NVIDIA Corporation (NVDA)
Nvidia orders halt to H20 chip production after China directive, The Information says
Nvidia has told some of its component suppliers to suspend production work related to H20, its AI chip tailor-made for the Chinese market, The Information reported on Thursday, citing two people with direct knowledge of the communications.
Why Nvidia Matters More To Markets Than The Fed
Markets move on gaps between reality and expectations. I expect the gap that could emerge after Nvidia reports second-quarter earnings next Wednesday will move markets more than whatever Federal Reserve Chair Jerome Powell says on Friday in Jackson Hole, Wyoming.
Machine learning algorithm predicts Nvidia stock price on September 1, 2025
While not without competition, Nvidia (NASDAQ: NVDA) is still the king of the semiconductor industry. However, some recent market developments, in particular the company's obligation to pay the government a 15% share on some of its sales in China as part of the renewed shipping deal, have generated a lot of speculation regarding the short-term future of the stock.
Why Nvidia (NVDA) is a Top Growth Stock for the Long-Term
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Nvidia faces potential China blow ahead of next week's earnings
In of Nvidia Corp (NASDAQ:NVDA, ETR:NVD) highly anticipated earnings next week, there were reports that the company faces fresh pressure in China that could dent its eagerly awaited reopening of this key market. Following negotiations with the US government, the big news in the earnings would have been comments on the resumption of sales of its restricted H20 chip to China.
Nvidia: Sell Before It's Too Late
Despite getting the opportunity to once again sell H20 AI accelerators in China, Nvidia Corporation's overall upside from this development could be limited. Nvidia's overexposure to a handful of major customers is another major risk, considering that hyperscalers are testing their own AI accelerators. Considering that NVDA stock already remains overvalued, especially after the latest rally, we decided to stick with our Sell rating for its stock.
The Week Ahead: GDP Update, Nvidia Earnings to Stir the Pot
As August comes to a close, investors can expect one last slew of pertinent economic data and another round of earnings reports.
Nvidia Is About To Beat Estimates, But It Might Not Be Enough
Nvidia Corporation's China revenue is under pressure from export restrictions, forced revenue sharing, and muted demand due to inventory stockpiling and government discouragement. Hyperscaler spending on AI infrastructure is massive, but these customers are developing their own chips, threatening Nvidia's long-term dominance and margins. With NVDA stock up 31% YTD and high expectations, even a strong earnings beat may not drive further upside due to lofty valuations and priced-in optimism.
Renaissance Hedge Fund Adds NVIDIA, Follows Buffett Into UNH
Renaissance Technologies is often referred to as the most successful hedge fund of all time. From 1998 to 2021, the firm's Medallion Fund generated annualized after-fees returns of 39%.
This banking giant raises Nvidia stock target by 60%
Banking giant HSBC has raised its Nvidia (NASDAQ: NVDA) price target to $200 from $125, a 60% increase, while maintaining a ‘Hold' rating.
Nvidia (NVDA) Reports Next Week: Wall Street Expects Earnings Growth
Nvidia (NVDA) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
The Case for Buying NVIDIA Stock Ahead of the Robotics Surge
For those concerned about NVIDIA's NASDAQ: NVDA prospects and the staying power of AI, don't fret. NVIDIA is at the heart of the next tech revolution, which will come after AI: robotics.
