Today: 22 May 2026
Browse Category

NYSE:TSM 18 December 2025 - 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
····
Semiconductor Stocks Today: Nvidia’s Groq Deal, TSMC Quake Update, and Key Catalysts Ahead of Monday’s Market Open

Semiconductor Stocks Today: Nvidia’s Groq Deal, TSMC Quake Update, and Key Catalysts Ahead of Monday’s Market Open

Nvidia rose Friday after announcing a non-exclusive licensing deal with AI chipmaker Groq and hiring its founder and president. The Philadelphia Semiconductor Index closed up 0.05% at 7,207.6, while the VanEck Semiconductor ETF gained 0.46% to $365.86. Trading was quiet ahead of the weekend, with major U.S. indexes nearly flat. Investors are watching supply-chain risks after a Taiwan earthquake prompted limited evacuations at TSMC.
27 December 2025
·····
TSMC Stock News Today (Dec. 26, 2025): Taiwan Semiconductor Outlook, Analyst Forecasts, and the Catalysts Moving TSM

TSMC Stock News Today (Dec. 26, 2025): Taiwan Semiconductor Outlook, Analyst Forecasts, and the Catalysts Moving TSM

TSMC’s Taiwan-listed shares closed at NT$1,510 on Dec. 26, lifting the Taiex to a record 28,556.02. U.S. ADRs traded near $298.8 as investors watched for earnings and U.S. export policy moves. November export orders from Taiwan jumped 39.5% year-over-year, driven by AI and high-performance computing demand. Wafer-fab equipment sales are forecast to rise 9% in 2026, according to SEMI.
26 December 2025
··
AI Stocks Today (Dec. 22, 2025): Nvidia’s China Chip Pivot, Micron’s Memory Squeeze, and 2026 Forecasts Driving the AI Trade

AI Stocks Today (Dec. 22, 2025): Nvidia’s China Chip Pivot, Micron’s Memory Squeeze, and 2026 Forecasts Driving the AI Trade

Nvidia plans to begin shipping H200 AI chips to China by mid-February, pending Beijing approval, after the U.S. reversed restrictions and imposed a 25% fee. AI chip stocks led U.S. markets higher Monday morning, with Nvidia up 1.37% and Micron up 2.18%. Broader tech indexes also rose. Trading volume is expected to be lighter ahead of the Christmas holiday.
22 December 2025
··········
TSMC Stock in Focus: New SEC Filings Show Fresh Institutional Buying as Taiwan Semiconductor Rides the AI Wave (Dec. 22, 2025)

TSMC Stock in Focus: New SEC Filings Show Fresh Institutional Buying as Taiwan Semiconductor Rides the AI Wave (Dec. 22, 2025)

TSMC’s U.S. shares traded near $294 on December 22 as SEC filings showed Capital Insight Partners and Abner Herrman & Brock opened new positions, while Exchange Traded Concepts raised its stake by 36.7%. Other filings revealed Perpetual Ltd and Benson Investment Management trimmed holdings but kept significant exposure to the chipmaker.
22 December 2025
··
Semiconductor Stocks Week Ahead (Dec. 22–26, 2025): Nvidia, Micron, Broadcom and TSMC in Focus as AI Spending, Memory Shortages and China Headlines Drive Volatility

Semiconductor Stocks Week Ahead (Dec. 22–26, 2025): Nvidia, Micron, Broadcom and TSMC in Focus as AI Spending, Memory Shortages and China Headlines Drive Volatility

Semiconductor stocks face volatile trading ahead of Christmas, as AI and data-center demand clash with investor concerns over financing costs. Broadcom’s warning on AI chip margins triggered a sector pullback in mid-December. U.S. markets will close early Dec. 24 and remain shut Dec. 25, with thin holiday volumes expected to amplify price swings.
21 December 2025
······
Rivian Replaces Nvidia With Its Own AI Chip as Hands-Free Driving Expands: What It Means for the R2 and RIVN Stock in 2026

Rivian Replaces Nvidia With Its Own AI Chip as Hands-Free Driving Expands: What It Means for the R2 and RIVN Stock in 2026

Rivian will replace Nvidia’s Drive Orin chips with its own RAP1 autonomy processor in future vehicles, aiming for tighter control over cost and technology. The custom chip, built by TSMC, will power Rivian’s next-gen driver assistance systems. Wall Street responded with analyst upgrades, citing autonomy and vertical integration as key factors. Comparisons with Nvidia’s performance remain complex due to differing technical metrics.
19 December 2025
·····
AI Stocks Today (Dec. 18, 2025): Micron Ignites the AI Chip Rally as OpenAI Funding Talk and Data-Center Financing Fears Keep Wall Street on Edge

AI Stocks Today (Dec. 18, 2025): Micron Ignites the AI Chip Rally as OpenAI Funding Talk and Data-Center Financing Fears Keep Wall Street on Edge

Micron shares jumped 13.5% to $255.95 by early afternoon Thursday after the company issued a strong profit outlook and highlighted high demand for AI memory chips. The Philadelphia SE Semiconductor Index rose about 3%. Nvidia, AMD, Microsoft, Alphabet, and Meta also posted gains. Softer U.S. inflation data further boosted sentiment, sending Treasury yields lower and supporting tech stocks.
18 December 2025
···········
Semiconductor Stocks Rally at Midday (Dec. 18, 2025): Micron Ignites the AI-Memory Trade as CPI Cools and Chip ETFs Jump

Semiconductor Stocks Rally at Midday (Dec. 18, 2025): Micron Ignites the AI-Memory Trade as CPI Cools and Chip ETFs Jump

Micron shares jumped nearly 12% midday Thursday after the company forecast second-quarter profit almost double Wall Street estimates, citing strong AI-driven memory demand. The rally lifted the Philadelphia Semiconductor Index about 2.8%, with Nvidia, AMD, and TSMC also higher. Investors responded to both Micron’s outlook and softer U.S. inflation data. Some analysts flagged data-quality concerns linked to the recent government shutdown.
18 December 2025
············
Semiconductor Stocks Today (Dec. 18, 2025): Micron’s AI Memory Surge Meets Nvidia Capex Jitters, TSMC Tailwinds, and Fresh China-EUV Risk

Semiconductor Stocks Today (Dec. 18, 2025): Micron’s AI Memory Surge Meets Nvidia Capex Jitters, TSMC Tailwinds, and Fresh China-EUV Risk

Micron shares jumped 9% premarket Thursday after the company issued a much stronger-than-expected profit forecast, citing tight supply and surging demand for high-bandwidth memory used in AI. The upbeat results contrast with Wednesday’s sharp selloff in chip stocks, which was driven by concerns over AI infrastructure spending and financing. Micron’s CEO expects memory markets to remain tight beyond 2026.
18 December 2025
···
Semiconductor Stocks Today: Nvidia, AMD and Broadcom Sink as AI Selloff Deepens—Micron Jumps After Hours (Dec. 17, 2025)

Semiconductor Stocks Today: Nvidia, AMD and Broadcom Sink as AI Selloff Deepens—Micron Jumps After Hours (Dec. 17, 2025)

The Philadelphia Semiconductor Index dropped 3.8% Wednesday as U.S.-listed chip stocks slumped, dragging the Nasdaq down 1.8%. Nvidia fell 3.7%, AMD 5.3%, and ASML 5.6%. Investors cited renewed concerns over AI infrastructure funding, competition, and policy risks. The S&P 500 closed down 1.2%.
18 December 2025
········
1 … 5 6 7 8 9 … 11

Stock Market Today

  • ASML Outperforms S&P 500 Amid Strong Earnings Outlook
    May 21, 2026, 7:23 PM EDT. ASML shares closed at $799.59, up 1.15%, outpacing the S&P 500's 0.48% gain. Over the past month, the stock rose 5.78%, trailing the Computer and Technology sector's 7.61% but exceeding the S&P 500's 5.13% gain. The semiconductor equipment maker is set to report earnings on July 16, with expected quarterly EPS of $5.94, a 37.5% increase year-over-year, and revenue forecast at $8.55 billion, up 27.2%. Annual projections include earnings of $27.47 per share (+31.9%) and revenue of $37.33 billion (+22.2%). ASML holds a Zacks Rank #3 (Hold) with a Forward P/E of 28.78, slightly above the industry average of 27.35. Its PEG ratio stands at 1.52, indicating higher valuation relative to expected growth compared to the Semiconductor Equipment industry average of 1.24.

Latest articles

Spirit’s Collapse Could Make Cheap Summer Flights Harder to Find

Spirit’s Collapse Could Make Cheap Summer Flights Harder to Find

22 May 2026
Spirit Airlines’ lawyer apologized in bankruptcy court to travelers “priced entirely out” of air travel after the carrier’s May 2 shutdown. JetBlue and Frontier are adding flights on former Spirit routes, while JetBlue is cutting 11 other routes, including a full exit from Manchester-Boston. Breeze Airways launched new service at Atlantic City, where Spirit flew most flights. Rising jet fuel costs and funding shortfalls triggered Spirit’s collapse.
Lockheed Rolls Out $9 Billion Missile Plan in Alabama, Eyes U.S. Stockpile Rebuild

Lockheed Rolls Out $9 Billion Missile Plan in Alabama, Eyes U.S. Stockpile Rebuild

22 May 2026
Lockheed Martin began construction Thursday on an 87,000-square-foot munitions facility in Troy, Alabama, to expand THAAD interceptor and Next Generation Interceptor production. The project is part of a $9 billion investment to boost missile output amid Pentagon pressure to increase inventories. Lockheed said the new building will nearly double its Troy production space and add jobs over the next three years.
Grab Stock Jumps as Fintech News Focuses Trader Attention on Indonesia

Grab Stock Jumps as Fintech News Focuses Trader Attention on Indonesia

22 May 2026
Grab’s U.S.-listed shares rose 1.6% to $3.56 after the company moved to consolidate Indonesia’s Superbank, raising its stake above 50%. The consolidation will fold Superbank’s results into Grab’s financial-services segment from May 2026. Superbank has over six million customers and assets of 24 trillion rupiah as of April. Grab’s market value stood near $14.1 billion on Thursday.
Go toTop