After weeks of market volatility, Nvidia (NVDA) has rebounded back above the $100 mark, riding the broader tech rally and sustained investor enthusiasm around artificial intelligence (AI) and semiconductors. But the bigger story isn’t just the stock price — it’s the tightrope Nvidia is walking between U.S. national security policy and global business interests, particularly in China. Jensen’s Balancing Act: Between Washington and Beijing Nvidia is a U.S.-based company, but China remains a critical market. In recent years, Chinese firms have accounted for a significant portion of Nvidia’s data center and AI chip revenue. However, U.S. export controls, imposed to restrict China’s access to advanced semiconductors, have forced Nvidia to develop lower-spec alternatives for Chinese customers —
Nvidia Back to $100! Aiming for $110 or Pull Back Soon?
Nvidia rebounds above $100 as the market rebound. Nvidia CEO Jensen has been trying hard recently to balance US chip policy and seek solutions to provide chip for China. Can Nvidia manage to solve the problem and safeguard its status in the semi industry? What's your target price for Nvidia's rebound? Aim for $110 or pullback soon?
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