NVIDIA Stock News

Artificial intelligence stocks have pushed the S&P 500 higher over the past few years. In recent weeks, though, investors have worried about stocks' valuations.

China accounted for 13% of Nvidia's overall revenue in 2024. It previously was allowed to sell its H20 chip, which is a downgraded version of the H100.

The Score is a weekly review of the biggest stock moves and the news that drove them.

After weeks of hand-wringing over a supposed “AI bubble,” Nvidia's blowout earnings were exactly what Wall Street needed to see – even if yesterday's trading session didn't look like it. Nvidia crushed expectations as its growth re-accelerated for the first time in six quarters.

The stock market is in limbo. It could be there for a while.

The Trump administration is considering whether to permit Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) to sell its H200 artificial intelligence chips to China, according to people familiar with the discussions. The move would mark a notable shift in US export policy as relations between Washington and Beijing show signs of improvement.

AI companies are spending so much on infrastructure that Nvidia's data center business now brings in nearly $50 billion. But is this sustainable growth or just the latest tech mania?