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NASDAQ:SOXX 20 January 2026

Nvidia stock drops as China stalls H200 chip clearance, dragging AI chip names

Nvidia stock drops as China stalls H200 chip clearance, dragging AI chip names

Nvidia shares fell 4.3% Tuesday after Inventec said approval for selling Nvidia’s H200 AI chip in China is stalled by Beijing. Broadcom dropped 5.4%, Super Micro Computer slid 3.8%, and the iShares Semiconductor ETF lost 1.5%. Morgan Stanley cut its outlook for North American IT hardware, citing weak demand and rising costs. Wall Street posted its steepest daily decline in three months.

Stock Market Today

  • Coffee Prices Rise on Technical Short-Covering Amid Oversupply Concerns
    May 19, 2026, 1:55 PM EDT. Coffee prices rebounded on technical short-covering after a three-week selloff pushed them into heavily oversold territory. July arabica futures rose 1.40%, while robusta futures gained 0.82%. Prices initially dropped to multi-month lows amid expectations of a larger 2026/27 Brazilian coffee crop, projected by various firms to increase between 12% and 15.5% year-on-year. Global coffee surplus forecasts also point to a rise, with StoneX expecting a 10 million bag surplus in 2026, up from 1.8 million bags in 2025. Vietnam's surging coffee exports and production add bearish pressure, although falling ICE inventories and disruptions like the Strait of Hormuz closure support prices. USDA forecasts record world coffee production in 2025/26, with robusta output climbing sharply. The market balances abundant supply against logistical challenges and technical buying.

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Wall Street’s Top Picks for U.S. Stocks as Yields Stay High

Wall Street’s Top Picks for U.S. Stocks as Yields Stay High

19 May 2026
U.S. stocks fell Tuesday as the 10-year Treasury yield reached its highest point since January 2025, pressuring growth shares. Nvidia drew the most attention ahead of its earnings, with options markets pricing in a possible $355 billion swing in value. Dell highlighted new AI infrastructure partnerships, while ServiceNow received a fresh Buy rating from Bank of America.
Nvidia’s Earnings Could Make or Break the AI Stock Trade

Nvidia’s Earnings Could Make or Break the AI Stock Trade

19 May 2026
Nvidia rose 0.8% ahead of its earnings report, while CoreWeave dropped 3.7% after Google and Blackstone announced a $5 billion U.S. AI cloud venture using Google’s custom TPUs. The new venture will offer 500 megawatts of data-center capacity by 2027. AMD and Micron also gained, but Microsoft and Broadcom slipped. Investors are watching whether Nvidia can maintain dominance as competition in AI inference intensifies.
Uranium Energy Shares Fall Close to 10% as Nuclear-Fuel Plays Get Hit

Uranium Energy Shares Fall Close to 10% as Nuclear-Fuel Plays Get Hit

19 May 2026
Uranium Energy Corp. shares dropped 9.6% to $11.93 in midday New York trading Tuesday, outpacing declines in other uranium stocks and the Global X Uranium ETF. UEC reported a $13.9 million net loss on $20.2 million in sales for its latest quarter, with 45,743 pounds of uranium concentrate produced at $44.14 per pound.
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