"Shares of Nvidia Corp. ( NASDAQ: NVDA) are up 13.7% over the past 90 days and poised to reach a $5 trillion valuation. The AI chipmaker has announced collaborations with Nokia, Uber, and the U.S. Department of Energy. The stock is 84.9% 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."
"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 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. 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-led to the substantial write-down noted above."
Shares of Nvidia are up 13.7% over the past 90 days and 84.9% higher than six months ago, nearing a $5 trillion valuation and announcing collaborations with Nokia, Uber, and the U.S. Department of Energy. The rebound prompted mixed analyst reactions, with some raising targets and others warning of headwinds from uncertain U.S.-China trade relations and potential stricter regulations. First-quarter results were mixed while the second quarter produced strong revenue and profits but guidance disappointed. The company took a $5.5 billion charge tied to H20 chip export restrictions yet pivoted toward U.S. AI infrastructure investments as analysts expect robust data center demand. Export controls on the H20 chip could cut about $9 billion in revenue and new tariffs plus retaliatory measures may raise supply-chain costs.
Read at 24/7 Wall St.
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