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NASDAQ:NVDA 1 January 2026 - 2 January 2026

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Nvidia’s $500 Billion Financing Push Turns Chip Demand Into Credit Risk
AI stocks rally today as Nvidia seeks more H200 chips; AMD and Micron lead early gains

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
2 January 2026
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AI stocks today: Baidu jumps on Kunlunxin IPO filing as Nvidia, Broadcom rise in premarket

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
2 January 2026
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Nvidia stock: China’s H200 rush and Samsung HBM4 talks put 2026 AI rally in focus

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
2 January 2026
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Stock market today: Nasdaq, S&P 500 futures climb to start 2026 as Nvidia and Baidu rally

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
2 January 2026
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Nvidia’s China moat faces a new test as Biren pops 76% and Baidu chip unit files for Hong Kong IPO

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
2 January 2026
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TSMC stock forecast 2026: New U.S. China licence and Nvidia H200 push put targets in focus

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
1 January 2026
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Nvidia stock forecast 2026: China’s H200 chip rush sets up NVDA’s next big test

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
1 January 2026
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Big Tech stocks 2026 forecast: Nvidia’s China chip rush sets the first test for AI leaders

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
1 January 2026
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AI Stocks 2026 Forecast: Nvidia’s China Chip Rush Meets a Tougher Wall Street Test

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
1 January 2026
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2026 stock market forecast: After 2025’s rally, Wall Street sees earnings, Fed cuts and AI spending as the big tests

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
1 January 2026
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