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China instructed some domestic tech companies to stop placing new orders for Nvidia's H200 chips this week, according to The Information. The move aligns with a broader plan that could push buyers toward local AI processors. U.S. approvals for H200 exports are still being processed, and shipments would carry a 25% revenue-sharing tax.

As of January 7, 2026, Solana has become the largest blockchain by market capitalization for tokenized stocks, with tokenized equity volume on the network reaching $874.19 million. Across all chains, tokenized equity products now total $1.2 billion in market value, while Solana's broader RWA ecosystem includes $874.2 million in tokenized RWAs excluding stablecoins and a stablecoin market cap of $14.77 billion. Six SOL ETFs approved in October last year have attracted $801.3 million so far, and SOL was trading at $137.24 with a $77.4 billion market cap at the time of publication.

Ripple’s ecosystem has drawn renewed attention in early January as XRP’s price rose 20% in a week to $2.25. The company expanded in Asia through partnerships with major Japanese banks, secured a $500 million funding round at a $40 billion valuation, and saw strong demand for spot XRP ETFs that accumulated about $1.25 billion in net inflows. Despite speculation, Ripple’s leadership maintains it plans to stay private for now.

Nvidia, which crossed a $5 trillion market capitalization before easing back to $4.57 trillion, has seen its annual share-price gains slow from 238.87% in 2023 to 38.88% in 2025. At CES 2026, the company unveiled upgrades in gaming, automotive and data center platforms, including the Vera Rubin NVL72 rack-scale AI cluster. These developments suggest Nvidia is shifting from rapid expansion to consolidating structural control over key parts of the AI ecosystem.

Chinese AI server maker xFusion has appointed Citic Securities as its investment bank and begun formal IPO preparation following strong 2024 revenue of over 40 billion yuan. The IPO tutoring phase is slated to run from early January through as late as April or May 2026, as the company moves to join a wave of Chinese AI and chip firms listing in Shanghai and Hong Kong amid intensified state backing for domestic technology.

As of January 7, 2026, Micron shares have climbed 237% over the past 12 months. UBS reiterated a buy rating and raised its price target to $400, about 16% above Tuesday's close. According to UBS analyst Timothy Arcuri, AI workloads are constraining DRAM supply, leaving Micron able to fulfill only 50% to 75% of demand for major customers.

Ripple will remain private despite a $500 million fundraising at a $40 billion valuation that added Fortress Investment Group and Citadel Securities to its cap table. President Monica Long said the firm can fund growth through strategic investors and its balance sheet; earlier in 2025, Ripple completed a $1 billion tender offer at the same valuation.

On January 7, 2026, China was reported to be considering tighter rare‑earth export licenses to Japan as tensions over Taiwan persist. Japan still sources about 60% of its rare‑earths from China, and heavy elements such as dysprosium and terbium remain the main supply risk. The move followed a government ban on over 800 dual‑use items for defense‑linked buyers.

Bitget said its cumulative spot trading volume in tokenized stocks has surpassed $1 billion, with about 95% of the 2025 total concentrated in December. Demand centered on precious metals, as IAUon and SLVon logged two-week surges of 4,904% and 3,729%. The venue enables 24/7 USDT-based trading and lists over 100 equity and commodity tokens.

MSCI said in a Tuesday note it will not implement a proposal to remove digital asset treasury companies from its Global Investable Market Indexes as part of the February 2026 review. A campaign group warned such an exclusion could force up to $15 billion in selling, while MSTR climbed 6.7% after-hours. Bitcoin slipped about 1% to $92,700.