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NVIDIA News 7 January 2026 - 8 January 2026

Nvidia stock rises in premarket as tough China payment terms put H200 demand back in focus

Nvidia stock rises in premarket as tough China payment terms put H200 demand back in focus

NEW YORK, Jan 8, 2026, 08:58 a.m. ET — Premarket Nvidia (NVDA.O) shares rose 0.5% to $190.05 in premarket trading on Thursday, after a report said the company is tightening payment terms for Chinese buyers of its H200 artificial intelligence chips. The stock closed up 1% on Wednesday at $189.11. Barron’s+1 The chip designer is requiring full upfront payment for H200 orders from Chinese customers and is barring cancellations, refunds and configuration changes, two people briefed on the matter told Reuters. The change matters because China demand is large but politically messy: Chinese firms have placed orders for more than
8 January 2026
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Nvidia’s China upfront-payment demand puts AI stocks in focus ahead of U.S. payrolls

Nvidia’s China upfront-payment demand puts AI stocks in focus ahead of U.S. payrolls

New York, January 8, 2026, 06:41 (EST) — Premarket Nvidia shares rose about 1% to $189.11 in premarket trade on Thursday after sources said the chipmaker is demanding full upfront payment from Chinese buyers of its H200 artificial-intelligence chips. The terms leave customers no option to cancel or ask for refunds once an order is placed, the people said. Reuters The tighter stance matters because China demand is a swing factor for AI stocks that have powered the rally, and policy risk is now showing up in contracts, not just headlines. Beijing has asked some Chinese tech firms to halt
8 January 2026
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Nvidia stock rises premarket as China H200 buyers face stricter upfront-payment terms

Nvidia stock rises premarket as China H200 buyers face stricter upfront-payment terms

New York, January 8, 2026, 06:21 EST — Premarket Nvidia shares rose about 1% to $189.11 in premarket trading on Thursday after the chip designer demanded full upfront payment from Chinese customers for its H200 artificial-intelligence (AI) chips, two people briefed on the matter said. Chinese technology companies have placed orders for more than 2 million H200 chips priced at around $27,000 each, outstripping Nvidia’s inventory of 700,000 units, the people said. Domestic chips such as Huawei’s Ascend 910C still lag Nvidia’s H200 for large-scale training of advanced AI models, they added. Reuters Beijing has asked some Chinese tech companies
8 January 2026
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Nvidia’s China H200 payment demand hits chip stocks premarket as Intel pops, TSMC sinks

Nvidia’s China H200 payment demand hits chip stocks premarket as Intel pops, TSMC sinks

New York, Jan 8, 2026, 06:21 EST — Premarket Nvidia (NVDA.O) rose about 1% in U.S. premarket trade on Thursday after Reuters reported the company is requiring full upfront payment from Chinese customers seeking its H200 artificial intelligence chips, tightening terms as Beijing weighs approvals. Taiwan Semiconductor Manufacturing (TSM.N) fell 2.6%, Advanced Micro Devices (AMD.O) slid 2% and Intel (INTC.O) jumped 6.4%, while the iShares Semiconductor ETF (SOXX) was down about 1%. Reuters The China headline hit a sector that has started 2026 on a run, with the PHLX semiconductor index hitting an all-time high on Tuesday as investors chased AI-linked
8 January 2026
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Nvidia stock ends higher as China pauses H200 chip orders, keeping investors on edge

Nvidia stock ends higher as China pauses H200 chip orders, keeping investors on edge

NEW YORK, Jan 7, 2026, 16:02 (EST) — After-hours Nvidia Corp (NVDA) shares ended the day up about 0.9% at $188.92, after trading between $186.60 and $191.26, as investors digested a report that China has asked some domestic tech companies to halt orders for Nvidia’s H200 artificial-intelligence chips. Reuters The tug-of-war matters because Nvidia is trying to reopen a lucrative channel into China at a time when U.S. export controls and Chinese industrial policy are both shifting. A pause, even a temporary one, risks turning a high-profile restart into another stop-start cycle. Investing.com The near-term trigger is regulatory, not engineering.
7 January 2026
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CoreWeave stock price forecast: Wall Street still sees $121 target after Nvidia Rubin news, but shares wobble

CoreWeave stock price forecast: Wall Street still sees $121 target after Nvidia Rubin news, but shares wobble

New York, Jan 7, 2026, 15:29 EST — Regular session CoreWeave shares were down about 0.6% at $77.51 in afternoon trading on Wednesday after swinging between $75.77 and $79.92. The CoreWeave stock price forecast looks messy: analyst targets tracked by Benzinga ranged from $36 to $180 over the past quarter, with an average of $121.48, down from $142. Benzinga Why it matters now: CoreWeave just put new product headlines back on the tape, tying its outlook even tighter to Nvidia’s chip roadmap. The company said it plans to add Nvidia’s next Rubin platform to its cloud and expects to deploy it
7 January 2026
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Nvidia price forecast: Analysts keep $270–$352 targets as China H200 orders turn into the new risk

Nvidia price forecast: Analysts keep $270–$352 targets as China H200 orders turn into the new risk

New York, Jan 7, 2026, 14:35 EST — Regular session Nvidia (NVDA.O) shares rose 1.3% to $189.59 by mid-afternoon on Wednesday, after trading between $186.60 and $191.26. Raymond James analyst Simon Leopold said CES comments “offered encouragement” on Nvidia’s leadership, and recent notes from Evercore ISI, Citi and BofA pegged targets at $352, $270 and $275 — about 42% to 86% above the stock’s current level. Investors.com+2Investing.com+2 The Nvidia stock forecast matters because the company has become a stand-in for the pace of spending on AI data centres. CES roadmaps tend to hit models fast, especially when investors are trying to
7 January 2026
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Nvidia stock edges up as China pauses H200 orders, complicating AI chip sales

Nvidia stock edges up as China pauses H200 orders, complicating AI chip sales

New York, Jan 7, 2026, 14:00 EST — Regular session Nvidia shares rose on Wednesday after The Information reported that Beijing had told some Chinese tech firms to halt orders for Nvidia’s H200 chips this week while it considers the terms for letting local companies buy the processors. The report said China was expected to steer buyers toward domestic AI chips and noted the Trump administration approved H200 exports late last year on condition Nvidia shares 25% of the revenue with the U.S. government; the Chinese embassy in Washington said China was willing to “maintain dialogue and cooperation” to safeguard
7 January 2026
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China pauses Nvidia H200 AI chip orders as CES 2026 fuels data-center rush

China pauses Nvidia H200 AI chip orders as CES 2026 fuels data-center rush

BEIJING, January 8, 2026, 01:39 (GMT+8) Beijing has asked some Chinese tech companies to halt orders for Nvidia’s H200, a high-end graphics processing unit used to train and run AI models, the Information reported, citing people familiar with the matter. The move came as China weighs whether — and on what terms — it will allow access to the chips, the report said. “China is committed to basing its national development on its own strengths,” said Liu Pengyu, a spokesperson for the Chinese Embassy in the United States. Reuters The pause underlines how quickly AI hardware has become a bargaining chip
7 January 2026
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China tells tech firms to pause Nvidia H200 orders — Beijing weighs homegrown AI chips

China tells tech firms to pause Nvidia H200 orders — Beijing weighs homegrown AI chips

BEIJING, Jan 8, 2026, 01:47 (GMT+8) Chinese authorities have told some tech firms to stop placing new orders for Nvidia’s H200 artificial-intelligence chips this week, the Information reported, as Beijing weighs whether to let the processors into the country. The move appears aimed at stopping companies from rushing to stockpile U.S. chips before officials settle on rules, and could be followed by a push to buy domestic AI processors instead, the report said. “China is committed to basing its national development on its own strengths,” Liu Pengyu, a spokesperson for the Chinese Embassy in the United States, said. Reuters The pause
7 January 2026
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Sandisk stock dips today after Nvidia CES boost; BofA lifts SNDK target to $390

Sandisk stock dips today after Nvidia CES boost; BofA lifts SNDK target to $390

NEW YORK, January 7, 2026, 10:32 EST — Regular session Sandisk Corp shares fell 2.9% to $339.4 in morning trading on Wednesday, as traders trimmed positions after a fast run in data-storage names. The stock has traded between $331.74 and $350.53 so far. Western Digital slid 10.2% and Seagate Technology dropped 8.9%, while Nvidia gained 1.9%. The move follows a surge of more than 27% for Sandisk on Tuesday after Nvidia CEO Jensen Huang, speaking at CES in Las Vegas, described a new layer of storage technology aimed at speeding up AI workloads. Western Digital rose 17%, Seagate gained 14%
7 January 2026
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Nvidia stock climbs on China H200 demand comments as Feb. 25 earnings loom

Nvidia stock climbs on China H200 demand comments as Feb. 25 earnings loom

NEW YORK, Jan 7, 2026, 10:21 ET — Regular session Shares of Nvidia (NVDA.O) rose 1.8% to $190.55 in morning trade on Wednesday after CEO Jensen Huang said purchase orders — not public announcements — would show when Chinese buyers can bring in the company’s H200, an artificial-intelligence (AI) data-center chip. Reuters That matters because China has been a swing factor for the AI chip leader, and investors have been trying to map how much of that demand can actually turn into shipments. The H200 sits behind U.S. export licenses — approvals Washington must grant before the chips can be
7 January 2026
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Stock Market Today

GE Vernova stock price jumps toward $800 — what to know before Monday trade

GE Vernova stock price jumps toward $800 — what to know before Monday trade

7 February 2026
GE Vernova shares jumped 5.7% to $779.35 Friday after Baird upgraded the stock and the Dow closed above 50,000. The company’s onshore wind unit reported 1.1 GW in U.S. repower orders for 2025, a figure previously disclosed. GE Vernova also completed a $2.6 billion senior notes offering to help fund its Prolec GE stake purchase. Next earnings report is set for April 22.
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