NVIDIA Stock News

Within the largest companies in the sector, the players least affected by China risk are Alphabet and Meta Platforms.

Nvidia Corp (NASDAQ:NVDA, ETR:NVD) shares dropped 10% in afternoon trading on Wednesday after the company disclosed a $5.5 billion charge tied to tightened US restrictions on AI chip exports to China, raising investor fears about escalating trade tensions and long-term strategic risks. The semiconductor giant said late Monday it would take the charge in its fiscal first quarter after the U.S.

Nvidia (NVDA -9.16%) shares fell more than 7% on Wednesday morning, after the company disclosed new export restrictions on its artificial intelligence (AI) chips. Specifically, the company must now obtain licenses from the U.S. government to sell its H20 processors in China.

General Motors is partnering with Nvidia to integrate AI across its business, enhancing manufacturing, logistics, and autonomous driving while avoiding high R&D costs. Nvidia's AI platforms, including Omniverse and DRIVE AGX, enable GM to optimize factory processes, improve vehicle tech, and streamline logistics with advanced simulations and robotics. GM's pragmatic approach contrasts with Tesl...

Fed chief Jerome Powell hinted Trump tariffs will be "challenging," with the mandate to control inflation and support growth in "tension."

China's success in artificial intelligence has the Trump administration and lawmakers weighing rules and investigations to slow Beijing's progress in the industry.

The ongoing U.S.-China trade tensions, particularly around chip tariffs, are causing significant volatility and anxiety for tech investors, impacting stocks like Nvidia, AMD, and Marvell. Despite the tariff issues, AI growth remains strong, and high-quality chip companies could remain highly profitable, with the potential for a trade deal boosting their stocks. Nvidia, AMD, and Marvell have see...

Alibaba Group Holding Ltd.'s U.S.-listed shares were falling by more than 3% in morning trading, with one analyst noting that the company's cloud business is in the “crosshairs” of the Trump administration's trade war with China.