Nvidia's China Chip Deal Signals New Tailwind For Chip And AI ETFs
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 15 2025
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Source: Benzinga
Nvidia Stock Surge: Nvidia's stock rose over 4% after news that the U.S. government may allow the company to sell its H20 AI chips to China, potentially recovering $15-$20 billion in revenue lost due to previous export restrictions.
Impact on ETFs: The rally in Nvidia's stock is positively affecting various ETFs that include Nvidia, such as the VanEck Semiconductor ETF and iShares Semiconductor ETF, highlighting the interconnectedness of international politics, AI demand, and chip supply chains.
Analyst Views on NVDL
Wall Street analysts forecast NVDL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVDL is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
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Current: 84.210
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Current: 84.210
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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.
