NVIDIA Corporation (NVDA)
Did Nvidia CEO Jensen Huang Just Unlock the $50 Billion China Market?
For the past two years, the artificial intelligence boom has been shaped as much by politics as technology.
Nvidia gains US approval for H200 chip sales to Chinese tech giants: report
The United States has cleared roughly 10 Chinese companies to purchase Nvidia Corp (NASDAQ:NVDA, XETRA:NVD)'s H200 artificial intelligence chips, according to a Reuters report citing people familiar with the matter. The approved firms include major technology companies such as Alibaba, Tencent, ByteDance and JD.com, the sources said.
Trump Brought 17 CEOs to China. Only Two Got Seats on Air Force One: Elon Musk and Jensen Huang
President Trump's delegation to Beijing this week included 17 American chief executives.
Nvidia tops $230 mark: here's why analysts say NVDA still cheap ahead of earnings
Shares of Nvidia (NVDA) climbed to another record high on Thursday, extending a powerful rally fueled by optimism around artificial intelligence demand, easing restrictions on chip sales to China, and expectations of another blockbuster earnings report later this month. The stock rose by 2.6% at the market open to cross the $231 mark after closing at an all-time high of $227.16 on Wednesday.
Analyst issues new Nvidia (NVDA) stock price target
While Nvidia's (NASDAQ: NVDA) period of stock market decline and stagnation between October 2025 and April 2026 failed to erase Wall Street bullishness, the semiconductor giant's latest resurgence gave a second wind for institutional bulls.
Nvidia moves one step closer to a breakthrough on Chinese exports after reaching another milestone
Nvidia's chief executive Jensen Huang has been lobbying for a long time for the ability to export advanced semiconductor chips to China in the face of opposition from both Washington and Beijing. It appears a breakthrough might have been made.
Nvidia's Jensen Huang on China trip: ‘President Trump asked me to come'
Nvidia's Jensen Huang told reporters on Thursday that U.S. President Donald Trump "asked" him to come on the China trip. Initial indications suggested Huang would not be part of the trip, but it was announced on Tuesday that he would join the summit.
Nvidia: A Strong Setup Ahead Of Earnings
Nvidia should continue to benefit from robust, supply-constrained AI GPU demand, as evidenced by recent developments. TSMC raised its AI accelerator revenue CAGR forecast to 56–59%. Hyperscaler capex and AI infrastructure commitments—Microsoft, Google, Meta, AWS—underscore sustained, broad-based demand for AI solutions.
Nvidia stock: Jensen Huang's China remarks matter for investors
Nvidia stock (NASDAQ: NVDA) has remained a market favourite after hitting another all-time high this week, extending the chipmaker's golden run on Wall Street. Yet Jensen Huang's appearance in Beijing alongside US President Donald Trump's state visit is a reminder that, for all the enthusiasm around artificial intelligence, one of Nvidia's most important strategic problems has not gone away: China.
Exclusive: US clears H200 chip sales to 10 China firms as Nvidia CEO looks for breakthrough
The U.S. has cleared around 10 Chinese firms to buy Nvidia's second-most powerful AI chip, the H200, but not a single delivery has been made so far, three people familiar with the matter said, leaving a major technology deal in limbo as CEO Jensen Huang seeks a breakthrough in China this week.
Michael Landsberg on AI Beyond NVDA, Stock Picks in CSCO, CRWD & V
"People have correctly stayed the course" by looking at earnings, says Michael Landsberg, noting the strength U.S. muscled for the rest of the markets. He talks about how there's much more than Nvidia (NVDA) for investors to scoop up in the AI trade.
Nvidia (NVDA) Exceeds Market Returns: Some Facts to Consider
Nvidia (NVDA) closed the most recent trading day at $226.39, moving +2.54% from the previous trading session.
