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NASDAQ:NVDA 8 January 2026 - 10 January 2026

Nvidia’s $500 Billion Financing Push Turns Chip Demand Into Credit Risk
Semiconductor stocks hit a record — here’s what could move SOXX next week

Semiconductor stocks hit a record — here’s what could move SOXX next week

U.S. semiconductor stocks drove Wall Street to a record close Friday, with the iShares Semiconductor ETF climbing 2.9% to $328.78, after swinging between $319.35 and $330.66. The PHLX semiconductor index, which tracks major chipmakers, surged 2.7% to a new high. Broadcom gained 3.8%, Lam Research jumped 8.7% following Mizuho’s price target hike to $220 from $200, and Intel rallied nearly 11%. The boost came after President Donald Trump described a “great meeting” with CEO Lip-Bu Tan. “Investors are getting granular and picking the winners and losers” in AI, noted Zachary Hill of Horizon Investments.
Nvidia stock hits a China payment snag on H200 AI chips — what to watch before markets reopen

Nvidia stock hits a China payment snag on H200 AI chips — what to watch before markets reopen

Nvidia is now requiring full upfront payment from Chinese buyers of its H200 AI chips, sources familiar with the situation said, tightening sales terms amid regulatory scrutiny over import approvals. Chinese firms have ordered more than 2 million units, each costing about $27,000, far exceeding Nvidia’s available stock of roughly 700,000 chips. The stock closed Friday down 0.1% at $184.86, fluctuating between $183.69 and $186.97 during the session.
Nvidia stock holds steady after China H200 pay-upfront report — what AI investors watch next

Nvidia stock holds steady after China H200 pay-upfront report — what AI investors watch next

Nvidia shares were up 0.1% at $185.31 in afternoon trading on Friday, after moving between $183.69 and $186.97. A Reuters report said the AI-chip maker is demanding full upfront payment from Chinese customers for its H200 graphics processing units — chips used to train and run AI models — and will not allow cancellations, refunds or configuration changes; Chief Executive Jensen Huang said demand in China was “quite high.” Chinese tech firms have placed orders for more than 2 million H200 chips, far above Nvidia’s inventory of about 700,000, the report said.
Nvidia stock dips after Reuters report on China H200 pay-upfront terms

Nvidia stock dips after Reuters report on China H200 pay-upfront terms

Nvidia shares slipped 0.2% to $184.61 in morning trading on Friday after Reuters reported the AI-chip leader is demanding full upfront payment from Chinese buyers for its H200 graphics processing units, or GPUs. The new terms leave customers no option to cancel, seek refunds or change configurations once orders are placed, two people briefed on the matter told Reuters. Chinese firms have placed orders for more than 2 million H200s priced around $27,000 each, the report said, outstripping Nvidia’s inventory of about 700,000 chips.
9 January 2026
Archer Aviation stock pops in premarket after Nvidia IGX Thor AI tie-up — here’s what’s next

Archer Aviation stock pops in premarket after Nvidia IGX Thor AI tie-up — here’s what’s next

Archer Aviation Inc shares were up 2.6% at $8.94 in premarket trading on Friday after the company unveiled an AI collaboration with Nvidia at the CES technology show in Las Vegas. The stock ended Thursday up 3.4% at $8.71, after trading between $8.44 and $9.01 on volume of about 50 million shares.
Nvidia stock slips after report on China H200 payments as jobs data and earnings loom

Nvidia stock slips after report on China H200 payments as jobs data and earnings loom

Nvidia shares fell on Thursday after Reuters reported the chipmaker is demanding full upfront payment from Chinese customers for its H200 data-center chips, used to train and run AI models. The stock slipped 2.1% to $185.04 in late trading, after hitting $190.28 earlier and falling as low as $183.77. Chinese firms have placed orders for more than 2 million H200s priced around $27,000 each, far above Nvidia’s inventory of about 700,000 units, as local alternatives still lag for large-scale AI training. Reuters
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