"Shares of Nvidia Corp. ( NASDAQ: NVDA) have surged 19.7% over the past 90 days, despite a more than 6% retreat since its third-quarter forecast fell short of expectations. The stock is 51.5% 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. Some analysts have raised price targets, while others caution against 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 that 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 reporting it would take a $5.5 billion charge tied to H20 chip export restrictions to China."
Shares of Nvidia have risen markedly over recent months, rebounding from a steep spring low to outperform major indices. The company reported mixed first-quarter results and a strong second quarter, although guidance disappointed high expectations. A $5.5 billion charge related to H20 chip export restrictions to China weighed on early-2025 performance. Analysts remain divided, with some lifting price targets while others warn of risks from uncertain U.S.-China trade relations and potential stricter regulations. Nvidia continues to prioritize capital expenditure to hyperscale production, pivot toward U.S. AI infrastructure investments, and design chips for China amid strong data-center demand.
Read at 24/7 Wall St.
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