Jensen Huang's China Visit Boosts Nvidia Stock
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 14 2026
0mins
Source: stocktwits
- Stock Price Surge: Nvidia shares rose over 2% in early Thursday trading, extending their rally, reflecting investor optimism surrounding Jensen Huang's visit to China and the potential trade breakthroughs during bilateral talks with Chinese leadership.
- Sales Approval Granted: The U.S. Commerce Department has approved Nvidia to sell H200 chips to up to 10 Chinese firms, including Alibaba, Tencent, and ByteDance, allowing each approved customer to purchase up to 75,000 chips under U.S. licensing terms, significantly enhancing Nvidia's sales potential in the Chinese market.
- Strong Market Sentiment: On Stocktwits, retail sentiment for NVDA remains firmly in the 'extremely bullish' zone, with several traders expecting the stock to rally ahead of Nvidia's upcoming quarterly report, indicating strong market confidence in the company's future performance.
- China Market Pressures: Despite Nvidia's revenue from China dropping to nearly zero, with Huang noting a decline from $25 billion two years ago, the recent stock rebound suggests market expectations for recovery, highlighting the significant impact of U.S. export restrictions on its business.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 214.250
Low
200.00
Averages
264.97
High
352.00
Current: 214.250
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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