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NVIDIA News 20 January 2026 - 23 January 2026

Nvidia stock price rises today as China signals H200 AI chip orders could restart (NVDA)

Nvidia stock price rises today as China signals H200 AI chip orders could restart (NVDA)

New York, January 23, 2026, 09:36 AM ET — Regular session underway. NVIDIA Corp shares climbed on Friday following a report that Chinese authorities instructed Alibaba, Tencent, and ByteDance to start preparing orders for Nvidia’s H200 AI chips. Investors saw this as a sign of progress toward reopening the crucial Chinese market. The stock gained 0.8% to $184.84, after earlier jumping nearly 3%. (Bloomberg) This report is significant because Nvidia’s sales in China have been unpredictable, caught in the crossfire of U.S. export restrictions and Beijing’s scrutiny over advanced chip destinations. Traders want something solid—an order, a confirmed shipment date—anything
23 January 2026
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Nvidia stock rises on China H200 order report before the open — what to watch for NVDA next

Nvidia stock rises on China H200 order report before the open — what to watch for NVDA next

New York, Jan 23, 2026, 08:54 (EST) — Premarket Nvidia shares climbed about 1.3% in premarket trading Friday following reports that Chinese regulators have told Alibaba, Tencent, and ByteDance they can start placing orders for Nvidia’s H200 AI chips. The gains came ahead of the U.S. market open. (Reuters) The China signal is crucial since investors view the country as a key market for Nvidia’s data-center sales, despite the uncertain pipeline caused by U.S. export controls and Chinese approvals. Even a slight change in policy outlook can send the stock moving fast. The H200, a data-center chip designed for training
23 January 2026
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Nvidia stock nudges higher after China trip plan puts AI-chip exports back in play

Nvidia stock nudges higher after China trip plan puts AI-chip exports back in play

New York, Jan 22, 2026, 4:04 PM EST — Trading after hours. Nvidia shares edged up Thursday, adding to a volatile week for the AI leader as investors digested new developments out of China alongside questions about the next wave of AI investment. China’s role is critical now, caught between geopolitics and growth dynamics. Export restrictions can slash demand fast, but a reopening could shift sales forecasts just as investors recalibrate their 2026 outlook. For Nvidia, the recent trip report adds to the uncertainty over whether its H200 chips will gain access to the Chinese market. (Reuters) Wednesday’s rebound made
22 January 2026
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Nvidia stock price climbs early Thursday as NVDA rebounds on Baseten stake report, China chip risks

Nvidia stock price climbs early Thursday as NVDA rebounds on Baseten stake report, China chip risks

NEW YORK, Jan 22, 2026, 09:32 EST — Regular session Nvidia (NVDA.O) shares jumped about 3% to $183.32 early Thursday, recovering from a shaky start to the week. The S&P 500 rose roughly 1.1%, and the Nasdaq 100 was up around 1.3%. Nvidia has become a key indicator of big-tech spending and AI trends. When its stock moves, index funds and fast traders often follow suit. The stock’s recent surge shows investors wrestling with whether demand is shifting from training huge AI models to scaling operations—and how that might impact Nvidia’s pricing power as competition heats up. The Wall Street
22 January 2026
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Nvidia stock ticks up in premarket as Huang China trip report, export bill keep AI chips in focus

Nvidia stock ticks up in premarket as Huang China trip report, export bill keep AI chips in focus

New York, January 22, 2026, 08:24 AM EST — Premarket Nvidia (NVDA.O) shares ticked up 0.9% to $185.03 in premarket trading Thursday, following a 3% jump the day before that pushed the stock to a $183.32 close. (MarketWatch) The stock finds itself once again caught between upbeat demand forecasts and export tensions. Bloomberg reported that CEO Jensen Huang is set to visit China in late January as Nvidia pushes to regain access to a crucial market for its AI chips. (Reuters) The reason this matters now is straightforward. Gaining access to China can significantly boost revenue for a company supplying
22 January 2026
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Nvidia stock (NVDA) ticks up after Tuesday hit as Congress export vote and China trip loom

Nvidia stock (NVDA) ticks up after Tuesday hit as Congress export vote and China trip loom

New York, Jan 21, 2026, 09:41 EST — Regular session Nvidia shares gained roughly 0.6% to hit $179.17 in early Wednesday trading, bouncing back from a 4.4% drop the day before. The stock kicked off the session at $178.95 and fluctuated between $178.43 and $179.83 in the morning. (StockAnalysis) The bounce arrives as policy risk reenters the spotlight. Nvidia, the most prominent proxy for the AI spending surge, tends to react sharply whenever there’s a change in who’s allowed to purchase its leading chips. That sensitivity showed up again just a day before, with U.S. stocks retreating sharply amid fresh
21 January 2026
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Nvidia CEO Huang plans China trip as H200 exports spark ‘nukes’ warning at Davos

Nvidia CEO Huang plans China trip as H200 exports spark ‘nukes’ warning at Davos

DAVOS, Switzerland, Jan 21, 2026, 13:07 CET Nvidia CEO Jensen Huang plans a late-January visit to China, Bloomberg News reported, as the chipmaker tries to reopen sales of its H200 AI processors. (Bloomberg.com) This matters now because Washington has started loosening a ban on shipping advanced chips to China, reviving a business Nvidia and rivals like AMD have largely been locked out of. The Trump administration last week cleared exports of the H200 — a graphics processing unit, or GPU, used to train and run AI models — under Commerce Department rules that include third-party testing and a cap on
21 January 2026
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AI stocks slide before the bell as Nvidia’s China push revives export jitters

AI stocks slide before the bell as Nvidia’s China push revives export jitters

New York, Jan 21, 2026, 06:47 EST — Premarket Nvidia and other AI-related stocks dipped in Wednesday’s premarket session after Reuters reported that CEO Jensen Huang aims to visit China in late January. The move highlights ongoing uncertainties surrounding high-end chip sales to the country. Nvidia dropped 4.3% to $178.07, Broadcom slid 5.4% to $332.60, and Taiwan Semiconductor lost 4.4% to $327.16. Microsoft and Alphabet also saw declines. (Reuters) The China factor is critical now since the AI boom hinges on a straightforward premise: more data centres, more chips, and increased spending. But policy tensions can quickly alter that spending
21 January 2026
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Nvidia stock price drops 4% as Trump tariff threats hit tech; China H200 decision stalls

Nvidia stock price drops 4% as Trump tariff threats hit tech; China H200 decision stalls

NEW YORK, Jan 20, 2026, 4:17 PM EST — After-hours Nvidia Corp (NVDA) shares slipped $8.07, or 4.3%, ending Tuesday at $178.20, hit by fresh tariff concerns stirred up by President Donald Trump. Investors also grew cautious following reports casting doubt on the company’s ability to export its H200 AI chip to China. The stock traded in a range from $177.84 to $182.88 during the session. The chipmaker has become a crucial barometer for AI investments, where any slump tends to ripple through the semiconductor industry. Traders treat geopolitics and export rules as direct market drivers, not mere background chatter.
20 January 2026
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Nvidia stock price slips as China H200 talks drag; NVDA earnings date looms

Nvidia stock price slips as China H200 talks drag; NVDA earnings date looms

New York, Jan 20, 2026, 09:32 EST — Regular session Nvidia’s stock edged down 0.5% to $186.23 early Tuesday in the U.S. after Taiwan’s Inventec said the green light for Nvidia’s H200 AI chip in China “appears to be stuck on the China side.” Other chipmakers showed mixed moves: AMD climbed 1.7%, Intel fell 2.8%, while the S&P 500 ETF SPY dipped roughly 0.1%. (Reuters) This matters because sales to China have become a headline that swings U.S. chipmakers sharply: Washington imposes export limits, Beijing decides what gets through, and the flow can halt abruptly. For a stock seen as
20 January 2026
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Nvidia stock slips in premarket as China H200 uncertainty grows, traders eye Feb. 25 results

Nvidia stock slips in premarket as China H200 uncertainty grows, traders eye Feb. 25 results

New York, Jan 20, 2026, 08:05 EST — Premarket. Nvidia shares slipped roughly 2.6% in premarket, hovering near $181.35. That’s set to drag the stock below its last close around $186.23. (Investing.com) The move came after Taiwan’s Inventec, a major AI server manufacturer, reported that Nvidia’s H200 chip seems “stuck” on China’s end despite U.S. export approval under specific conditions. (Reuters) Inventec President Jack Tsai noted that U.S. regulations aren’t the sole obstacle—the ultimate call lies with Chinese officials. This comes amid reports that Chinese customs have halted the chip’s import. (Reuters) Why this matters now: China remains a crucial
20 January 2026
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Nvidia stock price slips in premarket as supplier flags China holdup for H200 AI chip

Nvidia stock price slips in premarket as supplier flags China holdup for H200 AI chip

NEW YORK, Jan 20, 2026, 04:57 EST — Premarket Nvidia shares dipped 0.5% to $186.23 in premarket trading Tuesday after Taiwanese server maker Inventec said the fate of Nvidia’s H200 AI chip in China “appears to be stuck on the China side.” Inventec President Jack Tsai stressed the outcome “depends on the political direction,” adding the company must follow all regulations. (Reuters) The update comes as Wall Street gets ready to open after Monday’s Martin Luther King Jr. Day holiday. Investors are looking for an early read on risk appetite following the long weekend. (New York Stock Exchange) Nvidia is
20 January 2026
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Stock Market Today

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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