Nvidia Corporation (NASDAQ:NVDA) CEO Jensen Huang is optimistic about the potential to resume sales of the chipmaker’s advanced chips in China, but emphasized the importance of addressing U.S. national security concerns.Trump To Make The Final DecisionIn an interview on the sidelines of the Asia Pacific Economic Co-operation 2025 (APEC) Summit, Huang was asked if he would want Nvidia’s Blackwell AI chip to be sold in China. He responded, “I hope so. But that’s a decision for President (Donald) Trump to make ...

BREAKING: Caterpillar Jumps As AI Data Center Boom Fuels GrowthA Federal Reserve rate cut is in the bag for today's meeting, which wraps up with a 2 p.m. ET policy statement and a 2:30 p.m. news conference from Chair Jerome Powell. Wall Street also sees a good chance the Powell will signal an end to balance-sheet tightening. That should be enough to keep the S&P 500 rally going for a fifth straight session and a fourth consecutive record closing high.Monetary policy is a tailwind for markets as economic unc ...

Trump says he expects to lower tariffs the US has imposed on Chinese goods over the fentanyl crisis and speak with China’s Xi about Nvidia's flagship Blackwell AI chip https://t.co/Eco4feNaG9 ...

Core Insights - The secular trend of artificial intelligence presents significant investment opportunities, with Nvidia and ASML being prominent stocks to consider [1][2] Group 1: ASML Overview - ASML holds a monopoly on extreme ultraviolet (EUV) lithography technology, essential for producing advanced AI chips [4] - The company generated 28.3 billion euros in 2024 and anticipates a 15% sales growth in 2025, with potential revenue reaching between 44 billion and 60 billion euros by 2030 [5][6] - Despite geopolitical challenges, including export restrictions to China, ASML is expected to maintain growth, with the Chinese market contributing around 25% to its 2025 revenue, down from 36% in 2024 [6][7] Group 2: Nvidia Overview - Nvidia's AI chips have seen remarkable success, with revenue soaring 56% year-over-year to $46.7 billion in the fiscal second quarter ending July 27 [8] - The company is positioned for continued growth, as CEO Jensen Huang emphasizes the increasing global recognition of AI as essential infrastructure [8][9] - Nvidia and ASML provide investment opportunities in different segments of the AI industry, with ASML focusing on chip manufacturing technology and Nvidia on AI chip sales [9]

Core Insights - Proactive provides fast, accessible, and actionable business and finance news content to a global investment audience [2] - The company focuses on medium and small-cap markets while also covering blue-chip companies and broader investment stories [3] - Proactive's news team delivers insights across various sectors including biotech, mining, oil and gas, and emerging technologies [3] Technology Adoption - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

Core Viewpoint - Nvidia's stock is facing significant downward pressure, nearing the critical $100 support level, with a year-to-date decline of over 22% in 2025, raising concerns about the sustainability of its AI-driven gains [1][2]. Stock Performance - Nvidia's stock closed at $106.98 after a drop of over 5% in the last session, indicating a potential risk of falling below the $100 mark if broader market trends remain bearish [1][2]. - The stock has been locked in a channel up pattern since June 2024, with the current dip being viewed as a bearish leg within this structure [3]. Technical Analysis - The stock recently touched a higher low trendline, which has historically triggered strong rebounds [4]. - Previous patterns indicate that when the one-day relative strength index (RSI) hit 34, Nvidia experienced a minimum bounce of 26.85%, suggesting a potential recovery if this pattern repeats [5]. - Analysts are monitoring support zones between $102 and $77, with pivot points identified at $91 and $75, indicating a real possibility of dipping below $100 [7]. Fundamental Analysis - Nvidia reported record-breaking revenue of $39.33 billion in Q4, exceeding estimates of $38.05 billion, with net income nearly doubling to $22.09 billion [9]. - The company's next-generation Blackwell AI chip generated $11 billion in revenue, marking the fastest adoption in its history [10]. - Nvidia anticipates $43 billion in first-quarter revenue, reflecting a 65% year-over-year growth, supported by bullish forecasts from Wall Street analysts predicting the stock could surpass $150 in the next 12 months [10].