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NVIDIA News 1 January 2026 - 5 January 2026

Nvidia stock rises in premarket ahead of Jensen Huang’s CES appearance as NVDA traders watch jobs data

Nvidia stock rises in premarket ahead of Jensen Huang’s CES appearance as NVDA traders watch jobs data

New York, Jan 5, 2026, 05:52 EST — Premarket Nvidia (NVDA.O) shares rose 0.7% to $190.18 in premarket trading on Monday, ahead of a CES appearance by Chief Executive Jensen Huang. The stock last closed at $188.85. The early move matters because Nvidia remains a high-beta gauge of investor appetite for artificial intelligence, or AI, spending. The company’s chips and systems are central to data centers that train and run AI models, making any signal on demand ripple quickly across the sector. This week’s U.S. jobs report due on Jan. 9 is one of the main macro hurdles for rate-sensitive
5 January 2026
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Nvidia stock heads into CES week as insider sale filing lands and key data looms

Nvidia stock heads into CES week as insider sale filing lands and key data looms

NEW YORK, January 4, 2026, 16:19 ET — Market closed Nvidia shares closed up 1.26% at $188.85 on Friday, the first trading day of 2026, as semiconductor stocks rebounded. Yahoo Finance The move matters because Nvidia (NVDA.O) remains a bellwether for the AI trade and a heavyweight in U.S. equity indexes. When investors rotate into or out of chip stocks, Nvidia often sets the tone. With U.S. markets shut on Sunday, traders head into Monday with a tight set of near-term catalysts: a high-profile CES appearance by CEO Jensen Huang and fresh U.S. economic data that can shift interest-rate expectations.
4 January 2026
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Nvidia stock heads into CES week after insider sale filing puts NVDA back in focus

Nvidia stock heads into CES week after insider sale filing puts NVDA back in focus

NEW YORK, Jan 4, 2026, 13:49 ET — Market closed Nvidia (NVDA.O) shares closed up 1.2% on Friday after a company officer filed notice of a planned share sale, with investors also bracing for CEO Jensen Huang’s headline slot at CES in Las Vegas. SEC The filing matters because it lands at the start of a year when the market is looking for fresh proof that the artificial-intelligence spending boom is still translating into revenue and margins, not just bigger capital budgets. It also comes as tech valuations remain sensitive to interest-rate expectations, after Federal Reserve officials warned this weekend
4 January 2026
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Nvidia stock starts 2026 higher — CES keynote and jobs report set next test for AI shares

Nvidia stock starts 2026 higher — CES keynote and jobs report set next test for AI shares

NEW YORK, Jan 4, 2026, 12:49 ET — Market closed Nvidia shares closed up 1.2% on Friday at $188.85, helping chipmakers lead Wall Street’s first trading day of 2026. The next read on the AI trade comes when U.S. markets reopen on Monday. Reuters The move matters because chip stocks have become a fast way for investors to express a view on AI infrastructure spending — the servers, chips and networking that power AI systems. Friday’s rebound followed a late-December stumble that left markets without the typical “Santa Claus rally” into year-end. Reuters The calendar is packed early. Nvidia CEO
4 January 2026
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Nvidia stock (NVDA) heads into CES week after Friday rebound as SEC filing flags planned insider sale

Nvidia stock (NVDA) heads into CES week after Friday rebound as SEC filing flags planned insider sale

NEW YORK, January 4, 2026, 09:31 ET — Market closed Nvidia (NVDA) shares closed up 1.26% at $188.85 on Friday, a firm start to 2026 as chip stocks led a rebound in U.S. equities. The stock traded between $188.26 and $192.93 and saw roughly 148 million shares change hands. The move matters because Nvidia remains a bellwether for risk appetite in semiconductors, and early-January positioning can set the tone for the quarter. With the company’s heavy weight in major indexes, small swings often ripple into the broader AI-linked trade. Investors now face a narrow window of catalysts that can reset
4 January 2026
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Nvidia stock starts 2026 higher as chipmakers rebound — what investors watch next for NVDA

Nvidia stock starts 2026 higher as chipmakers rebound — what investors watch next for NVDA

NEW YORK, January 4, 2026, 04:52 ET — Market closed. NVIDIA Corporation shares last rose 1.2% to $188.85 in Friday’s session, outperforming the Nasdaq’s flat finish as chipmakers led an early-2026 bounce. The move matters because Nvidia is a bellwether for the market’s artificial-intelligence trade, and its swings often set the tone for the broader semiconductor complex. Traders are watching whether the rally in chip stocks can hold as markets head into a busy week for tech headlines and U.S. economic data that can shift interest-rate expectations. Other chip-linked names also advanced on Friday. Advanced Micro Devices gained 4.3%, Intel
4 January 2026
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Nvidia stock today: NVDA closes higher as chip rally kicks off 2026 — what investors watch next week

Nvidia stock today: NVDA closes higher as chip rally kicks off 2026 — what investors watch next week

New York, Jan 3, 2026, 09:20 ET — Market closed Nvidia shares ended Friday up 1.2% at $188.85, outperforming the broader market as semiconductors led a rebound in the first trading session of 2026. Reuters That move matters because Nvidia has become a bellwether for “AI plays” — stocks tied to artificial intelligence spending — after a choppy year-end left investors wary of stretched valuations. Chipmakers lifted the Philadelphia SE Semiconductor index, a benchmark for major U.S. chip stocks, which rose 4% on Friday. Reuters The early bounce also comes as traders look for a new catalyst to set the
3 January 2026
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Nvidia stock rises to start 2026 — and traders are already eyeing Jensen Huang’s CES stage

Nvidia stock rises to start 2026 — and traders are already eyeing Jensen Huang’s CES stage

NEW YORK, January 3, 2026, 06:08 ET — Market closed NVIDIA Corporation shares rose 1.26% to $188.85 at Friday’s close and were little changed in after-hours trading. ( Stockanalysis) The gain mattered because Nvidia remains a key proxy for the “AI trade” — investor demand for stocks tied to artificial intelligence hardware and spending — and early-year positioning can set the tone for the sector. Attention is also turning quickly to near-term catalysts, including a scheduled CES appearance by Nvidia Chief Executive Jensen Huang and a new insider sale notice, after a late-December wobble put valuation back in focus for
3 January 2026
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Nvidia stock rises as chipmakers rally into 2026; NVDA traders eye CES and earnings

Nvidia stock rises as chipmakers rally into 2026; NVDA traders eye CES and earnings

NEW YORK, January 2, 2026, 16:06 ET — After-hours NVIDIA Corp shares rose $2.00, or about 1.1%, to $188.50 in late trade on Friday, extending a semiconductor-led lift in the first trading session of 2026. The move mattered because chipmakers helped offset broader market churn, with the Philadelphia SE Semiconductor index up about 3.5% in afternoon trading. Reuters For investors, Nvidia’s direction is a quick read on whether the “AI infrastructure” trade is regaining traction after a choppy year-end. That trade centers on spending for servers, networking and power gear that run artificial intelligence workloads. Reuters Peers also advanced. AMD
2 January 2026
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CoreWeave stock jumps nearly 9% today as Nvidia-led tech rebound lifts AI infrastructure names

CoreWeave stock jumps nearly 9% today as Nvidia-led tech rebound lifts AI infrastructure names

NEW YORK, January 2, 2026, 11:03 ET — Regular session CoreWeave, Inc. shares jumped 8.6% to $77.76 in morning trading on Friday, after opening at $73.90 and swinging between $72.95 and $77.76 on volume of about 8.6 million shares. The early rally puts the spotlight back on one of the market’s most rate-sensitive trades: AI infrastructure. For stocks like CoreWeave, small shifts in investor risk appetite can translate into outsized moves because the business depends on heavy, ongoing investment to expand capacity. The backdrop turned more supportive as tech stocks led Wall Street higher on the first trading day of
2 January 2026
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AI stocks rally today as Nvidia seeks more H200 chips; AMD and Micron lead early gains

AI stocks rally today as Nvidia seeks more H200 chips; AMD and Micron lead early gains

NEW YORK, January 2, 2026, 10:13 ET — Regular session Nvidia shares rose 2.9% to $191.93 on Friday after Reuters reported the AI chipmaker had approached Taiwan Semiconductor Manufacturing Co about ramping up production of its H200 graphics processing units (GPUs), chips used to train and run AI models. Sources told Reuters Chinese technology companies have ordered more than 2 million H200 chips for delivery in 2026, far above Nvidia’s current inventory of about 700,000 units. The report said TSMC was expected to start work on expanded output in the second quarter, but Chinese authorities have yet to greenlight any
2 January 2026
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Nvidia stock today: NVDA slips as China H200 demand puts supply, export rules back in focus

Nvidia stock today: NVDA slips as China H200 demand puts supply, export rules back in focus

NEW YORK, Jan 2, 2026, 09:41 ET — Regular session Nvidia shares slipped in early trading on Friday, down about 0.5% at $186.50, as chip stocks opened the year mixed. Taiwan Semiconductor Manufacturing was up about 1.4%, while the iShares Semiconductor ETF fell about 1.2%. The moves come as investors reset positions after a choppy finish to 2025 and look for signals on whether last year’s AI-led rally can broaden or re-accelerate. Nvidia was up about 1.4% in premarket trade, Reuters reported, as traders awaited fresh U.S. economic readings and next week’s labor-market data for clues on the Federal Reserve’s
2 January 2026
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Nvidia stock: China’s H200 rush and Samsung HBM4 talks put 2026 AI rally in focus

Nvidia stock: China’s H200 rush and Samsung HBM4 talks put 2026 AI rally in focus

NEW YORK, January 2, 2026, 07:20 ET Nvidia has approached Taiwan Semiconductor Manufacturing Co to ramp production of its H200 artificial-intelligence chips after Chinese tech companies ordered more than 2 million units for 2026, sources said. Nvidia has about 700,000 units in stock and has priced China-bound H200 variants around $27,000 per chip, the sources said. TSMC is expected to start work on expanded output in the second quarter, one person said, as Beijing weighs whether to approve imports after Washington recently cleared H200 exports to China with a fee. Reuters The scramble for supply lands as investors reset portfolios
2 January 2026
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Nvidia’s China moat faces a new test as Biren pops 76% and Baidu chip unit files for Hong Kong IPO

Nvidia’s China moat faces a new test as Biren pops 76% and Baidu chip unit files for Hong Kong IPO

SINGAPORE/HONG KONG, Jan 2, 2026, 06:46 ET Shares of Chinese AI chip designer Shanghai Biren Technology closed up 76% in their Hong Kong debut on Friday, the market’s first listing of 2026. The stock opened at HK$35.70, hit HK$42.88 at an intraday high and ended at HK$34.46, versus an offer price of HK$19.60. Biren raised HK$5.58 billion, with institutional demand nearly 26 times the shares on offer and the retail tranche oversubscribed about 2,348 times, exchange filings showed. Reuters The strong start underscores how quickly China’s AI hardware firms are tapping public markets as Washington tightens export restrictions on advanced
2 January 2026
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Nvidia stock today: China H200 supply push puts NVDA back in focus

Nvidia stock today: China H200 supply push puts NVDA back in focus

NEW YORK, January 2, 2026, 02:51 ET — Market closed. Nvidia is pressing Taiwan Semiconductor Manufacturing Co to expand output of its H200 chips as orders from Chinese technology companies surge, Reuters reported, citing sources. Reuters Nvidia shares closed down 0.55% at $186.50 on Dec. 31, the last trading day of 2025, according to Nasdaq historical data. Nasdaq+1 Why it matters now: investors are treating China-linked chip demand as a near-term swing factor for Nvidia’s sales outlook and for global supply tightness in AI hardware, where the company remains the bellwether. Reuters The focus has sharpened heading into the first
2 January 2026
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Nvidia stock today: China H200 surge drives TSMC talks as CES and earnings loom

Nvidia stock today: China H200 surge drives TSMC talks as CES and earnings loom

NEW YORK, January 1, 2026, 19:27 ET — Market closed Nvidia shares last closed at $186.50 on Wednesday, down 0.55%, with U.S. markets shut on Thursday for New Year’s Day. Yahoo Finance+1 The focus is on a Reuters report that Nvidia has sounded out Taiwan Semiconductor Manufacturing Co about expanding production of its H200 chips as orders from China surged, raising fresh questions about supply allocation. Reuters That matters now because the H200 is a key data-center graphics processing unit (GPU) — a chip used to train and run AI models — and any incremental demand from China lands in
2 January 2026
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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
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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
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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
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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
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Stock Market Today

AMD stock jumps 8% in chip rebound — what investors are watching before Monday

AMD stock jumps 8% in chip rebound — what investors are watching before Monday

7 February 2026
New York, February 7, 2026, 09:08 EST — Market closed. Advanced Micro Devices (AMD) ended Friday up 8.2% at $208.44, lifting the AMD stock price heading into next week after a sharp bounce in chip shares. The stock traded between $192.66 and $209.24 and saw volume of about 54.5 million shares. The move mattered because semiconductors have been the pressure point in a widening argument over how much big tech will spend on artificial intelligence (AI) hardware this year. The Philadelphia Semiconductor Index — a widely followed basket of chipmakers — rose 5.7% after three straight daily losses, as investors
Alphabet stock drops for a fourth straight day as AI spending jitters linger

Alphabet stock drops for a fourth straight day as AI spending jitters linger

7 February 2026
Alphabet shares fell 2.53% to $322.86 Friday, marking a fourth straight decline as investors questioned heavy AI-related spending. The Nasdaq slipped Thursday after Alphabet detailed up to $185 billion in capex, while the Dow and S&P 500 rose Friday on chipmaker gains. U.S. markets reopen Monday, with attention on Alphabet’s outlook and upcoming jobs and inflation data.
BBAI stock jumps 16% into BigBear.ai share-vote week — what to watch next

BBAI stock jumps 16% into BigBear.ai share-vote week — what to watch next

7 February 2026
BigBear.ai Holdings shares surged 15.7% Friday to $4.72 ahead of a key shareholder vote on doubling authorized shares to 1 billion. Options trading was heavy, with a put/call ratio of 0.19. The company recently announced deals in AI customs technology and a partnership with Abu Dhabi’s AD Ports Group. The special meeting is set for Feb. 18, with online voting open until late Feb. 17.
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