"Shares of Nvidia Corp. ( NASDAQ: NVDA) have retreated 3.4% in the past week, as it announced the acquisition of SchedMD and a partnership with Mistral AI, and in the wake of the White House approving sales of H200 chips to certain Chinese customers. Meanwhile, insiders continue to sell shares. Nvidia's stock is 22.8% higher than six months ago, outperforming the S&P 500 and Nasdaq in that time."
"Nvidia faces significant hurdles as it navigates U.S.-China trade restrictions and intense market expectations. In the first quarter, export controls on its H20 AI chip-which had been designed specifically to circumvent export restrictions on advanced technology to China-led to the substantial write-down noted above. Analysts believed the ban could result in a $9 billion revenue hit. Some $700 million would affect fiscal first-quarter results, with the remaining $8 billion spread across the second and third quarters."
Nvidia experienced a 3.4% pullback last week amid the SchedMD acquisition, a Mistral AI partnership, and White House approval for certain H200 chip sales to Chinese customers, while insiders sold shares. The stock is 22.8% higher than six months ago, outperforming major indices. The company recorded a $5.5 billion charge tied to H20 export restrictions earlier in 2025 and faces estimates of a potential $9 billion revenue impact. Third-quarter results were strong on top and bottom lines due to data-center growth. Ongoing U.S.-China trade uncertainty, export controls, tariffs, and Huawei competition pose margin risks despite robust profitability and U.S. AI infrastructure investments.
Read at 24/7 Wall St.
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