Core Insights - Nvidia has become the first company to achieve a market capitalization exceeding $4 trillion, surpassing Apple and Microsoft [2] - The meeting between Nvidia CEO Jensen Huang and President Trump is speculated to address the impact of export controls on Nvidia's AI chips [2][3] - Trump highlighted Nvidia's stock performance, noting a 47% increase since the implementation of tariffs, and claimed the U.S. is benefiting from significant tariff revenues [2] Group 1: Market Performance - Nvidia's stock rose slightly, achieving a market cap over $4 trillion, marking a significant milestone in the tech industry [2] - The company briefly touched the $4 trillion mark during trading on the previous day [2] Group 2: Export Controls and Market Access - Nvidia is facing export controls on its AI chips, particularly affecting sales to China, with an estimated $8 billion in planned orders at risk due to new licensing requirements [3] - The U.S. government has effectively closed the $50 billion Chinese market to U.S. companies, according to Huang [4] - The Trump administration has canceled a planned rule by the Biden administration regarding AI chip exports, indicating potential new restrictions on technology distribution [4]

Core Viewpoint - Nvidia is facing significant revenue losses due to restrictions on sales to China, which CEO Jensen Huang estimates to be in the billions of dollars [2][4]. Financial Performance - Despite the challenges in the Chinese market, Nvidia reported a 69% year-over-year revenue growth, reaching $44 billion in the fiscal first quarter, exceeding analysts' expectations [2]. - Nvidia's stock rose approximately 4% in extended trading, potentially reaching its highest level since January [2]. Market Impact - Nvidia's market capitalization has increased by nearly 240% in 2023 and over 170% in the previous year, indicating a strong recovery after a difficult start to 2025 [3]. Regulatory Environment - The U.S. government has imposed restrictions on Nvidia's sales to China, requiring an export license for the H20 processor, which was previously approved, leading to an immediate halt in sales [4]. - The H20 processor was designed to comply with U.S. export controls following restrictions on AI chip exports implemented in 2022 [5].

Nvidia built a chip to comply with American export rules. Then the rules changed. Markets reacted dramatically, but chances are that the chipmaker can stand the hit. In this podcast, Motley Fool analyst Anthony Schiavone and host Mary Long discuss Nvidia's $5.5 billion charge and earnings from Prologis.Then, Motley Fool host Ricky Mulvey talks with Kevin Simzer, COO of Trend Micro, about AI's impact on the cybersecurity space.To catch full episodes of all The Motley Fool's free podcasts, check out our podca ...

Nvidia (NVDA 4.48%) stock is gaining ground in Wednesday's trading ahead of its soon-to-be-released fourth-quarter results. The artificial intelligence (AI) leader's share price was up 4.6% as of 11:45 a.m. ET. At the same point in the day's trading, the S&P 500 was up 0.8%, and the Nasdaq Composite was up 1.2%.After a significant valuation pullback recently, Nvidia stock is bouncing back in today's trading. The company's share price is climbing higher in conjunction with promising demand news. Recent repor ...