Nvidia Might Have a Workaround for New Chip Export Restrictions. How Should You Play NVDA Stock Here?
By: barchartnews|2025/05/03 00:15:01
0
Share
Nvidia (NVDA) shares are up nearly 3% this morning on a report that the tech titan is exploring ways to customize its chips for export to China. According to The Information, the semiconductor giant has already told customers in China that it’s working on adjusting the design of its artificial intelligence (AI) chips to make them eligible for sale to local businesses without breaching the latest U.S. export rules. Including today’s gains, Nvidia stock is up well over 30% versus its year-to-date low set on April 4. www.barchart.com Why Is This Report Meaningful for NVDA Investors?The Information’s report is significant since bypassing the licensing requirement the White House recently announced on export of H20 chips to China will remove a big overhang from Nvidia stock. Last month, the artificial intelligence behemoth said those new rules could result in a charge worth more than $5.5 billion in its fiscal Q1. NVDA shares are gaining this morning also because several hyperscalers on their recent earnings calls hinted at plans of spending more on AI infrastructure this year. That said, Nvidia stock is down more than 20% versus its year-to-date high at the time of writing. BofA Analysts Reiterate Confidence in Nvidia StockWhile there may be turbulence in the months ahead, analysts at Bank of America Securities continue to see significant further upside in Nvidia shares over the long term. On Friday, they reiterated their “Buy” rating on the AI darling, given “unwavering support for mission critical AI infrastructure investments/even raised capex by major U.S. cloud customers.” Nvidia Continues to Be a ‘Strong Buy’-Rated Stock Wall Street firms are fully convinced that NVDA will navigate the near-term challenges to emerge stronger on the other side. The consensus rating on Nvidia stock currently sits at “Strong Buy” with the mean target of about $166 indicating potential upside of more than 45% from current levels. www.barchart.com On the date of publication, Wajeeh Khan did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
You may also like

Perp DEX: The Next Generation Exchange "War"
This "war" has just begun.

10 Counterintuitive Insights on Latin American Payments
10 conclusions about payments that contradict mainstream beliefs: crypto cards rely on high-net-worth individuals rather than retail, QR codes are replacing cards, stablecoin profits are competing to go to zero, and Latin American regulation is actually 5 years ahead of the United States.

The AI gamble of mining companies: Valuations enter a phase of differentiation, and it's hard to turn the tide
This gamble of transforming into AI is testing the financial strength and execution capability of mining companies.

A letter from Alliance to entrepreneurs: Written on the occasion of Cursor selling for 60 billion dollars
Great companies are forged before they become obvious.

Stablecoins Finally Find Real Returns: On-Chain Reinsurance Re Explained | Interview with Re Founder Karan Saroya
This on-chain reinsurance platform absorbs stablecoins from DeFi, uses them as collateral to underwrite for American insurance companies, collects premiums, and returns the profits to on-chain depositors.

The impossible triangle is simply a pseudo problem
A long time ago, the cryptocurrency industry found its true purpose. But ironically, the path it built for this purpose excluded almost everyone who would actually use it.

Will MicroStrategy fall into a death spiral? What will the macro trend be in the second half of the year?
The cryptocurrency industry may gradually shift from the hype of native altcoins to real asset tokenization, on-chain machine economy, and a more mature industrialization phase.

Blockchain Capital Partner: The Core Secret of Arbitrage
On cold starts, breaking the circle, and the toughest hurdle for founders to overcome.

STRC unanchored by 11%, can the perpetual motion machine of Strategy still operate?
Beyond the leverage crunch, what is even more concerning is the liquidity reserves of the Strategy.

Bitcoin Market Analysis 2026: Can BTC Reach $150K by Year-End?
Bitcoin price prediction 2026: Can BTC hit $150,000 by year-end? Explore Fed policy, Kevin Warsh's stance, Bitcoin ETF flows, exchange data, and BTC market forecasts.

Bitcoin ETF Outflows Hit a Record $4.4 Billion: What Are Traders Doing With Their Cash?
Bitcoin ETFs lost $4.4 billion over 13 trading days, raising questions about market sentiment and Bitcoin's bottom. Here's what Standard Chartered is watching and how traders are managing idle stablecoin balances during uncertain markets.

WEEX App Just Got Smarter – New Tabs for Faster Trades & Easy Asset Management
Discover WEEX App’s new trading tabs: Futures, TradFi, Copy Trade (users)/ Elite Trade (lead traders) on the same page. Solve messy navigation, find opportunities faster, and manage all trades in one place.

WEEX All-New Search Features: Find, Trade & Earn Faster Than Ever
Supercharged search is here! Discover WEEX’s upgraded Search features with hot events, new listings, live market sentiment, and one-click trading. Trade smarter, seize every opportunity.

Morning Report | Illinois signs the strictest digital asset tax law in the U.S.; RWA tokenization market size surpasses $43 billion, institutions accelerate the migration of on-chain assets
Overview of Important Market Events on June 17

Full version of the debut Q&A! Federal Reserve Chairman Waller: Sticking to the 2% inflation target, establishing five special working groups, individual did not submit the dot plot
Federal Reserve Chairman Waller's debut featured a significant slimming statement, the cancellation of forward guidance, refusal to submit the dot plot, and the establishment of five working groups, vowing to uphold the 2% inflation target, which triggered a sharp decline in U.S. stocks and a surge ...

From Disruptor to Shadow Market: The Crypto Market is Becoming a Colony of Traditional Finance
"Coin-stock linkage" has evolved from the early stage of macro correlation and one-way penetration of emotional funds to the current 3.0 stage, where on-chain perpetual contracts provide extended trading hours and emotional signal value for traditional assets 24/7, and participate in Pre-IPO pricing...

Dalio's important long article: How to position in the current market environment?
Do not confuse the excitement for new technologies with whether those tech stocks are attractive.

OKX Star analyzes Binance's competitive advantages: when regulation levels the playing field, competition has just begun
OKX founder Star published a lengthy article, systematically analyzing Binance's competitive advantages over the years: regulatory arbitrage, speculative narrative cycles, social media control, and superficial compliance, stating that the essence of these advantages is not product capability, but ra...
Perp DEX: The Next Generation Exchange "War"
This "war" has just begun.
10 Counterintuitive Insights on Latin American Payments
10 conclusions about payments that contradict mainstream beliefs: crypto cards rely on high-net-worth individuals rather than retail, QR codes are replacing cards, stablecoin profits are competing to go to zero, and Latin American regulation is actually 5 years ahead of the United States.
The AI gamble of mining companies: Valuations enter a phase of differentiation, and it's hard to turn the tide
This gamble of transforming into AI is testing the financial strength and execution capability of mining companies.
A letter from Alliance to entrepreneurs: Written on the occasion of Cursor selling for 60 billion dollars
Great companies are forged before they become obvious.
Stablecoins Finally Find Real Returns: On-Chain Reinsurance Re Explained | Interview with Re Founder Karan Saroya
This on-chain reinsurance platform absorbs stablecoins from DeFi, uses them as collateral to underwrite for American insurance companies, collects premiums, and returns the profits to on-chain depositors.
The impossible triangle is simply a pseudo problem
A long time ago, the cryptocurrency industry found its true purpose. But ironically, the path it built for this purpose excluded almost everyone who would actually use it.
Customer Support:@weikecs
Business Cooperation:@weikecs
Quant Trading & MM:bd@weex.com
VIP Program:support@weex.com





