NVIDIA stock prices bounced around wildly after DeepSeek released its R1 artificial intelligence model last month. The chip company battled investor concerns about AI technology, war fears, and trade disputes between the United States and China. Share values fluctuated as people feared various business problems would harm profits. The graphics processor maker survived these tough challenges without major financial damage. Wall Street experts believe NVIDIA can resolve its last remaining challenges before the end of the year.
Investment firm Piper Sandler maintained its positive rating and $150 price goal for NVIDIA shares. Analyst Harsh Kumar thinks the company will face revenue problems during Wednesday's earnings announcement. April quarter sales numbers may disappoint investors due to economic worries and Chinese chip restrictions. New government rules force NVIDIA to get special permits before selling H20 processors to China. These licensing requirements will create a $5.5 billion inventory charge during the current quarter.
Research firm Susquehanna calculated that permit rules have already cost NVIDIA $1 billion in Chinese revenue over the past three weeks. Missing sales could total $3.5 billion every quarter through the rest of 2025. Investment bank Wedbush predicts that H2O troubles might reduce profit margins by around 11 percentage points to 67.7 percent. Company leader Jensen Huang announced his firm had given up $15 billion in possible annual Chinese business. Huang forecasts the Chinese AI chip market will expand to $50 billion by 2026.
Investment firm Piper Sandler maintained its positive rating and $150 price goal for NVIDIA shares. Analyst Harsh Kumar thinks the company will face revenue problems during Wednesday's earnings announcement. April quarter sales numbers may disappoint investors due to economic worries and Chinese chip restrictions. New government rules force NVIDIA to get special permits before selling H20 processors to China. These licensing requirements will create a $5.5 billion inventory charge during the current quarter.
Research firm Susquehanna calculated that permit rules have already cost NVIDIA $1 billion in Chinese revenue over the past three weeks. Missing sales could total $3.5 billion every quarter through the rest of 2025. Investment bank Wedbush predicts that H2O troubles might reduce profit margins by around 11 percentage points to 67.7 percent. Company leader Jensen Huang announced his firm had given up $15 billion in possible annual Chinese business. Huang forecasts the Chinese AI chip market will expand to $50 billion by 2026.
