Nvidia to regain access to China with H200 exports—UBS stays bullish with $235 PT

NVIDIA Corporation (NASDAQ:NVDA) is one of the Hot AI Stocks on Wall Street’s Radar. On December 9, UBS reiterated its “Buy” ...

House Republican warns Nvidia H200 sales could help China ‘catch up’ on AI computing power

Rep. John Moolenaar (R-Mich.), chair of the House Select Committee on the Chinese Communist Party, warned Tuesday ...

China says no to Nvidia H200 chips, but quietly holds secret meet with Alibaba, Tencent and ByteDance to gauge demand

China may limit access to Nvidia H200 chips despite Trump approving exports. Beijing held emergency talks with Alibaba, ByteDance, and Tencent to gauge demand. Companies may need approval and must ...

U.S. Approves NVIDIA’s (NVDA) H200 Processor Exports to China, CEO Flags China’s AI Infrastructure Advantage

On December 8, 2025, Reuters reported that the U.S. had approved NVIDIA Corporation (NASDAQ:NVDA)’s exports of the H200 ...

Trump approves Nvidia H200 exports to China, with 25% fee attached — report suggests that companies will have to follow strict Beijing rules to import foreign chi…

The U.S. will allow Nvidia to export its H200 data center accelerators to “approved customers” in China, President Donald ...

Chip sales and security strategy signal Trump softening on China

President Trump's new national security strategy tempers U.S. support for longstanding allies and recasts U.S. global ...

Trump’s strategy weakens alliances, benefitting China and Russia

President Donald Trump's national security strategy undermines American alliances while benefitting China and Russia.