"Shares of Nvidia Corp. ( NASDAQ: NVDA) are up 10.4% over the past 90 days, and it recently reached a $5 trillion valuation. CEO Jensen Huang announced the company has secured more than $500 billion in orders for its next-generation Blackwell and Rubin AI chips, and the chipmaker announced collaborations with Deutsche Telekom and Samsung. Yet, China reportedly banned the use of foreign AI chips in state-funded data centers."
"Note that recent gains for the chipmaker helped wipe away the steep drop the stock suffered early in 2025, after it reported it would take a $5.5 billion charge tied to H20 chip export restrictions to China. While some analysts have raised price targets, others caution about ongoing headwinds due to uncertainty surrounding future U.S.-China trade relations and the potential for stricter regulations. The second-quarter report was stellar on the top and bottom lines, but its guidance fell short of high expectations."
Nvidia shares rose 10.4% over the past 90 days and the company reached a $5 trillion valuation. CEO Jensen Huang reported more than $500 billion in orders for Blackwell and Rubin AI chips and announced collaborations with Deutsche Telekom and Samsung. China reportedly banned foreign AI chips in state-funded data centers. The stock is 73.5% higher than six months ago, recovering from an early-2025 drop after a $5.5 billion charge tied to H20 chip export restrictions to China. Analysts are divided: some raised targets while others warn of U.S.-China trade uncertainty and potential stricter regulations. Q2 beat sales and earnings but guidance disappointed. Q3 report is scheduled for November 19. The company is pivoting toward U.S. AI infrastructure investments with expected robust data-center demand.
Read at 24/7 Wall St.
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