Today: 12 June 2026
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NVIDIA 24 April 2026 - 15 May 2026

Why Nvidia Stock Is Down Today: China H200 Deal Hopes Hit A Wall Before Earnings

Why Nvidia Stock Is Down Today: China H200 Deal Hopes Hit A Wall Before Earnings

Nvidia shares fell 2.8% to $229.12 after the open Friday, ending a seven-day rally fueled by AI demand and China hopes. The drop followed comments from U.S. Trade Representative Jamieson Greer that chip export controls were not discussed in Beijing talks, dimming prospects for quick H200 sales to China. Rising bond yields and inflation concerns also pressured large tech stocks. AMD and Intel dropped over 3% premarket.
15 May 2026
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Nvidia Stock Hits Record as U.S. Clears H200 China Sales — But No Chips Have Shipped

Nvidia Stock Hits Record as U.S. Clears H200 China Sales — But No Chips Have Shipped

Nvidia shares rose 4.4% to $235.74 after U.S. officials cleared about 10 Chinese firms, including Alibaba and Tencent, to buy its H200 AI chips, though no deliveries have occurred. CEO Jensen Huang is in Beijing as investors await Nvidia’s May 20 earnings report. Approved Chinese buyers can each purchase up to 75,000 chips under U.S. licensing terms. Lenovo confirmed its approval; Nvidia and other firms declined comment.
14 May 2026
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Nvidia’s China H200 Chip Door Just Opened. The Money Still Isn’t Moving

Nvidia’s China H200 Chip Door Just Opened. The Money Still Isn’t Moving

The U.S. has approved Nvidia to sell H200 AI chips to about 10 Chinese firms, including Alibaba and Tencent, but no shipments have occurred as Chinese buyers hold back under Beijing’s guidance. Nvidia CEO Jensen Huang is in Beijing with President Trump’s delegation ahead of the company’s May 20 earnings report. Lenovo confirmed it is cleared to distribute the chips in China.
14 May 2026
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Ouster Stock Jumps 26% After Nvidia DRIVE Qualification Puts Rev8 Lidar in Spotlight

Ouster Stock Jumps 26% After Nvidia DRIVE Qualification Puts Rev8 Lidar in Spotlight

Ouster shares jumped 26% to $34.17 Wednesday after the company said its Rev8 OS lidar sensors qualified for NVIDIA’s DRIVE Hyperion platform for Level 4 autonomous vehicles. Market value rose to about $2.1 billion on volume above 14 million shares. A May 8 filing showed Ouster can sell up to $100 million in stock through an at-the-market program. No production contract or customer order was announced.
13 May 2026
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Nvidia’s China Opening Turns AI Stocks Into a Policy Trade Again

Nvidia’s China Opening Turns AI Stocks Into a Policy Trade Again

Nvidia CEO Jensen Huang joined President Trump’s China delegation, fueling speculation about renewed U.S. chip sales to China and lifting Nasdaq 100 futures by 0.82% premarket. Micron shares jumped 6.2%. The market moved on potential policy shifts and inflation concerns. Polymarket and Kalshi data showed traders expect no Fed rate cuts in 2026, pressuring high-valuation AI stocks.
13 May 2026
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Ouster Stock Jumps as NVIDIA Tie-Up Tests the Line Between Real Demand and Rich Valuation

Ouster Stock Jumps as NVIDIA Tie-Up Tests the Line Between Real Demand and Rich Valuation

Ouster shares rose 6.1% to $28.75 in early premarket trading after its Rev8 lidar sensors qualified for NVIDIA’s DRIVE Hyperion autonomous-vehicle platform. The company reported first-quarter revenue of $49 million and a net loss of $17.5 million. Investors cited the NVIDIA qualification as a potential new channel, though no purchase order was announced.
13 May 2026
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Nvidia’s Record Run Hinges on China Access and a May 20 Earnings Test

Nvidia’s Record Run Hinges on China Access and a May 20 Earnings Test

Nvidia closed Tuesday at $220.78, near a record, after CEO Jensen Huang joined President Trump’s China trip, fueling speculation about renewed H200 AI-chip sales to Chinese buyers. The stock has surged 12% in five sessions, ahead of next week’s earnings. Wall Street raised price targets as investors watch for signs of a China policy shift before Nvidia’s results.
13 May 2026
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Nvidia’s Record Run Is Now a Test of How Much AI Spending the Market Still Trusts

Nvidia’s Record Run Is Now a Test of How Much AI Spending the Market Still Trusts

Nvidia shares climbed 1.2% to near $222 after a record close, as investors positioned ahead of May 20 earnings and focused on strong AI hardware demand from hyperscalers. CEO Jensen Huang was excluded from Trump’s China delegation, highlighting ongoing export risks, but the company’s outlook already assumes no China data center revenue. Nvidia guided first-quarter fiscal 2027 revenue to $78 billion, plus or minus 2%.
12 May 2026
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Nvidia Stock Split Watch Returns As Shares Near Record Before May Earnings

Nvidia Stock Split Watch Returns As Shares Near Record Before May Earnings

Nvidia shares rose 2% to $219.51 Monday, valuing the company at $5.38 trillion, as investors awaited first-quarter results due May 20. Stock-split speculation resurfaced after a recent article, though analysts said another split is not imminent. Nvidia and IREN last week announced AI infrastructure and cloud contracts worth a combined $5.5 billion. Alphabet is reportedly closing in on Nvidia’s market value.
11 May 2026
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IREN Stock’s Nvidia Rally Just Hit a $2 Billion Debt Test

IREN Stock’s Nvidia Rally Just Hit a $2 Billion Debt Test

IREN Ltd. shares dropped 9.43% to $55.43 in U.S. premarket trading Monday after the company announced a proposed $2 billion convertible-note sale. The move follows last week’s Nvidia partnership, which gave Nvidia rights to buy up to 30 million IREN shares at $70 each. IREN’s latest quarter showed revenue falling to $144.8 million and a net loss widening to $247.8 million.
11 May 2026
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Nvidia Stock Week Ahead: NVDA Nears Record as AI Deals and Inflation Data Test the Rally

Nvidia Stock Week Ahead: NVDA Nears Record as AI Deals and Inflation Data Test the Rally

Nvidia closed Friday at $215.20, just below its record, after announcing AI infrastructure deals with IREN and Corning. IREN granted Nvidia rights to buy up to $2.1 billion in shares and signed a $3.4 billion AI cloud contract. Nvidia also prepaid Corning billions to boost optical-fiber output. Investors await Nvidia’s May 20 earnings as the stock nears an all-time high.
10 May 2026
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Corning Stock Is Suddenly an AI Trade: Inside Nvidia’s $500 Million Fiber Bet

Corning Stock Is Suddenly an AI Trade: Inside Nvidia’s $500 Million Fiber Bet

Nvidia acquired $500 million in Corning warrant rights as part of a multiyear optical-connectivity agreement. Corning will build three U.S. plants, increase optical capacity tenfold, and add over 3,000 jobs. Corning shares jumped nearly 12% premarket, while Nvidia rose 5.7%. The deal ties Corning’s fiber business more closely to AI data-center expansion.
7 May 2026
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Nvidia Stock’s AI Lead Just Got a Harder Test as AMD Surges and Alphabet Closes In

Nvidia Stock’s AI Lead Just Got a Harder Test as AMD Surges and Alphabet Closes In

Nvidia shares have dropped 9% over six sessions since an April 27 record, while the Philadelphia semiconductor index gained more than 5%. AMD surged nearly 18% in premarket trading after forecasting strong data-center chip demand and beating revenue expectations. Nvidia rose just 0.44%. Alphabet is nearing Nvidia’s market value, with both companies close to $4.8 trillion.
6 May 2026
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Nvidia’s Physical AI Push Is Pulling Asia’s Tech Stocks Into a New Race

Nvidia’s Physical AI Push Is Pulling Asia’s Tech Stocks Into a New Race

Asian suppliers now make up about 90% of Nvidia’s production costs, up from 65% last year, according to Bloomberg data. Shares of companies linked to Nvidia, including LG Electronics and Nanya Technology, rose last week after reports of new partnerships. Nvidia last traded at $198.45, down 0.6%, with U.S. markets closed Sunday. Samsung reported a surge in chip income and warned of possible supply shortages as AI demand grows.
3 May 2026
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NVIDIA Corporation Stock Faces a New Test as Pentagon AI Deal Meets China Server Squeeze

NVIDIA Corporation Stock Faces a New Test as Pentagon AI Deal Meets China Server Squeeze

Nvidia was among seven AI firms approved by the Pentagon to deploy advanced AI on classified U.S. military networks, alongside Google, Microsoft, and Amazon Web Services. The Pentagon said its GenAI.mil platform has seen use by over 1.3 million personnel in five months. Nvidia shares traded at $199.57 in early New York trading. The company also secured $23 million in tax incentives from Irving, Texas.
1 May 2026
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Nvidia Isn’t Over. But Marvell Is the Quiet AI Chip Name Analysts Can’t Ignore

Nvidia Isn’t Over. But Marvell Is the Quiet AI Chip Name Analysts Can’t Ignore

Marvell Technology shares rose about 3% Thursday after Big Tech firms signaled AI spending would exceed $700 billion this year. Nvidia slipped 1.6% but announced a $2 billion investment in Marvell and a partnership on AI infrastructure. Marvell reported record fiscal 2026 revenue of $8.2 billion, while Nvidia posted $215.9 billion for the year. Google is in talks with Marvell to develop two new AI chips.
30 April 2026
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Nvidia’s $5 Trillion Comeback Has One Big Question Wall Street Can’t Ignore

Nvidia’s $5 Trillion Comeback Has One Big Question Wall Street Can’t Ignore

Nvidia’s market value climbed to about $5.27 trillion Monday as shares rose 3.3% to near $215, following Friday’s record close above $5 trillion. The rally comes ahead of earnings reports from major AI infrastructure buyers, with investors watching for capital spending signals. Intel reported first-quarter revenue up 7% to $13.6 billion, boosting chip stocks broadly. Nvidia’s fiscal 2026 revenue reached $215.9 billion, up 65% year over year.
27 April 2026
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Nvidia Stock Is Near a Record Again. The $300 Case Now Turns on Vera Rubin

Nvidia Stock Is Near a Record Again. The $300 Case Now Turns on Vera Rubin

Nvidia shares rose 4.7% to $209.07 Friday, nearing record highs ahead of its May 20 earnings report. Investors are focused on demand for Nvidia’s upcoming Vera Rubin AI platform and whether cloud customers will keep spending into 2027. The Philadelphia Semiconductor Index hit an all-time high as chip stocks rallied after Intel’s strong outlook. Nvidia reported $68.1 billion in fiscal Q4 revenue, up 73% from a year earlier.
24 April 2026
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Stock Market Today

  • Hays Shares See Slight Fair Value Reduction as Analysts Reassess Outlook
    June 11, 2026, 10:59 PM EDT. Hays (LSE:HAS) experienced a modest fair value cut from £0.42 to £0.41 amid cautious analyst sentiment. RBC Capital remains optimistic, highlighting Hays' global reach and diversified client base as potential upside drivers if hiring activity stabilizes. However, Citi downgraded the stock, citing concerns over execution and revenue trends, leading to questions about the company's ability to convert fees into steady earnings. Recent leadership changes include the appointment of Mark Dearnley as CEO, who brings extensive digital transformation experience. The downward adjustment also reflects a slightly weaker revenue growth forecast, now expected to decline by 2.17%. Analysts' mixed views underscore ongoing valuation risks and uncertainty in Hays' near-term outlook.

Latest articles

AI Names Drop, Oil Upends Inflation Bets, US Stocks Slip

Dow up 930 points after hours as tech lifts Nasdaq

12 June 2026
Dow soars 929.97 points for its strongest session in months as easing geopolitical risk and a rebound in tech drive ETFs higher after hours; chip stocks surge with the PHLX Semiconductor Index up 7.9%, while Adobe drops 5.44% after CFO exit despite raised forecasts.
Keel Infrastructure (KEEL) shares surge after $458 million AI data center deal closes

Keel Infrastructure (KEEL) shares surge after $458 million AI data center deal closes

12 June 2026
Keel Infrastructure Corp. surged 5.14% to $5.52 after closing $458 million in 1.250% convertible senior notes due 2032, with proceeds aimed at accelerating AI and high-performance computing data center projects; the notes’ initial conversion price is $7.41, about 25% above the June 4 close, while analysts’ 12-month price targets range from $3.00 to $8.00, averaging $5.52.
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