"Shares of Nvidia Corp. ( NASDAQ: NVDA) have popped 5.2% in the past week, after it announced it would begin shipping H200 chips to China in February and that it would invest $1.5 billion on a server farm in Israel. Nvidia's stock is 30.2% higher than six months ago, outperforming the S&P 500 and Nasdaq in that time. Note that gains for the chipmaker in that time have helped wipe away the steep drop the stock suffered early in 2025,"
"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. Analysts believed the ban could result in a $9 billion revenue hit. Some $700 million would affect fiscal first-quarter results, with the remaining $8 billion spread across the second and third quarters."
Nvidia shares rose about 5.2% in the past week after announcing H200 shipments to China in February and a $1.5 billion server-farm investment in Israel. The stock is roughly 30.2% higher than six months ago, reversing an early-2025 drop tied to a $5.5 billion charge from H20 chip export restrictions. Analysts project possible revenue losses from export controls of up to $9 billion, with $700 million impacting fiscal Q1 and $8 billion spread across later quarters. Supply-chain tariffs, potential stricter U.S.-China rules, and competition from Huawei pressure margins, while strong data-center demand and reported price increases support profitability.
Read at 24/7 Wall St.
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