NVIDIA’s (NASDAQ: NVDA) market received a green light to rally that will have far-reaching repercussions. NVIDIA is the largest company globally, with a valuation exceeding $4 trillion, and has the most significant impact on the S&P 500 index.

NVIDIA Corporation (NASDAQ:NVDA) is one of the AI Stocks Gaining Attention on Wall Street. On July 15, Bernstein maintained its “Outperform” rating on the stock with a $185 price target. Several analysts raised their forecasts for the stock after Nvidia managed to win the approval of the US government for the sale of its H20 chips

Nvidia 's ( NVDA 0.37%) business has been going strong over the past few years thanks to its dominance in the global artificial intelligence (AI) chip market. The company designs the most powerful AI chips on the market,

Treasury Secretary Scott Bessent’s comments and news of the resumption of H20 chip sales to China have excited Wall Street.

Nvidia's H20 GPUs to resume shipments in China, boosting revenue; Needham analyst raises price forecast to $200 and sees strong demand for new Blackwell variants.

In July 2025, the U.S. government greenlit artificial intelligence (AI) chip exports to China, unlocking billions in revenue for Nvidia (NVDA) and Advanced Micro Devices (AMD) — and boosting both stocks on the news that specialized AI chip exports to China would resume.

Key Takeaways Nvidia shares jumped Tuesday morning after the AI investor favorite said it plans to resume selling one of its most popular chips to China.After reclaiming the 200-day moving average in mid-May,

China has leveraged its dominance over rare earths for Nvidia chips; however, this expert says world isn't decoupling, it is just bartering.