Microchips a bit mixed in early trading. This is still a sector that I think will be huge in 2026.
It is too early to say for certain. Reuters reports that China has begun to block imports of the powerful H200.
Shares of Nvidia Corp. (NASDAQ: NVDA) have retreated modestly in the past week, even though the company launched its new Rubin platform and debuted its DRIVE AV software for autonomous driving at CES 2026.
Nvidia (NASDAQ: NVDA) is scheduled to report its fiscal fourth-quarter 2025 earnings on February 25, 2026, with investors closely watching whether the company can sustain its AI-driven growth momentum after a volatile start to the year.
Chinese authorities appear to be moving to restrict the entry of advanced artificial intelligence chips from Nvidia Corp (NASDAQ:NVDA, XETRA:NVD), adding a new layer of uncertainty to the already tense technology relationship between Beijing and Washington. Customs officials have told agents that Nvidia's H200 chips are not currently permitted to enter China.
Chinese customs authorities told customs agents this week that Nvidia's H200 artificial intelligence chips are not permitted to enter China, according to three people briefed on the matter.
The chip designer and its customers must satisfy security requirements before exports are approved.
The chip giant's stock has actually been an AI laggard lately, creating opportunity for investors.
NVIDIA NASDAQ: NVDA has achieved a level of dominance in the stock market that defies historical comparison. The chip giant's market capitalization briefly peaked above $4.76 trillion following its dominant presentation at CES 2026, which featured the debut of its new consumer-focused RTX 60-Series.
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Though Nvidia (NASDAQ: NVDA) appears set to retain the honor of the only stock to have crossed $5 trillion in market capitalization for at least another year, multiple other blue-chips are all but guaranteed to cross above $4 trillion in 2026.
Shares of NVIDIA Corp. (NASDAQ:NVDA) lost 2.91% over the past five trading sessions after gaining 0.24% the five prior.