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NVIDIA News 29 January 2026 - 3 February 2026

AI stocks today: Nvidia slips as OpenAI shops for chip alternatives, AMD earnings loom

AI stocks today: Nvidia slips as OpenAI shops for chip alternatives, AMD earnings loom

Nvidia fell 2.9% to $185.61 premarket after reports that OpenAI is dissatisfied with some of its latest AI chips and is seeking alternatives. AMD rose 4% to $246.27 ahead of its earnings report, while Palantir and Teradyne gained on positive AI investment news. Super Micro Computer advanced 2.1% before its quarterly results.
3 February 2026
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Nvidia stock slides after OpenAI looks beyond its chips — what to watch before NVDA earnings

Nvidia stock slides after OpenAI looks beyond its chips — what to watch before NVDA earnings

Nvidia shares fell 2.9% to $185.61 in after-hours trading Monday after reports that OpenAI is exploring alternatives to Nvidia chips for some AI inference tasks. OpenAI is considering options from AMD and startups Cerebras and Groq. Nvidia’s earnings report is scheduled for February 25. The broader U.S. stock market rose, with chipmakers generally higher.
3 February 2026
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Nvidia stock slips early as OpenAI deal doubts hang over NVDA ahead of Feb. 25 results

Nvidia stock slips early as OpenAI deal doubts hang over NVDA ahead of Feb. 25 results

Nvidia shares fell 0.7% to $191.13 in early Monday trading after reports of internal pushback on its planned OpenAI investment of up to $100 billion. Both companies are reconsidering the partnership, with Nvidia’s CEO calling the $100 billion figure non-binding. Investors are watching Nvidia’s quarterly earnings, set for Feb. 25, as market nerves persist after a commodities sell-off.
2 February 2026
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Nvidia stock slips before the bell as OpenAI funding talk shifts and earnings loom

Nvidia stock slips before the bell as OpenAI funding talk shifts and earnings loom

Nvidia shares fell 0.7% to $191.13 in premarket trading Monday after CEO Jensen Huang dismissed talk of a $100 billion OpenAI investment. U.S. stock index futures slipped as investors grew wary of AI spending and supply constraints. Other chip stocks, including AMD and Marvell, also traded lower. Nvidia reports quarterly results on Feb. 25.
2 February 2026
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TSMC stock faces Monday test after Nvidia boss Jensen Huang says he needs “a lot of wafers”

TSMC stock faces Monday test after Nvidia boss Jensen Huang says he needs “a lot of wafers”

Nvidia CEO Jensen Huang urged TSMC to ramp up chip output, citing urgent AI demand and wafer shortages. TSMC shares closed Friday in Taipei at T$1,775, down 1.66%, and its U.S. ADRs fell 2.7% to $330.56. Investors await TSMC’s January sales report on Feb. 10. Huang also confirmed Nvidia’s planned investment in OpenAI’s next funding round.
2 February 2026
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Nvidia stock price preview: What NVDA investors watch after Huang flags “huge” OpenAI investment

Nvidia stock price preview: What NVDA investors watch after Huang flags “huge” OpenAI investment

Nvidia shares closed Friday at $191.13, down about 0.7%, after CEO Jensen Huang said the company will make a “huge” investment in OpenAI’s funding round, but not near $100 billion. Wall Street is watching for Nvidia’s February 25 results and big-tech earnings next week for signs of AI spending.
2 February 2026
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TSMC stock faces Monday test after Nvidia CEO says he needs ‘a lot of wafers’

TSMC stock faces Monday test after Nvidia CEO says he needs ‘a lot of wafers’

Nvidia CEO Jensen Huang, visiting Taipei, urged TSMC to ramp up wafer production to meet rising AI chip demand. TSMC’s U.S.-listed shares fell 2.7% Friday, while Taiwan shares dropped 1.7%. The company will report January sales on Feb. 10. Investors are watching for signs of shifting chip demand and capacity plans when trading resumes Monday.
1 February 2026
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Nvidia stock price in focus after Huang vows a “huge” OpenAI investment ahead of Monday trade

Nvidia stock price in focus after Huang vows a “huge” OpenAI investment ahead of Monday trade

Nvidia shares fell 0.7% to $191.13 Friday after CEO Jensen Huang said the company will make its largest-ever investment in OpenAI, but not $100 billion. A Vanguard filing showed it owned 9.32% of Nvidia as of Dec. 31. The OpenAI deal is being reconsidered, according to the Wall Street Journal. Nvidia reports quarterly results Feb. 25.
1 February 2026
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Nvidia stock price (NVDA) slips as OpenAI funding talks and AI spending nerves set up Feb. 25 earnings

Nvidia stock price (NVDA) slips as OpenAI funding talks and AI spending nerves set up Feb. 25 earnings

Nvidia shares fell 0.9% to $190.77 in after-hours trading Friday, swinging between $188.33 and $194.45 during the session. The company scheduled its fourth-quarter and full-year results call for Feb. 25. A report said Nvidia is in talks to invest up to $30 billion in OpenAI as part of a larger funding round.
30 January 2026
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Nvidia stock price slips before the bell as China weighs DeepSeek’s H200 chip buys

Nvidia stock price slips before the bell as China weighs DeepSeek’s H200 chip buys

Nvidia shares fell 1.2% to $190.28 in premarket trading after China conditionally approved DeepSeek’s purchase of H200 AI chips, pending regulatory details. The move follows reports of U.S. lawmakers raising concerns over Nvidia’s technical support to Chinese firms. Investors are also watching potential OpenAI funding rounds involving Nvidia and others. Nvidia’s earnings report is scheduled for Feb. 25.
30 January 2026
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Nvidia stock price in focus as CEO flags China H200 licence; OpenAI funding talks swirl

Nvidia stock price in focus as CEO flags China H200 licence; OpenAI funding talks swirl

Nvidia shares rose 0.2% to $191.94 in after-hours trading as CEO Jensen Huang said the H200 chip license for China is being finalized. Huang noted Nvidia needs orders before coordinating with TSMC, citing tight packaging capacity. Reuters reported ByteDance, Alibaba, and Tencent received approval to buy over 400,000 H200 chips, but actual orders have lagged due to deal conditions.
29 January 2026
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Stock Market Today

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 07.02.2026

7 February 2026
LIVEMarkets rolling coverageStarted: February 7, 2026, 12:00 AM ESTUpdated: February 7, 2026, 12:02 AM EST CleanSpark (CLSK) Shares Show Volatility Amid Bitcoin Mining Growth Prospects February 7, 2026, 12:02 AM EST. CleanSpark (CLSK), a bitcoin mining firm, saw a sharp 21.96% rise in one day after a 35.26% decline over 90 days. The company posted $785 million in annual revenue but a net loss of $267 million. Despite recent share price volatility, analysts estimate a fair value of $23.16 per share, more than double the current $10.08 price, reflecting expectations of expansion in mining capacity and improved margins. The valuation
Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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