Analyst Sticks With Nvidia Despite Fallout From China Curbs

Following the H20 effective shipment ban to China on April 15, Nvidia Corp NVDA stock has declined 14%, versus the PHLX Semiconductor Sector’s 8% and the S&P 500’s 4%.BofA Securities analyst Vivek Arya noted four key concerns pressuring the stock. They included China sales, AI Diffusion Rules, gross margin return to mid-70% by the fiscal second half amid multiple sales cuts and cost pressures, and cloud capex visibility into calendar 2026.Also Read: Nvidia’s Jensen Huang Meets Japanese PM To Discuss AI’s Gr ...