Nvidia CEO Jensen Huang speaks at the 2026 CES event in Las Vegas, Nevada, United States, Tuesday, January 6, 2026.
Bridget Bennett | Bloomberg | Getty Images
AMD report fourth quarter earnings Tuesday after the bell. The chipmaker’s revenue and profit beat Wall Street expectations, but its shares plunged more than 8% in after-hours trading as its guidance fell short of some expectations.
AMD’s main competitor, NVIDIAalso facing its own difficulties. CEO Jensen Huang told CNBC’s Jim Cramer on Tuesday, “no drama involved“A collaboration between the company and OpenAI. “Everything is on track,” he added.
Huang refers to Nvidia’s OpenAI invests $100 billiontakes place in September, this is “on ice”, report Saturday’s Wall Street Journal. Nvidia shares fell more than 3.4% on Tuesday.
Major U.S. stock indexes also had a bad day. this S&P 500 Index Down 0.84% Dow Jones Industrial Average Despite rising 0.5% earlier in the session to hit a new record, it ended up down 0.34%.
High-tech Nasdaq Composite Index Dragged down by software stocks, the stock price fell 1.43% Immediate service and salespersonboth down nearly 7% — as investors appear to be considering the potential for artificial intelligence to erode the value of these companies.
The company has significant assets private credit market holdings, For example blue owl, Ares Management and KKRalso sank. According to statistics, the software industry accounts for approximately 20% of private loans from direct lenders i capitalan alternative investment company.
There was at least one positive development overnight. US President Donald Trump signs a bill into law Provide funding to the federal governmentIt has been briefly closed since Saturday morning.
In the coming day, please pay attention to the PMI released by Japan, China and India.
What you need to know today
The merger of xAI and SpaceX is the largest ever, The transaction valuation Combined company valued at $1.25 trillion. In specific numbers, SpaceX is valued at $1 trillion and xAI at $250 billion, according to documents seen by CNBC.
Disney names Josh D’Amaro as its next CEO. Current Chairman of Damaro disney experience and willingness Replaces Bob Iger March 18, Disney Annual Meeting.
Stephen Millan resigns from White House CNBC confirmed that he chairs the Council of Economic Advisers. he was Leave this position Member of the Board of Governors of the Federal Reserve System since September 2025.
U.S. software and asset management stocks plunge, Drive major indexes lower on Tuesday. Bitcoin continue to declinebut spot gold and spot silver Part of the losses were recovered. European Stoke 600 up 0.1%.
(PRO) JPMorgan’s Favorite Stock List for February add a Industrial property owners But some retailers were removed. The Wall Street bank’s analysts focus on growth, revenue, value and short investment strategies.
at last…
Ray Dalio warns world is ‘on the verge’ of capital war
legendary investor Ray Gallio The world is on the “edge” of a capital war, it warned on Tuesday, amid rising geopolitical tensions and turmoil in capital markets.
In an interview with CNBC Dan Murphy on stage world government summit Dalio said in Dubai, United Arab Emirates, that we are approaching the realm of capital wars – when currencies are weaponized using measures such as trade embargoes, blocking access to capital markets or using debt ownership as leverage.
He noted the recent escalation in tensions driven by the Trump administration bring greenland – Danish territory – under Washington’s control.
—Chloe Taylor







