Today: 7 February 2026
Subscribe
Browse Category

NVIDIA News 31 December 2025 - 1 January 2026

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

NEW YORK, January 1, 2026, 16:50 ET Chinese technology companies have ordered more than 2 million of Nvidia’s H200 artificial intelligence chips for delivery in 2026, far above the roughly 700,000 units the company has in stock, sources told Reuters. Nvidia has approached Taiwan Semiconductor Manufacturing Co to ramp production, with work expected to start in the second quarter of 2026, the people said. Reuters The sudden rush is a key input to the Nvidia stock forecast for 2026 as investors look past year-end trading and toward what could drive earnings next. Nvidia shares rose about 39% in 2025 and
1 January 2026
···
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

NEW YORK, January 1, 2026, 13:24 ET — Market closed Data center stocks ended 2025 on a softer note, with U.S. markets closed on Thursday for the New Year’s Day holiday and investors heading into 2026 still fixated on who captures the next leg of AI infrastructure spending. Nasdaq The latest focus is on customer buildouts that can move the needle for suppliers of chips, servers and the power-and-cooling gear that keeps new facilities running. That matters as the market tries to separate durable demand from year-end positioning after an AI-driven run. Reuters Elon Musk said on Tuesday his AI
1 January 2026
···········
Big Tech stocks today: Nvidia’s China chip push and Tesla deliveries set up Friday’s open

Big Tech stocks today: Nvidia’s China chip push and Tesla deliveries set up Friday’s open

NEW YORK, January 1, 2026, 13:05 ET — Market closed Nvidia ended 2025 down 0.6%, but was back in focus on Thursday after Reuters reported it asked Taiwan Semiconductor Manufacturing Co to ramp production of its H200 artificial-intelligence processors to meet demand from China. (Reuters) U.S. stock markets are closed for New Year’s Day, leaving investors to digest a late-year pullback in mega-cap technology stocks that drive the Nasdaq and S&P 500. The New York Stock Exchange is scheduled to reopen on Friday. (NYSE calendar) The timing matters because the “Magnificent Seven” — Apple, Microsoft, Amazon, Alphabet, Meta, Nvidia and
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

NEW YORK, January 1, 2026, 13:07 ET — Market closed U.S. semiconductor stocks slipped in the final trading session of 2025, with the PHLX Semiconductor Index closing down 1.2% on Wednesday. U.S. markets are closed on Thursday for New Year’s Day. Nasdaq Global Index Watch+1 The pullback comes after a year in which AI-linked chipmakers helped power broader equity gains, leaving the group sensitive to profit-taking in thin holiday liquidity. Investors are also entering 2026 with geopolitics and export rules again shaping which products can reach key end-markets. Reuters+1 That matters now because China remains a major buyer of chips
1 January 2026
·····
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

NEW YORK, January 1, 2026, 12:48 ET — Market closed Nvidia has approached Taiwan Semiconductor Manufacturing Co about ramping output of its H200 artificial intelligence chip as demand from Chinese technology firms accelerates, sources told Reuters. Reuters The China demand story lands as investors gauge whether the AI trade can extend after it powered much of Wall Street’s 2025 gains and pushed major U.S. indexes to record highs, Reuters reported. Nvidia rose 39% in 2025 and became the first publicly traded company to top $5 trillion in market value, the report said. Reuters The H200 is a data-center graphics processor
1 January 2026
···
Nvidia stock today: China H200 rush puts TSMC ramp-up and CES in focus as markets shut

Nvidia stock today: China H200 rush puts TSMC ramp-up and CES in focus as markets shut

NEW YORK, January 1, 2026, 09:33 ET — Market closed Nvidia has approached Taiwan Semiconductor Manufacturing Co about boosting production of its H200 artificial-intelligence chips as demand from Chinese technology companies surges, sources told Reuters. Nvidia shares last closed down about 0.5% at $186.50. MarketScreener The report matters now because it puts China back in focus as a swing market for Nvidia’s 2026 chip shipments. Beijing has yet to greenlight any H200 imports, even as the Trump administration recently allowed exports of the chip to China under a licensing framework, Reuters said. MarketScreener+1 It also underscores a supply squeeze risk
1 January 2026
··
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

NEW YORK, January 1, 2026, 05:41 ET — Market closed Nvidia shares ended Wednesday down about 0.5% at $186.50, after a Reuters report said the chip designer has approached Taiwan Semiconductor Manufacturing Co to ramp up output of its H200 artificial intelligence chips as Chinese demand accelerates. Reuters The development matters because Nvidia’s supply has been tight, and any incremental demand from China could force trade-offs in who gets chips and when — a key input for revenue expectations and data-center buildout plans. It also lands as investors reassess how fast the “AI trade” can keep running in 2026, with
1 January 2026
···
Intel stock dips in year-end trade as Nvidia’s $5 billion stake stays in focus for INTC

Intel stock dips in year-end trade as Nvidia’s $5 billion stake stays in focus for INTC

NEW YORK, December 31, 2025, 5:02 PM ET — After-hours Intel Corp (INTC) shares fell about 1.0% in Wednesday’s regular session to $36.90 and were little changed in after-hours trading. The stock ranged from $36.84 to $38.01 on the day, with volume around 51 million shares. The move tracked a tech-led dip that pulled the S&P 500 down 0.73% and the Nasdaq off 0.76% in holiday-thin trading, Reuters reported. “It’s perfectly fine in any bull market to have moments of cost,” said Giuseppe Sette, co-founder and president of Reflexivity. Reuters For Intel, the year-end pullback matters because the stock has
31 December 2025
····
Nvidia stock today: NVDA slips late after report flags surge in China H200 orders and TSMC talks

Nvidia stock today: NVDA slips late after report flags surge in China H200 orders and TSMC talks

NEW YORK, December 31, 2025, 4:11 PM ET — After-hours Nvidia shares edged lower on Wednesday after a Reuters report said the chipmaker has approached Taiwan Semiconductor Manufacturing Co to boost production of its H200 artificial intelligence chips to meet resurgent demand from China. The stock was down 79.5 cents, or 0.4%, at $186.75 in late trade. Reuters The report matters because China has been a swing market for Nvidia’s data-center chips, and any shift in export rules can quickly reshape demand and supply. It also underscored how tight the global pipeline remains for top-end AI processors as cloud and
31 December 2025
··
Nvidia stock ticks higher after China H200 supply report; NVDA eyes CES, earnings

Nvidia stock ticks higher after China H200 supply report; NVDA eyes CES, earnings

NEW YORK, December 31, 2025, 11:52 ET — Regular session. Nvidia shares edged higher on Wednesday after a report said the company has approached Taiwan Semiconductor Manufacturing Co to ramp production of its H200 chips for Chinese customers. The stock was up 0.7% at $188.82 in late-morning New York trading. Reuters The development matters because Nvidia’s data-center products sit at the center of the AI spending boom, and any change in China access can swing expectations for demand and supply. The H200 is a graphics processing unit, or GPU — a specialized chip used to train and run AI models.
31 December 2025
···
Nvidia stock slips premarket as Reuters flags huge China H200 orders and TSMC supply talks

Nvidia stock slips premarket as Reuters flags huge China H200 orders and TSMC supply talks

NEW YORK, December 31, 2025, 06:53 ET — Premarket Nvidia (NVDA.O) shares fell 0.3% to $187.54 in premarket trading on Wednesday after Reuters reported the company has approached Taiwan Semiconductor Manufacturing Co about expanding output of its H200 artificial intelligence chips to meet rising demand from Chinese customers. Reuters The report matters now because it puts China demand back at the center of the Nvidia trade just as supply remains tight across AI hardware. At the reported pricing, the order pipeline would translate into roughly $54 billion in potential sales, assuming approvals and deliveries. It also sharpens a familiar risk-reward
31 December 2025
····
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

NEW YORK, December 31, 2025, 06:47 ET — Premarket Intel shares rose in premarket trading on Wednesday, extending gains after Nvidia’s $5 billion stake became official in a recent filing. The stock was last up 1.6% at $37.90. Investing.com The move matters because Nvidia’s cash investment is both a balance-sheet boost and a vote of confidence for Intel at a time when the chipmaker is trying to rebuild credibility with customers and investors. It also comes with dilution, as Intel issued new shares to fund the deal. With year-end volumes typically thinner, incremental headlines can move prices more than usual.
31 December 2025
····
1 … 12 13 14 15 16 … 29

Stock Market Today

NIO stock jumps on profit alert, with Monday’s open in focus

NIO stock jumps on profit alert, with Monday’s open in focus

7 February 2026
NIO shares jumped 7.23% to $5.04 Friday after the company forecast a swing to adjusted operating profit of up to 1.2 billion yuan for the fourth quarter. Trading volume reached 90.8 million shares, far above average. Nio’s deliveries rose 72% to 124,807 vehicles in the quarter. The company said results are preliminary and unaudited, with final figures due in March.
Snap stock price bounces to $5.22 after upgrades — what traders watch next week

Snap stock price bounces to $5.22 after upgrades — what traders watch next week

7 February 2026
Snap Inc. shares closed up 2% at $5.22 Friday after a volatile week, with 94 million shares traded. The company forecast Q1 revenue below analyst expectations, despite a fourth-quarter beat and a 28% rise in active advertisers. Daily active users fell by 3 million to 474 million. Analysts remain divided, with some upgrading and others trimming price targets.
Bradesco stock drops on 2026 guidance — what BBDC4 investors watch next week

Bradesco stock drops on 2026 guidance — what BBDC4 investors watch next week

7 February 2026
Bradesco’s preferred shares fell 2.55% to 20.61 reais Friday after the bank issued 2026 guidance pointing to slower growth in some areas. Fourth-quarter recurring net income rose 20.6% to 6.5 billion reais, with 2025 ROAE at 15.2%. The Ibovespa closed up 0.45%. Bradesco ADRs ended down 0.5% at $3.98 in New York.
Stellantis stock slides 24% after €22 billion EV reset kills 2026 dividend — what to watch next

Stellantis stock slides 24% after €22 billion EV reset kills 2026 dividend — what to watch next

7 February 2026
Stellantis shares plunged 23.7% to $7.28 Friday after the company disclosed about €22.2 billion in charges tied to a reset of its electric-vehicle strategy and said it will skip its 2026 dividend. The automaker flagged a preliminary net loss of €19–21 billion for the second half of 2025. Shares rose 1.6% in late after-hours trading. Investors await Feb. 26 results and a May 21 Investor Day.
Go toTop