NVIDIA Corporation (NVDA)

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News

‘Greetings, earthlings': Nvidia-backed Starcloud trains first AI model in space as orbital data center race heats up
NVDA
Published: December 10, 2025 by: CNBC
Sentiment: Positive

Last month, Washington-based Starcloud launched a satellite with a Nvidia H100 graphics processing unit, sending a chip into outer space that's 100 times more powerful than any GPU compute that has been in space before. Now, the company's Starcloud-1 satellite is running and querying responses from Gemma, an open large language model from Google, in orbit.

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image for news ‘Greetings, earthlings': Nvidia-backed Starcloud trains first AI model in space as orbital data center race heats up
NVIDIA Up a Decent 34% in 2025: Why ETFs May Soar in 2026
NVDA
Published: December 10, 2025 by: Zacks Investment Research
Sentiment: Positive

AI demand, China chip approval and strong earnings boost NVIDIA's outlook. SMH, SHOC and SMHX may shine as NVDA gears up for 2026.

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image for news NVIDIA Up a Decent 34% in 2025: Why ETFs May Soar in 2026
Nvidia's H200 authorization should go to ally countries not China, says Tusk Venture's Bradley Tusk
NVDA
Published: December 09, 2025 by: CNBC Television
Sentiment: Neutral

Bradley Tusk, Tusk Venture Partners CEO, joins 'The Exchange' to discuss the sale of Nvidia H200 chips to China, the trouble of state-by-state regulation and much more.

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image for news Nvidia's H200 authorization should go to ally countries not China, says Tusk Venture's Bradley Tusk
Nvidia could see billions in upside from potential China H200 approval: analysts
NVDA
Published: December 09, 2025 by: Proactive Investors
Sentiment: Positive

Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) could unlock more than $5 billion in quarterly revenue as early as 2026 if the US government allows the company to export its H200 artificial intelligence chips to China, UBS said on Monday, after US officials signaled they may approve shipments to certain customers. The US Commerce Department is considering allowing exports of Nvidia's Hopper-generation H200 processors to approved Chinese buyers, although shipments of the newer Blackwell generation remain off the table for now, according to Reuters reporting.

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image for news Nvidia could see billions in upside from potential China H200 approval: analysts
Trump blessing Nvidia AI chip sales to China gets chilly reception from GOP
NVDA
Published: December 09, 2025 by: CNBC
Sentiment: Neutral

President Donald Trump's decision to let U.S. tech giant Nvidia sell H200 artificial intelligence chips to China is getting pushback from some Republicans. The agreement unveiled by Trump would permit the chip exports on the condition that the U.S. government gets 25% of the sales.

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image for news Trump blessing Nvidia AI chip sales to China gets chilly reception from GOP
Nvidia AI Chips to Undergo Unusual U.S. Security Review Before Export to China
NVDA
Published: December 09, 2025 by: WSJ
Sentiment: Negative

Shipping chips from Taiwan to U.S. to China would allow government to get 25% cut of sales

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image for news Nvidia AI Chips to Undergo Unusual U.S. Security Review Before Export to China
Schumer accuses Trump of 'selling out America' after greenlighting Nvidia AI chip exports to China
NVDA
Published: December 09, 2025 by: Fox Business
Sentiment: Negative

Sen. Chuck Schumer slammed President Donald Trump's announcement on allowing Nvidia to export its AI chips to China, saying he's "selling out America."

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image for news Schumer accuses Trump of 'selling out America' after greenlighting Nvidia AI chip exports to China
Why Nvidia selling chips to China is a "smart thing" for competition: CIO
NVDA
Published: December 09, 2025 by: Yahoo Finance
Sentiment: Positive

About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life. - Get the latest news and data at finance.yahoo.com - Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO) - Follow Yahoo Finance on social: X: http://twitter.com/YahooFinance Instagram: https://www.instagram.com/yahoofinance/?hl=en TikTok: https://www.tiktok.com/@yahoofinance?lang=en Facebook: https://www.facebook.com/yahoofinance/ LinkedIn: https://www.linkedin.com/company/yahoo-finance

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image for news Why Nvidia selling chips to China is a "smart thing" for competition: CIO
Nvidia Wins Trump's Approval to Sell H200 AI Chips to China, But There's a Catch
NVDA
Published: December 09, 2025 by: Investopedia
Sentiment: Positive

Nvidia could be set to sell more of its advanced chips to China, with some conditions.

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image for news Nvidia Wins Trump's Approval to Sell H200 AI Chips to China, But There's a Catch
Reddit Traders Cool on NVDA Stock After CEO Huang Warns of China's AI Infrastructure Advantage
NVDA
Published: December 09, 2025 by: 24/7 Wall Street
Sentiment: Positive

Shares of Nvidia (NASDAQ:NVDA) slipped .5% today, coinciding with a noticeable shift in retail investor sentiment on platforms like Reddit and X from bullish to almost perfectly neutral.

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image for news Reddit Traders Cool on NVDA Stock After CEO Huang Warns of China's AI Infrastructure Advantage
Nvidia: I'm Going All In Again
NVDA
Published: December 09, 2025 by: Seeking Alpha
Sentiment: Positive

Nvidia Corporation remains a compelling long-term investment, with Q3 results exceeding expectations and Q4 guidance raised well above consensus. Hyperscalers' record AI infrastructure spending and robust demand for NVDA's products underpin double-digit growth prospects through at least FY27. My updated DCF model values NVDA at $224.61 per share, reflecting higher revenue growth assumptions and meaningful upside from current levels.

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image for news Nvidia: I'm Going All In Again
Bank of America Thinks Nvidia Can Charge Toward $275 – What It Sees That the Bears Don't
NVDA
Published: December 09, 2025 by: 24/7 Wall Street
Sentiment: Negative

Bank of America slapped a $275 price target on Nvidia (NASDAQ:NVDA ) stock.

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image for news Bank of America Thinks Nvidia Can Charge Toward $275 – What It Sees That the Bears Don't
Why Nvidia's stock is now shrugging off Trump's approval of chip sales to China
NVDA
Published: December 09, 2025 by: Market Watch
Sentiment: Positive

Some analysts see ample opportunity now that the U.S. plans to allow chip sales to China again, but others worry about further geopolitical roadblocks.

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image for news Why Nvidia's stock is now shrugging off Trump's approval of chip sales to China
U.S. China hawks say Trump approved Nvidia chip sales to China will supercharge its military
NVDA
Published: December 09, 2025 by: Reuters
Sentiment: Negative

China hardliners in Washington slammed the Trump administration for its decision to allow Nvidia to ship its second most advanced AI chip to China, citing fears Beijing could harness the technology to supercharge its military.

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image for news U.S. China hawks say Trump approved Nvidia chip sales to China will supercharge its military
Melius Research's Ben Reitzes: My Nvidia price target is 320 without China
NVDA
Published: December 09, 2025 by: CNBC Television
Sentiment: Positive

Ben Reitzes, head of technology research at Melius Research, joins CNBC's ‘Squawk on the Street' to discuss Nvidia as the semiconductor giant gets the green light from President Donald Trump to sell its more advanced H200 AI chip to China.

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image for news Melius Research's Ben Reitzes: My Nvidia price target is 320 without China
Has NVIDIA (NVDA) Outpaced Other Computer and Technology Stocks This Year?
NVDA
Published: December 09, 2025 by: Zacks Investment Research
Sentiment: Positive

Here is how Nvidia (NVDA) and Appian (APPN) have performed compared to their sector so far this year.

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image for news Has NVIDIA (NVDA) Outpaced Other Computer and Technology Stocks This Year?
Nvidia Stock Falters, Brushing Off U.S.-China Chip News
NVDA
Published: December 09, 2025 by: Schaeffers Research
Sentiment: Negative

President Donald Trump announced yesterday on Truth Social that Nvidia Corp (NASDAQ:NVDA) can ship its H200 AI chips to "approved customers," including China and other countries, as long as the U.S. receives 25% of sales.

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image for news Nvidia Stock Falters, Brushing Off U.S.-China Chip News
NVDA Stock Forecast: Analysts See $133 Price Target Ahead
NVDA
Published: December 09, 2025 by: Forbes
Sentiment: Neutral

Our multi-factor analysis indicates that it could be the right moment to divest NVDA stock. We maintain a general negative outlook on the stock, and a valuation of $133 might be within reach.

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image for news NVDA Stock Forecast: Analysts See $133 Price Target Ahead
Nvidia Shares Fall After Trump Allows Sale Of AI Chips To China
NVDA
Published: December 09, 2025 by: Forbes
Sentiment: Negative

The president made the announcement on his Truth Social platform, saying he had “informed President Xi, of China, that the United States will allow NVIDIA to ship its H200 products to approved customers in China, and other Countries, under conditions that allow for continued strong National Security.” Trump's post did not offer any specifics about these National Security-related conditions, however, the president said Xi has responded “positively!

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image for news Nvidia Shares Fall After Trump Allows Sale Of AI Chips To China
NVIDIA Stock To $133?
NVDA
Published: December 09, 2025 by: Forbes
Sentiment: Negative

Our multi-factor analysis indicates that it could be the right moment to divest NVDA stock. We maintain a general negative outlook on the stock, and a valuation of $133 might be within reach.

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image for news NVIDIA Stock To $133?
This Chinese GPU IPO Just Soared 425%. Has NVIDIA Met its Match?
NVDA
Published: December 09, 2025 by: 24/7 Wall Street
Sentiment: Positive

Could the next Nvidia (NASDAQ:NVDA) really be hiding in plain sight on the Chinese market?

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image for news This Chinese GPU IPO Just Soared 425%. Has NVIDIA Met its Match?
Trump Shifts Stance in Letting Nvidia Sell to China
NVDA
Published: December 09, 2025 by: Bloomberg Markets and Finance
Sentiment: Positive

President Donald Trump shifts US policy and will let Nvidia sell powerful H200 chips to China. But regulators for Xi Jinping may not be fully on board.

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image for news Trump Shifts Stance in Letting Nvidia Sell to China
S&P500: Fed Outlook, Nvidia Gains, and Rebalancing Themes Shape US Stocks Forecast
NVDA
Published: December 09, 2025 by: FXEmpire
Sentiment: Positive

Nvidia gains and steady US stock futures set the tone as traders await the Fed decision and key forecasts shaping the stock market outlook today.

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image for news S&P500: Fed Outlook, Nvidia Gains, and Rebalancing Themes Shape US Stocks Forecast
Nvidia Stock And The AI Monetization Supercycle No One Is Pricing In
NVDA
Published: December 09, 2025 by: Seeking Alpha
Sentiment: Positive

Nvidia Corporation went from $1 billion in revenue in 2023 to $3.7 billion in 2024 to now $13 billion in annualized revenue, which is the steepest rise in tech history. NVDA's Q3 revenue grew by a solid 62.5% YoY and 22% QoQ to $57.01 billion. Revenue growth accelerated by 6.9 percentage points from 55.6% YoY growth reported in Q2. Including Networking and Q4's guidance, NVDA looks to be on track to generate $186 billion of its $500 billion opportunity in fiscal 2026.

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image for news Nvidia Stock And The AI Monetization Supercycle No One Is Pricing In
Nvidia Wins Approval to Sell H200 Chips in China
NVDA
Published: December 09, 2025 by: Bloomberg Technology
Sentiment: Positive

President Donald Trump granted Nvidia Corp. permission to ship its H200 artificial intelligence chip to China in exchange for a 25% surcharge. Bloomberg's Annabelle Droulers explains.

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image for news Nvidia Wins Approval to Sell H200 Chips in China
Nvidia's AI Empire Just Expanded
NVDA
Published: December 09, 2025 by: Seeking Alpha
Sentiment: Positive

Nvidia Corporation holds visibility to over $500 billion in Blackwell and Rubin revenue through 2026, underscoring unprecedented long-term AI infrastructure demand. Free cash flow is projected to grow from an $80 billion base to $110–$120 billion within two years, reinforcing structural monetization strength. Nvidia's architecture uniquely supports accelerated computing, generative AI, and agentic AI, while inference growth drives multiyear profit expansion due to escalating compute requirements.

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image for news Nvidia's AI Empire Just Expanded
U.S. Plans to Approve Export of Nvidia's H200 Chip to China
NVDA
Published: December 08, 2025 by: WSJ
Sentiment: Positive

The chipmaker's chief executive, Jensen Huang, met with President Trump last week to discuss exporting the powerful chips.

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image for news U.S. Plans to Approve Export of Nvidia's H200 Chip to China
Synopsys upgrade supported by Nvidia's $2B investment
NVDA, SNPS
Published: December 08, 2025 by: Proactive Investors
Sentiment: Positive

Bank of America upgraded Synopsys Inc (NASDAQ:SNPS, XETRA:SYP) to “Neutral” on Monday, saying the chip-design software maker's upcoming earnings call will be critical for rebuilding investor confidence after a weak patch in its intellectual property business and uncertainty tied to its Ansys acquisition. The brokerage raised its rating from “Underperform” but trimmed its price objective to $500 from $525, reflecting a 4% cut to its fiscal 2026 and 2027 earnings estimates.

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image for news Synopsys upgrade supported by Nvidia's $2B investment
Taiwan Semiconductor Stock: Why Nvidia's Loss Is TSMC's Gain
NVDA, TSM
Published: December 08, 2025 by: Seeking Alpha
Sentiment: Positive

TSMC continues to benefit from rising AI spending. Revenue and margins are at record highs while competition is nowhere in sight. As more companies enter the AI accelerator market and Nvidia's monopoly slips, TSMC stands to capture even more value.

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image for news Taiwan Semiconductor Stock: Why Nvidia's Loss Is TSMC's Gain
A Key Moment for AI Stocks Comes This Week—and It Has Nothing to Do With Nvidia
NVDA
Published: December 08, 2025 by: Barrons
Sentiment: Neutral

Oracle's earnings are the must-watch even for tech investors.

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image for news A Key Moment for AI Stocks Comes This Week—and It Has Nothing to Do With Nvidia

About NVIDIA Corporation (NVDA)

  • IPO Date 1999-01-22
  • Website https://www.nvidia.com
  • Industry Semiconductors
  • CEO Jen-Hsun Huang
  • Employees 36000

NVIDIA Corporation provides graphics, and compute and networking solutions in the United States, Taiwan, China, and internationally. The company's Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; vGPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems; and Omniverse software for building 3D designs and virtual worlds. Its Compute & Networking segment provides Data Center platforms and systems for AI, HPC, and accelerated computing; Mellanox networking and interconnect solutions; automotive AI Cockpit, autonomous driving development agreements, and autonomous vehicle solutions; cryptocurrency mining processors; Jetson for robotics and other embedded platforms; and NVIDIA AI Enterprise and other software. The company's products are used in gaming, professional visualization, datacenter, and automotive markets. NVIDIA Corporation sells its products to original equipment manufacturers, original device manufacturers, system builders, add-in board manufacturers, retailers/distributors, independent software vendors, Internet and cloud service providers, automotive manufacturers and tier-1 automotive suppliers, mapping companies, start-ups, and other ecosystem participants. It has a strategic collaboration with Kroger Co. NVIDIA Corporation was incorporated in 1993 and is headquartered in Santa Clara, California.