Nvidia stock heads into Tuesday reopen with China’s H200 snag back in focus
Nvidia shares closed the week slightly lower, though Tuesday’s outlook appears more uncertain.
Tower Semiconductor stock jumps nearly 5% as chip names firm — what to watch for TSEM next week
Tower Semiconductor Ltd shares climbed 4.7% on Friday, closing at $129.83 and sending the Israel-based contract chipmaker into the long weekend on a strong note. After-hours trading saw the stock tick up further to $131.13.
Nvidia stock price slips after China blocks key H200 AI chip shipments — what investors watch next week
Nvidia shares slipped 0.44% to close at $186.23 on Friday following reports that Chinese customs blocked imports of its H200 chip, the company’s second most powerful AI processor. The Financial Times reported that parts suppliers have halted production. Reuters couldn’t immediately confirm the story, and Nvidia didn’t respond to requests for comment. According to the report, Nvidia had anticipated over 1 million orders from Chinese clients, with suppliers gearing up to ship as early as March.
Nvidia stock’s next test: Trump’s AI chip tariff meets China’s H200 roadblock
Nvidia and AMD shares face a new hurdle next week after President Donald Trump signed a proclamation slapping a 25% tariff on some advanced computing chips, including Nvidia’s H200 AI processor and AMD’s MI325X. South Korea’s trade minister noted the tariff targets “advanced chips made by Nvidia and AMD.”
Micron stock jumps after insider buy as chip stocks brace for tariff headlines, Intel earnings
Micron Technology shares jumped on Friday after a Form 4 filing — the SEC disclosure insiders use for stock trades — showed director Teyin M. Liu bought 23,200 shares in open-market transactions. The purchases were priced around $337 a share and totaled about $7.82 million, the filing showed.
Nvidia stock tumbles into long weekend after China blocks H200 chip shipments
Nvidia shares slipped 0.44% to close at $186.23 on Friday following reports that Chinese customs blocked shipments of the company’s H200 AI processors. This move reportedly forced parts suppliers to halt production.
AI Stocks This Week: TSMC’s $56B Spending Plan Lifts Chip Names as New U.S. Tariffs Bite
Taiwan Semiconductor Manufacturing Co set the tone for AI-linked stocks this week after the chipmaker forecast 2026 revenue would rise nearly 30% and put 2026 capital spending, or capex, at $52 billion to $56 billion, underscoring demand for processors used to train and run AI systems. Chief Executive C.C. Wei also pointed to a push for more U.S. capacity, saying an Arizona land buy “gives you a hint” of plans to expand “many fabs” there, while warning TSMC was “very nervous” about investing at that scale.
AI stocks move after hours: Nvidia slips on China H200 curb as Broadcom, AMD rise
Nvidia shares were down about 0.5% in after-hours trading on Friday, lagging other AI-linked chip names, after Reuters reported this week that Chinese customs authorities told agents its H200 chips were not permitted to enter China. Broadcom rose about 2.6% and AMD gained 1.7% in late trade.
CoreWeave stock jumps on JPMorgan “back on track” data-center call as lawsuit risk surfaces
CoreWeave shares rose roughly 6.4% to $101.23 in after-hours trading Friday, after moving between $95.84 and $102.95 during the regular session.
Nvidia stock price edges up after Jefferies target hike as China chip rules stay in play
Nvidia shares finished slightly higher on Friday after Jefferies lifted its price target on the AI chip leader, with Wall Street still trying to map out what U.S.-China rules could mean for high-end chip sales in 2026.
AI stocks today: Micron jumps as chip names hold up after TSMC’s big AI spend signal
Micron Technology jumped 5.6% to $355.58 in early afternoon trading on Friday, boosting a cluster of AI-focused chip stocks as investors returned to the data-center buildout play. Nvidia edged up 0.3% to $187.68, AMD climbed 1.5% to $231.36, and the iShares Semiconductor ETF rose 1.5%.
TSMC stock today: Blowout earnings meet a new U.S.-Taiwan trade deal — what happens next
Taiwan Semiconductor Manufacturing Company Limited’s U.S.-listed shares climbed 0.3% to $342.50 on Friday, having peaked at $349.72 earlier in the session.
Nvidia CEO Jensen Huang shuts down “God AI” hype — and says AI will still “eat software”
Nvidia chief executive Jensen Huang said the tech world is nowhere close to creating a so-called “god AI” — shorthand for a single, all-knowing system that can fully “understand” everything from human language to biology and physics. “I don't see any researchers having any reasonable ability to create god AI... That god AI just doesn't exist,” Huang said.
Dow Jones Today: Dow slips as options expiry hits and investors weigh bank earnings
The Dow Jones Industrial Average dipped in early Friday trading, erasing a modest gain from the open as declines in healthcare and consumer sectors weighed on the index. Around 10 a.m. ET, the Dow was down 70.37 points, or 0.14%, at 49,372.07. The S&P 500 edged up 0.07%, while the Nasdaq Composite climbed 0.26%. Among the Dow's biggest losers were Salesforce, Merck, and UnitedHealth, with Nvidia bucking the trend and moving higher.
Nvidia stock price rises today as China H200 rules and an insider sale hit the tape
Nvidia shares gained roughly 2% in early Friday trading, climbing $3.82 to $187.05.
AMD stock price rises early as TSMC outlook lifts chipmakers, with tariffs hanging over AI chips
Advanced Micro Devices shares climbed about 2% to $227.92 in early Friday trading, lifted by strength in the semiconductor sector. The rally came after contract chipmaker TSMC reported a record quarterly profit and forecasted a nearly 30% jump in 2026 revenue, backed by a hefty $52 billion to $56 billion capital-spending plan this year. “While the likes of Nvidia, Broadcom and AMD fight it out for chip supremacy, TSMC ultimately benefits as the key manufacturer of all their chips,” said Ben Barringer, head of technology research at Quilter Cheviot.
Nvidia stock pops before the open as TSMC outlook lifts AI chips, while China risk hangs over NVDA
Nvidia shares climbed roughly 2% in premarket action on Friday, reflecting gains seen across the semiconductor sector. As of 9:10 a.m. EST, the stock traded 2.1% higher at $187.05.
AI stocks pop before the bell as TSMC lifts Nvidia, AMD and chip peers
AI chip stocks pushed higher in premarket Friday, boosted by names connected to data-center investment. Nvidia climbed 2.1% to $187.05, AMD picked up 1.9% to $227.92, and Taiwan Semiconductor Manufacturing Co’s U.S.-listed shares surged 4.5% to $341.64. ASML advanced 5.4%, while Broadcom edged up roughly 0.9%.
Dow, S&P 500 rebound as TSMC sparks chip rally and big-bank earnings lift Wall Street
U.S. stocks rose on Thursday, snapping a two-day losing streak, as Taiwan Semiconductor Manufacturing Co’s upbeat outlook lifted chip shares and Goldman Sachs and Morgan Stanley climbed after quarterly results. The S&P 500 gained 0.26%, while the Dow rose 0.60% and the Nasdaq added 0.25%. Jake Dollarhide of Longbow Asset Management said the market had been “growth, tech or bust,” while Alan Lancz of Alan B. Lancz & Associates said TSMC’s forecast helped tamp down valuation worries.
Cisco stock rises as Jensen Huang and Sam Altman join Cisco AI Summit lineup
Cisco Systems, Inc. shares gained roughly 1.8% to close at $75.74 on Thursday. The networking giant announced it will host its second annual AI Summit on Feb. 3. Notable speakers lined up include Nvidia CEO Jensen Huang and OpenAI CEO Sam Altman.