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NASDAQ:NVDA News 31 December 2025 - 1 January 2026

Nvidia stock today: China H200 rush puts TSMC ramp-up and CES in focus as markets shut

Nvidia stock today: China H200 rush puts TSMC ramp-up and CES in focus as markets shut

NEW YORK, January 1, 2026, 09:33 ET — Market closed Nvidia has approached Taiwan Semiconductor Manufacturing Co about boosting production of its H200 artificial-intelligence chips as demand from Chinese technology companies surges, sources told Reuters. Nvidia shares last closed down about 0.5% at $186.50. MarketScreener The report matters now because it puts China back in focus as a swing market for Nvidia’s 2026 chip shipments. Beijing has yet to greenlight any H200 imports, even as the Trump administration recently allowed exports of the chip to China under a licensing framework, Reuters said. MarketScreener+1 It also underscores a supply squeeze risk
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

NEW YORK, January 1, 2026, 06:37 ET — Market closed Applied Digital (APLD) shares last traded at $24.52, up 1.8% from their previous close, before U.S. markets shut for the New Year’s Day holiday. Shares traded between $23.97 and $25.93 in Wednesday’s session. The small-cap data-center builder has become a volatile proxy for spending on AI infrastructure, where power availability and access to advanced chips can dictate who gets capacity and when. Investors are focusing on whether Applied Digital can translate that demand into funded projects and recurring cash flow. Applied Digital said on Dec. 29 it entered a non-binding
1 January 2026
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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

NEW YORK, January 1, 2026, 05:41 ET — Market closed Nvidia shares ended Wednesday down about 0.5% at $186.50, after a Reuters report said the chip designer has approached Taiwan Semiconductor Manufacturing Co to ramp up output of its H200 artificial intelligence chips as Chinese demand accelerates. Reuters The development matters because Nvidia’s supply has been tight, and any incremental demand from China could force trade-offs in who gets chips and when — a key input for revenue expectations and data-center buildout plans. It also lands as investors reassess how fast the “AI trade” can keep running in 2026, with
1 January 2026
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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

NEW YORK, December 31, 2025, 17:33 ET — After-hours Nvidia has approached Taiwan Semiconductor Manufacturing Co about ramping production of its H200 graphics processing units (GPUs) — chips used to train AI systems — after Chinese tech companies placed orders for more than 2 million units for 2026, far above the roughly 700,000 Nvidia has in stock, sources told Reuters. Beijing has yet to clear imports and the Trump administration only recently allowed H200 exports to China subject to a 25% fee, the people said. Reuters The latest supply-and-policy test lands as investors try to gauge how much of the
31 December 2025
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Intel stock dips in year-end trade as Nvidia’s $5 billion stake stays in focus for INTC

Intel stock dips in year-end trade as Nvidia’s $5 billion stake stays in focus for INTC

NEW YORK, December 31, 2025, 5:02 PM ET — After-hours Intel Corp (INTC) shares fell about 1.0% in Wednesday’s regular session to $36.90 and were little changed in after-hours trading. The stock ranged from $36.84 to $38.01 on the day, with volume around 51 million shares. The move tracked a tech-led dip that pulled the S&P 500 down 0.73% and the Nasdaq off 0.76% in holiday-thin trading, Reuters reported. “It’s perfectly fine in any bull market to have moments of cost,” said Giuseppe Sette, co-founder and president of Reflexivity. Reuters For Intel, the year-end pullback matters because the stock has
31 December 2025
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Nvidia stock today: NVDA slips late after report flags surge in China H200 orders and TSMC talks

Nvidia stock today: NVDA slips late after report flags surge in China H200 orders and TSMC talks

NEW YORK, December 31, 2025, 4:11 PM ET — After-hours Nvidia shares edged lower on Wednesday after a Reuters report said the chipmaker has approached Taiwan Semiconductor Manufacturing Co to boost production of its H200 artificial intelligence chips to meet resurgent demand from China. The stock was down 79.5 cents, or 0.4%, at $186.75 in late trade. Reuters The report matters because China has been a swing market for Nvidia’s data-center chips, and any shift in export rules can quickly reshape demand and supply. It also underscored how tight the global pipeline remains for top-end AI processors as cloud and
31 December 2025
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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

NEW YORK, December 31, 2025, 15:16 ET — Regular session Super Micro Computer, Inc. shares fell 1.7% to $29.15 in afternoon trading on Wednesday, after a regulatory filing showed the AI server maker’s head of operations will retire at year-end. The stock traded between $29.12 and $29.86. The timing matters because Super Micro’s customers care less about buzzwords and more about delivery schedules, power draw and cooling. Any hint of execution risk can move the stock quickly, especially into year-end when liquidity thins and position-squaring can exaggerate swings. The company said Senior Vice President of Operations George Kao will retire
31 December 2025
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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

NEW YORK, December 31, 2025, 13:55 ET Wall Street’s main indexes inched lower in the final trading session of 2025, pressured by technology shares, but remained on track to finish the year with solid gains. The late-year dip matters because it comes after a volatile year shaped by tariff uncertainty from President Donald Trump and a powerful run in artificial intelligence, or AI, stocks that pushed major indexes to record highs. It also puts a spotlight on the market’s failure to deliver a “Santa Claus rally” — the seasonal pattern when the S&P 500 often rises over the last five
31 December 2025
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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

NEW YORK, December 31, 2025, 13:50 ET — Regular session IREN Limited shares fell about 1% on Wednesday to $37.92, paring earlier losses as the price of bitcoin drifted lower. The Nasdaq-listed company sits at the intersection of two volatile trades: bitcoin mining and data centers built for artificial intelligence workloads. That combination has made the stock sensitive to shifts in crypto prices and risk appetite. Reuters Moves late in the year can also be magnified by portfolio adjustments, as funds lock in gains or harvest losses before the calendar turns. “Some year-end rebalancing is going on,” Michael Dehal, senior
31 December 2025
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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

NEW YORK, December 31, 2025, 13:40 ET — Regular session Nvidia rose about 0.6% and AMD was up about 0.5% in afternoon trading on Wednesday, while Microsoft, Broadcom and Meta Platforms edged lower as investors wound down the final U.S. session of 2025. Palantir and Super Micro Computer also traded in the red. The moves came as Wall Street drifted lower in holiday-thin trading, with investors focused on how much spending on AI infrastructure can translate into earnings in 2026. Markets are closed Thursday for New Year’s Day. Reuters The backdrop is a market that was propelled this year by
31 December 2025
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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

NEW YORK, December 31, 2025, 12:43 ET — Regular session. Intel (INTC) shares were up about 0.2% at $37.39 in midday trade on Wednesday, after a regulatory filing confirmed Nvidia had completed a $5 billion purchase of Intel stock. The shares have traded between $37.12 and $38.01 so far in the session. The disclosure matters because Intel is still in a capital-heavy rebuild, trying to fund manufacturing expansion while defending its core PC and server chip franchises against increasingly tough competition. It also keeps the spotlight on a rare strategic tie-up between two long-time rivals. Equity investments of this size
31 December 2025
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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

NEW YORK, December 31, 2025, 12:07 ET — Regular session Apple shares dipped on Wednesday as investors continued to trim exposure to large technology names into the end of the year. The iPhone maker’s stock was down 0.2% at $272.63, after trading between $271.78 and $273.58. The move mattered because Apple’s enormous weighting in major indexes often makes it a bellwether for shifts in risk appetite on quiet days, when small flows can move prices more than usual. U.S. stocks were modestly lower in holiday-thin trading, extending a late-December drift that has undercut expectations for a “Santa Claus rally,” a
31 December 2025
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Stock Market Today

IRS tax refund delays? Watchdog flags staffing crunch as 2026 filing season ramps up

IRS tax refund delays? Watchdog flags staffing crunch as 2026 filing season ramps up

7 February 2026
IRS staffing has dropped to 2021 levels as the 2026 tax filing season begins, according to a Treasury watchdog. The agency faces a backlog of about 2 million returns, 129% above pre-pandemic levels. Most e-filers using direct deposit still get refunds within 21 days, but paper filings and amended returns could see delays. The IRS lowered its call-answer target to 70% for this season.
Plug Power stock jumps 12% after vote setback, with Feb 17 share decision in focus

Plug Power stock jumps 12% after vote setback, with Feb 17 share decision in focus

7 February 2026
Plug Power shares rose 11.6% Friday to $2.08 after a sharp drop the previous day, as attention shifted to a Feb. 17 shareholder vote on expanding authorized shares. The company failed to secure enough votes earlier this week and is urging overseas holders to participate. CEO Andy Marsh cited difficulties for European investors in casting ballots. A reverse stock split remains possible if the proposal fails.
AT&T stock price: T slips after $6.5B bond sale as payrolls, CPI loom next week

AT&T stock price: T slips after $6.5B bond sale as payrolls, CPI loom next week

7 February 2026
AT&T shares closed down 0.7% at $27.13 on Friday, underperforming the S&P 500’s 1.97% gain. The company completed a $6.5 billion global notes sale this week, with maturities from 2031 to 2056 and coupons between 4.4% and 6%. Investors await delayed U.S. jobs and inflation data, along with T-Mobile’s upcoming earnings update.
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