Nvidia shares rose to a new high after US approvals opened the door for H200 chip sales to major Chinese buyers.
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Key Highlights Equity futures advanced Thursday as President Trump and President Xi Jinping commenced their high-stakes summit in China’s capital. Dow futures increased 0.4%, while S&P 500 and Nasdaq 100 futures each posted gains of 0.3%. Wednesday saw both the S&P 500 and Nasdaq reach all-time closing highs, propelled by strength in mega-cap technology companies. Nvidia shares reached a record close Wednesday following CEO Jensen Huang’s participation in Trump’s delegation to China. Cisco stock jumped after the company reported stronger-than-expected earnings and revealed an AI-driven reorganization eliminating approximately 4,000 positions. Equity futures tracked higher Thursday morning as the historic summit between President Donald Trump and Chinese President Xi Jinping commenced in Beijing, fueling investor expectations for potential progress on trade relations between th
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Nvidia (NVDA) stock is the early winner of the United States (US) President Donald Trump’s summit with China on Thursday. Shares of the AI chipmaker rose more than 2% in Thursday’s premarket. If the gains remain through the close, this will become NVDA’s seventh consecutive day of gains. President Trump’s Commerce Department approved ten Chinese firms to import Nvidia’s H200 AI chip, as well as a few other distributors in the Asian region. US Retail Sales for April fell from 1.6% MoM in March to 0.5% MoM, but that was in line with the consensus. The Dow Jones Industrial Average (DJIA) futures rose 0.9% in the premarket on Thursday, while the NASDAQ Composite futures declined 0.2%, and S&P 500 futures gained 0.3% on the news. Nvidia could boost China sales on Commerce Department clearance Nvidia has been looking to regain market share in China after several rounds of t
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NVIDIA surpassed silver with a $5.5T valuation as Alphabet approaches the $5T milestone. Bitcoin overtook Alphabet in 2025 after surging above $94,000 and reaching a $1.86T. Bitcoin would need a $4.8T valuation to surpass Alphabet again, implying a $214K BTC price. NVIDIA has moved past silver in global asset rankings after its market capitalization climbed to roughly $5.5 trillion. The stock recently traded near $227, pushing the AI chip giant behind only gold among the world’s largest assets. Silver’s market value stood near $5 trillion during the move, while gold remained far ahead at above $32 trillion. The rally has become one of the clearest signs of how aggressively capital is flowing into AI infrastructure. Investors are now assigning multi-trillion-dollar valuations to companies tied directly to chips, cloud systems, AI model training, and enterprise compute demand. At the
Nvidia's rising price targets reflect growing confidence in AI's transformative potential, signaling robust investment opportunities in tech.
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SoftBank's investment in Graphcore could reshape the AI chip market, challenging Nvidia's dominance and potentially easing GPU shortages.
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Nvidia's potential 40% stock rise underscores the transformative impact of AI infrastructure growth on tech investment strategies.
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Nvidia's market cap surge underscores its growing dominance in tech, potentially reshaping competitive dynamics among global giants.
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