Nvidia Corporation surges on China export approval, boosting H20 chip momentum. Click for my updated look at NVDA stock and why I am downgrading it.

Nvidia: H20 export reinstated, bolstering the $200 by this year-end bull case and reviving the China growth story.

The tech giants said they can resume selling high-end semiconductors to China, in what appears to be a major about-face for the Trump administration.

The United States’ plan to “re-industrialize” technology manufacturing is “exactly the right thing,” Jensen Huang, CEO of the world’s largest chipmaker, said Thursday.

Nvidia Corporation hit record highs with $4T valuation, but is there still room for growth? Click here to read an analysis of NVDA stock now.

Key Points Navitas Semiconductor's products will be used in Nvidia's new 800-volt architecture. Navitas has struggled with declining sales growth recently. The stock popped after the Nvidia announcement.

With Nvidia, AMD, and Broadcom’s customers currently ramping AI chips, KeyBanc analysts see those three companies in a favorable position ahead of the next batch of earnings reports.

Navitas Semiconductor › Shares of Navitas Semiconductor (NASDAQ: NVTS) soared by 83.5% in the first half of 2025, according to data provided by S&P Global Market Intelligence. The move stems from the announcement that Navitas is partnering with Nvidia (NASDAQ: NVDA) to develop solutions for the next generation of data centers set to launch in 2027.