Nvidia stock remains in focus on hopes that the chipmaker will soon resume business in China. Needham raised its price target on NVDA shares to $200 on Wednesday.

NVIDIA Corporation (NASDAQ:NVDA) is one of the AI Stocks Gaining Attention on Wall Street. On July 15, Bernstein maintained its “Outperform” rating on the stock with a $185 price target. Several analysts raised their forecasts for the stock after Nvidia managed to win the approval of the US government for the sale of its H20 chips

NVIDIA’s (NASDAQ: NVDA) market received a green light to rally that will have far-reaching repercussions. NVIDIA is the largest company globally, with a valuation exceeding $4 trillion, and has the most significant impact on the S&P 500 index.

China has leveraged its dominance over rare earths for Nvidia chips; however, this expert says world isn't decoupling, it is just bartering.

Treasury Secretary Scott Bessent’s comments and news of the resumption of H20 chip sales to China have excited Wall Street.

In July 2025, the U.S. government greenlit artificial intelligence (AI) chip exports to China, unlocking billions in revenue for Nvidia (NVDA) and Advanced Micro Devices (AMD) — and boosting both stocks on the news that specialized AI chip exports to China would resume.

Nvidia's H20 GPUs to resume shipments in China, boosting revenue; Needham analyst raises price forecast to $200 and sees strong demand for new Blackwell variants.

Nvidia CEO Jensen Huang will attend the opening ceremony of China's international supply chain expo on Wednesday, Chinese state broadcaster CCTV said on Tuesday.