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NASDAQ:NVDA 16 January 2026 - 18 January 2026

Nvidia’s $500 Billion Financing Push Turns Chip Demand Into Credit Risk
Nvidia stock price in focus after report of China blocking H200 chip shipments — what NVDA traders watch next

Nvidia stock price in focus after report of China blocking H200 chip shipments — what NVDA traders watch next

Chinese customs officials have blocked shipments of NVIDIA Corporation’s H200 artificial-intelligence processors from entering China, prompting suppliers of parts for the chip to pause production, the Financial Times reported on Friday. Reuters could not immediately verify the report and Nvidia did not respond to a request for comment outside regular business hours. Nvidia shares closed down 0.41% at $186.23 on Friday.
18 January 2026
Nvidia stock price slips after China blocks key H200 AI chip shipments — what investors watch next week

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.
17 January 2026
Nvidia stock’s next test: Trump’s AI chip tariff meets China’s H200 roadblock

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.”
AI Stocks This Week: TSMC’s $56B Spending Plan Lifts Chip Names as New U.S. Tariffs Bite

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.
Nvidia CEO Jensen Huang shuts down “God AI” hype — and says AI will still “eat software”

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

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.
AMD stock price rises early as TSMC outlook lifts chipmakers, with tariffs hanging over AI chips

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.
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