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NASDAQ:NVDA 6 January 2026 - 7 January 2026

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Nvidia’s $500 Billion Financing Push Turns Chip Demand Into Credit Risk
Nvidia stock dips after hours as Huang flags China H200 orders and Rubin AI chip rollout

Nvidia stock dips after hours as Huang flags China H200 orders and Rubin AI chip rollout

Nvidia shares were down about 0.5% at $187.24 in after-hours trading on Tuesday after CEO Jensen Huang said “it’s just going to be purchase orders” that show whether Chinese customers can import the company’s H200 AI chip. CFO Colette Kress said the U.S. government was working “feverishly” on export licenses, while Huang said Nvidia had fired up its supply chain as demand in China was “quite high.” Reuters
7 January 2026
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Sandisk (SNDK) stock jumps nearly 28% as Nvidia CES storage push fuels memory rally

Sandisk (SNDK) stock jumps nearly 28% as Nvidia CES storage push fuels memory rally

Sandisk Corp shares jumped 27.6% on Tuesday and were last up the same at $349.57 in after-hours trading, as investors piled into storage and memory names after Nvidia’s CES updates highlighted rising data-center storage needs for AI systems. Western Digital rose 16.8%, Seagate climbed 14.0% and Micron gained 10.0%. The stock traded between $281.59 and $352.36 in the session.
6 January 2026
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Nvidia stock slips as CEO says China H200 go-ahead will show in purchase orders

Nvidia stock slips as CEO says China H200 go-ahead will show in purchase orders

Nvidia shares dipped in after-hours trading on Tuesday after CEO Jensen Huang said purchase orders, not a public declaration, would signal when Chinese customers can buy the company’s H200 data-center AI chip, a predecessor to its current flagship Blackwell products. The stock was down 0.5% at $187.32, after moving between $186.84 and $192.13 in the regular session. Reuters
6 January 2026
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Dow nears 50,000 as Nvidia CES remarks ignite SanDisk, Micron surge and lift Wall Street

Dow nears 50,000 as Nvidia CES remarks ignite SanDisk, Micron surge and lift Wall Street

U.S. stocks rose on Tuesday, lifting the Dow to a fresh record as chip and healthcare shares led gains. At about 2:30 p.m. ET, the Dow was up 1.02% at 49,476.54, while the S&P 500 gained 0.62% to 6,944.55 and the Nasdaq rose 0.61% to 23,537.96. SanDisk jumped 23% and Moderna climbed 10%; Argent Capital portfolio manager Jed Ellerbroek said he expects “a very strong earnings season for Big Tech” and higher capex, short for capital spending. Reuters
6 January 2026
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Johnson Controls (JCI) stock slides after Nvidia’s CES cooling claim spooks data-center bulls

Johnson Controls (JCI) stock slides after Nvidia’s CES cooling claim spooks data-center bulls

Johnson Controls International fell 5.5% to $114.79 in afternoon trading on Tuesday after Nvidia CEO Jensen Huang said the chipmaker’s next-generation Vera Rubin platform could sharply reduce cooling needs in data centers and that “no water chillers are necessary for data centres.” The stock has traded between $108.41 and $120.39, and other heating, ventilation and air-conditioning names also weakened. Barclays analysts led by Julian Mitchell said investors “should not take their comments lightly” and estimated data centers account for a low-double-digit share of Johnson Controls’ sales. Reuters
6 January 2026
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Nvidia China license rush meets CES chip blitz as AMD slides in AI stock trade

Nvidia China license rush meets CES chip blitz as AMD slides in AI stock trade

Nvidia shares were little changed on Tuesday after Chief Financial Officer Colette Kress said U.S. officials were “working feverishly” on export licenses needed for the company to ship its H200 data-center chips to China, but timing remains unclear. Nvidia was up about 0.1% at $188.25 in afternoon trading. Reuters
6 January 2026
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Uber stock jumps after CES robotaxi debut with Lucid, Nuro as AV race heats up

Uber stock jumps after CES robotaxi debut with Lucid, Nuro as AV race heats up

Uber Technologies’ shares rose about 5% to $84.93 in midday trading on Tuesday after it and partners Lucid Group and Nuro unveiled a production-intent robotaxi at the CES tech show in Las Vegas. The vehicle uses Nuro’s Level 4 system — meaning it can drive itself in limited areas without a human — and runs on Nvidia’s DRIVE AGX Thor computer, the companies said. Uber, which sold its self-driving unit to Aurora Innovation in 2020, said testing began in December ahead of a planned launch in the San Francisco Bay Area later this year, as Alphabet’s Waymo and Tesla expand their own robotaxi efforts. Reuters
6 January 2026
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CoreWeave stock falls as Truist starts CRWV at Hold; Nvidia Rubin plan sharpens focus on AI capex

CoreWeave stock falls as Truist starts CRWV at Hold; Nvidia Rubin plan sharpens focus on AI capex

CoreWeave shares fell 3.5% to $74.15 in midday trading on Tuesday after Truist Securities initiated coverage of the AI cloud infrastructure provider at “Hold” with an $84 price target, citing the company’s leverage and heavy capital spending needs. The company counts OpenAI, Microsoft, Meta and Google among customers, according to Truist.
6 January 2026
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Uber stock hit by Melius “Sell” call as robotaxi threat sharpens; Wolfe sets $110 target

Uber stock hit by Melius “Sell” call as robotaxi threat sharpens; Wolfe sets $110 target

Uber Technologies shares slid on Monday after Melius Research downgraded the ride-hailing company to “sell” and set a $73 price target, as investors weighed rising robotaxi competition. The stock was down 1.9% at $81.30 in afternoon trading, putting Melius’ target about 10% below that level; rival Lyft fell 2.8%. TechStock²
6 January 2026
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