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NASDAQ:NVDA 23 January 2026 - 26 January 2026

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Nvidia’s $500 Billion Financing Push Turns Chip Demand Into Credit Risk
SMIC stock faces a Monday gut-check after Nvidia’s China trip puts AI chips back in focus

SMIC stock faces a Monday gut-check after Nvidia’s China trip puts AI chips back in focus

Shares of Semiconductor Manufacturing International Corp are set to draw attention when Hong Kong markets open Monday, after Reuters revealed Nvidia CEO Jensen Huang was spotted in Shanghai. The visit comes as Beijing considers whether to approve sales of Nvidia’s H200 AI chip to Chinese buyers. Reuters also reported that Chinese authorities have instructed customs agents to block the H200 from entering China, though it remains unclear if this is a formal ban or a temporary move. SMIC closed Friday at HK$78.10, up 0.3%.
25 January 2026
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Intel’s 17% slide puts tech stocks on notice ahead of Fed, Microsoft and Apple earnings

Intel’s 17% slide puts tech stocks on notice ahead of Fed, Microsoft and Apple earnings

Tech stocks kicked off the week on mixed footing. The Nasdaq rose 0.28% to 23,501.24 on Friday, buoyed by gains in Microsoft, Meta, and Amazon, which all climbed between 1.7% and 3.3%. Nvidia added 1.5%. But Intel took a heavy hit, plunging 17% after forecasting quarterly revenue and profit below Wall Street’s expectations. The S&P 500 barely moved, while the Dow dropped 0.58%. Janus Henderson’s Julian McManus described the mood as a “show-me” phase, with investors demanding companies “put up the revenue growth.”
24 January 2026
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Big Tech stocks brace for earnings week as Microsoft jumps and Nvidia firms on China chip signal

Big Tech stocks brace for earnings week as Microsoft jumps and Nvidia firms on China chip signal

Microsoft rose 3.3% to $465.95 at Friday's close, helping the Nasdaq-100 tracker Invesco QQQ end up about 0.3%. Nvidia gained 1.5% to $187.67, Amazon added 2.1% to $239.16 and Meta climbed 1.7% to $658.76. Apple eased 0.2% to $248.04 and Alphabet fell 0.8% to $327.93, while Tesla was little changed at $449.06.
24 January 2026
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AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

AerCap Holdings

NYSE: AER 92/100
#2 BUY

Uber Technologies

NYSE: UBER 90/100
#3 BUY

Taiwan Semiconductor Manufacturing

NYSE: TSM 89/100
#4 ACCUMULATE

dLocal

NASDAQ: DLO 86/100
#5 ACCUMULATE

Tapestry

NYSE: TPR 84/100
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