The trade war with China was tough on Nvidia Corp. (NASDAQ: NVDA) investors.
NVIDIA rides soaring AI demand and surging revenues, while BigBear.ai leans on Ask Sage - raising the question of which stock holds more upside in 2026.
Trump 'sells out' U.S. national security with Nvidia chip sales to China, Sen. Warren says
Nvidia Corporation retains a Strong Buy rating, with U.S. approval for H200 chip sales to China seen as largely symbolic, not a near-term catalyst. NVDA's guidance and consensus estimates do not include China sales; Chinese import restrictions remain in place, limiting upside from H200/H20 chips. EBITDA margins are robust at 64%-65%, with sales CAGR of 37.7% and free cash flow expected to grow 43.8% annually.
Concerns about slowing growth and free cash flow volatility led analysts to trim 2025 targets, sending Braze's NASDAQ: BRZE stock price to long-term lows, but that movement is over.
Nvidia ( NASDAQ:NVDA ) has quietly built a strategic investment portfolio not many investors are aware of targeting companies that enhance its AI ecosystem, from chip design to data infrastructure.
Nvidia and other stocks exposed to the AI trend were being hit as Oracle slumped following earnings.
NVIDIA, Micron, and Vertiv emerge as top AI picks for next year, backed by strong net income ratios and solid 12-month growth metrics.
The semiconductor sector delivered extraordinary performance in 2025, with AI-driven demand reshaping the competitive landscape.
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) has denied reports suggesting that Chinese AI startup DeepSeek is using the company's Blackwell GPUs, which are restricted for sale to China, to train advanced AI models. The reports, initially published by The Information, claimed that DeepSeek accessed several thousand Blackwell chips through a complex smuggling operation involving “phantom data centers” in Southeast Asia.
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD)-backed startup Starcloud has achieved a milestone by training the first artificial intelligence model in space, according to a CNBC report. The company launched its Starcloud-1 satellite in early November 2025, equipped with an Nvidia H100 GPU, which the company says is 100 times more powerful than any graphics processor previously flown in orbit.
The robust hyperscaler demand for Nvidia Corporation's market leading AI chips/networking offerings already flows into the outsized 2025/2026 guidance and the excellent pricing power. I urge readers to look beyond the noise surrounding intensifying custom AI accelerator competitions, as NVDA launches the lower cost Rubin CPX— Content Phase aXcelerator for inference use cases. Thanks to the ongoing consolidation at the 50/100 DMAs and the raised consensus forward estimates, NVDA looks cheap at P/E of 38.93x and 3Y PEG ratio of 0.82x.