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NASDAQ:NVDA News 30 December 2025 - 31 December 2025

Nvidia stock slips premarket as Reuters flags huge China H200 orders and TSMC supply talks

Nvidia stock slips premarket as Reuters flags huge China H200 orders and TSMC supply talks

NEW YORK, December 31, 2025, 06:53 ET — Premarket Nvidia (NVDA.O) shares fell 0.3% to $187.54 in premarket trading on Wednesday after Reuters reported the company has approached Taiwan Semiconductor Manufacturing Co about expanding output of its H200 artificial intelligence chips to meet rising demand from Chinese customers. Reuters The report matters now because it puts China demand back at the center of the Nvidia trade just as supply remains tight across AI hardware. At the reported pricing, the order pipeline would translate into roughly $54 billion in potential sales, assuming approvals and deliveries. It also sharpens a familiar risk-reward
31 December 2025
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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

NEW YORK, December 31, 2025, 06:47 ET — Premarket Intel shares rose in premarket trading on Wednesday, extending gains after Nvidia’s $5 billion stake became official in a recent filing. The stock was last up 1.6% at $37.90. Investing.com The move matters because Nvidia’s cash investment is both a balance-sheet boost and a vote of confidence for Intel at a time when the chipmaker is trying to rebuild credibility with customers and investors. It also comes with dilution, as Intel issued new shares to fund the deal. With year-end volumes typically thinner, incremental headlines can move prices more than usual.
31 December 2025
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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

NEW YORK, December 31, 2025, 05:51 ET — Premarket Taiwan Semiconductor Manufacturing Co’s U.S.-listed shares fell 0.4% in premarket trading on Wednesday after Reuters reported Nvidia was sounding out the chipmaker about expanding production of its H200 artificial intelligence (AI) chips for Chinese customers. Chinese firms have ordered more than 2 million H200 chips for 2026 while Nvidia has about 700,000 units in stock, and it has asked TSMC to start additional output in the second quarter of 2026 using TSMC’s 4-nanometer process, Reuters said, adding that Beijing has yet to greenlight shipments and sources put pricing at around $27,000
31 December 2025
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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

NEW YORK, December 31, 2025, 04:34 ET — Premarket U.S. stock index futures edged lower early Wednesday, setting up a cautious start to New Year’s Eve trading as investors weighed a fresh burst of dealmaking in artificial intelligence against a late-year pullback in big tech. The final session of the year tends to bring lighter volumes, and that can magnify moves as funds rebalance portfolios and adjust risk before year-end statements and benchmark resets. The S&P 500 is up about 17% so far this year and the Dow has logged a long monthly winning streak, leaving little tolerance for surprises.
31 December 2025
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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

NEW YORK, December 31, 2025, 03:59 ET — Market closed Nvidia (NVDA.O) has approached contract chipmaker Taiwan Semiconductor Manufacturing Co (2330.TW) to ramp output of its H200 graphics processing units — chips used to train and run artificial-intelligence models — as demand from Chinese tech firms jumps, sources told Reuters. Chinese companies have ordered more than 2 million H200 chips for 2026, far above the roughly 700,000 units Nvidia holds in inventory, the people said. TSMC is expected to begin work on expanded output in the second quarter of 2026, and the plan depends on whether Beijing clears H200 imports
31 December 2025
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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

NEW YORK, Dec 31, 2025, 02:56 ET — Market closed The Dow Jones Industrial Average ended slightly lower on Tuesday as investors digested Federal Reserve meeting minutes and pared exposure to parts of the tech-heavy rally into the year’s final session. The index finished at 48,367.06, down 94.87 points, or 0.20%. Reuters The timing matters. Wednesday is the last U.S. cash equity session of 2025, and trading has been thin, a setup that can amplify swings when big funds rebalance portfolios and traders close books. Reuters A fresh debate is taking shape under the surface: whether 2026 returns broaden beyond
31 December 2025
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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

NEW YORK, December 30, 2025, 17:48 ET — After-hours Meta Platforms rose on Tuesday after the Facebook owner said it would acquire Chinese-founded artificial intelligence startup Manus, keeping the spotlight on “agent” software that can act on a user’s behalf. The move matters now because Big Tech’s AI spending cycle is shifting beyond chatbots toward tools designed to do work, not just answer questions. Deals and funding rounds are one way companies try to buy speed in a crowded market. It also lands into year-end positioning, when light volumes can exaggerate moves and investors rebalance away from crowded winners. Rate
31 December 2025
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Intel stock climbs as Nvidia finalizes $5 billion stake — what’s next for INTC

Intel stock climbs as Nvidia finalizes $5 billion stake — what’s next for INTC

NEW YORK, December 30, 2025, 4:32 PM ET — After-hours Intel (INTC) shares rose about 1.7% to $37.30 in after-hours trading on Tuesday, extending gains from the prior session after the chipmaker confirmed Nvidia’s $5 billion investment has closed. The confirmation lands as Intel tries to rebuild investor confidence around a turnaround that requires heavy spending on manufacturing and next-generation chip development. It also crystallizes one of the more unusual alignments in the sector: the world’s leading AI chip company taking a large equity stake in a longtime CPU rival, while both compete for data-center dollars. In a Form 8-K,
30 December 2025
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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

NEW YORK, December 30, 2025, 16:03 ET — After-hours Nvidia (NVDA.O) shares edged lower on Tuesday after a report said the AI-chip leader is in advanced talks to buy Israel-based AI startup AI21 Labs in a deal estimated at $2 billion to $3 billion. The stock ended the regular session down about 0.3% at $187.65. Reuters+1 The report matters because Nvidia has been pushing deeper into the broader AI stack — not just chips, but the software and talent that help companies build and run AI systems. A move for AI21 would add an AI model builder to Nvidia’s orbit
30 December 2025
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AI stocks today: Nvidia AI21 buyout talk hits tape as Meta climbs on Manus deal

AI stocks today: Nvidia AI21 buyout talk hits tape as Meta climbs on Manus deal

NEW YORK, December 30, 2025, 13:31 ET — Regular session Nvidia shares were nearly flat on Tuesday after an Israeli report said the AI-chip leader is in advanced talks to buy startup AI21 Labs for as much as $3 billion. Nvidia was down about 0.02% at $188.18 in early afternoon trade. Reuters The M&A chatter is landing in a holiday-thin week when investors are reassessing crowded AI trades after a late-2025 tech rally stalled on Monday. Strategists say the rotation has looked more like year-end rebalancing than panic selling. Reuters Traders are also bracing for macro headlines that can swing
30 December 2025
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S&P 500 Slips Before Fed Minutes as Meta Rises on Manus AI Deal

S&P 500 Slips Before Fed Minutes as Meta Rises on Manus AI Deal

NEW YORK, December 30, 2025, 13:22 ET — Regular session U.S. stocks edged lower in holiday-thin trade on Tuesday, with the S&P 500 and Nasdaq near flat as investors waited for the Federal Reserve’s meeting minutes. Meta Platforms rose after saying it will buy AI startup Manus, helping support communication services shares. At 12:00 p.m. ET, the Dow fell 0.24%, the S&P 500 slipped 0.09% and the Nasdaq Composite eased 0.07%. Reuters The quiet tape matters because markets are closing out the year near record levels, and light volume can exaggerate otherwise small moves. The pause follows Monday’s pullback in
30 December 2025
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Nvidia Stock Slips After $5 Billion Intel Stake Filing as Traders Weigh Its Next AI Bet

Nvidia Stock Slips After $5 Billion Intel Stake Filing as Traders Weigh Its Next AI Bet

NEW YORK, December 30, 2025, 10:05 ET — Regular session Shares of Nvidia (NVDA.O) slipped on Tuesday after Intel disclosed in a regulatory filing that Nvidia completed a $5 billion purchase of Intel stock in a private placement. Nvidia was down 0.2% at $187.89, while Intel (INTC.O) rose 1.5% to $37.24. Intel The filing matters because it tightens the relationship between the dominant supplier of AI accelerators and a chipmaker still deeply embedded in PCs and data centers. Investors are watching whether the partnership translates into products quickly enough to shift server road maps and spending in 2026. It also
30 December 2025
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Stock Market Today

Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

7 February 2026
Amazon shares fell Friday after the company announced a $200 billion AI infrastructure plan for 2026, exceeding analyst expectations and reviving investor concerns about profitability. Combined 2026 capex flagged by Amazon, Alphabet, Microsoft, and Meta now tops $630 billion. Nvidia, AMD, and Broadcom shares surged on the news, while software and data firms remained under pressure.
Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

7 February 2026
Nvidia surged 7.8% Friday, leading a chip stock rally that pushed the Dow above 50,000 for the first time. The PHLX semiconductor index gained 5.7% as Advanced Micro Devices rose 8.3% and Broadcom 7.1%. Amazon fell 5.6% after projecting $200 billion in 2026 capital spending. Investors weighed a $600 billion AI infrastructure outlay against sharp losses in software shares.
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