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NYSE:TSM 18 December 2025 - 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, 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 H200 shipments. Reuters
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

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 for 2026 after the S&P 500 rose more than 16% in 2025, powered in part by AI-linked megacaps such as Nvidia. Strategists say the next leg depends on whether corporate capital spending — known as capex — keeps delivering returns. “If companies start to pull back on the capex ... you’re probably looking at more of a flat or even a modestly down year,” said Jeff Buchbinder, chief equity strategist at LPL Financial. Reuters
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
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

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 policy shift lands as investors build a 2026 outlook for TSMC stock, balancing the AI boom against tighter U.S.-China technology rules. Even small disruptions to tools and servicing can ripple through chip output, and the market has treated compliance risk as a valuation variable.
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

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 Nasdaq rose 20.36%, and Nvidia was up 39% and became the first publicly traded company to touch a $5 trillion market value, Reuters reported. Money managers have started to argue the next leg will depend on performance spreading more widely in 2026, including Jitania Kandhari, deputy CIO of the solutions and multi-asset group at Morgan Stanley Investment Management. Reuters
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 — 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
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 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 per chip. The stock was down $1.15 at $299.58. Reuters
31 December 2025
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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

NEW YORK, Dec. 27, 2025, 12:22 p.m. ET — Market closed Semiconductor stocks head into the final week of 2025 with a familiar mix of tailwinds and headline risk: AI-driven demand remains the sector’s dominant narrative, but supply-chain sensitivity is back in focus after a Taiwan earthquake prompted limited evacuations at Taiwan Semiconductor Manufacturing Co.. With U.S. stock exchanges closed for the weekend, investors are using the pause to re-price the next set of catalysts that will hit when trading resumes Monday. Reuters
27 December 2025
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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

Taiwan Semiconductor Manufacturing Company Limited sits at the center of a strange modern triangle: AI demand, industrial policy, and geopolitics. On Dec. 26, 2025, that triangle is very much on display in the way investors are pricing TSMC stock—both on Taiwan’s market and in the U.S. via the ADR. In Taiwan, shares rallied back above a psychologically important milestone while the broader market printed fresh highs. In the U.S., the ADR hovered around the high-$200s as investors weighed the next earnings catalyst and a year-end policy deadline tied to U.S. export controls.
26 December 2025
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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

Updated: Dec. 22, 2025 — 10:22 a.m. ET U.S. equities are starting the holiday-shortened week with a familiar engine: artificial intelligence. By mid-morning Monday, AI chip stocks and the broader tech complex were extending a rebound that picked up late last week, as investors balanced fresh catalysts against lingering concerns about valuations, export controls, and the “who actually earns the ROI?” question that keeps resurfacing whenever capex numbers climb. Reuters
22 December 2025
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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)

On December 22, 2025, Taiwan Semiconductor Manufacturing Company and its U.S.-listed ADR landed back in the spotlight as a new set of institutional ownership disclosures highlighted fresh buying and position increases, even as other managers continued to trim exposure in recent filings. In Monday trading, TSM was changing hands around the $294 level, underscoring how closely the market is tracking the chipmaking giant’s AI-driven momentum heading into year-end. While these filings don’t reveal “today’s” trades in real time, they offer a valuable window into how professional money managers were positioning during the most recently reported quarter—especially in a stock that has become a proxy for global demand for advanced chips powering AI infrastructure.
22 December 2025
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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 head into the Christmas week with a familiar mix of tailwinds and tripwires: accelerating AI and data-center buildouts on one side, and renewed investor anxiety about the cost of that buildout on the other. The result is a chip sector that still looks structurally supported into 2026—but can swing sharply on a single headline in thin holiday trading. This week is also holiday-shortened in the U.S. Markets are open Monday–Wednesday, with an early close on Wednesday, Dec. 24 and closed Thursday, Dec. 25, before normal trading resumes Friday, Dec. 26. New York Stock Exchange+2Reuters+2
21 December 2025
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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

Dec. 19, 2025 — Rivian is making one of the boldest moves any young automaker can attempt: replacing a best‑in‑class supplier with its own in‑house autonomy silicon, while simultaneously pushing hands‑free driving to far more roads for existing owners. The strategy is reshaping how the EV maker talks about its future—less “electric adventure brand,” more “AI-defined vehicle platform”—and it’s a big reason Rivian is back in the center of the autonomy conversation heading into 2026. EE Times+2Business Wire+2 On Dec. 19, Wall Street’s reaction was immediate: fresh analyst enthusiasm centered on Rivian’s R2 launch runway, autonomy monetization, and vertical integration. Wedbush raised its price target to $25 and kept an Outperform rating, calling 2026 a pivotal year tied to product execution and a clearer autonomy roadmap. Investing.com+1
19 December 2025
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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

Updated: 1:59 p.m. ET, Thursday, December 18, 2025 AI stocks are rebounding sharply midday Thursday after a bruising bout of “AI trade” volatility earlier this week. The catalyst is familiar: hard evidence of demand. Micron’s blowout outlook and comments around high-bandwidth memory have steadied sentiment across semiconductors and mega-cap tech—just as markets digest softer U.S. inflation data, renewed debate over debt-funded data-center expansion, and a fresh jolt from private-market headlines around OpenAI’s next fundraising ambitions. Reuters+2Reuters+2
18 December 2025
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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

NEW YORK — Dec. 18, 2025 — U.S. semiconductor stocks are rebounding sharply at midday, with Micron’s surge powering a broad move higher across chipmakers, foundries, and chip-equipment names as investors digest a softer-than-expected inflation print and renewed expectations for rate cuts. Reuters+1 The result: chip investors are getting a rare “two-tailwind” setup in the same session—fundamental upside surprise plus a macro tailwind. Still, the rally comes with caveats: economists and strategists are flagging data-quality issues tied to the recent government shutdown, and Wall Street remains sensitive to any sign that AI spending could slow or shift. Bureau of Labor Statistics+3Reuters+3Reuters+3
18 December 2025
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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

As of 5:45 a.m. ET on Thursday, Dec. 18, 2025, semiconductor stocks are setting up for another volatile session after a sharp, AI-led pullback on Wednesday — but with a major counterweight: Micron Technology’s blowout results and guidance are reviving the “AI hardware” trade in premarket action. The tug-of-war is clear: strong chip demand signals versus growing investor scrutiny of AI infrastructure spending, financing, and competition across the stack. Reuters+2Reuters+2 Below is what’s driving chip stocks right now — and what to watch at the open.
18 December 2025
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Stock Market Today

  • Geiger Counter Ltd Buys Back 19,069 Shares at 63.95p Each
    July 1, 2026, 4:59 AM EDT. Geiger Counter Ltd repurchased 19,069 ordinary shares on June 30, 2026, paying an average of 63.95 pence per share. That price is about a 7% discount to fully diluted value. The company said the shares go into Treasury as part of an ongoing program. Since March 11, 2026, the group has repurchased 7,392,222 shares under the plan. After this buyback, Geiger Counter has 173,641,396 ordinary shares outstanding, with 118,410,966 voting shares and 55,230,430 in Treasury. The company said the buybacks are meant to keep capital structure and shareholder value on track.
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