Nvidia stock in green ahead of Huang’s CES speech: what to expect?

Nvidia stock was rising early on Monday as investors looked ahead to a keynote-style presentation from chief executive Jensen Huang at the Consumer Electronics Show (CES), with additional support coming from encouraging signals on artificial-intelligence hardware demand from Taiwan-based manufacturing partner Foxconn.

Nvidia stock was up 0.8% at $190.28 in early trading, extending gains after the shares rose 1.3% on Friday.

The move came amid broader strength in semiconductor stocks, with the VanEck Semiconductor ETF gaining 1.7%.

The S&P 500 was also higher, up 0.6% in morning trading.

Among Nvidia’s peers, Advanced Micro Devices traded up 0.8%, while Broadcom fell 2.5%, reflecting some divergence within the chip sector as investors positioned ahead of a busy week of technology announcements.

CES puts spotlight on Nvidia’s strategy

Huang is scheduled to speak at a “special presentation” at 4 p.m. Eastern time in Las Vegas, according to Nvidia’s website.

His appearance is one of the most closely watched events of CES this year, with investors expecting updates on Nvidia’s roadmap across artificial intelligence, robotics, simulation, gaming, and content creation.

The presentation will be streamed live on Nvidia’s official website and YouTube channel, giving global investors real-time access to any announcements.

Nvidia has indicated that CES 2026 will showcase “cutting-edge AI, robotics, simulation, gaming, and content creation” through more than 20 demonstrations during the event.

Market participants are closely monitoring whether Huang’s remarks reinforce expectations that Nvidia will remain a central beneficiary of accelerating AI adoption.

The company’s innovations in AI computing, data-centre hardware, and software ecosystems have been a key driver of its stock performance over the past several years.

Mizuho analyst Jordan Klein said the tone of CES announcements could have broader implications for the semiconductor trade.

“With the bullish headlines and sell side updates out today, my sense is that semis have more upside to go and if CES newsflow and keynotes addresses this week are construed as bullish ‘buy the news’ type events, long only and relative managers will have to react and follow this retail, quant semi chase or fear falling behind benchmarks,” Klein wrote.

Foxconn results add to optimism

Nvidia shares may also be benefiting from fresh updates from key partner Hon Hai Precision Industry, better known as Foxconn.

The company reported a 22% rise in fourth-quarter revenue and said its first-quarter performance is likely to land toward the upper end of its five-year historical range.

While Foxconn is widely recognised as Apple’s main contract manufacturer, its largest business segment is now cloud and networking products, including servers designed for artificial intelligence workloads.

The company said shipments of its AI racks—systems made up of multiple linked servers—continue to ramp up, underscoring sustained demand from customers building out AI infrastructure.

That outlook has been interpreted by investors as a positive read-through for Nvidia, whose graphics processing units and related technologies are widely used in AI servers produced by Foxconn and other manufacturers.

Investors watch for directional signals

As CES gets underway, Nvidia sits at the centre of investor attention, not only because of Huang’s high-profile appearance but also due to the broader question of whether the AI-driven rally in chip stocks can extend into 2026.

The combination of upbeat partner data, expectations for new product showcases, and analyst optimism has helped support Nvidia shares heading into the week.

How markets ultimately react will depend on whether Nvidia’s CES messaging reinforces confidence in sustained AI investment and long-term demand for its hardware and software platforms.

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