Could Nvidia sell its H200 chips in China? Nvidia (NVDA 1.06%) is currently barred from selling its vaunted graphics processing chips (GPUs) in China, but there may be some movement on that front. Bloomberg is reporting that the Trump administration is considering allowing Nvidia to sell its H200 chips to China -- and if so, it could be worth potentially billions to Nvidia's bottom line. NASDAQ : NVDA Nvidia Today's Change ( -1.06 %) $ -1.91 Current Price $ 178.73 Key Data Points Market Cap $4390B Day's Ran ...

After weeks of hand-wringing over a supposed “AI bubble,” Nvidia’s blowout earnings were exactly what Wall Street needed to see – even if yesterday’s trading session didn’t look like it.Nvidia crushed expectations as its growth re-accelerated for the first time in six quarters. Meanwhile, management guided for even faster growth ahead. Despite this, Thursday’s post-earnings rally fizzled, and the market closed lower as fear once again took the wheel.But here’s the real story from Luke Lango, InvestorPlace S ...

Core Insights - The stock market is currently experiencing uncertainty, with tech stocks struggling despite strong earnings from Nvidia [2][7] - The Federal Reserve's upcoming interest rate decision is expected to significantly influence market direction [3][11] Tech Stocks Performance - Nvidia reported strong earnings, but this did not lead to a recovery in tech stocks, which have been underperforming [2][7] - The Cboe Volatility Index (VIX) reached its highest level since April, indicating increased market fear [2] - The Nasdaq index rose by 2%, which is only slightly above the Dow's 1.7% gain, suggesting a lack of strong momentum in tech stocks [2] Market Sentiment and Future Outlook - Experts believe that the tech sector's performance will be crucial for overall market sentiment moving forward [3][7] - There is a historical precedent for tech stocks rebounding after periods of skepticism, as seen in previous AI-related market fluctuations [4][5] - Analysts express optimism that earnings growth will eventually attract investors back to tech stocks [7] Federal Reserve Influence - The Federal Reserve's policy meeting next month is expected to be pivotal, with divided opinions on interest rate cuts [10][11] - Recent labor market data has created conflicting signals, complicating the Fed's decision-making process [10][12] - A potential rate cut could provide liquidity to the market, which may help renew the AI rally [11][12] AI Sector Dynamics - The AI sector is viewed as being in the early stages of a long-term growth cycle, with expectations of continued investment [8] - Concerns about over-investment in AI have resurfaced, but analysts remain hopeful about the sector's long-term prospects [4][8] - The reliance of tech companies on credit markets for AI investments increases the sector's sensitivity to interest rates [8]

最近两日震荡的美股走势显示，英伟达没能拯救美股，一位美联储高官看来却做到了。 英伟达本周三盘后公布的季度业绩和指引亮眼，却未能阻止美股大跌。周四美股高开低走，盘中大跳 水，标普500指数早盘涨1.9%后收跌近1.6%。但在美联储"三把手"、纽约联储主席威廉姆斯(John Williams)暗示联储可能12月再次降息后，美股周五反弹，三大股指午盘均涨超1%。美债价格则加速上 涨，收益率连续第二日下行。 威廉姆斯周五表示，他认为"近期内"有进一步调整利率的空间。投资者迅速将此解读为12月降息的强烈 信号，市场对美联储12月降息的预期概率从威廉姆斯讲话前的约40%跃升至超过70%。 评论称，周四美股大跌体现了，投资者担忧人工智能（AI）泡沫、地缘政治风险以及美联储政策前景 的不确定性。市场周五早盘走势仍不稳定，直到威廉姆斯讲话后才转向坚挺。威廉姆斯的表态被视为美 联储最高领导层的政策信号，为市场注入了关键信心，及时阻止了市场可能出现的再次暴跌。 在威廉姆斯讲话当天，本周五还有两名美联储官员发声。今年拥有美联储FOMC会议投票权的波士顿联 储主席柯林斯(Susan Collins)和明年有FOMC会议投票权的达拉斯联 ...

Core Insights - NVIDIA Corporation (NVDA) is significantly outperforming competitors Advanced Micro Devices, Inc. (AMD) and Intel Corporation (INTC), driven by strong demand for its Blackwell chips and cloud services [1][8] Financial Performance - NVIDIA reported fiscal Q3 2026 revenues of $57 billion, a 62% year-over-year increase and a 22% rise from the previous quarter [1] - Data center segment revenues reached $51.2 billion, up 66% year-over-year and 25% quarter-over-quarter, while gaming revenues were $4.3 billion, reflecting a 1% decline from the previous quarter but a 30% increase year-over-year [2] - Net income for the quarter rose to $31.91 billion, compared to $19.31 billion in the same period last year [3] Future Outlook - NVIDIA anticipates Q4 2026 revenues to be around $65 billion, with a margin of plus or minus 2%, indicating strong growth potential [4] - The company emphasizes its leadership in AI hardware and the competitive advantage provided by its CUDA software platform [4] Market Sentiment - CEO Jensen Huang reassured investors about the sustainability of the AI boom, stating that the AI ecosystem is rapidly expanding across various industries and countries [5] - NVIDIA has returned $37 billion to shareholders through buybacks and dividends since the start of fiscal 2026, reflecting financial strength [6] Investment Potential - Following the record Q3 results, NVIDIA's growth outlook and shareholder returns make the stock attractive, with brokers forecasting an average short-term price target of $239.49, a 28.4% increase from the last closing price of $186.52 [7] - The highest target is set at $350, suggesting a potential upside of 87.7% [7] - NVIDIA's price-to-earnings (P/E) ratio stands at 40.33, which is more affordable compared to the Semiconductor - General industry's forward earnings multiple of 45.92 [10]

The H 200. Remind us. Where does this chip fall in invidious current lineup.Yeah. So this is the prior generation. The generations most powerful chip are significantly more powerful and faster than the H20, which today they are allowed to ship, but buyers are not lining up to buy that chip.Significantly higher ASP than the H20, almost 1.5% to 2 x higher. So a license for this chip would be huge for Nvidia, as you pointed out. Not the Blackwell, though.And I'm just curious about how how powerful this is, rig ...

AI companies are spending so much on infrastructure that Nvidia’s data center business now brings in nearly $50 billion. But is this sustainable growth or just the latest tech mania? And should we even be calling it a “bubble” when the belief in AI’s future is what’s holding the whole ecosystem together? This week on Equity, Kirsten Korosec, Anthony Ha, and Sean O’Kane dig into Nvidia’s massive earnings beat, the circular economy of AI infrastructure spending, and whether CEO Jensen Huang’s optimistic visi ...

Nvidia Crushed It. The Market Shrugged. Here’s Why I’m Not SurprisedNvidia just delivered another knockout quarter and the stock went down anyway. I don’t think that’s about Nvidia at all, it’s about a market that’s suddenly more scared of AI debt than impressed by AI headlines. Alfonso holds a Bachelor's degree in Economics. With his expertise in financial markets, he delivers insightful analysis and investment strategies. Off work, he enjoys playing soccer, combining his passion for sports with his financ ...

Core Insights - Nvidia stock experienced volatility, initially dropping 4.3% to 172.94 before rebounding to a 1.7% increase at 183.77 later in the day, indicating a recovery attempt after a significant sell-off related to the artificial intelligence sector [1]. Group 1: Market Performance - The stock market faced a downturn, breaking below key levels, largely influenced by Nvidia's earnings report which did not meet expectations, leading to a broader market sell-off [2]. - Bitcoin also saw a significant decline during this period, reflecting a negative sentiment in the market [2]. Group 2: Sector Analysis - The "Magnificent Seven" stocks, including Nvidia, Tesla, and Microsoft, faced heavy selling pressure, suggesting potential ongoing challenges for these high-profile tech stocks [4]. - Nvidia and Taiwan Semiconductor Manufacturing Company (TSMC) were highlighted as leading stocks in the IBD Best Stock Lists, despite the recent market turbulence [4].

Key TakeawaysThe Trump administration is reportedly considering allowing the sale of Nvidia's (NVDA) H200 chips to China, a move that could significantly alter current export restrictions and impact the global AI chip market.Major U.S. stock indices, including the S&P 500 and NASDAQ 100, climbed to session highs on Friday, November 21, 2025, with Nvidia (NVDA) shares also rising by 1.9% after a volatile week.Ford Motor Company (F) extended its gains to a session high of 4.3% after reaffirming its full-year ...