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NASDAQ:NVDA News 29 January 2026 - 1 February 2026

Palantir Technologies co-founder Peter Thiel ditched Nvidia for Apple and Microsoft — here’s what the filings show

Palantir Technologies co-founder Peter Thiel ditched Nvidia for Apple and Microsoft — here’s what the filings show

Thiel Macro LLC reported no Nvidia shares in its latest U.S. stock filing, after holding 537,742 at end-June 2025. The fund listed stakes in Tesla, Apple, and Microsoft as of September 2025, with U.S. equity holdings dropping to $74.4 million from $212 million three months earlier. The portfolio shift is drawing attention as investors reassess AI exposure before Monday’s market open.
1 February 2026
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Tech stocks face a Monday test after Trump taps Warsh for Fed as Big Tech earnings line up

Tech stocks face a Monday test after Trump taps Warsh for Fed as Big Tech earnings line up

Nasdaq fell 0.94% Friday, led by a 4.1% drop in semiconductor ETFs and losses in major tech stocks after a hotter-than-expected PPI report. The 10-year Treasury yield hovered near 4.25%. Apple projected strong March-quarter revenue growth, while Tesla rose 3.3% against declines in Meta and Nvidia. Investors now await earnings from Alphabet, Amazon, and AMD, plus the Feb. 6 U.S. jobs report.
31 January 2026
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Big Tech stocks brace for Monday as Nvidia CEO vows ‘huge’ OpenAI investment and Apple’s iPhone rebound shows up

Big Tech stocks brace for Monday as Nvidia CEO vows ‘huge’ OpenAI investment and Apple’s iPhone rebound shows up

Nvidia CEO Jensen Huang said the company will make a “huge” investment in OpenAI but denied plans for a $100 billion deal. Amazon is in early talks to invest up to $50 billion in OpenAI, while SoftBank has discussed an additional $30 billion, sources told Reuters. Tech stocks fell Friday after Trump named Kevin Warsh as his Fed pick and producer prices rose. Tesla gained nearly 5% on SpaceX merger speculation.
31 January 2026
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Semiconductor stocks stumble after KLA rout — what to watch before Monday’s open

Semiconductor stocks stumble after KLA rout — what to watch before Monday’s open

The Philadelphia Semiconductor Index fell 3.9% to 7,998.47 Friday, led by a 15.2% plunge in KLA shares despite the company beating estimates. Apple warned of rising memory-chip costs, while investors weighed Trump’s pick of Kevin Warsh for Fed chair and a hotter producer-price report. Nvidia CEO Jensen Huang confirmed plans for a major OpenAI investment. Key chip earnings reports are due next week.
31 January 2026
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AI stocks today: Microsoft wobbles, Nvidia slips and Sandisk jumps on storage demand

AI stocks today: Microsoft wobbles, Nvidia slips and Sandisk jumps on storage demand

Microsoft shares fell 0.5% to $431.15 and Meta dropped 3.1% after earnings, while Sandisk jumped 10.2% on strong forecasts and a renewed Kioxia deal. Microsoft reported $37.5 billion in quarterly capex, up 66%, and confirmed a $750 million Azure deal with Perplexity. Nvidia slipped 0.9% amid China licensing uncertainty. The iShares Semiconductor ETF lost 3.5% as chip stocks broadly declined.
30 January 2026
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Uber stock price drops after NYC orders $3.5 million Uber Eats payout, robotaxi deals stay in focus

Uber stock price drops after NYC orders $3.5 million Uber Eats payout, robotaxi deals stay in focus

Uber shares fell 2.2% to $79.88 after New York City said Uber Eats will pay $3.5 million in restitution and penalties over delivery worker pay and reinstate up to 10,000 workers. The city’s probe led to a minimum pay rate hike to $22.13. Mercedes-Benz, Nvidia, and Uber announced a robotaxi partnership, while Uber-backed Waabi secured $750 million in funding. Lyft dropped 4.8% and DoorDash lost 1.6%.
30 January 2026
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Microsoft stock rebounds after wipeout, but AI stocks stay jumpy as spending fears bite

Microsoft stock rebounds after wipeout, but AI stocks stay jumpy as spending fears bite

Microsoft rose 0.6% to $436.11 Friday morning after plunging 10% Thursday on weak cloud results. Nvidia slipped 0.4% and AMD fell 4.1%, dragging chip stocks lower. Investors remain wary of rising AI and data-center costs outpacing revenue gains. U.S. stocks opened lower after Donald Trump nominated Kevin Warsh to lead the Federal Reserve.
30 January 2026
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Nvidia stock price slips before the bell as China weighs DeepSeek’s H200 chip buys

Nvidia stock price slips before the bell as China weighs DeepSeek’s H200 chip buys

Nvidia shares fell 1.2% to $190.28 in premarket trading after China conditionally approved DeepSeek’s purchase of H200 AI chips, pending regulatory details. The move follows reports of U.S. lawmakers raising concerns over Nvidia’s technical support to Chinese firms. Investors are also watching potential OpenAI funding rounds involving Nvidia and others. Nvidia’s earnings report is scheduled for Feb. 25.
30 January 2026
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Amazon stock slips after report of a mega OpenAI check — what AMZN investors watch next

Amazon stock slips after report of a mega OpenAI check — what AMZN investors watch next

Amazon shares closed down 0.5% at $241.74 Thursday as reports surfaced of multibillion-dollar investment talks with OpenAI. The company confirmed plans to cut 16,000 corporate jobs, about 10% of its white-collar workforce. CEO Andy Jassy is reportedly leading negotiations with OpenAI’s Sam Altman. Neither company has commented publicly on the potential deal.
29 January 2026
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Nvidia stock price in focus as CEO flags China H200 licence; OpenAI funding talks swirl

Nvidia stock price in focus as CEO flags China H200 licence; OpenAI funding talks swirl

Nvidia shares rose 0.2% to $191.94 in after-hours trading as CEO Jensen Huang said the H200 chip license for China is being finalized. Huang noted Nvidia needs orders before coordinating with TSMC, citing tight packaging capacity. Reuters reported ByteDance, Alibaba, and Tencent received approval to buy over 400,000 H200 chips, but actual orders have lagged due to deal conditions.
29 January 2026
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Microsoft stock dives as AI spending bites; Nvidia steady, Meta jumps in split AI trade

Microsoft stock dives as AI spending bites; Nvidia steady, Meta jumps in split AI trade

Microsoft fell 10.7% to $429.87 after reporting record AI spending and slower cloud growth, triggering a broader dip among AI stocks. Meta rose 7.9% on a higher 2026 capex forecast, betting ad revenue will fund its AI push. Reports surfaced that Big Tech could invest up to $60 billion more in OpenAI, intensifying scrutiny of AI costs.
29 January 2026
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Nvidia stock rises as CEO flags China H200 licence progress; NVDA earnings date set

Nvidia stock rises as CEO flags China H200 licence progress; NVDA earnings date set

Nvidia shares rose 1.6% to $191.52 after CEO Jensen Huang said China is still finalizing a license for its H200 chip. Reuters reported China approved ByteDance, Alibaba, and Tencent to buy over 400,000 H200 chips, but no orders have been placed. Chip stocks opened higher, with Intel up 11% and Micron up 6%. Nvidia is also reportedly in talks to invest up to $30 billion in OpenAI.
29 January 2026
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Stock Market Today

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

8 February 2026
Tower Semiconductor shares rose 7.7% to $139.04 Friday after announcing a collaboration with Nvidia on AI data-center networking. The stock touched $141 intraday and gained another 1% after hours. Investors await Tower’s Feb. 11 earnings for details on its silicon photonics work. No financial terms or shipment timeline were disclosed.
Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

8 February 2026
Longsys disclosed new guarantees for a 100 million yuan Hong Kong loan and a $9 million Brazil credit line, bringing its total approved guarantee quota to 11 billion yuan and outstanding guarantees to 5.81 billion yuan. The company said all guarantees are for consolidated subsidiaries and within approved limits. Shares closed at 288 yuan Friday, down 1.6%. China inflation and credit data are due this week.
MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

8 February 2026
MACOM shares rose 3.5% to $235.87 Friday after the company reported fiscal Q1 revenue of $271.6 million and raised its full-year data center growth outlook to 35–40%. Fidelity’s FMR LLC disclosed a 10.7% stake, while shareholder Susan Ocampo filed to potentially sell up to 100,000 shares. Stifel raised its price target to $255. MACOM expects to repay $161 million in convertible notes in March.
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