Nvidia CEO Jensen Huang Joins Trump on China Visit
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy NVDA?
Source: Yahoo Finance
- Executive Visit: Nvidia CEO Jensen Huang accompanies President Trump to Beijing for talks with Chinese President Xi Jinping, highlighting his close ties with both Trump and the Chinese market, which could positively influence Nvidia's future business in China.
- Market Relationship Maintenance: Huang emphasizes the importance of keeping the Chinese market open for Nvidia, arguing that technology flow benefits both sides, a stance that may affect U.S. government attitudes towards China’s tech policies and subsequently Nvidia's market strategy.
- Upcoming Earnings Report: Nvidia is set to report its first-quarter earnings on May 20, with the market closely watching its performance in China and future outlook, which could impact investor confidence in the company's stock.
- Historical Context Comparison: Reflecting on Trump's 2017 visit, which promised $250 billion in investments that largely failed to materialize, expectations for current talks are low, prompting investors to remain cautious about potential outcomes.
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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: 235.740
Low
200.00
Averages
264.97
High
352.00
Current: 235.740
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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See More
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See More
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- Micron's Market Advantage: Micron has emerged as a key beneficiary of persistent memory shortages, with analysts noting that the rally is not solely tied to AI demand, as non-AI memory products and rising DRAM prices have also boosted its margins, reflecting strong market demand for memory products.
- AMD and Intel's Resurgence: AMD and Intel have benefited from renewed enthusiasm around CPUs, with investors positioning for the rise of “agentic AI,” which is expected to require more processing power, although analysts caution that AMD's recent momentum is more closely linked to its server CPU business than its AI GPU segment.
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See More
