NEW YORK, Jan 4, 2026, 13:49 ET — Market closed
- Nvidia shares closed up 1.2% on Friday, ending at $188.85.
- A U.S. filing showed an Nvidia officer plans to sell up to 80,000 shares under a prearranged trading plan.
- Traders are watching CEO Jensen Huang’s CES appearance on Monday and key U.S. data later in the week.
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 that further rate cuts may not come quickly.
A Form 144 filing dated Jan. 2 showed Donald F. Robertson Jr., listed as an officer, intends to sell up to 80,000 Nvidia shares with an aggregate market value of about $14.92 million. SEC
The document is a notice under SEC Rule 144, which governs sales of restricted or “control” securities by insiders, and it cited a Rule 10b5-1 plan — a prearranged trading program that allows insiders to sell stock on a set schedule. SEC
Chip stocks broadly outperformed on Friday. Advanced Micro Devices (AMD.O) rose 4.3% and Intel (INTC.O) gained 6.7%, while the iShares Semiconductor ETF (SOXX.O) added 2.4%.
Attention now shifts to CES, where the show’s schedule lists Huang for a Monday press conference starting at 1 p.m. PT, and Nvidia’s own event page says he will share “what’s next in AI.”
Wedbush analyst Dan Ives, speaking on Bloomberg Television on Friday, called 2026 “a prove it year” for AI and tech. Bloomberg
But insider selling can amplify volatility if CES headlines fail to move expectations on demand, supply or the next product cycle, particularly if rates back up on stronger economic data.
Technically, traders will be watching whether Nvidia holds Friday’s lows around $188 and whether it can clear the $193 area that capped the stock in the last session.
Markets reopen on Monday with ISM’s manufacturing PMI due Jan. 5 and the services PMI scheduled for Jan. 7, before the U.S. nonfarm payrolls report on Jan. 9. Nvidia’s next major catalyst after CES is its fourth-quarter results on Feb. 25, when investors will also revisit the company’s prior revenue outlook of $65.0 billion, plus or minus 2%.
