Today: 23 May 2026
Browse Category

NVIDIA 28 January 2026 - 3 February 2026

Nvidia stock drops on OpenAI chip doubts as investors brace for earnings

Nvidia stock drops on OpenAI chip doubts as investors brace for earnings

Nvidia shares fell 2.9% to $185.61 Tuesday morning after reports that OpenAI is testing alternatives to Nvidia’s AI chips for inference tasks. OpenAI has considered chips from AMD and several startups. The broader chip sector rose, with AMD shares up about 4%. Nvidia’s quarterly earnings are scheduled for February 25.
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
·······
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
····
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
·····
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
····
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
·····
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
··
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
···
CoreWeave stock slips in New York as Nvidia deal digested; CRWV traders eye next earnings

CoreWeave stock slips in New York as Nvidia deal digested; CRWV traders eye next earnings

CoreWeave shares fell 1.3% to $107.44 Wednesday after volatile trading, following Nvidia’s $2 billion equity purchase at $87.20 per share. The companies plan to develop over 5 gigawatts of AI data centers by 2030. Investors remain focused on CoreWeave’s financing and power buildout. Nvidia shares rose 1.3% the same day.
28 January 2026
·····
CoreWeave stock steadies near $109 as HSBC cuts target; Nvidia stake filing keeps focus on CRWV

CoreWeave stock steadies near $109 as HSBC cuts target; Nvidia stake filing keeps focus on CRWV

Nvidia disclosed an 11.5% stake in CoreWeave after investing $2 billion, buying shares at $87.20 each. CoreWeave stock rose 0.2% to $109.12 Wednesday morning, following a 10.7% jump Tuesday. HSBC cut its price target to $41, citing debt concerns, while other analysts raised targets on optimism over the Nvidia partnership. CoreWeave reports Q4 earnings Feb. 18.
28 January 2026
··
1 … 5 6 7 8 9 … 23

Stock Market Today

  • Top Stifel Analyst Raises Marvell (MRVL) Stock Price Target Ahead of Q1 Earnings
    May 22, 2026, 8:46 PM EDT. Marvell Technology (MRVL) is set to report its fiscal Q1 earnings on May 27. The stock has surged 131% year-to-date, reflecting strong demand for its semiconductor products. A leading analyst at Stifel has increased Marvell's price target, citing robust growth prospects and solid market position. Investors are closely watching the earnings announcement for signs of continued momentum in the chipmaker's business amid a volatile tech sector.

Latest articles

Dow Hits Record Close; All Eyes Turn to Holiday-Week Trading

Dow Hits Record Close; All Eyes Turn to Holiday-Week Trading

23 May 2026
The Dow closed at a record 50,579.70 on Friday, while the S&P 500 notched its eighth straight weekly gain. After-hours trading saw SPY, QQQ, DIA, and IWM all move lower. U.S. markets will be closed Monday for Memorial Day. Investors await Thursday’s inflation data.
IREN Stock Pauses as Nvidia Rally Cools Before Holiday

IREN Stock Pauses as Nvidia Rally Cools Before Holiday

23 May 2026
IREN shares fell 2.1% to $56.83 Friday, ending a two-day rally but closing the week up 7.4%. The stock’s moves follow a $3.4 billion AI cloud deal with Nvidia and a $3 billion convertible note offering. March-quarter revenue dropped to $144.8 million, with a net loss of $247.8 million. U.S. markets close Monday for Memorial Day; trading resumes Tuesday.
AXT stock reaches record; investors weigh risk to rally

AXT stock reaches record; investors weigh risk to rally

23 May 2026
AXT shares jumped 16.37% to $140.83 on Friday, hitting a 52-week high and trading above all recent analyst targets. The surge followed strong demand for AI-linked optical networking hardware and a sharp rise in indium phosphide orders. First-quarter revenue climbed to $26.9 million, with gross margin turning positive. Management forecast Q2 profitability and a backlog over $100 million.
Go toTop