NVIDIA Stock News

US stocks fall today with Nasdaq 100 down 1.9% after Nvidia's China chip ban warning. AMD, ASML and other tech names follow, stoking bearish sentiment.

Shares of Nvidia (NVDA -6.36%) were trading nearly 7% lower at 10:52 a.m. ET today. In a filing last night, Nvidia disclosed that it would be taking a $5.5 billion charge in its first quarter of fiscal 2026 after the U.S. government informed the company that it will need a license to export certain chips to China and other countries.

Artificial intelligence heavyweight Nvidia became the latest company entangled in President Donald Trump's global trade war this week, though Wall Street analysts say it's far from a disaster scenario for the chipmaker.

Value of California chip designer dropped by billions on Wednesday

Semiconductor stocks sank Wednesday after Nvidia (NVDA) and Advanced Micro Devices (AMD) warned they would take a hit after the Trump administration moved to curb the chipmakers' exports to China.

In today's video, I discuss Nvidia (NVDA -6.07%) and recent updates affecting the semiconductor market. To learn more, check out the short video, consider subscribing, and click the special offer link below.

The day-to-day volatility for the S&P 500 settled down on Monday and Tuesday. But two-thirds of stocks in the U.S. large-cap benchmark index have declined this year, with 220 of the 500 stocks down at least 10% and 82 down at least 20%.

The Trump administration has effectively barred Nvidia from selling its custom artificial intelligence processors to customers in China.