U.S. stock futures are broadly lower this Thursday, January 8, 2026, as investors digest mixed economic signals and a flurry of corporate and geopolitical news. The slight premarket declines follow a mixed close on Wednesday, where the S&P 500 and Dow Jones Industrial Average retreated from recent highs, while the Nasdaq Composite managed to eke out gains. The market remains highly sensitive to upcoming economic reports and policy implications, particularly concerning the Federal Reserve's future interest r ...

Key Points In December, President Donald Trump decided to permit Nvidia to sell its advanced H200 chips to some Chinese customers. A Reuters report suggests that there is high demand for Nvidia's chips in China. The company's top line could jump substantially this year if it can fulfill the strong demand emerging from China. 10 stocks we like better than Nvidia › Shares of artificial intelligence (AI) chip pioneer Nvidia (NASDAQ: NVDA) delivered a solid performance in 2025, rising by nearly 39%. ...

S&P 500 rose 0.4% in early trading Monday, signaling cautious optimism among investors heading into year-end. The added about 107 points, while the climbed roughly 0.6%. Trading volumes remained lighter than usual as Wall Street adjusted to a shortened Christmas week, but buying interest returned to large-cap technology and artificial intelligence-linked stocks. Markets are coming off a mixed prior week. A late surge in tech helped the S&P 500 and Nasdaq post their third weekly gains in four. The Dow, howev ...

Nvidia stock rose on Monday after a media report said the artificial intelligence chipmaker plans to begin shipping its H200 processors to China in mid-February, potentially reopening a key market tha... ...

IBD's 12 Days of Holiday Deals Celebrate the holidays with big discounts on IBD's premium products every day from Dec. 13-24. ANALYSIS: IBD's 2026 Stock Market Forecast Today's Spotlight Get Market Insights on IBD Live More News (© Chris Gash) Next Data Center Roadblock For Google, Microsoft, Oracle, Meta Is On Main Street Partner Center Nvidia (NVDA) stock rose Monday on a news report that the AI chipmaker plans to start shipping its H200 processors to China in mid-February. Reuters reported Monday that Nv ...

Core Viewpoint - Wells Fargo analyst Aaron Rakers upgraded his evaluation of NVIDIA Corporation (NASDAQ:NVDA) following the Trump Administration's plans to remove export restrictions on the company's H200 chips to China, which could generate significant revenue and earnings growth [1] Group 1: Analyst Upgrades and Financial Impact - The removal of export restrictions on NVIDIA's H200 chips is seen as an "incremental positive" that may lead to an annual revenue increase of $25 billion to $30 billion and boost earnings by 60-70 cents per share [1] - NVIDIA is still rated as Overweight by Wells Fargo, with a price target set at $265 [1] Group 2: Regulatory Challenges in China - Despite the U.S. export license, Beijing regulators are expected to restrict access to NVIDIA's H200 processors, complicating the supply situation for American chipmakers in the Chinese market [2][3] - Chinese officials are currently debating how to grant restricted access to NVIDIA's second-generation AI processor, the H200, which may hinder American chipmakers' ability to supply the Chinese market [3] Group 3: Market Reaction and Stock Performance - Following the news, NVIDIA shares initially gained up to 2% in premarket trading but later reduced to a 0.6% increase [4] - NVIDIA shares have increased by 32.88% year-to-date as of December 10 [4]

Market Overview - The Federal Reserve began a two-day policy meeting with expectations of a quarter-percentage point rate cut despite inflation remaining above the 2% target [1][11] - Traders are pricing in an approximately 87% chance of a 25-basis-point rate cut, but there is an expectation of a pause in future cuts [5][11] - The U.S. 10-year Treasury yield increased to 4.18%, marking its fourth consecutive day of gains, which has contributed to a stall in equity rallies [6][11] Labor Market Insights - The Labor Department reported a slight increase in job openings in October, but hiring remained subdued [2][11] - A report from the National Federation of Independent Business indicated that companies are planning to create new jobs in the near future [2][11] Company-Specific Developments - JPMorgan Chase's consumer banking chief projected expenses to rise to about $105 billion by 2026, leading to a 4.7% drop in its shares, the largest one-day percentage decline since April 4 [7][11] - AutoZone shares fell by 7.2% after quarterly results missed estimates, while Campbell's shares dropped 5.2% due to selective price increases to counter higher costs [9][11] Sector Performance - Among the 11 S&P 500 sectors, five experienced losses, with energy being the biggest gainer at 0.7% and healthcare the largest loser, down nearly 1% [8][11] - The S&P 500 bank index fell by 2% after initially rising nearly 1% earlier in the day [7][11] Trading Activity - Advancing issues outnumbered decliners on the NYSE by a ratio of 1.14-to-1, with 209 new highs and 56 new lows recorded [10][11] - On the Nasdaq, 2,642 stocks rose while 2,137 fell, resulting in a 1.24-to-1 ratio of advancing to declining issues [10][11]

Core Insights - Nvidia has received approval from the U.S. government to sell its H200 processors to China, which are high-end GPUs designed for AI applications, previously subject to an export ban [2][4] - The U.S. government will take a 25% cut from each sale, and the Department of Commerce is finalizing the details of this approval [2][9] - Despite this approval, Chinese authorities may impose restrictions on the use of these chips, encouraging the use of locally produced semiconductors [5][6] Company Impact - Nvidia expressed support for the decision, highlighting the potential for job creation and manufacturing in America [4] - The H200 chip is part of a previous generation and has been succeeded by more advanced chips, which were not included in the deal [7] - The financial implications for Nvidia could be significant, with the total addressable market in China estimated at $50 billion, and the company previously estimated a loss of approximately $8 billion per quarter due to the export ban [9] Market Considerations - Investors are advised to remain cautious until clarity is provided on whether Chinese regulators will allow the sale of Nvidia's chips [10] - Nvidia's stock is currently viewed as attractively priced at 25 times next year's expected sales [10]

Group 1: Market Overview - Global markets experienced volatility due to a sharp increase in yields on U.S. Treasuries, German bunds, and Japanese government bonds, influenced by hawkish policy signals and significant U.S. debt sales [2][3] - The S&P 500 index ended lower on Monday, but stock index futures remained stable on Tuesday as the Federal Reserve began its two-day meeting [2][3] Group 2: Central Bank Actions - The Federal Reserve is widely expected to announce a rate cut, with significant labor market data on job openings being released before the decision [3] - European Central Bank board member Isabel Schnabel indicated that the next ECB rate move will be higher, contributing to long-dated German yields reaching 14-year highs [4] Group 3: Corporate Developments - Paramount Skydance initiated a hostile bid worth $108 billion for Warner Bros. Discovery in a competitive move against Netflix, resulting in a 7.3% increase in Paramount's shares and a 5.3% rise in Warner Bros. Discovery's shares [5] - Nvidia's stock rose 2% after the U.S. government announced it would allow the export of its H200 AI processors to China, with a 25% fee on sales [6] Group 4: Regulatory Issues - Alphabet's Google is facing an EU antitrust investigation regarding its use of online content from web publishers and YouTube videos to train its AI models [6]