Today: 25 June 2026
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NASDAQ:NVDA 5 January 2026 - 6 January 2026

Sandisk stock surges 23% as Nvidia CES update puts AI data-center storage back in play

Sandisk stock surges 23% as Nvidia CES update puts AI data-center storage back in play

Sandisk shares surged 23.4% to $338.26 in midday trading Tuesday, leading gains in storage and memory stocks after the company unveiled its new “Optimus” SSD brand at CES. Nvidia highlighted rising AI demand for context memory, announcing its Inference Context Memory Storage Platform and next-generation Vera Rubin system. Micron, Western Digital, and Seagate also posted strong advances.
6 January 2026
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CoreWeave stock falls as Truist starts CRWV at Hold; Nvidia Rubin plan sharpens focus on AI capex

CoreWeave stock falls as Truist starts CRWV at Hold; Nvidia Rubin plan sharpens focus on AI capex

CoreWeave shares dropped 3.5% to $74.15 midday Tuesday after Truist Securities began coverage with a Hold rating and $84 target, citing high leverage and capital spending. The company said it will add Nvidia’s Rubin platform in late 2026. D.A. Davidson upgraded the stock a day earlier but warned of risks tied to heavy outlays and uncertain returns.
6 January 2026
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Uber stock hit by Melius “Sell” call as robotaxi threat sharpens; Wolfe sets $110 target

Uber stock hit by Melius “Sell” call as robotaxi threat sharpens; Wolfe sets $110 target

Uber shares fell 1.9% to $81.30 after Melius Research downgraded the stock to “sell” with a $73 target, citing rising robotaxi competition. Wolfe Research set a $110 target. Investors are watching 2026 robotaxi timelines ahead of Uber’s next earnings, expected Feb. 4. Lyft shares dropped 2.8%.
6 January 2026
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Alphabet (Google) Class C stock (GOOG) slips as Texas privacy fee award and CES put Waymo in focus

Alphabet (Google) Class C stock (GOOG) slips as Texas privacy fee award and CES put Waymo in focus

Alphabet’s non-voting Class C shares fell 0.7% to $315.13 on Tuesday, underperforming as the Nasdaq 100 rose. Texas awarded $156 million in legal fees tied to a $1.375 billion Google privacy settlement, according to Reuters. Investors tracked CES news on AI chips and autonomous driving, with Alphabet’s Waymo in focus.
6 January 2026
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Nvidia stock rises today as Rubin AI chips hit “full production” at CES 2026

Nvidia stock rises today as Rubin AI chips hit “full production” at CES 2026

Nvidia shares rose 1.5% to $190.99 early Tuesday after the company detailed its Rubin AI chip platform at CES, targeting a second-half 2026 partner rollout. Rubin aims to cut AI inference costs and assembly time, with Morgan Stanley citing a likely revenue ramp. AMD shares fell 1.5% as it unveiled new MI455 and MI440X chips. Investors await Friday’s U.S. jobs report and Nvidia’s Feb. 25 earnings.
6 January 2026
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AMD stock slips after CES AI chip push puts OpenAI deal back in focus

AMD stock slips after CES AI chip push puts OpenAI deal back in focus

AMD shares fell 1.3% to $218.11 in early Tuesday trading after unveiling new AI processors at CES, while Nvidia stock rose 1.6%. CEO Lisa Su introduced the MI455 and MI440X chips, with OpenAI and Generative Bionics among customers. AMD previewed its Helios platform and set 2027 for its next MI500 GPUs. Investors remain cautious about AMD’s ability to convert new products into sales growth.
6 January 2026
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Nvidia stock slips after CES Rubin AI platform launch as investors weigh next chip cycle

Nvidia stock slips after CES Rubin AI platform launch as investors weigh next chip cycle

Nvidia shares fell 0.4% to $188.12 early Tuesday after CEO Jensen Huang announced the Rubin AI platform is in full production at CES. Rubin aims to cut AI inference costs by up to 10 times and reduce GPUs needed for some training tasks. Products using Rubin are set to launch in the second half of 2026. Investors await more details at a J.P. Morgan CES event later Tuesday.
6 January 2026
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Nvidia stock jumps after CEO says Rubin AI chips are “in full production” at CES

Nvidia stock jumps after CEO says Rubin AI chips are “in full production” at CES

Nvidia shares rose 1.1% to $190.12 in early New York trading Tuesday after CEO Jensen Huang announced the Vera Rubin AI platform is in full production and will ship via partners in the second half of 2026. The flagship Rubin server will use 72 graphics chips and 36 CPUs, aiming for a tenfold gain in token efficiency. Investors await Nvidia’s J.P. Morgan CES fireside chat later Tuesday and U.S. jobs data on Friday.
6 January 2026
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Innoviz stock jumps premarket as LiDAR maker adds camera to InnovizThree, touts Nvidia edge tie-up

Innoviz stock jumps premarket as LiDAR maker adds camera to InnovizThree, touts Nvidia edge tie-up

Innoviz shares jumped 7.3% to $1.32 in premarket trading Tuesday after unveiling a camera-integrated InnovizThree LiDAR and a smart sensor setup with Nvidia’s Jetson Orin Nano. About 206,000 shares traded. The company heads to CES 2026 this week. Innoviz also registered up to 16.96 million shares for its employee incentive plan Monday.
6 January 2026
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AI ETFs before the bell: Nvidia CES chip push lifts funds as bubble warnings linger

AI ETFs before the bell: Nvidia CES chip push lifts funds as bubble warnings linger

Nvidia detailed its Vera Rubin AI platform at CES, while Intel launched its Panther Lake laptop chip tied to its 18A process. AI-focused ETFs traded mostly higher in premarket U.S. action; BOTZ rose 2.4%, AIQ gained 1.1%. Nvidia shares slipped 0.4%, AMD fell 1.1%. Traders are watching rate expectations ahead of Friday’s U.S. jobs report.
6 January 2026
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CoreWeave stock (CRWV) slips after hours as Nvidia Rubin rollout plan lands

CoreWeave stock (CRWV) slips after hours as Nvidia Rubin rollout plan lands

CoreWeave shares dropped 3.1% to $76.86 in after-hours trading Monday after the company announced plans to add Nvidia’s Rubin platform to its cloud in late 2026. Analyst Gil Luria at D.A. Davidson upgraded the stock to “Neutral” and raised his price target to $68, citing concerns over returns on capital. Trading volume reached about 27 million shares. CoreWeave listed on Nasdaq in March 2025 under the ticker CRWV.
6 January 2026
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Nvidia says Rubin chips are in full production at CES 2026 as Mercedes adopts DRIVE AV

Nvidia says Rubin chips are in full production at CES 2026 as Mercedes adopts DRIVE AV

Nvidia CEO Jensen Huang announced at CES that the company’s Vera Rubin AI platform is in full production and delivers five times the AI computing power of previous chips for chatbots and similar tasks. Rubin-based products will be available through partners in the second half of 2026. Nvidia said Rubin can cut inference token costs by up to 10 times and train models with four times fewer GPUs than its Blackwell platform.
6 January 2026
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Broadcom stock drops as chip ETFs rise; traders parse CES AI cues and Friday jobs report

Broadcom stock drops as chip ETFs rise; traders parse CES AI cues and Friday jobs report

Broadcom shares fell 2% to $340.71 Monday, underperforming chip ETFs that closed higher. The stock swung from an early high near $355 to a low around $336. Investors watched CES headlines and weak U.S. factory data for signals on AI demand and rates. Broadcom’s next earnings are due in early March; the U.S. jobs report arrives Friday.
5 January 2026
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Caterpillar stock rises as CAT tees up CES 2026 AI keynote, expands Nvidia tie-up

Caterpillar stock rises as CAT tees up CES 2026 AI keynote, expands Nvidia tie-up

Caterpillar shares rose 2.7% to $614.72 by midday Monday after announcing an Industrial AI and autonomy showcase at CES 2026 and expanded collaboration with Nvidia. CEO Joe Creed will deliver a CES keynote Jan. 7, joined by Nvidia’s Deepu Talla. The move came as U.S. manufacturing PMI fell to 47.9 in December, signaling contraction. Deere slipped 0.6% while sector ETFs gained.
5 January 2026
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Stock Market Updates

SanDisk rally faces AI memory test after Micron earnings

SanDisk rally faces AI memory test after Micron earnings

25 June 2026
SanDisk (NASDAQ:SNDK) soared 9.5% after hours to $2,097 following Micron’s strong Q4 outlook, as investors weigh whether SanDisk’s data-center revenue—just 25% of last quarter’s total—can grow fast enough to justify its $291 billion valuation, with Q4 guidance calling for a 34% sequential revenue jump.
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