NEW YORK, January 4, 2026, 04:52 ET — Market closed.
NVIDIA Corporation shares last rose 1.2% to $188.85 in Friday’s session, outperforming the Nasdaq’s flat finish as chipmakers led an early-2026 bounce.
The move matters because Nvidia is a bellwether for the market’s artificial-intelligence trade, and its swings often set the tone for the broader semiconductor complex.
Traders are watching whether the rally in chip stocks can hold as markets head into a busy week for tech headlines and U.S. economic data that can shift interest-rate expectations.
Other chip-linked names also advanced on Friday. Advanced Micro Devices gained 4.3%, Intel climbed 6.7% and Taiwan Semiconductor’s U.S.-listed shares rose 5.2%, while the iShares Semiconductor ETF added 4.2%; Broadcom edged up 0.4%.
The broader market was mixed. The S&P 500 ended up 0.2% and the Dow rose 0.7%, while the Nasdaq dipped slightly as some heavyweight technology stocks fell. 1
“The market is seeing a ‘buy the dip, sell the rip’ mentality,” said Joe Mazzola, head of trading and derivatives strategy at Charles Schwab. The Philadelphia Semiconductor Index, a widely followed gauge of chip stocks, rose 4% on the day, Reuters reported. 2
An SEC filing on Friday also showed Nvidia officer Donald F. Robertson Jr filed a Form 144, a notice of a proposed insider sale under Rule 144, for up to 80,000 shares valued at about $14.92 million. The filing referenced a Rule 10b5-1 plan, which allows insiders to schedule sales in advance. 3
Attention is also turning to CES 2026 in Las Vegas. Nvidia’s website lists a “NVIDIA Live at CES 2026” presentation featuring CEO Jensen Huang, with the event scheduled for 1 p.m. PT (4 p.m. ET) and a slate of related sessions running January 5–8. 4
The next major company calendar marker is earnings. Nvidia’s investor relations site lists its fourth-quarter fiscal 2026 financial results for February 25. 5
In its last quarterly update, Nvidia reported third-quarter fiscal 2026 revenue of $57.0 billion and said it expected fourth-quarter revenue of about $65.0 billion, plus or minus 2%, with GAAP gross margin expected around 74.8%, plus or minus 50 basis points. 6
Before the next session on Monday, investors will focus on whether Friday’s semiconductor-led rebound extends beyond the first trading day of the year or fades as liquidity returns after the holiday period.
Rate sensitivity remains in view. High-growth technology stocks, including Nvidia, often react sharply to shifts in Treasury yields, and traders are bracing for next week’s labor-market updates as a key input into the interest-rate outlook.
