Today: 1 May 2026
Browse Category

NYSE:TSM 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
···
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
·······
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
··
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

Nvidia shares rose 1.2% to $188.85 Friday, outperforming a flat Nasdaq as chip stocks rallied. The Philadelphia Semiconductor Index jumped 4%. An SEC filing showed Nvidia officer Donald F. Robertson Jr plans to sell up to 80,000 shares worth about $14.9 million. Investors are watching for Nvidia’s CES 2026 presentation and its next earnings report on February 25.
4 January 2026
·······
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

The Dow rose 311.99 points to 48,383.22, snapping a four-day losing streak, while the Nasdaq slipped 5.30 points to 23,236.69. Chipmakers and industrials rallied, with Intel up 6.7% after hours. Tesla deliveries fell to 1.64 million in 2025, missing estimates, as BYD outsold Tesla annually for the first time. Trump delayed higher tariffs on furniture imports, sending related stocks higher.
2 January 2026
······
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

Nvidia and Micron surged, with chips leading U.S. stocks in early 2026 trading, while Tesla fell 2.4% after reporting a second straight annual delivery drop and losing its EV sales lead to BYD. The Dow rose 0.1%, but the S&P 500 and Nasdaq slipped. Investors watched for jobs and inflation data due next week. Wayfair and RH jumped after Trump delayed furniture tariffs.
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

Nvidia shares climbed 2.9% after reports it asked TSMC to boost H200 chip production, with Chinese firms ordering over 2 million units for 2026, far above current inventory. Chip stocks surged, with AMD up 5.5%, Micron 7.8%, and TSMC 4.7%. Baidu’s AI chip unit confidentially filed for a Hong Kong listing; Baidu shares jumped 12.5%. China has not yet approved H200 shipments.
2 January 2026
···········
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

Nvidia has asked TSMC to boost H200 chip production after Chinese firms ordered over 2 million units for 2026, sources said. Nvidia holds about 700,000 units in stock and set China-bound H200 prices near $27,000 each. Samsung confirmed talks to supply HBM4 memory to Nvidia. TSMC may begin expanded output in Q2 as Beijing weighs import approval.
2 January 2026
······
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

Nvidia closed down 0.55% at $186.50 on Dec. 31 as Reuters reported the company asked TSMC to expand H200 AI chip production after Chinese firms ordered over 2 million units for 2026. Beijing has not yet approved H200 shipments. Nvidia priced the chips at about $27,000 each for China. ByteDance may spend up to $14.3 billion on Nvidia chips if sales are allowed, according to the South China Morning Post.
2 January 2026
····
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

The U.S. granted TSMC’s Nanjing plant a new annual export licence for U.S. chipmaking tools, replacing an expired waiver. Sources said Nvidia has asked TSMC to ramp up H200 AI chip production for China in 2026, with work starting in Q2. TSMC’s ADRs last closed at $303.89, with analyst targets above that level. TSMC began 2-nanometre chip production in late 2025, with an enhanced version set for mass production in late 2026.
1 January 2026
·····
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

Nvidia has asked TSMC to increase H200 AI chip production after Chinese firms ordered over 2 million units for 2026, sources told Reuters. The H200 is priced at about $27,000 per chip, with modules costing around 1.5 million yuan. New U.S. and China actions on chip equipment have added uncertainty to supply and pricing. Investors are watching for signs that AI spending will boost earnings after a strong 2025 market rally.
1 January 2026
····
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

The PHLX Semiconductor Index fell 1.2% on Dec. 31 as U.S. markets closed for New Year’s Day. Nvidia slipped 0.5%, Micron dropped 2.5%, and TSMC’s U.S. shares rose 1.4%. Reuters reported Nvidia is in supply talks with TSMC and that the U.S. granted TSMC a new license to import chipmaking equipment to its Nanjing plant. China is requiring chipmakers to use at least 50% domestic equipment for new capacity.
1 January 2026
·····
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

Applied Materials shares fell 1.1% to $256.99 Wednesday, extending a two-day slide as China moved to require chipmakers to use at least 50% domestic equipment for new semiconductor plants, Reuters reported. Lam Research dropped 1.5% and KLA lost 2.3%. TSMC said it received a U.S. export license for its Nanjing fab, allowing continued equipment shipments. Trading in Applied was light, with the stock closing about 7% below its recent high.
1 January 2026
····
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

Nvidia has asked TSMC to increase H200 GPU production after Chinese firms ordered over 2 million units for 2026, far exceeding current stock, sources told Reuters. U.S. stocks closed lower Wednesday, with Nvidia down 0.5% after hours. Beijing has not cleared the imports; H200 exports to China face a 25% U.S. fee. TSMC shares rose 1.4%.
31 December 2025
···········
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

TSMC’s U.S.-listed shares fell 0.4% to $299.58 in premarket trading after Reuters reported Nvidia asked the chipmaker to expand H200 AI chip production for Chinese buyers. Chinese firms have ordered over 2 million H200 chips for 2026, with pricing near $27,000 each. TSMC also said it began volume production of its 2nm chips in Q4.
31 December 2025
····
1 … 4 5 6 7 8 … 10

Stock Market Today

  • Cocoa Prices Climb Amid Steady Chocolate Demand and Supply Concerns
    May 1, 2026, 4:21 PM EDT. Cocoa prices rose with July ICE NY cocoa up 0.76%, and London cocoa hitting a 2.5-month high, driven by resilient chocolate demand evidenced in strong earnings from Hershey and Mondelez. Analysts like StoneX cut global surplus forecasts for 2026/27 and 2025/26 due to El Niño risks affecting West African crops. Supply disruptions from the Strait of Hormuz closure also increased costs, supporting prices. However, weak demand in North America and Europe, with cocoa grindings and chocolate sales falling, temper gains. Conversely, Asian cocoa grindings rose 5.2%, boosting outlook. Inventory levels at a 20-month high add bearish pressure. Stable Ivory Coast shipments and declining Nigerian exports further influence market dynamics as cocoa supply and demand balance shifts.

Latest article

GameStop’s $9 Billion Cash Pile Just Put Its Stock Back In Play

GameStop’s $9 Billion Cash Pile Just Put Its Stock Back In Play

1 May 2026
GameStop shares rose to $26.61 Friday in New York, extending gains above the 200-day moving average as investors speculated on CEO Ryan Cohen’s plans for $9 billion in cash and securities. Fiscal fourth-quarter results showed net sales down to $1.104 billion, but operating income climbed to $135.2 million. Collectibles revenue jumped 47.7% year over year, now making up 29.2% of sales.
Nebius Group N.V. Makes $643 Million Eigen AI Bet as AI Cloud Race Tightens

Nebius Group N.V. Makes $643 Million Eigen AI Bet as AI Cloud Race Tightens

1 May 2026
Nebius Group agreed to acquire California-based Eigen AI for about $643 million in cash and stock. Nebius shares jumped 11.3% to $153.84 after the announcement. The deal is expected to close in the coming weeks, pending antitrust approval. Eigen AI’s team will establish Nebius’s engineering presence in the San Francisco Bay Area.
Veeva Systems Stock Surges on S&P 500 Entry: Why VEEV’s May 7 Move Matters

Veeva Systems Stock Surges on S&P 500 Entry: Why VEEV’s May 7 Move Matters

1 May 2026
Veeva Systems shares rose 10.5% to $172.29 Friday after S&P Dow Jones Indices said the company will join the S&P 500 on May 7, replacing Coterra Energy. Veeva’s market value reached about $29.1 billion. The company reported fiscal 2026 revenue of $3.20 billion, up 16%. Morningstar kept its $287 fair value estimate after the announcement.
Go toTop