"Shares of Nvidia Corp. ( NASDAQ: NVDA) are up 9.7% over the past 90 days, despite renewed volatility due to tariff and trade concerns in recent days. The stock is 62.6% higher than six months ago, easily outperforming the S&P 500 and Nasdaq in that time. However, the rebound from the spring low has sparked mixed reactions. 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."
"Nvidia, the leading artificial intelligence (AI) chipmaker, has been navigating a pivotal moment since posting mixed first-quarter earnings, which one analyst called a victory. The second-quarter report was stellar on the top and bottom lines, but its guidance fell short of high expectations. 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."
"Despite this, the company's pivot to U.S. AI infrastructure investments and new chip designs for China signals resilience. With analysts eyeing robust data center demand, 24/7 Wall St. here explores whether Nvidia can sustain its recovery and drive further growth. Why Invest in Nvidia? Nvidia faces significant hurdles as it navigates U.S.-China trade restrictions and intense market expectations. In the first quarter, export controls on its H20 AI chip-which had been designed specifically to circumvent export restrictions on advanced technology to China-"
Nvidia's shares have risen notably, gaining 9.7% over 90 days and 62.6% over six months, outperforming major indexes. The stock's recovery followed mixed first-quarter results and a strong second-quarter showing that missed lofty guidance. A $5.5 billion charge tied to H20 chip export restrictions to China erased earlier steep losses. The company is shifting toward U.S. AI infrastructure investments and producing redesigned chips for China. Trade tensions, new tariffs, and potential export controls continue to threaten revenue, supply-chain costs, and market expectations. Robust data-center demand underpins optimism, but regulatory uncertainty and competition present material risks to growth.
Read at 24/7 Wall St.
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