in year-end trading as tech drags; what investors watch next

Apple shares slipped 0.2% to $272.63 in late-morning trading on the final session of 2025, as investors trimmed exposure to large tech stocks. Microsoft and Broadcom also fell, while Nvidia gained. U.S. stocks drifted lower in thin holiday trading, with the Nasdaq-tracking QQQ down 0.3%. The Federal Reserve’s 2026 rate outlook and year-end positioning remained in focus.
Intel stock price today: INTC rises in premarket as Nvidia’s $5 billion stake takes focus

Intel stock price today: INTC rises in premarket as Nvidia’s $5 billion stake takes focus

Intel shares rose 1.6% to $37.90 in premarket trading Wednesday after a filing confirmed it sold $5 billion in stock to Nvidia at $23.28 per share in a private placement. The deal, completed December 26, gives Nvidia about 4% of Intel. Intel closed Tuesday at $37.30, up 1.7%. Investors await Intel’s late-January earnings and updates on its partnership with Nvidia.
TSMC stock today: Taiwan Semi slips premarket on Nvidia H200 supply talks and a 2nm production update

TSMC stock today: Taiwan Semi slips premarket on Nvidia H200 supply talks and a 2nm production update

TSMC’s U.S.-listed shares fell 0.4% to $299.58 in premarket trading after Reuters reported Nvidia asked the chipmaker to expand H200 AI chip production for Chinese buyers. Chinese firms have ordered over 2 million H200 chips for 2026, with pricing near $27,000 each. TSMC also said it began volume production of its 2nm chips in Q4.
Stock Market Today: S&P 500 futures slip on New Year’s Eve as Meta’s Manus deal fuels AI chatter

Stock Market Today: S&P 500 futures slip on New Year’s Eve as Meta’s Manus deal fuels AI chatter

S&P 500, Nasdaq 100, and Dow futures slipped early Wednesday, with S&P 500 futures down 0.23% by 2:18 a.m. ET. Meta agreed to acquire Singapore-based AI startup Manus for over $2 billion, according to the Wall Street Journal. Apple and Nvidia led losses among big tech, while energy stocks outperformed. Investors await weekly jobless claims and year-end portfolio rebalancing.
AI stocks today: Nvidia’s China H200 chip rush puts chipmakers in focus before New Year trade

AI stocks today: Nvidia’s China H200 chip rush puts chipmakers in focus before New Year trade

Nvidia has asked TSMC to increase production of its H200 AI chips as Chinese firms ordered over 2 million units for 2026, far above Nvidia’s inventory, sources told Reuters. TSMC may ramp up output in Q2 2026 if China approves imports after new U.S. export rules. Nvidia shares fell 0.3% Tuesday. ByteDance plans to spend $14.3 billion on Nvidia chips in 2026, according to the South China Morning Post.
Dow Jones today: Fed minutes and thin liquidity set the tone for 2025’s final session

Dow Jones today: Fed minutes and thin liquidity set the tone for 2025’s final session

The Dow closed down 94.87 points, or 0.20%, at 48,367.06 in thin holiday trading Tuesday. Federal Reserve minutes showed policymakers split after a quarter-point rate cut, keeping attention on the 2026 rate outlook. Boeing secured an $8.6 billion Pentagon contract tied to the F-15 Israel Program. U.S. bond markets will close early at 2 p.m. ET Wednesday; stocks are shut Thursday for New Year’s Day.
AI stocks today: Meta rises on Manus buy as Nvidia slips and Fed minutes keep rates in focus

AI stocks today: Meta rises on Manus buy as Nvidia slips and Fed minutes keep rates in focus

Meta rose 1.1% after announcing a $2–$3 billion deal to acquire AI startup Manus, with plans to integrate its technology into Meta AI products. The S&P 500 fell 0.14%, Nasdaq slipped 0.23%, and the Dow lost 0.20% in thin, year-end trading. Nvidia dipped 0.3%. Fed minutes showed policymakers split on the December rate cut, keeping focus on upcoming economic data.
Nvidia stock dips after AI21 Labs talk report as NVDA investors size up Intel stake

Nvidia stock dips after AI21 Labs talk report as NVDA investors size up Intel stake

Nvidia shares fell 0.3% to $187.65 Tuesday after reports of advanced talks to acquire Israel’s AI21 Labs for $2–3 billion. Intel confirmed in a filing that Nvidia bought $5 billion of its stock in a private sale at $23.28 per share. Nvidia declined to comment on the AI21 talks. Chip stocks and major indexes were little changed in light year-end trading.
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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.

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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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