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NYSE:TSM News 31 December 2025 - 8 January 2026

Nvidia stock rises premarket as China H200 buyers face stricter upfront-payment terms

Nvidia stock rises premarket as China H200 buyers face stricter upfront-payment terms

Nvidia shares rose about 1% to $189.11 in premarket trading after the company required full upfront payment from Chinese buyers for its H200 AI chips, sources said. Beijing has asked some tech firms to pause H200 orders as it considers new access rules. Chinese firms have ordered over 2 million H200 chips, far exceeding Nvidia’s inventory. Investors are watching U.S. jobs data and Nvidia’s Feb. 25 earnings.
8 January 2026
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AI ETFs before the bell: Nvidia CES chip push lifts funds as bubble warnings linger

AI ETFs before the bell: Nvidia CES chip push lifts funds as bubble warnings linger

Nvidia detailed its Vera Rubin AI platform at CES, while Intel launched its Panther Lake laptop chip tied to its 18A process. AI-focused ETFs traded mostly higher in premarket U.S. action; BOTZ rose 2.4%, AIQ gained 1.1%. Nvidia shares slipped 0.4%, AMD fell 1.1%. Traders are watching rate expectations ahead of Friday’s U.S. jobs report.
6 January 2026
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TSMC stock jumps in premarket after Goldman target hike — what investors watch before earnings

TSMC stock jumps in premarket after Goldman target hike — what investors watch before earnings

Taiwan Semiconductor’s U.S. shares rose 3.4% premarket Monday after Goldman Sachs raised its target price, citing strong AI-driven demand and tight chip supply. The stock hit a 52-week high Friday, closing up 5.2%. TSMC enters a quiet period ahead of December sales and Q4 results due Jan. 9 and Jan. 15. Taiwanese prosecutors filed new indictments over alleged TSMC trade secret theft.
5 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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Semiconductor stocks jump as Micron surges 10% and SOXX rallies in first session of 2026

Semiconductor stocks jump as Micron surges 10% and SOXX rallies in first session of 2026

NEW YORK, Jan 3, 2026, 12:39 ET — Market closed U.S. semiconductor stocks powered higher in the last session before the weekend, pushing the iShares Semiconductor ETF up 4.2% on Friday. Micron Technology and Intel led the advance, as investors rotated back into chip names to start 2026. The market is closed on Saturday, leaving investors to digest Friday’s move and size up what it means for the first full week of trading in the new year. The sector’s rebound comes with key U.S. economic data due in the days ahead. Bureau of Labor Statistics Chip stocks matter right now
3 January 2026
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US stock market today: Dow rises, S&P 500 edges up as Nvidia leads chip rally; Tesla falls

US stock market today: Dow rises, S&P 500 edges up as Nvidia leads chip rally; Tesla falls

NEW YORK, January 2, 2026, 4:30 PM ET — After-hours Wall Street ended mixed on Friday, with the Dow snapping a four-day losing streak to start 2026 as chipmakers and industrials rallied, while consumer discretionary shares weighed. The Dow Jones Industrial Average rose 311.99 points, or 0.67%, to 48,383.22; the S&P 500 added 12.52 points, or 0.18%, to 6,858.02; and the Nasdaq Composite slipped 5.30 points, or 0.02%, to 23,236.69. Recent selling also snuffed out hopes of a “Santa Claus rally” — a tendency for stocks to firm in the last five trading days of December and the first two
2 January 2026
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Stock market today: Dow steadies as chip stocks jump, Tesla drops in Wall Street’s 2026 opener

Stock market today: Dow steadies as chip stocks jump, Tesla drops in Wall Street’s 2026 opener

NEW YORK, January 2, 2026, 13:33 ET — Regular session Wall Street’s main indexes were mixed in early afternoon on Friday as the first trading day of 2026 opened without a clear risk-on push, despite a sharp rebound in chip shares. Reuters The muted start matters because stocks enter the new year near record highs after a strong 2025, leaving little room for disappointment on growth, earnings and interest rates. Investors are looking for an early read on whether last year’s leadership can extend into January. Reuters A crowded January calendar could set the tone quickly, with fresh labor-market and
2 January 2026
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TSMC gets U.S. annual licence to keep its China Nanjing chip plant supplied with American tools

TSMC gets U.S. annual licence to keep its China Nanjing chip plant supplied with American tools

SEOUL, Jan 2, 2026, 10:52 ET The United States has granted Taiwan Semiconductor Manufacturing Co (TSMC) an annual licence allowing shipments of U.S.-controlled chipmaking equipment to its facilities in Nanjing, China, the company said. Reuters The decision matters because the carve-outs that had let selected foreign chipmakers move certain American tools into China without case-by-case permissions expired on Dec. 31. The companies had to secure new authorisations for 2026 to avoid delays in equipment needed to keep factories running. The annual licence also signals a shift in how Washington is policing tool flows into China-linked semiconductor production. Instead of broad
2 January 2026
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: 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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TSMC stock today: U.S. China-tool licence and Nvidia H200 talks put Taiwan Semiconductor in focus

TSMC stock today: U.S. China-tool licence and Nvidia H200 talks put Taiwan Semiconductor in focus

NEW YORK, January 2, 2026, 04:05 ET — Premarket Taiwan Semiconductor Manufacturing Company Limited’s U.S.-listed shares were set to stay in focus in premarket trading on Friday after the chipmaker said it had secured a U.S. licence covering imports of American chipmaking equipment for its China operations. The stock last closed up 1.4% at $303.89. Reuters The approval lands as investors track how U.S. export controls are reshaping supply chains for chipmakers with China exposure. For TSMC, it removes a near-term operational question around tools for its Nanjing facility after prior exemptions expired at year-end. Reuters Chip stocks are also
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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TSMC stock forecast 2026: New U.S. China licence and Nvidia H200 push put targets in focus

TSMC stock forecast 2026: New U.S. China licence and Nvidia H200 push put targets in focus

NEW YORK, January 1, 2026, 17:23 ET Taiwan Semiconductor Manufacturing Co said the U.S. Department of Commerce granted its Nanjing unit an annual export licence that allows U.S. export-controlled items to be supplied without the need for individual vendor licences. The approval replaces a waiver known as validated end-user status — which let designated plants receive some controlled items with fewer approvals — that expired on Dec. 31, and Samsung Electronics and SK Hynix have received similar licences. TSMC said the Nanjing fab makes 16-nanometre and other mature-node chips and generated about 2.4% of the company’s 2024 revenue. Reuters The
1 January 2026
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Big Tech stocks 2026 forecast: Nvidia’s China chip rush sets the first test for AI leaders

Big Tech stocks 2026 forecast: Nvidia’s China chip rush sets the first test for AI leaders

NEW YORK, January 1, 2026, 15:07 ET Nvidia has approached Taiwan Semiconductor Manufacturing Co to ramp up production of its H200 artificial intelligence chips as Chinese technology companies place large orders for 2026, sources told Reuters. The push puts AI chip supply — and the politics around who gets it — back at the center of the 2026 outlook for Big Tech stocks. Reuters The year begins after U.S. stocks posted another strong run in 2025, a period dominated by President Donald Trump’s tariff uncertainty and a rush into AI-related shares. The S&P 500 gained 16.39% in 2025 and the
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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Applied Materials stock drops again as China’s “50% local tools” push weighs on AMAT

Applied Materials stock drops again as China’s “50% local tools” push weighs on AMAT

NEW YORK, December 31, 2025, 21:07 ET — Market closed Applied Materials shares fell 1.1% to $256.99 on Wednesday, extending a two-day slide into the year’s final session as chip-equipment stocks tracked policy-driven headlines out of China. China is requiring chipmakers to use at least 50% domestically made equipment for any new semiconductor manufacturing capacity, Reuters reported, a step that would steer orders toward local suppliers and away from foreign toolmakers. The policy is not publicly documented and is being enforced through state approval processes and procurement tenders, with officials pushing for levels above 50% and an eventual goal of
1 January 2026
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AI stocks today: Nvidia, Meta dip after hours as China H200 chip rush and dealmaking hit the tape

AI stocks today: Nvidia, Meta dip after hours as China H200 chip rush and dealmaking hit the tape

NEW YORK, December 31, 2025, 17:33 ET — After-hours Nvidia has approached Taiwan Semiconductor Manufacturing Co about ramping production of its H200 graphics processing units (GPUs) — chips used to train AI systems — after Chinese tech companies placed orders for more than 2 million units for 2026, far above the roughly 700,000 Nvidia has in stock, sources told Reuters. Beijing has yet to clear imports and the Trump administration only recently allowed H200 exports to China subject to a 25% fee, the people said. Reuters The latest supply-and-policy test lands as investors try to gauge how much of the
31 December 2025
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Nvidia stock slips premarket as Reuters flags huge China H200 orders and TSMC supply talks

Nvidia stock slips premarket as Reuters flags huge China H200 orders and TSMC supply talks

NEW YORK, December 31, 2025, 06:53 ET — Premarket Nvidia (NVDA.O) shares fell 0.3% to $187.54 in premarket trading on Wednesday after Reuters reported the company has approached Taiwan Semiconductor Manufacturing Co about expanding output of its H200 artificial intelligence chips to meet rising demand from Chinese customers. Reuters The report matters now because it puts China demand back at the center of the Nvidia trade just as supply remains tight across AI hardware. At the reported pricing, the order pipeline would translate into roughly $54 billion in potential sales, assuming approvals and deliveries. It also sharpens a familiar risk-reward
31 December 2025
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TSMC stock today: Taiwan Semi slips premarket on Nvidia H200 supply talks and a 2nm production update

TSMC stock today: Taiwan Semi slips premarket on Nvidia H200 supply talks and a 2nm production update

NEW YORK, December 31, 2025, 05:51 ET — Premarket Taiwan Semiconductor Manufacturing Co’s U.S.-listed shares fell 0.4% in premarket trading on Wednesday after Reuters reported Nvidia was sounding out the chipmaker about expanding production of its H200 artificial intelligence (AI) chips for Chinese customers. Chinese firms have ordered more than 2 million H200 chips for 2026 while Nvidia has about 700,000 units in stock, and it has asked TSMC to start additional output in the second quarter of 2026 using TSMC’s 4-nanometer process, Reuters said, adding that Beijing has yet to greenlight shipments and sources put pricing at around $27,000
31 December 2025
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Stock Market Today

Bank of America stock jumps 3% into the weekend — what to watch before Monday’s trade

Bank of America stock jumps 3% into the weekend — what to watch before Monday’s trade

7 February 2026
Bank of America shares rose 2.89% Friday to $56.53, tracking a rally in U.S. financial stocks as the Dow closed above 50,000. The bank will redeem its Series DD preferred stock and related depositary shares on March 10 at $1,000 per share. CEO Brian Moynihan donated 100,000 shares on Feb. 4, a regulatory filing showed. Key U.S. jobs and inflation data are due next week after delays.
Oracle stock rebounds from eight-day skid as $20 billion share-sale plan looms

Oracle stock rebounds from eight-day skid as $20 billion share-sale plan looms

7 February 2026
Oracle shares jumped 4.65% to $142.82 Friday, ending an eight-day slide but remaining down 22% since Jan. 27. The company has set up a $20 billion at-the-market stock program and completed a $25 billion senior notes sale to fund cloud expansion. Oracle’s liabilities stood at $174.5 billion as of Nov. 30, 2025, before the new financing. Investors remain focused on dilution risks and the pace of capacity growth.
ASML stock price snaps back as AI spending bets return, with ex-dividend date next

ASML stock price snaps back as AI spending bets return, with ex-dividend date next

7 February 2026
ASML shares rose 3.84% Friday in Amsterdam to 1,193.80 euros, rebounding with global chip stocks after Amazon signaled a sharp increase in AI-related capital spending. The stock goes ex-dividend Feb. 9 ahead of a 1.60-euro interim payout. ASML’s Nasdaq shares climbed 4.64% to $1,413.01. Despite Friday’s gains, the Amsterdam listing finished the week about 2.5% lower.
Mastercard stock price: MA slips as Dow hits 50,000; jobs and CPI data next week

Mastercard stock price: MA slips as Dow hits 50,000; jobs and CPI data next week

7 February 2026
Mastercard shares closed down 0.6% at $548.74 Friday, trailing gains in Visa and American Express. The Dow Jones Industrial Average surged 2.47% to a record 50,115.67. Mastercard disclosed a new cybersecurity partnership in the UAE and raised compensation for two top executives. U.S. jobs and inflation data, delayed by a government shutdown, are due next week.
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