Wall Street starts 2026 higher as Nasdaq leads, Tesla deliveries drop and jobs data looms
Wall Street’s main indexes opened higher on Friday, the first trading day of 2026, led by gains in the Nasdaq. Reuters
AI stocks rally today as Nvidia seeks more H200 chips; AMD and Micron lead early gains
Nvidia shares rose 2.9% to $191.93 on Friday after Reuters reported the AI chipmaker had approached Taiwan Semiconductor Manufacturing Co about ramping up production of its H200 graphics processing units, chips used to train and run AI models. Sources told Reuters Chinese technology companies have ordered more than 2 million H200 chips for delivery in 2026, far above Nvidia's current inventory of about 700,000 units. The report said TSMC was expected to start work on expanded output in the second quarter, but Chinese authorities have yet to greenlight any H200 shipments. Reuters
Nvidia stock today: NVDA slips as China H200 demand puts supply, export rules back in focus
Nvidia shares slipped in early trading on Friday, down about 0.5% at $186.50, as chip stocks opened the year mixed. Taiwan Semiconductor Manufacturing was up about 1.4%, while the iShares Semiconductor ETF fell about 1.2%.
Amazon stock today: AMZN slips as 2026 kicks off, with AI spending and Fed bets in focus
Amazon.com, Inc. shares fell 0.7% to $230.82 in early trading on Friday.
AI stocks today: Baidu jumps on Kunlunxin IPO filing as Nvidia, Broadcom rise in premarket
Shares of Baidu jumped about 12% in early premarket trading on Friday after the company said its artificial-intelligence chip unit had filed for a Hong Kong listing. Dow futures were up 171 points, or 0.35%, and S&P 500 futures rose 41.5 points, or 0.60%, while Nasdaq 100 futures gained 267 points, or 1.05%; Nvidia and Broadcom were up 1.8% and 1.6% in premarket trade. The new-year bid followed a late-December retreat in tech shares after AI-linked names helped push U.S. benchmarks to record highs in 2025. Reuters
Nvidia stock: China’s H200 rush and Samsung HBM4 talks put 2026 AI rally in focus
Nvidia has approached Taiwan Semiconductor Manufacturing Co to ramp production of its H200 artificial-intelligence chips after Chinese tech companies ordered more than 2 million units for 2026, sources said. Nvidia has about 700,000 units in stock and has priced China-bound H200 variants around $27,000 per chip, the sources said. TSMC is expected to start work on expanded output in the second quarter, one person said, as Beijing weighs whether to approve imports after Washington recently cleared H200 exports to China with a fee. Reuters
Stock market today: Nasdaq, S&P 500 futures climb to start 2026 as Nvidia and Baidu rally
U.S. stock index futures rose on Friday as Wall Street kicked off 2026 with a tech-led rebound after a late-year slide. At 5:45 a.m. ET, S&P 500 E-minis — futures contracts tied to the index — were up 0.60%, Nasdaq 100 E-minis gained 1.05% and Dow E-minis rose 0.35%. Nvidia and Broadcom climbed 1.8% and 1.6% in premarket trading, Reuters reported. Reuters
Nvidia’s China moat faces a new test as Biren pops 76% and Baidu chip unit files for Hong Kong IPO
Shares of Chinese AI chip designer Shanghai Biren Technology closed up 76% in their Hong Kong debut on Friday, the market’s first listing of 2026. The stock opened at HK$35.70, hit HK$42.88 at an intraday high and ended at HK$34.46, versus an offer price of HK$19.60. Biren raised HK$5.58 billion, with institutional demand nearly 26 times the shares on offer and the retail tranche oversubscribed about 2,348 times, exchange filings showed. Reuters
Nvidia stock today: China H200 supply push puts NVDA back in focus
Nvidia is pressing Taiwan Semiconductor Manufacturing Co to expand output of its H200 chips as orders from Chinese technology companies surge, Reuters reported, citing sources. Reuters
Nvidia stock today: China H200 surge drives TSMC talks as CES and earnings loom
Nvidia shares last closed at $186.50 on Wednesday, down 0.55%, with U.S. markets shut on Thursday for New Year’s Day. Yahoo Finance+1
TSMC stock forecast 2026: New U.S. China licence and Nvidia H200 push put targets in focus
Taiwan Semiconductor Manufacturing Co said the U.S. Department of Commerce granted its Nanjing unit an annual export licence that allows U.S. export-controlled items to be supplied without the need for individual vendor licences. The approval replaces a waiver known as validated end-user status — which let designated plants receive some controlled items with fewer approvals — that expired on Dec. 31, and Samsung Electronics and SK Hynix have received similar licences. TSMC said the Nanjing fab makes 16-nanometre and other mature-node chips and generated about 2.4% of the company’s 2024 revenue. Reuters
Nvidia stock forecast 2026: China’s H200 chip rush sets up NVDA’s next big test
Chinese technology companies have ordered more than 2 million of Nvidia’s H200 artificial intelligence chips for delivery in 2026, far above the roughly 700,000 units the company has in stock, sources told Reuters. Nvidia has approached Taiwan Semiconductor Manufacturing Co to ramp production, with work expected to start in the second quarter of 2026, the people said. Reuters
Big Tech stocks 2026 forecast: Nvidia’s China chip rush sets the first test for AI leaders
Nvidia has approached Taiwan Semiconductor Manufacturing Co to ramp up production of its H200 artificial intelligence chips as Chinese technology companies place large orders for 2026, sources told Reuters. The push puts AI chip supply — and the politics around who gets it — back at the center of the 2026 outlook for Big Tech stocks. Reuters
AI Stocks 2026 Forecast: Nvidia’s China Chip Rush Meets a Tougher Wall Street Test
Nvidia has approached Taiwan Semiconductor Manufacturing Co to ramp up production of its H200 artificial intelligence chips after Chinese technology companies ordered more than 2 million units for 2026, sources told Reuters. The company holds about 700,000 units in inventory and expects TSMC to start work on expanded output in the second quarter of 2026, the sources said. The graphics processing units, or GPUs, are used to train and run AI models, but Beijing has yet to approve shipments even after Washington recently allowed H200 exports to China with a 25% fee, the sources said. Reuters
2026 stock market forecast: After 2025’s rally, Wall Street sees earnings, Fed cuts and AI spending as the big tests
After three straight years of double-digit gains, U.S. stocks enter 2026 with strategists saying profit growth and the path for interest rates will decide whether the rally can extend. For another year of outsized returns, markets need “everything firing on all cylinders,” said Sam Stovall, chief investment strategist at CFRA, who put his end-2026 target for the S&P 500 at 7,400, about 8% above current levels. Tajinder Dhillon, head of earnings research at LSEG, said S&P 500 earnings are projected to rise more than 15% in 2026 after about 13% in 2025, while some banks such as Deutsche Bank have flagged double-digit upside even as they warn that heavy AI spending and Fed leadership uncertainty could test investor confidence. Reuters
Data center stocks slide into 2026 as xAI expansion keeps Nvidia, Dell, Super Micro in focus
Data center stocks ended 2025 on a softer note, with U.S. markets closed on Thursday for the New Year’s Day holiday and investors heading into 2026 still fixated on who captures the next leg of AI infrastructure spending. Nasdaq
Big Tech stocks today: Nvidia’s China chip push and Tesla deliveries set up Friday’s open
Nvidia ended 2025 down 0.6%, but was back in focus on Thursday after Reuters reported it asked Taiwan Semiconductor Manufacturing Co to ramp production of its H200 artificial-intelligence processors to meet demand from China.
Semiconductor stocks today: Chip shares slip as Nvidia’s China H200 push meets policy spotlight
U.S. semiconductor stocks slipped in the final trading session of 2025, with the PHLX Semiconductor Index closing down 1.2% on Wednesday. U.S. markets are closed on Thursday for New Year’s Day. Nasdaq Global Index Watch+1
AI stocks today: Nvidia’s China H200 chip surge puts semis back in focus as Wall Street shuts
Nvidia has approached Taiwan Semiconductor Manufacturing Co about ramping output of its H200 artificial intelligence chip as demand from Chinese technology firms accelerates, sources told Reuters. Reuters
CoreWeave stock slides into 2026 after insider sale filing; here’s what traders watch next
CoreWeave shares ended Wednesday down 3.1% at $71.61, retreating from earlier highs as investors digested an insider-selling disclosure ahead of the New Year holiday. U.S. stock markets are closed on Thursday for New Year’s Day and reopen on Friday. Nasdaq+1