Futures on the Dow Jones Industrial Average and other major indexes were mixed Thursday, as Wall Street awaited to surprise initial jobless claims and U.S. retail sales data. Meanwhile, Taiwan SemiconductorTSM,

Tech led US stocks on Tuesday as a key consumer inflation print showed inflation accelerated in June, big banks kicked off earnings season, and Nvidia was set to receive a green light for trade with China from the Trump administration.

Nvidia stock hits record highs as U.S. export licenses unlock access to China’s $50B AI market. Click here to read an analysis of NVDA stock now.

Semiconductor giant Nvidia continues to be a Wall Street favorite -- and for all the right reasons. The company's transition from a prominent GPU company to a full-stack artificial intelligence (AI) infrastructure provider has been genuinely exceptional.

This article will be updated throughout the day, so check back often for more daily updates. You’re not going to believe this, but as Thursday dawns, we have… no news of new tariffs roiling the stock market.

Nvidia said it has filed applications to resume selling H20 GPUs in China and has received assurances that licenses will be granted.

One analyst boosted his price target on Nvidia’s stock to a level that would imply a $5.7 trillion market cap, with the chip maker seemingly cleared to sell its H20 chip in China again.

Nebius stock has soared impressively this year, and its rise seems justified considering its outstanding growth and solid prospects. Goldman Sachs believes that the stock remains undervalued when its growth potential is taken into account.

Nvidia took a $4.5 billion write-off in its latest quarter on unsold H20 chips that it was unable to repurpose for other markets. If sales of these high-volume chips to China resume, a reversal of this write-off could boost earnings.

Trump’s tariffs and trade war continue to affect global markets. Follow along for live updates on the Dow, S&P 500 and Nasdaq.