NVIDIA Corporation (NVDA)
Trump Pauses Plans to Curb Nvidia H20 Chip Sales to Chinese Firms, Report Says
The Trump administration has paused plans to tighten restrictions on sales of Nvidia's (NVDA) H20 chip to companies in China, NPR reported Wednesday.
Nvidia's H20 AI chips may be spared from export controls — for now
Nvidia CEO Jensen Huang appears to have struck a deal with the Trump administration to avoid export restrictions on the company's H20 AI chips.
Nvidia Just Got Too Cheap
Nvidia Corporation's gross margins compressed slightly to 73.5% due to Blackwell ramp costs but are expected to normalize as yields improve. Customer concentration remains high, with three clients contributing over 11% each and indirect exposure exceeding 10% via resellers. Trump's 100% tariff threat on TSMC and 32% Taiwan levies pose risks, but TSMC's global importance makes full enforcement unlikely and potentially self-damaging to U.S. interests.
Nvidia: Tariffs Have Strengthened My Conviction (Rating Upgrade To Strong Buy)
Treasury Secretary Scott Bessent discussed the impact of re-shoring plans on the market and strategies to make it work in recent rounds of interviews. Year-to-date performance of Nvidia Corporation has been terrible, now the 3rd worst Mag 7 name year to date, squarely in a bear market. Forward earnings projections suggest continued growth, with some speculation by the market due to hints of CAPEX pull back in data centers.
Nvidia and these stocks are helping the chip sector to its best day in 24 years
The chip sector could see its best day in 24 years, as beaten-down semiconductor stocks rebound in the face of President Donald Trump's decision to pause hefty reciprocal tariffs on some countries and instead set the rate at 10% for 90 days.
Critical Quarterly Reports to Watch This Earnings Season
Imagine that once every few months, you must release information detailing your current financial standing. The public can see where you've spent money, made money, or how much you've saved.
Nvidia Has Generated 21,000% Returns in 10 Years. Here's How Well the S&P 500's Second-Best-Performing Stock Has Done
Investing in the S&P 500 index has long been a great way to take advantage of the economy's growth. But in many cases, buying and holding individual stocks has resulted in far more impressive gains.
Where Will Nvidia Stock Be in 3 Years?
April 2, 2025, will likely go down in history books as a major turning point in international trade. Under the leadership of President Donald Trump, the U.S. has imposed substantial tariffs on imports from many of its top trading partners, including East Asian nations like Taiwan and South Korea, which play an essential role in global technology supply chains.
Nvidia: Too Much Fear, Strong Buy
Nvidia's recent selloff is driven by macroeconomic panic, not fundamentals; the company's robust AI-driven growth remains intact despite market fears. Nvidia's valuation is now highly attractive, trading at a mere 20x forward earnings, a premium justified by its superior profitability and growth metrics. The ongoing demand for AI and data center infrastructure ensures Nvidia's continued growth, with recent viral AI trends underscoring this resilience.
Nvidia Hasn't Bottomed, But It's A Buy Nonetheless (Technical Analysis)(Rating Upgrade)
Basic technical analysis and the Ichimoku Cloud show major weakness in Nvidia stock, as further declines cannot be ruled out. Most recent earnings were respectable as revenue and EPS growth remains strong. Margin contraction has only been modest. Guidance shows a continued slowdown in growth, but overall financials are expected to remain robust through FY2026 Q1.
Nvidia Stock Falls as Tariffs Take Effect. Cathie Wood Is Scooping Up Shares.
Nvidia is being buffeted by tariffs as President Trump's sweeping duties took effect on Wednesday.
Nvidia: A Dominant Force in AI, but Is Perfection Already Priced In?
Explore the exciting world of Nvidia (NVDA -1.64%) with our expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!
