Core Viewpoint - Nvidia's H200 AI chip sales to China are currently stalled due to a pending U.S. national security review, despite President Donald Trump's approval for exports nearly two months ago [1] Group 1 - The approval for Nvidia's H200 AI chip exports to China was granted by President Trump, but the sales remain in limbo [1] - The delay in sales is attributed to a national security review by the U.S. government [1]

On Thursday, Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang said during a visit to Taiwan that surging AI demand is rapidly increasing the need for advanced memory.AI's Next Bottleneck Is Memory, Not Just ComputeHuang said the future of artificial intelligence will be shaped as much by memory as by computing power, reported UDN, one of the leading media platforms in Taiwan.He noted that modern AI models need to think, respond and reason at extremely high speeds, driving a sharp rise in memory capacity requireme ...

Economic data released on Tuesday showed that the U.S. Conference Board’s consumer confidence index unexpectedly fell to an 11-1/2-year low of 84.5 in January, weaker than expectations of 90.6. Also, the U.S. November S&P/CS HPI Composite - 20 n.s.a. rose +1.4% y/y, stronger than expectations of +1.2% y/y. In addition, the U.S. Richmond Fed manufacturing index rose to -6 in January, slightly weaker than expectations of -5.In yesterday’s trading session, Wall Street’s major indexes closed mixed, with the S&P ...

NVIDIA Corporation (NASDAQ:NVDA) is one of the best stocks to buy and hold for 20 years. NVIDIA (NVDA) CEO Jensen Huang Frames AI as the Largest Infrastructure Buildout in Human History On January 21, 2026, NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang appeared on the World Economic Forum stage in Davos, framing AI as “the largest infrastructure buildout in human history.” He sees AI not as a single technology cycle but as a multi-layer platform shift. According to him, this shift spans energy, chips ...

Core Insights - Nvidia has demonstrated operational dominance, with stock performance characterized by sharp rallies and healthy pauses, maintaining an uptrend despite recent dips [1][4][5] - The company has transitioned from a graphics specialist to a leader in AI data centers, with a current market capitalization of nearly $4.6 trillion [2][3] Financial Performance - Nvidia's Q3 revenue grew 62.5% year-over-year to $57.01 billion, with adjusted EPS rising 60.5% to $1.30, indicating strong execution [13] - The data center segment saw sales jump 66% to $51.2 billion, while networking revenue surged 162% to $8.2 billion [14] - Analysts forecast Q4 fiscal 2026 revenue at $65.6 billion, with EPS expected to grow 69.4% year-over-year to $1.44 [16] Market Position and Analyst Sentiment - Cantor Fitzgerald has named Nvidia a "top pick," suggesting the recent pullback presents an attractive entry point, with demand trends stabilizing and a new product cycle approaching [4][17] - Tigress Financial raised its price target for Nvidia to $350, emphasizing its dominance in data center computing and potential in autonomous driving and healthcare [18][19] - Overall, analysts maintain a consensus rating of "Strong Buy," with 44 out of 48 analysts recommending this rating [20] Strategic Developments - Nvidia plans to resume H200 AI chip shipments to China by mid-February, boosting investor confidence despite regulatory risks [8] - The company has a significant $500 billion order backlog tied to chips and networking, with a large portion expected to materialize in 2026 [22] - Nvidia is expanding into CPUs, software, and inference through strategic partnerships, enhancing its market position [22][24]

Exxon Mobil Corporation - ExxonMobil updated its corporate plan through 2030, raising its outlook for earnings and cash flow growth by $5 billion each compared to its previous forecast [2] - The company now expects to deliver $25 billion in earnings growth and $35 billion in cash flow growth by 2030, relative to 2024 levels, while maintaining flat capital spending [2] - Exxon Mobil shares rose 1.1% to close at $119.42 on Tuesday [5] NVIDIA Corporation - NVIDIA expects to begin shipping its second-most powerful AI chip, H200, to China in mid-February, fulfilling initial orders with existing chips [4] - Initial shipments are expected to include 5,000 to 10,000 chip modules, representing around 40,000 to 80,000 H200 chips [4] - NVIDIA shares climbed 3% to close at $189.21 during the session [5] iShares MSCI India ETF - The iShares MSCI India ETF rose 0.5% during the session [5]

Core Viewpoint - Nvidia (NVDA) is positioned as a major beneficiary of the artificial intelligence boom, driven by strong demand for its advanced graphics processing units (GPUs) [1] Market Pressure and Competition - The stock has faced pressure due to concerns over AI valuations and increasing competition from companies like Broadcom (AVGO), Advanced Micro Devices (AMD), and Google's tensor processing units (TPUs) [2] - Nvidia is also dealing with uncertainties regarding chip exports to China amid geopolitical tensions [2] Analyst Sentiment - Despite market pressures, several analysts maintain a bullish outlook on Nvidia, citing its strong execution, innovation, and dominant position in the AI GPU market [3] - TipRanks' AI Analyst has an "outperform" rating on NVDA with a price target of $205 [3] Analyst Insights - **Vivek Arya – Bank of America** - Arya reiterated a buy rating with a price target of $275, emphasizing Nvidia's competitive edge and upcoming Blackwell-backed LLMs expected in early 2026 [4][6] - He noted a $500 billion revenue opportunity for Blackwell, Rubin, and networking for 2025-2026, with recent deals with OpenAI and Anthropic representing potential upside [7][8] - **Stacy Rasgon – Bernstein** - Rasgon also holds a buy rating with a price target of $275, highlighting the potential upside in the $500 billion outlook for Blackwell and networking sales [9][10] - He believes Nvidia is about two years ahead of Google's TPU program and that its programmable platform solutions are superior for cloud AI infrastructure [11][12] - Rasgon mentioned ongoing uncertainty regarding licenses to ship H200 AI chips to China and the implications of a 25% revenue sharing with the U.S. government [13] - **Blayne Curtis – Jefferies** - Curtis reaffirmed a buy rating with a price target of $250, citing Nvidia's technology moat and growth potential amid ASIC adoption [15][16] - He expects significant revenue from the new CPX chip in 2027 and has raised his EPS estimates for 2026 and 2027 to $7.82 and $9.50, respectively [18]

Group 1 - Alibaba Group Holding Limited (NYSE:BABA) is interested in acquiring Nvidia's H200 AI chip following the Trump administration's approval for Nvidia to export chips to China [1] - Chinese companies, including Alibaba, are awaiting government approval to import Nvidia's chips, which would be significant for Alibaba and other tech firms as they currently use H20 chips that are nearly six times slower than the H200 chips [2] - The Chinese government recently met with representatives from Alibaba, ByteDance, and Tencent to evaluate the demand for H200 chips, which are essential for training AI models more efficiently [3] Group 2 - Wall Street has mixed opinions on Alibaba's stock, with Arete downgrading it to Neutral from Buy with a price target of $172, while Susquehanna maintained a Buy rating with a price target of $190 [4] - Despite recognizing Alibaba's potential as an investment, some analysts believe that other AI stocks may offer greater upside potential and lower downside risk [5]

Regulatory Approval & Financial Impact - President Trump granted Nvidia permission to ship its H200 AI chip to China [1] - Nvidia could regain billions of dollars in lost business [1] - The sales would only go to approved customers [1] Competitive Landscape - Chip makers such as Intel and AMD would also be eligible [1] Deal Terms - In exchange for the permission, Nvidia would give a 25% cut of the sales [1]

Core Viewpoint - Nvidia's stock has experienced significant volatility despite strong quarterly results, with concerns raised about the increase in Days Sales Outstanding (DSO) potentially indicating financial irregularities [3][4][5]. Company Overview - Nvidia is a leading technology firm specializing in graphics processing units and artificial intelligence solutions, with a market capitalization of $4.32 trillion, making it the world's most valuable company [2]. Financial Performance - Nvidia reported a substantial increase in free cash flow, surging 64% sequentially to over $22 billion, indicating strong cash management despite concerns over DSO [6][7]. Days Sales Outstanding (DSO) Analysis - DSO has increased from an average of 46 days in FY2020-2024 to 53 days in Q3 FY26, raising alarms among some investors who equate this with potential financial issues [5][8]. - The rise in DSO is attributed to a higher concentration of receivables among a few large customers, particularly cloud service providers, which traditionally have longer payment terms [8][9]. - Analysts argue that Nvidia's DSO is reasonable when compared to other suppliers serving the same customers, whose DSO typically exceeds 60-70 days [9]. Analyst Sentiment - Despite recent skepticism, Wall Street analysts maintain a strong bullish outlook on Nvidia, with 44 out of 48 analysts rating it a "Strong Buy" and an average price target of $252.33, indicating a 39.3% upside potential [11][12].