New York, Jan 5, 2026, 09:32 ET — Regular session
Nvidia (NVDA.O) shares rose about 1.2% to $188.85 in early trading on Monday, as chip stocks steadied and investors positioned ahead of CEO Jensen Huang’s scheduled CES appearance later in the day.
The timing matters because CES is one of the first big stages of the year for the semiconductor sector, and investors have been quick to reprice Nvidia on any new signal about artificial-intelligence infrastructure spending. Huang is due to headline an Nvidia press conference at CES in Las Vegas on Monday afternoon.
CES this year is expected to lean heavily on AI and autonomous-driving technology, a backdrop that puts Nvidia’s data-center and automotive ambitions back in the spotlight after a choppy finish to last week for big tech. Reuters reported that self-driving tech and AI will take center stage at the show, with Huang among the key speakers.
A fresh read-through also came from Taiwan’s Foxconn, the world’s largest contract electronics maker and Nvidia’s biggest server maker, which reported record fourth-quarter revenue on strong demand for AI products. Foxconn said robust demand for AI server rack products should keep first-quarter performance toward the upper end of its five-year range, even as other electronics categories enter a seasonal lull.
On the consumer side, Nvidia teased GeForce announcements for later Monday, including new features and partner products, with a GeForce Twitch stream slated to begin at 9 p.m. PT. The company’s gaming franchise remains a key narrative at CES even as the stock’s center of gravity has shifted to data-center chips used to train and run AI models.
In the broader tape, tech shares were rebounding after last week’s slide, while energy stocks led premarket gains after weekend developments in Venezuela that lifted crude-linked names. “The risk mood has risen,” Bob Savage, head of markets macro strategy at BNY, wrote in a note. Reuters
Nvidia’s move kept it in step with other heavyweight chip names early on, as investors weighed whether the sector’s early-year bid can extend without a new catalyst beyond the AI spending theme. Traders are also watching how quickly any CES headlines translate into firm customer commitments, rather than one-off product demos.
But the setup cuts both ways. If Huang’s remarks land as incremental — or if this week’s U.S. data pushes rate expectations higher and compresses valuations — Nvidia could give back gains quickly given how sensitive megacap tech has been to shifts in risk appetite.
Next up is Nvidia’s CES press conference featuring Huang, scheduled for 1:00 p.m. PT on Monday in Las Vegas.
