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NVIDIA 29 December 2025 - 1 January 2026

Semiconductor stocks today: Chip shares slip as Nvidia’s China H200 push meets policy spotlight

Semiconductor stocks today: Chip shares slip as Nvidia’s China H200 push meets policy spotlight

The PHLX Semiconductor Index fell 1.2% on Dec. 31 as U.S. markets closed for New Year’s Day. Nvidia slipped 0.5%, Micron dropped 2.5%, and TSMC’s U.S. shares rose 1.4%. Reuters reported Nvidia is in supply talks with TSMC and that the U.S. granted TSMC a new license to import chipmaking equipment to its Nanjing plant. China is requiring chipmakers to use at least 50% domestic equipment for new capacity.
1 January 2026
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AI stocks today: Nvidia’s China H200 chip surge puts semis back in focus as Wall Street shuts

AI stocks today: Nvidia’s China H200 chip surge puts semis back in focus as Wall Street shuts

Nvidia has asked TSMC to increase production of its H200 AI chip after Chinese firms ordered over 2 million units for 2026, far exceeding current inventory, sources told Reuters. The company set Chinese pricing at $27,000 per chip and plans first deliveries before mid-February. U.S. markets are closed Thursday for New Year’s Day. Nvidia shares fell 0.5% to $186.50 in Wednesday’s session.
1 January 2026
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Nvidia stock ends 2025 lower as Reuters flags China H200 orders and fresh TSMC talks

Nvidia stock ends 2025 lower as Reuters flags China H200 orders and fresh TSMC talks

Nvidia shares closed down 0.5% at $186.50 after reports the company asked TSMC to boost H200 chip production amid surging Chinese orders. Reuters said Chinese firms have ordered over 2 million H200 chips for 2026, far exceeding current inventory. Nvidia stated licensed H200 sales to China would not affect U.S. supply. Beijing has not yet approved H200 shipments despite recent U.S. export clearance.
1 January 2026
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Intel stock price today: INTC rises in premarket as Nvidia’s $5 billion stake takes focus

Intel stock price today: INTC rises in premarket as Nvidia’s $5 billion stake takes focus

Intel shares rose 1.6% to $37.90 in premarket trading Wednesday after a filing confirmed it sold $5 billion in stock to Nvidia at $23.28 per share in a private placement. The deal, completed December 26, gives Nvidia about 4% of Intel. Intel closed Tuesday at $37.30, up 1.7%. Investors await Intel’s late-January earnings and updates on its partnership with Nvidia.
31 December 2025
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TSMC stock today: Taiwan Semi slips premarket on Nvidia H200 supply talks and a 2nm production update

TSMC stock today: Taiwan Semi slips premarket on Nvidia H200 supply talks and a 2nm production update

TSMC’s U.S.-listed shares fell 0.4% to $299.58 in premarket trading after Reuters reported Nvidia asked the chipmaker to expand H200 AI chip production for Chinese buyers. Chinese firms have ordered over 2 million H200 chips for 2026, with pricing near $27,000 each. TSMC also said it began volume production of its 2nm chips in Q4.
31 December 2025
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Nvidia stock dips after AI21 Labs talk report as NVDA investors size up Intel stake

Nvidia stock dips after AI21 Labs talk report as NVDA investors size up Intel stake

Nvidia shares fell 0.3% to $187.65 Tuesday after reports of advanced talks to acquire Israel’s AI21 Labs for $2–3 billion. Intel confirmed in a filing that Nvidia bought $5 billion of its stock in a private sale at $23.28 per share. Nvidia declined to comment on the AI21 talks. Chip stocks and major indexes were little changed in light year-end trading.
30 December 2025
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Nvidia stock slips after $5B Intel stake filing; Wall Street watches what comes next for NVDA

Nvidia stock slips after $5B Intel stake filing; Wall Street watches what comes next for NVDA

Nvidia shares fell 1.2% to $188.22 early Tuesday after a filing showed it bought $5 billion in Intel stock at $23.28 per share in a private placement. Intel rose 1.3%. The transaction, first announced in September, was cleared by U.S. antitrust agencies this month. Traders are watching for further disclosures and Nvidia’s next earnings on Feb. 25.
30 December 2025
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Nvidia stock (NVDA) slips after Intel stake filing — what to watch next

Nvidia stock (NVDA) slips after Intel stake filing — what to watch next

Nvidia shares fell 1.2% to $188.22 after Intel disclosed Nvidia’s $5 billion purchase of 214.7 million newly issued Intel shares in a private placement. U.S. antitrust regulators cleared the deal earlier in December. The S&P 500 closed down 0.35% and the Nasdaq dropped 0.50% as large tech stocks retreated. Nvidia traded between $186.06 and $189.12 during the session.
30 December 2025
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SMCI stock slips near $30 as Nvidia cools in year-end trade; what to watch

SMCI stock slips near $30 as Nvidia cools in year-end trade; what to watch

Super Micro Computer shares fell 1.1% to $30.29 in late afternoon trading Monday, tracking declines in AI hardware stocks as U.S. indexes slipped in light holiday trading. Traders are watching Supermicro’s ability to deliver on deferred AI server shipments before its December quarter ends. Nvidia dropped 1.4%, while Dell and Hewlett Packard Enterprise also traded lower.
29 December 2025
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AI stocks slide today as Nvidia drops after Intel confirms $5 billion stake sale

AI stocks slide today as Nvidia drops after Intel confirms $5 billion stake sale

Nvidia fell 1.7% after Intel completed a $5 billion private share sale to the chip designer, issuing over 214 million shares at $23.28 each. Broadcom, Palantir, AMD, Microsoft, Alphabet, and Meta also declined in thin year-end trading. Intel rose 0.25%. Investors await Federal Reserve minutes and jobless claims later this week.
29 December 2025
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