Tesla falls on Trump’s plans to roll back EV production targets, Apple gets a downgrade, and 3M and Charles Schwab score earnings beats.

GeForce NOW subscription tiers are currently listed as 'sold out' for a lot of gamers, pointing to capacity issues for NVIDIA's cloud gaming service.

Foxconn's earnings release comes just a week after Microsoft announced that it expects to spend $80 billion on AI data center infrastructure in its FY 2025. This was huge news for investors, as it confirms that Silicon Valley's AI arms race is not winding down any time soon.

A 6.4 magnitude earthquake struck southern Taiwan early Tuesday, forcing Taiwan Semiconductor Manufacturing Co. to evacuate facilities in a region critical to global chip supply, marking the second significant seismic event to impact semiconductor operations in recent months.

Nvidia, Apple, and Microsoft are all on a path to reach a $4 trillion valuation as soon as this year. This company has seen free cash flow explode even as it invests heavily in AI data centers. With multiple paths to profit from its AI investments,

Former House Speaker Nancy Pelosi has executed a series of significant technology stock trades valued at over $30 million, according to recent congressional disclosure reports, while recovering from a hip injury sustained during an official trip to Luxembourg.

The company formerly known as Google has seen almost a 16 per cent rise in share price from when Trump was confirmed as having won the US election in early November, and while it has held fairly steady across the past month, the final week of Joe Biden’s administration did see an initial 1.6 per cent rise.

"We could go back to quarters where the stock sells off, bears come out of hibernation mode, stock goes to $100, then all of a sudden, two months later, back up to all-time highs," Ives continued. "These knee-jerk reactions, it’s easy to get scared by them because they don’t say anything about near-term demand."

The AI chipmaker ( NVDA) overtook Apple in market cap in early November, before Apple shifted back to the top spot later in that month. Apple ( AAPL) shares hit an all-time high of $260.10 on Dec. 26 but have since lost ~15%.

Nvidia ( NVDA 0.21%) is one of the most widely followed stocks today, and it's easy to see why. Its lead in the artificial intelligence (AI) accelerator market supercharged its revenue growth and made it the largest semiconductor stock, as measured by market cap, next to Apple.

Live Updates Make sure to refresh this page periodically for updates. What Stocks are Moving on Trump Executive Orders? 11:29 am Earlier we noted that Tesla may be dropping today thanks to an executive order from Donald Trump that could put limits on pro-EV legislation.