Trading Weekly AI News

January 12 - January 20, 2026

This week brought big news about artificial intelligence companies and computer chips used to build AI systems. The main story is that companies making these powerful chips say they're selling more than expected. On January 15, Nvidia, a major chip company, told investors they expect to earn 500 billion dollars from their newest chips by the end of 2026. This is great news for the AI industry. Around the same time, another important company called TSMC, which makes chips for Nvidia, said they would earn 7% more money than people thought. When TSMC's stock went up 7%, Nvidia's stock also jumped up 3%. This shows that investors believe AI computers will keep growing strong. However, not everyone is excited yet. Even with all this good news, Nvidia's stock stayed flat while other tech stocks went up 2% for the year. Experts think the real test will come later this month when the biggest tech companies like Google, Amazon, Meta, and Microsoft report their earnings and tell investors how much money they plan to spend on AI computers next year. If these companies keep spending a lot of money on AI, then chip makers like Nvidia should keep growing fast.

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