Nvidia logo displayed on a smartphone over a keyboard highlights chipmaker's AI demand outlook and stock momentum. Key Points The Trump administration floats the idea that NVIDIA might be allowed to sell H200s to China. Sales to China would be a bonus: NVIDIA's stock price is heading higher anyway. Analyst trends are strengthening, revealing robust support and an outlook for a triple-digit upside.  Interested in NVIDIA Corporation? Here are five stocks we like better. There is hope that NVIDIA (NAS ...

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Monday's key moments. 1. The S & P 500 and Nasdaq each surged Monday on the back of Alphabet 's gains and expectations for a third Fed interest rate in 2025. Shares of the Google parent jumped more than 4% on excitement about the launch of Gemini 3, which also sparked debate about whether it is superior to OpenAI's ChatGPT. Jim Cramer said, "The rate cut story is really behind a lot ...

Group 1 - The recent sell-off in the tech-heavy Nasdaq composite has negatively impacted artificial intelligence companies like Nvidia and Palantir Technologies, pushing their stock prices below key moving averages [1] - Gold stocks, particularly Kinross Gold, have shown relative resilience during this downturn, maintaining a position on the Investor's Business Daily Leaderboard as shares bounce back [1] Group 2 - Nvidia's stock has seen fluctuations as discussions arise regarding potential U.S. government approvals for chip sales to China, indicating a possible shift in market sentiment [2] - The performance of AI stocks is under scrutiny, with companies like Google experiencing gains while others like Oracle and Meta face declines, highlighting a divergence in the sector [4] - Insider selling at Palantir Technologies has raised concerns about its stock outlook, contributing to a bearish sentiment around the company [4]

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 : NVDANvidiaToday's Change( -1.06 %) $ -1.91Current Price$ 178.73Key Data PointsMarket Cap$4390BDay's Range$ 172.95 ...

Core Viewpoint - Nvidia is positioned to benefit from several catalysts that could enhance its stock performance in the latter half of 2025 despite facing competition and trade concerns [1][2]. Group 1: Catalysts for Growth - **Sovereign AI Momentum**: Nvidia's CEO Jensen Huang advocates for countries to develop their own AI infrastructure, which has led to the European Union planning five AI gigafactories and 20 countries, including Germany and France, investing in sovereign AI initiatives. This positions Nvidia favorably as a leading provider of AI-centric chips [4][5]. - **Blackwell Chip Sales**: The recently launched Blackwell chips are expected to significantly impact Nvidia's financial results, with major data center and cloud operators committing $315 billion in capital expenditures this year, primarily for AI-related investments. Nvidia, as a leading provider of data center GPUs, stands to gain from this spending [6][7]. - **Sales to China**: Nvidia has applied for licenses to sell its H200 chips in China, with estimates suggesting potential sales could reach nearly $10 billion per quarter, providing a substantial revenue boost for the company [8][9].