Today: 1 May 2026
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NVIDIA 1 January 2026 - 4 January 2026

Nvidia stock heads into CES week after insider sale filing puts NVDA back in focus

Nvidia stock heads into CES week after insider sale filing puts NVDA back in focus

Nvidia shares rose 1.2% to $188.85 Friday after a filing showed officer Donald F. Robertson Jr. plans to sell up to 80,000 shares, worth about $14.9 million, under a prearranged plan. Traders are watching CEO Jensen Huang’s CES appearance Monday and upcoming U.S. economic data. Chip stocks broadly outperformed. Markets reopen Monday with key reports due later in the week.
4 January 2026
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Nvidia stock starts 2026 higher as chipmakers rebound — what investors watch next for NVDA

Nvidia stock starts 2026 higher as chipmakers rebound — what investors watch next for NVDA

Nvidia shares rose 1.2% to $188.85 Friday, outperforming a flat Nasdaq as chip stocks rallied. The Philadelphia Semiconductor Index jumped 4%. An SEC filing showed Nvidia officer Donald F. Robertson Jr plans to sell up to 80,000 shares worth about $14.9 million. Investors are watching for Nvidia’s CES 2026 presentation and its next earnings report on February 25.
4 January 2026
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Nvidia stock today: NVDA closes higher as chip rally kicks off 2026 — what investors watch next week

Nvidia stock today: NVDA closes higher as chip rally kicks off 2026 — what investors watch next week

Nvidia shares closed up 1.2% at $188.85 Friday, leading gains among U.S. chipmakers as the Philadelphia SE Semiconductor index rose 4%. An SEC filing showed Nvidia officer Donald Robertson filed to sell up to 80,000 shares under a prearranged plan. Investors are watching for Nvidia’s CES appearance Jan. 5 and key U.S. jobs data next week.
3 January 2026
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Nvidia stock rises to start 2026 — and traders are already eyeing Jensen Huang’s CES stage

Nvidia stock rises to start 2026 — and traders are already eyeing Jensen Huang’s CES stage

Nvidia shares closed up 1.26% at $188.85 Friday, outperforming the broader market as chip stocks led gains. An SEC filing showed officer Donald Robertson Jr. plans to sell up to 80,000 shares, valued at about $14.92 million, under a pre-set trading plan. CEO Jensen Huang is set to appear at CES on Monday. Investors are watching for updates on Nvidia’s AI products and upcoming U.S. economic data.
3 January 2026
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Nvidia stock rises as chipmakers rally into 2026; NVDA traders eye CES and earnings

Nvidia stock rises as chipmakers rally into 2026; NVDA traders eye CES and earnings

Nvidia shares rose 1.1% to $188.50 in late U.S. trading Friday, leading a semiconductor rally as the Philadelphia SE Semiconductor index climbed 3.5%. AMD, Intel, and Taiwan Semiconductor also advanced. Investors are watching CEO Jensen Huang’s CES appearance next week and Nvidia’s Feb. 25 earnings report. Treasury yields rose, pressuring high-valuation tech stocks.
2 January 2026
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CoreWeave stock jumps nearly 9% today as Nvidia-led tech rebound lifts AI infrastructure names

CoreWeave stock jumps nearly 9% today as Nvidia-led tech rebound lifts AI infrastructure names

CoreWeave shares jumped 8.6% to $77.76 in morning trading Friday, outpacing the Nasdaq’s 0.75% gain as tech stocks rebounded. About 8.6 million shares changed hands after the stock opened at $73.90 and swung between $72.95 and $77.76. Investors focused on next week’s U.S. labor-market data and interest rate outlook for high-growth stocks.
2 January 2026
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AI stocks rally today as Nvidia seeks more H200 chips; AMD and Micron lead early gains

AI stocks rally today as Nvidia seeks more H200 chips; AMD and Micron lead early gains

Nvidia shares climbed 2.9% after reports it asked TSMC to boost H200 chip production, with Chinese firms ordering over 2 million units for 2026, far above current inventory. Chip stocks surged, with AMD up 5.5%, Micron 7.8%, and TSMC 4.7%. Baidu’s AI chip unit confidentially filed for a Hong Kong listing; Baidu shares jumped 12.5%. China has not yet approved H200 shipments.
2 January 2026
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Nvidia stock today: NVDA slips as China H200 demand puts supply, export rules back in focus

Nvidia stock today: NVDA slips as China H200 demand puts supply, export rules back in focus

Nvidia shares fell 0.5% to $186.50 in early New York trading Friday, while TSMC rose 1.4% and the iShares Semiconductor ETF dropped 1.2%. Reuters reported Chinese tech firms have ordered over 2 million Nvidia H200 GPUs for 2026, but Beijing has not approved imports. ByteDance may spend $14.29 billion on Nvidia chips next year, pending regulatory clearance.
2 January 2026
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Nvidia stock: China’s H200 rush and Samsung HBM4 talks put 2026 AI rally in focus

Nvidia stock: China’s H200 rush and Samsung HBM4 talks put 2026 AI rally in focus

Nvidia has asked TSMC to boost H200 chip production after Chinese firms ordered over 2 million units for 2026, sources said. Nvidia holds about 700,000 units in stock and set China-bound H200 prices near $27,000 each. Samsung confirmed talks to supply HBM4 memory to Nvidia. TSMC may begin expanded output in Q2 as Beijing weighs import approval.
2 January 2026
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Nvidia’s China moat faces a new test as Biren pops 76% and Baidu chip unit files for Hong Kong IPO

Nvidia’s China moat faces a new test as Biren pops 76% and Baidu chip unit files for Hong Kong IPO

Shanghai Biren Technology surged 76% in its Hong Kong debut Friday, raising HK$5.58 billion after its IPO was heavily oversubscribed. Baidu said its AI chip unit Kunlunxin confidentially filed for a Hong Kong listing on Jan. 1. Samsung reported positive customer feedback for its HBM4 memory and is in talks to supply Nvidia. The U.S. granted TSMC an annual license to import chipmaking equipment to its Nanjing plant.
2 January 2026
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Nvidia stock today: China H200 surge drives TSMC talks as CES and earnings loom

Nvidia stock today: China H200 surge drives TSMC talks as CES and earnings loom

Nvidia closed down 0.55% at $186.50 on Dec. 31 as Reuters reported the company asked TSMC to expand H200 AI chip production after Chinese firms ordered over 2 million units for 2026. Beijing has not yet approved H200 shipments. Nvidia priced the chips at about $27,000 each for China. ByteDance may spend up to $14.3 billion on Nvidia chips if sales are allowed, according to the South China Morning Post.
2 January 2026
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Nvidia stock forecast 2026: China’s H200 chip rush sets up NVDA’s next big test

Nvidia stock forecast 2026: China’s H200 chip rush sets up NVDA’s next big test

Chinese tech firms have ordered over 2 million Nvidia H200 AI chips for 2026, far exceeding current stock, sources said. Nvidia has asked TSMC to boost production, but Beijing has not approved H200 imports. ByteDance may spend $14.3 billion on Nvidia chips if sales are allowed. U.S. authorities have granted TSMC, Samsung, and SK Hynix licenses to import chipmaking equipment to China for 2026.
1 January 2026
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Data center stocks slide into 2026 as xAI expansion keeps Nvidia, Dell, Super Micro in focus

Data center stocks slide into 2026 as xAI expansion keeps Nvidia, Dell, Super Micro in focus

U.S. markets were closed Thursday for New Year’s Day after data center-linked stocks ended 2025 lower. Nvidia slipped 0.5%, Dell fell 1.6%, and Super Micro Computer lost 1.3% in the last session. Elon Musk’s xAI bought a third building for data center expansion, aiming for nearly 2 gigawatts of compute power. Traders await Friday’s reopening and early U.S. factory data next week.
1 January 2026
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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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Stock Market Today

  • Stocks Rise Supported by Apple Earnings and Declining Oil Prices
    May 1, 2026, 12:06 PM EDT. The S&P 500 advanced 0.55%, led by Apple, which surged over 4% after predicting stronger-than-expected Q2 revenue. Atlassian boosted software shares with a 25% gain post its robust Q3 revenue report. Crude oil prices fell more than 1% amid geopolitical tensions, easing inflation worries. Despite strong earnings from SanDisk, AI infrastructure stocks limited Nasdaq 100 gains. The Strait of Hormuz remains closed, impacting global oil supplies, with Goldman Sachs noting nearly 500 million barrels drawn down from stockpiles. U.S. markets price in only an 8% chance of a rate cut at the June Fed meeting. Earnings season continues with around 81% of S&P 500 firms beating Q1 estimates, projecting a 12% year-over-year earnings growth, with technology sector strength key. Overseas, Japan's Nikkei rose 0.38%, while Europe and China markets were closed for Labor Day.

Latest article

Tempus AI’s Big May: Why Q1 Results and First Investor Day Put TEM Stock in Focus

Tempus AI’s Big May: Why Q1 Results and First Investor Day Put TEM Stock in Focus

1 May 2026
Tempus AI will report first-quarter results on May 5 and hold its first investor day on May 29. Merck’s CEO highlighted Tempus in remarks on the drugmaker’s AI efforts in precision oncology. Tempus shares traded near $55.44 Friday, with a market value of about $9.7 billion. The company reported 2025 revenue of $1.27 billion and forecast $1.59 billion for 2026.
Ciena Corporation Stock Faces $416 Reality Check as AI Network Push Heads to Brazil

Ciena Corporation Stock Faces $416 Reality Check as AI Network Push Heads to Brazil

1 May 2026
Rothschild & Co Redburn initiated Ciena with a Neutral rating and a $416 target, about 22% below Friday’s $534.43 share price, citing that much of the optical-networking upside is already priced in. Ciena reported Q1 revenue of $1.43 billion, up 33%, and raised its 2026 forecast. The company will showcase new optical products at ABRINT 2026 in São Paulo next week.
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