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NASDAQ:NVDA 7 January 2026

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China pauses Nvidia H200 AI chip orders as CES 2026 fuels data-center rush

China pauses Nvidia H200 AI chip orders as CES 2026 fuels data-center rush

Beijing has asked some Chinese tech companies to halt orders for Nvidia’s H200, a high-end graphics processing unit used to train and run AI models, the Information reported, citing people familiar with the matter. The move came as China weighs whether — and on what terms — it will allow access to the chips, the report said. “China is committed to basing its national development on its own strengths,” said Liu Pengyu, a spokesperson for the Chinese Embassy in the United States. Reuters
7 January 2026
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China tells tech firms to pause Nvidia H200 orders — Beijing weighs homegrown AI chips

China tells tech firms to pause Nvidia H200 orders — Beijing weighs homegrown AI chips

Chinese authorities have told some tech firms to stop placing new orders for Nvidia’s H200 artificial-intelligence chips this week, the Information reported, as Beijing weighs whether to let the processors into the country. The move appears aimed at stopping companies from rushing to stockpile U.S. chips before officials settle on rules, and could be followed by a push to buy domestic AI processors instead, the report said. “China is committed to basing its national development on its own strengths,” Liu Pengyu, a spokesperson for the Chinese Embassy in the United States, said. Reuters
7 January 2026
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Nvidia stock slips as CEO points to China H200 orders; Rubin roadmap in focus

Nvidia stock slips as CEO points to China H200 orders; Rubin roadmap in focus

Nvidia shares slipped 0.5% to $187.24 in early trading on Wednesday after Chief Executive Jensen Huang said any Chinese approval to import the company’s H200 chips would show up in purchase orders, not a formal announcement. Huang said demand from Chinese customers was “quite high,” while CFO Colette Kress said export license applications were moving but Nvidia still had no timeline for approvals. Reuters
7 January 2026
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CES 2026 highlights: Nvidia’s Vera Rubin AI chips and humanoid robots push tech into the real world

CES 2026 highlights: Nvidia’s Vera Rubin AI chips and humanoid robots push tech into the real world

Nvidia CEO Jensen Huang said at CES 2026 that the company’s next-generation Vera Rubin chips are in “full production,” aiming for a five-fold jump in artificial-intelligence computing for chatbots and other applications. He said a flagship server would pack 72 graphics processing units and 36 central processors, and generate “tokens” — the chunks of text AI models process — about 10 times more efficiently. “Only in that way can you truly trust how the models came to be,” Huang said, describing plans to release training data tied to Nvidia’s Alpamayo self-driving software. Reuters
7 January 2026
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Nvidia stock today: NVDA slips premarket after Huang flags China H200 orders and Rubin rollout

Nvidia stock today: NVDA slips premarket after Huang flags China H200 orders and Rubin rollout

Nvidia shares fell about 0.5% to $187.24 in premarket trading on Wednesday, after closing at $188.10. CEO Jensen Huang said at CES that any Chinese clearance to import Nvidia’s H200 artificial intelligence data-center GPU — short for graphics processing unit — would show up through “purchase orders,” not a formal announcement, as the company waits for U.S. export licenses. Reuters
7 January 2026
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Nvidia rolls out Rubin chips and Alpamayo AI models for autonomous vehicles — what it just announced at CES

Nvidia rolls out Rubin chips and Alpamayo AI models for autonomous vehicles — what it just announced at CES

Nvidia said its next-generation Vera Rubin chips are in full production and introduced Alpamayo, software it says can help self-driving cars pick a path and leave a paper trail for engineers, as CEO Jensen Huang opened the Consumer Electronics Show in Las Vegas. “Not only do we open-source the models, we also open-source the data that we use to train those models,” Huang said. Nvidia is facing rising pressure in AI chips from Advanced Micro Devices and from customers such as Alphabet’s Google, which designs some of its own silicon. Reuters
7 January 2026
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Stock market today: Dow nears 50,000 as chip surge cools and futures pause before jobs data

Stock market today: Dow nears 50,000 as chip surge cools and futures pause before jobs data

U.S. stock index futures were little changed on Wednesday after a chip-led rally drove the Dow and S&P 500 to record closes in the prior session, as investors paused ahead of key U.S. labor-market data. Futures on the Dow were up 24 points, while S&P 500 futures were down 6 points and Nasdaq 100 futures slipped 58 points. https://www.reuters.com/business/sp-500-nasdaq-futures-inch-lower-after-rally-labor-data-focus-2026-01-07/
7 January 2026
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Semiconductor stocks today: Nvidia holds up premarket as SanDisk, Micron cool after CES spike

Semiconductor stocks today: Nvidia holds up premarket as SanDisk, Micron cool after CES spike

U.S. semiconductor stocks were little changed in premarket trade on Wednesday after an AI-led rally, with Nvidia up 0.3% around 6:53 a.m. ET. Memory chipmakers paused: SanDisk and Micron fell 1.3% and 1.2% after jumping 27.5% and 10% a day earlier. Nasdaq 100 futures were down 0.22% ahead of ADP private payrolls data and the JOLTS job openings report. Reuters
7 January 2026
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S&P 500 2026 Forecast: 7,490 Target Meets a Data Test as Earnings Season Nears

S&P 500 2026 Forecast: 7,490 Target Meets a Data Test as Earnings Season Nears

Strategists polled by Reuters see the S&P 500 at 7,490 by end-2026, implying gains of just over 9% from end-2025 as investors weigh Fed succession, election risk and the durability of the AI boom. A slim majority—56%—also forecast a market correction in the coming months. “The most under-appreciated tail risk for 2026 is that the Fed eases monetary policy more than economic conditions justify, inadvertently reigniting inflation,” said Lale Akoner, a global market strategist at eToro. Reuters
7 January 2026
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Micron stock slips premarket after CES-fueled rally to record close

Micron stock slips premarket after CES-fueled rally to record close

Micron Technology, Inc. shares fell 1.4% to $338.60 in early premarket trading on Wednesday, a day after the stock jumped 10% to a record close of $343.43. The move followed a broad rally in memory and storage names after Nvidia CEO Jensen Huang spoke at the Consumer Electronics Show in Las Vegas; SanDisk jumped more than 27% and Western Digital rose about 17% on Tuesday. Public+1
7 January 2026
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