We recently published 10 Stocks On Jim Cramer’s Radar As He Says Trump Has Been Good For Growth. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer recently discussed. NVIDIA Corporation (NASDAQ:NVDA) scored a big win in July when the firm announced that it was accepting orders for the China-specific H20 GPU after being

Nvidia saw restrictions on its China business lifted this week and that is lifting the spirits of wealth managers bullish on the tech giant's future.

Treasury Secretary Scott Bessent’s comments and news of the resumption of H20 chip sales to China have excited Wall Street.

China has leveraged its dominance over rare earths for Nvidia chips; however, this expert says world isn't decoupling, it is just bartering.

In July 2025, the U.S. government greenlit artificial intelligence (AI) chip exports to China, unlocking billions in revenue for Nvidia (NVDA) and Advanced Micro Devices (AMD) — and boosting both stocks on the news that specialized AI chip exports to China would resume.

NVIDIA’s (NASDAQ: NVDA) market received a green light to rally that will have far-reaching repercussions. NVIDIA is the largest company globally, with a valuation exceeding $4 trillion, and has the most significant impact on the S&P 500 index.

Nvidia growth estimates to get a boost as the U.S. lifts chip export curbs on China, bringing the estimates 10% higher, says Gene Munster.

Nvidia expects to be able to sell H20 chips in China once again after previously forecasting it would lose out on $8 billion in revenue this quarter related to sales restrictions.