Today: 23 May 2026
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NVIDIA 8 January 2026 - 14 January 2026

Nvidia stock braces for a China shock as customs blocks H200 AI chips despite U.S. export nod

Nvidia stock braces for a China shock as customs blocks H200 AI chips despite U.S. export nod

Nvidia shares rose 0.5% premarket to $185.81 after reports that China blocked imports of its H200 AI chips, despite recent U.S. approval for limited exports. Beijing warned local tech firms to avoid the chips unless necessary. Washington’s new rules require third-party testing and impose a 25% fee. Investors await further signals from both governments and fresh AI chip demand data.
14 January 2026
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Nvidia stock gets Washington’s green light for H200 China sales — but Beijing adds a snag

Nvidia stock gets Washington’s green light for H200 China sales — but Beijing adds a snag

Nvidia shares closed up 0.5% Tuesday after the U.S. eased export restrictions on H200 AI chips to China, but imposed new testing and security rules. China signaled it will approve H200 purchases only in “special circumstances,” creating uncertainty for demand. Nvidia denied requiring Chinese buyers to pay upfront. Other chip stocks saw mixed trading.
13 January 2026
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CoreWeave stock slips today after CEO swats away Nvidia “circular financing” claims

CoreWeave stock slips today after CEO swats away Nvidia “circular financing” claims

CoreWeave shares fell 1.4% to $88.67 Tuesday, reversing part of Monday’s 12% rally after management addressed concerns over GPU depreciation and financing. CEO Michael Intrator called “circular financing” claims “ridiculous” and pointed to strong resale prices for older chips. Goldman Sachs initiated coverage with a Neutral rating, citing execution risk and high leverage. CoreWeave reports earnings Feb. 9.
13 January 2026
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Nvidia stock in premarket: H200 China payment clarification, Lilly AI lab and TSMC earnings in focus

Nvidia stock in premarket: H200 China payment clarification, Lilly AI lab and TSMC earnings in focus

Nvidia shares were flat in premarket trading after the company said customers in China won’t need to pay upfront for its H200 AI chips. Nvidia and Eli Lilly announced a $1 billion, five-year partnership to build an AI drug research lab in the Bay Area. Chip stocks rose, with Taiwan Semiconductor up nearly 2.5% ahead of its Jan. 15 earnings report.
13 January 2026
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Nvidia stock hits a China payment snag on H200 AI chips — what to watch before markets reopen

Nvidia stock hits a China payment snag on H200 AI chips — what to watch before markets reopen

Nvidia now requires full upfront payment from Chinese buyers of its H200 AI chips, sources said, tightening terms amid regulatory scrutiny. Chinese firms have ordered over 2 million units, far above Nvidia’s available stock of 700,000. Nvidia shares closed down 0.1% at $184.86 Friday. AI chip stocks ended mixed as the S&P 500 and semiconductor index hit new records.
10 January 2026
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Nvidia stock: What traders watch Monday after China H200 payment terms tighten

Nvidia stock: What traders watch Monday after China H200 payment terms tighten

Nvidia shares slipped 0.1% to $184.86 Friday amid tighter H200 chip sales terms for China and new auto partnerships announced at CES. The company now requires full upfront payment from Chinese buyers, with no cancellations or refunds allowed, as regulators review chip import rules. TSMC, Nvidia’s main supplier, reported a 20.45% revenue jump and will issue guidance Jan. 15. Nvidia reports earnings Feb. 25.
10 January 2026
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Nvidia stock dips after Reuters report on China H200 pay-upfront terms

Nvidia stock dips after Reuters report on China H200 pay-upfront terms

Nvidia shares fell 0.2% to $184.61 after Reuters reported the company now requires full upfront payment from Chinese buyers for H200 GPUs, with no cancellations or refunds allowed. Chinese firms have ordered over 2 million units, far exceeding Nvidia’s inventory. President Trump previously said H200 shipments to China would carry a 25% fee. Nvidia reports fiscal Q4 results on Feb. 25.
9 January 2026
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Nvidia stock slips on China H200 uncertainty — here’s what traders watch next

Nvidia stock slips on China H200 uncertainty — here’s what traders watch next

Nvidia shares fell 0.3% to $184.54 early Friday after reports of tougher terms and a temporary pause on H200 AI chip orders to China. Chinese customers must now pay in full upfront with no cancellations or refunds, sources told Reuters. Beijing has asked some firms to halt H200 orders and may require domestic AI chip purchases. Investors also digested weak U.S. jobs data and shifting rate expectations.
9 January 2026
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Nvidia stock slips before the bell as China H200 payment terms jolt AI stocks

Nvidia stock slips before the bell as China H200 payment terms jolt AI stocks

Nvidia shares fell 2.1% premarket after reports it is demanding full upfront payment from Chinese buyers of its H200 AI chips. Chinese tech firms have ordered over two million units, but regulators have asked some to pause purchases. Other chip stocks, including AMD, Broadcom, and Intel, also traded lower. TSMC reported a 20.45% year-over-year revenue rise for the fourth quarter.
9 January 2026
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Nvidia stock slips after report on China H200 payments as jobs data and earnings loom

Nvidia stock slips after report on China H200 payments as jobs data and earnings loom

Nvidia shares fell 2.1% to $185.04 in after-hours trading Thursday after Reuters reported the company is demanding full upfront payment from Chinese buyers for its H200 AI chips. Chinese firms have ordered over 2 million units, far exceeding Nvidia’s inventory. The U.S. jobless rate held at 4.6% in December, with markets pricing slim odds of a Fed rate cut in January. Investors await Friday’s jobs report and any update on China chip approvals.
8 January 2026
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Nebius (NBIS) stock bounces back near $100 as Nvidia Rubin talk keeps AI cloud names jumpy

Nebius (NBIS) stock bounces back near $100 as Nvidia Rubin talk keeps AI cloud names jumpy

Nebius shares rose nearly 4% to $100.03 in midday Nasdaq trading Thursday after the AI cloud company announced plans to offer early access to Nvidia’s Rubin platform starting in the second half of 2026. The stock rebounded after a previous session drop, while Nvidia slipped 2%. Investors are watching a Jan. 29 product webinar and the company’s next earnings update in mid-February.
8 January 2026
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Nvidia stock slips as China buyers face “pay upfront” rule for H200 AI chips

Nvidia stock slips as China buyers face “pay upfront” rule for H200 AI chips

Nvidia shares dropped 1.6% to $186.03 after sources said the company now requires full upfront payment from Chinese buyers of its H200 AI chip, with no cancellations or refunds allowed. Beijing has asked some Chinese firms to pause H200 orders while it weighs new rules, and U.S. export licenses remain pending. The stock traded between $184.73 and $190.28 during the session. Nvidia’s Q4 results are due Feb. 25.
8 January 2026
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Nvidia stock rises on China H200 upfront-payment squeeze as traders eye approvals and earnings

Nvidia stock rises on China H200 upfront-payment squeeze as traders eye approvals and earnings

Nvidia shares rose about 1% early Thursday after Reuters reported the company now requires full upfront payment from Chinese buyers of its H200 AI chips. The move comes as Nvidia awaits export licenses amid strong demand from China. Investors are watching for new orders and the company’s Feb. 25 results. Separately, Nvidia executive Ajay K. Puri filed to sell up to 200,000 shares.
8 January 2026
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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

Nvidia is demanding full upfront payment and barring cancellations for H200 chip orders in China, as export approvals remain uncertain. NVDA shares rose 0.5% to $190.05 premarket. Chinese firms have ordered over 2 million H200 chips, but Nvidia holds only about 700,000 units in inventory. Beijing has asked some tech firms to pause orders while it considers requiring purchases of domestic AI chips.
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

Nvidia shares rose 1% premarket after sources said the company now requires full upfront payment from Chinese buyers of its H200 AI chips, with no cancellations or refunds allowed. Beijing has asked some tech firms to halt H200 orders while it considers mandating domestic chip purchases, according to the Information. AMD and TSMC shares fell before the open. Samsung projected a record quarterly profit driven by AI demand.
8 January 2026
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Stock Market Today

  • Q1 Earnings Outperformers: Novanta and Electronic Components Stocks Review
    May 22, 2026, 11:04 PM EDT. Electronic components stocks, including Novanta (NASDAQ:NOVT), showed robust Q1 results amid strong secular trends like connectivity and industrial automation. The group's revenues beat consensus by 2.9%, although next quarter guidance fell 0.9% short. Novanta posted $257.7 million in revenue, up 10.4% year on year, beating estimates by 1.7%, with shares rising 8.9% post-report. nLIGHT (NASDAQ:LASR) led growth with revenues up 55.2%, surpassing expectations by 11.2% and shares up 7.6%. Despite strong earnings, sector share prices declined 3.3% on average since earnings. Weakness appeared in Allient (NASDAQ:ALNT), which matched revenue forecasts but reported slower growth. The mixed results highlight economic cycle sensitivity for these companies, linked closely to consumer spending and industrial demand.

Latest articles

Dow Hits Record Close; All Eyes Turn to Holiday-Week Trading

Dow Hits Record Close; All Eyes Turn to Holiday-Week Trading

23 May 2026
The Dow closed at a record 50,579.70 on Friday, while the S&P 500 notched its eighth straight weekly gain. After-hours trading saw SPY, QQQ, DIA, and IWM all move lower. U.S. markets will be closed Monday for Memorial Day. Investors await Thursday’s inflation data.
IREN Stock Pauses as Nvidia Rally Cools Before Holiday

IREN Stock Pauses as Nvidia Rally Cools Before Holiday

23 May 2026
IREN shares fell 2.1% to $56.83 Friday, ending a two-day rally but closing the week up 7.4%. The stock’s moves follow a $3.4 billion AI cloud deal with Nvidia and a $3 billion convertible note offering. March-quarter revenue dropped to $144.8 million, with a net loss of $247.8 million. U.S. markets close Monday for Memorial Day; trading resumes Tuesday.
AXT stock reaches record; investors weigh risk to rally

AXT stock reaches record; investors weigh risk to rally

23 May 2026
AXT shares jumped 16.37% to $140.83 on Friday, hitting a 52-week high and trading above all recent analyst targets. The surge followed strong demand for AI-linked optical networking hardware and a sharp rise in indium phosphide orders. First-quarter revenue climbed to $26.9 million, with gross margin turning positive. Management forecast Q2 profitability and a backlog over $100 million.
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