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NASDAQ:NVDA News 27 January 2026 - 29 January 2026

Intel stock price slips after report-driven rally; Nvidia-Apple foundry chatter keeps INTC in focus

Intel stock price slips after report-driven rally; Nvidia-Apple foundry chatter keeps INTC in focus

Intel shares fell 2.5% to $47.54 in early New York trading Thursday, reversing an 11% surge on speculation of future foundry deals with Nvidia and Apple. CFO David Zinsner bought 5,882 shares at $42.50 each on Jan. 26, SEC filings show. Chip sector sentiment stayed firm after ASML posted record quarterly bookings. Investors are now watching Friday’s U.S. inflation data.
29 January 2026
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Nvidia stock jumps in premarket as CEO flags China H200 decision — what NVDA traders watch next

Nvidia stock jumps in premarket as CEO flags China H200 decision — what NVDA traders watch next

Nvidia shares rose 1.6% to $191.52 in premarket trading after CEO Jensen Huang said China is close to approving a license for the H200 AI chip. Beijing has allowed ByteDance, Alibaba, and Tencent to buy over 400,000 H200 chips under certain conditions, Reuters reported. Microsoft and Meta’s increased capital spending kept focus on AI chip demand and ongoing supply bottlenecks.
29 January 2026
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AMD stock price: After-hours uptick as AI-chip rally rolls on ahead of Feb. 3 earnings

AMD stock price: After-hours uptick as AI-chip rally rolls on ahead of Feb. 3 earnings

AMD shares rose 0.3% to $252.74 in after-hours trading Wednesday, while Nvidia gained 1.6% and Intel jumped 11%. Chip stocks rallied after China approved ByteDance, Alibaba, and Tencent to buy over 400,000 Nvidia H200 AI chips, signaling strong AI data-center demand. The Philadelphia Semiconductor Index climbed 1.7%. Investors await AMD’s earnings on Feb. 3 for further signals on sector momentum.
29 January 2026
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AI stocks swing after hours: Nvidia ticks up on China H200 nod as Microsoft, Meta and Tesla turn volatile

AI stocks swing after hours: Nvidia ticks up on China H200 nod as Microsoft, Meta and Tesla turn volatile

Nvidia rose 1.6% in after-hours trading after China approved H200 chip sales to ByteDance, Alibaba, and Tencent, sources said. Texas Instruments and Intel jumped nearly 10% and 11%, respectively, on strong data center demand. Microsoft, Meta, and Tesla shares fluctuated after earnings, with Microsoft’s cloud spending up sharply. The S&P 500 slipped 0.01% after the Fed held rates steady.
28 January 2026
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UK FCA launches sweeping AI review for retail finance, sets Feb 24 deadline

UK FCA launches sweeping AI review for retail finance, sets Feb 24 deadline

Britain’s Financial Conduct Authority launched the “Mills Review” to examine how advanced AI could reshape retail financial services, with responses due by Feb. 24 and recommendations expected by summer 2026. The FCA ruled out AI-specific rules for now, despite criticism from MPs over regulatory delays and concerns about risks such as AI-driven fraud and algorithmic bias.
28 January 2026
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Nvidia stock price rises on China H200 nod as AI chip shares keep Wall Street near 7,000

Nvidia stock price rises on China H200 nod as AI chip shares keep Wall Street near 7,000

Nvidia shares rose 1.7% after China approved ByteDance, Alibaba, and Tencent to buy over 400,000 H200 AI chips, though no orders have been placed due to strict conditions. Intel and Micron led a rally in chip stocks as investors awaited Fed and Big Tech earnings. Micron announced a $24 billion memory chip plant in Singapore. SK Hynix and ASML both reported record results on AI demand.
28 January 2026
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CoreWeave stock slips in New York as Nvidia deal digested; CRWV traders eye next earnings

CoreWeave stock slips in New York as Nvidia deal digested; CRWV traders eye next earnings

CoreWeave shares fell 1.3% to $107.44 Wednesday after volatile trading, following Nvidia’s $2 billion equity purchase at $87.20 per share. The companies plan to develop over 5 gigawatts of AI data centers by 2030. Investors remain focused on CoreWeave’s financing and power buildout. Nvidia shares rose 1.3% the same day.
28 January 2026
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CoreWeave stock steadies near $109 as HSBC cuts target; Nvidia stake filing keeps focus on CRWV

CoreWeave stock steadies near $109 as HSBC cuts target; Nvidia stake filing keeps focus on CRWV

Nvidia disclosed an 11.5% stake in CoreWeave after investing $2 billion, buying shares at $87.20 each. CoreWeave stock rose 0.2% to $109.12 Wednesday morning, following a 10.7% jump Tuesday. HSBC cut its price target to $41, citing debt concerns, while other analysts raised targets on optimism over the Nvidia partnership. CoreWeave reports Q4 earnings Feb. 18.
28 January 2026
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Broadcom stock price today: AVGO edges up as chip rally lifts S&P 500 above 7,000 ahead of Fed

Broadcom stock price today: AVGO edges up as chip rally lifts S&P 500 above 7,000 ahead of Fed

Broadcom shares edged up 0.1% to $333.23 in early Wednesday trading as chip stocks rose ahead of the Federal Reserve’s rate decision and major tech earnings. The S&P 500 opened above 7,000, while Texas Instruments jumped 7% after forecasting strong AI-driven demand. Investors are watching for signs that AI spending is boosting profits. The Fed’s policy announcement is due at 2 p.m. EST.
28 January 2026
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Nvidia stock price lifts in premarket as China greenlights H200 chip buys

Nvidia stock price lifts in premarket as China greenlights H200 chip buys

Nvidia shares rose 1.1% premarket to $188.52 after China approved ByteDance, Alibaba, and Tencent to buy over 400,000 H200 AI chips, though terms are still under negotiation. SK Hynix reported record profits and strong HBM market share, while ASML posted record Q4 bookings and raised its 2026 outlook on AI chip demand. Microsoft, Meta, and Tesla report earnings after the close.
28 January 2026
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Nvidia stock up early after Reuters report on China H200 approvals, with Fed decision ahead

Nvidia stock up early after Reuters report on China H200 approvals, with Fed decision ahead

Nvidia shares rose 1.1% to $188.52 early Wednesday after China approved ByteDance, Alibaba, and Tencent to buy over 400,000 H200 AI chips, Reuters reported. The approvals come with strict conditions, and some sources say licenses remain too restrictive for orders. Chip stocks rallied broadly, with Broadcom up 2.4% and the VanEck Semiconductor ETF up 2.1%. Investors await the Federal Reserve decision and megacap tech earnings later today.
28 January 2026
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Wall Street’s Fed Day: US stock futures rise as traders eye today’s economic calendar and Big Tech earnings

Wall Street’s Fed Day: US stock futures rise as traders eye today’s economic calendar and Big Tech earnings

S&P 500 E-minis rose 0.36% and Nasdaq 100 E-minis gained 0.9% premarket, led by chipmakers after Texas Instruments’ upbeat outlook. Nvidia, Intel, and Seagate advanced. Tuesday, the S&P 500 closed at a record high while health insurer stocks slumped on weak Medicare payment news. The Fed is expected to hold rates steady later Wednesday.
28 January 2026
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AI stocks are moving before the bell: Nvidia rises as Microsoft, Meta earnings loom

AI stocks are moving before the bell: Nvidia rises as Microsoft, Meta earnings loom

Nvidia rose 1.7% and Intel jumped 6.6% in premarket trading Wednesday, leading gains among chip stocks. Microsoft and Meta are set to report earnings after the bell, with investors focused on AI spending and margins. ASML raised its 2026 sales forecast after strong bookings but announced 1,700 job cuts. SK Hynix posted record quarterly profit on surging demand for AI server memory.
28 January 2026
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Nvidia stock jumps premarket as China clears H200 chip buys for ByteDance, Alibaba and Tencent

Nvidia stock jumps premarket as China clears H200 chip buys for ByteDance, Alibaba and Tencent

Nvidia shares rose 1.6% to $191.45 premarket after China approved the purchase of over 400,000 H200 AI chips for ByteDance, Alibaba, and Tencent, sources said. The licenses include restrictions and some buyers have not placed orders yet. Traders are watching the Fed’s decision and tech earnings for signs on AI spending. Microsoft unveiled a new in-house AI chip, increasing competition for Nvidia.
28 January 2026
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Applied Digital (APLD) stock price jumps on Nvidia’s CoreWeave move as AI data center trade heats up again

Applied Digital (APLD) stock price jumps on Nvidia’s CoreWeave move as AI data center trade heats up again

Applied Digital Corp shares jumped 14.2% to $41.35 in after-hours trading Tuesday, with volume topping 47.4 million. The move followed Nvidia’s $2 billion investment in CoreWeave, which has two 15-year leases with Applied Digital worth about $7 billion. Applied Digital reported $2.3 billion in cash and $2.6 billion in debt as of Nov. 30. Construction has started on its 430-megawatt Delta Forge 1 campus.
28 January 2026
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Nebius stock price jumps nearly 8% as Nvidia-CoreWeave deal steadies AI infrastructure trade

Nebius stock price jumps nearly 8% as Nvidia-CoreWeave deal steadies AI infrastructure trade

Nebius Group N.V. shares jumped 7.6% to $98.44 Tuesday, trading on heavy volume ahead of the Federal Reserve’s rate decision. The Dutch data center operator, which recently signed major AI infrastructure deals with Microsoft and Meta, reported a $100 million loss last quarter as it spent nearly $1 billion on capital. Nebius will report earnings around Feb. 18.
27 January 2026
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Stock Market Today

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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