Companies with impressive demand visibility, rapid innovation cycles, and robust supply chains can pleasantly surprise investors.Nvidia's (NVDA +0.99%) stellar third-quarter fiscal 2026 earnings (ended Oct. 26, 2025) prompted a wave of analyst upgrades. The consensus target price of $256.95 is more than 45% above the company's closing share price on Dec. 16. Even then, I contend that analysts may still be underestimating the company's long-term growth potential. Here's why.Record order visibilityNvidia repo ...

Today, Dec. 15, 2025, investors weigh fresh AI model launches, new software deals, and evolving export rules shaping Nvidia’s outlook.NASDAQ : NVDANvidiaToday's Change( 0.70 %) $ 1.22Current Price$ 176.24Key Data PointsMarket Cap$4.3TDay's Range$ 175.03 - $ 178.4152wk Range$ 86.62 - $ 212.19Volume5.1MAvg Vol191MGross Margin70.05 %Dividend Yield0.02 %Nvidia (NVDA +0.70%), a leading GPUs and AI solutions developer, closed Monday’s session at $176.29, up 0.73%. Trading volume reached 163 million shares, nearly ...

After successfully lobbying the Trump administration to approve the sale of its H200 chips to China, Nvidia is now thinking of ramping up production of the chips as Chinese companies rush to place orders, Reuters reported, citing anonymous sources. The most powerful of Nvidia’s previous Hopper generation of graphics processing units (GPUs) made for training large language models, the H200 chips previously could not be sold in China, as the previous Biden administration had proposed rules limiting sales o ...

核心观点 - 英伟达在获得美国政府批准后 计划增加H200芯片对华销售产能 以应对中国公司的强劲需求[1] - 中国公司正急于订购H200芯片 但中国官方是否批准进口仍在审议中[1][3] 政策与监管动态 - 美国商务部上周批准英伟达向中国销售H200 GPU 条件是英伟达需让渡该芯片销售额的25%[2] - 此前拜登政府曾提议限制先进AI芯片对华销售 H200因此无法在中国销售[2] - 中国官员仍在决定是否允许进口性能显著强于定制版H20的H200芯片[3] 市场需求与订单情况 - 英伟达正考虑增加产能 因其看到来自中国公司的强劲需求[1][3] - 包括阿里巴巴和字节跳动在内的中国公司 已联系英伟达探讨H200芯片的大额订单[5] - 目前H200芯片的产量有限[5] 行业竞争与战略背景 - 中国正竞相发展国产AI芯片 西方国家的竞争和国家安全关切限制了中国获取最新最强AI训练硬件[4] - 硬件获取受限导致中国公司更侧重于效率提升而非单纯扩大规模[4] - 扩大H200 GPU生产将使英伟达能够挖掘中国市场的潜在需求[4]

The S & P 500 ran into a brick wall Friday and finished the week lower, just one day after closing at a record high. The rotation out of tech stocks, which supported the Dow , was on full display. The across-the-board rally on Wednesday after the Federal Reserve cut interest rates for the third time this year was long forgotten. .SPX .IXIC,.DJI 5D mountain S & P 500, Nasdaq and Dow last week For the week, the broad-market S & P 500 lost roughly 0.6%, while the tech-heavy Nasdaq fell 1.6%, breaking a two-wee ...

All right, let's take a look at the big picture. It's all about tech all the time. It was interesting because I was looking at some of the sectors that were hitting highs and included banks and the Jets ETF and indust and also industrials ETF.But what's going on with tech. Corey Johnson, chief market strategist at Apistrophe Capital Research is with us. Um, we got news from Oracle for example, but it tells the story and the worries about debt that's on the rise in the world of tech.Is Oracle an Oracle story ...

asbe/iStock via Getty Images Listen below or on the go on Apple Podcasts and Spotify This is an abridged transcript of the podcast: As widely expected, the Federal Open Market Committee reduced its benchmark interest rate by 25 basis points on Wednesday, its third straight cut, as the Federal Reserve's monetary policy arm sought to balance its dual mandate of full employment and price stability. It appeared to see the risk to employment as the more pressing issue. The policy easing brought the federa ...

Nvidia's prospects for 2026 have received a massive boost.Nvidia (NVDA 1.08%) has been witnessing incredible demand for its artificial intelligence (AI) chips in recent years, which has led to remarkable growth in the company's revenue and earnings. However, the company's impressive growth could have been even better this year had it been able to sell its chips into the Chinese market.The U.S. government restricted Nvidia from selling its chips to the Chinese market in April this year, telling the company t ...

U.S. stock markets are poised for a pivotal Wednesday, December 10, 2025, as investors eagerly await the Federal Reserve's final interest rate decision of the year and a crucial inflation report. Premarket trading activity indicates a mixed sentiment, with futures showing slight movements across major indices as the market braces for potential volatility.Premarket Trading and Futures MovementsAs of early Wednesday morning, U.S. stock futures were largely subdued, reflecting investor caution ahead of key eco ...

President Trump will let Nvidia sell H200 chips in China, but the U.S. government will take a cut of the revenue (in what amounts to export tax).Nvidia (NVDA 0.39%) dominates the market for accelerated computing infrastructure. Particularly important, its graphics processing units (GPUs) and networking equipment are the industry standard in running artificial intelligence workloads, and many analysts believe its sticky software platform (CUDA) will keep the company in a leadership position for years to come ...