Trump Announces Global Tariff Increase to 15%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 23 2026
0mins
Should l Buy NVDA?
Source: stocktwits
- Tariff Increase Impact: President Trump announced a rise in global tariffs from 10% to 15%, following a Supreme Court ruling deeming the previous rate ‘anti-American’, which may exacerbate market uncertainty and affect investor confidence.
- Market Reaction: U.S. stock futures sharply declined on Monday morning, with Nasdaq futures down 0.6%, S&P 500 and Dow futures each falling 0.5%, and Russell 2000 futures nearly down 1%, indicating investor concerns over tariff hikes and geopolitical tensions.
- Retail Sentiment Shift: Retail sentiment towards the SPDR S&P 500 ETF (SPY) shifted from ‘neutral’ to ‘bearish’, while the Invesco QQQ Trust (QQQ) ETF remained ‘bearish’ amid high trading volumes, reflecting a pessimistic outlook on future market performance.
- Economic Data Watch: Investors will monitor factory orders data set to be released at 10:00 AM ET today, along with commentary from Fed Governor Christopher Wallace, as these insights could further influence market sentiment and investment strategies.
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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: 220.780
Low
200.00
Averages
264.97
High
352.00
Current: 220.780
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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- Strategic Partnerships: Recently, Nvidia partnered with ServiceNow to develop AI agents, launched the Nemotron 3 Nano Omni model, and signed a deal with Corning to build optical solution factories, showcasing its comprehensive strategy in both AI hardware and software.
- Market Dominance: Nvidia's dominance in the AI market is increasingly evident, as cloud giants like Amazon, Alphabet, and Microsoft continue to rely on its powerful GPUs, despite their own chip development efforts, highlighting Nvidia's irreplaceable role in the data center market.
- Future Outlook: CEO Jensen Huang anticipates that Nvidia will generate $1 trillion from its Blackwell and Vera Rubin processors in 2026 and 2027, significantly surpassing the previous 12-month revenue of $216 billion, indicating substantial future growth potential.
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- Significant Sales Growth: Cerebras reported $510 million in sales last year, a notable increase from $290.3 million in 2024, indicating rapid growth in the AI infrastructure market.
- Strategic Partnerships: The company has partnered with OpenAI to integrate its technology into OpenAI's computing systems, further solidifying its competitive position in the AI chip sector.
See More
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- Stalled Technology Deal: Although the U.S. has cleared around 10 Chinese firms to purchase Nvidia's H200 chips, no deliveries have been made so far, leaving this significant technology deal in limbo and impacting Nvidia's strategic positioning in the Chinese market.
- Market Share Impact: Before U.S. export restrictions tightened, Nvidia commanded about 95% of China's advanced chip market, with China accounting for 13% of its revenue, indicating the critical importance of the Chinese market for Nvidia, as CEO Jensen Huang seeks breakthroughs during his trip.
- Potential Market Value: Huang has previously estimated that China's AI market alone would be worth $50 billion this year, highlighting the immense market potential that Nvidia needs to tap into to achieve its long-term growth objectives in the region.
- Purchase Limitations: Under U.S. licensing terms, each approved customer can purchase up to 75,000 H200 chips, with companies like Alibaba, Tencent, and ByteDance involved, reflecting the cautious approach of the U.S. in technology exports while providing limited market opportunities for Chinese firms.
See More
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- Significant Customer Growth: The number of customers generating annual recurring revenue of $100,000 or more rose to 4,550, up 21%, indicating Datadog's success in attracting high-value clients and further solidifying its market position.
- Robust Cash Flow: The company reported operating cash flow of $335 million and free cash flow of $289 million, reflecting increases of 23% and 18%, respectively, providing strong financial support for future investments and expansion.
- Optimistic Market Outlook: Following its impressive earnings report, Datadog raised its full-year revenue guidance to $4.32 billion and adjusted EPS to $2.40, demonstrating confidence in future growth and attracting a buy rating from 92% of analysts.
See More
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- Approval Without Sales: The U.S. Commerce Department has cleared around 10 Chinese firms, including Alibaba and Tencent, to purchase Nvidia's H200 chips, yet no deliveries have occurred, highlighting the complexities of U.S.-China tech rivalry and stalled transactions.
- Declining Market Share: Before U.S. export restrictions, Nvidia commanded about 95% of China's advanced chip market, with China accounting for 13% of its revenue; however, due to policy changes, its share of AI accelerators in China has effectively fallen to zero, impacting overall revenue.
- Complex Sales Conditions: U.S. regulations require Chinese buyers to demonstrate
See More
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- Setting Technology Standards: Tesla's self-driving technology is regarded as the industry standard, inspiring many Chinese automakers' innovations, particularly in the EV and autonomous driving sectors, thereby reinforcing Tesla's leadership position in the Chinese market.
- Intensifying Market Competition: As local EV manufacturers like Chery rise, Tesla faces increasing competition, which could impact Musk's prestige and influence in China as these companies catch up or even surpass Tesla's technological advancements.
- Policy and Regulatory Challenges: While Musk's business developments in China are progressing well, he must navigate regulatory pressures from the Chinese government, particularly concerning his SpaceX operations, which may affect his future market strategies and business expansion.
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