La cadena de opciones muestra datos clave de las opciones de acciones de Sunrise New Energy a varios precios de ejercicio y fechas de vencimiento. Los operadores utilizan esta información para analizar posibles operaciones y evaluar el sentimiento del mercado para Sunrise New Energy..

Sunrise New Energy (NASDAQ:EPOW) Bolsa, Cadena de Opciones

Sunrise New Energy

Sunrise New Energy Co Ltd is engaged in the manufacturing and sale of graphite anode material for EVs and other lithium-ion batteries. The Company's joint venture is in the construction of a manufacturing plant in Guizhou Province. The plant runs on inexpensive electricity from renewable sources that enables the group to be a low-cost and low environmental impact producer of graphite anode material, Its products include GS-1, GS-2, GS-3, GZD-1, GLD-1, and GZ-1.

Pre-Market Outlook

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Sunrise New Energy Co., Ltd - Ordinary Shares

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MEGL

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Explora los mayores movimientos en el premercado con ganancias superiores al 100% y pérdidas significativas antes de la apertura.

Acciones de Smart Share Global se disparan un 44%; 20 acciones que se mueven en el premercado

Sunrise New Energy Co., Ltd - Class A Ordinary Shares

Sunrise New Energy Co Ltd

JPMorgan Chase &amp; Co.&#8216;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JPM#NYSE">JPM</a>) plan to introduce fees for transactions involving cryptocurrencies and third-party services could significantly cripple the fintech industry, say experts.
What Happened: JPMorgan Chase is considering charging data aggregators, such as Plaid and MX, every time a customer transfers funds from their JPMorgan Chase account to a crypto account or a third-party service like Robinhood (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>).
Crypto firms and fintechs commonly use these aggregators to access customer accounts held at major financial institutions such as JPMorgan Chase.
Check out the current price of&nbsp;<a href="https://benzinga.com/quote/JPM" target="_blank" rel="noreferrer noopener">JPM stock here</a>.
Anonymous industry executives have expressed concerns that this could make it financially unfeasible&nbsp;for many consumers to use&nbsp;stablecoins and crypto. They fear that the fees could &#8220;cripple the crypto industry,&#8221; reported Fortune. 
"This would put everyone out of business…It would require everyone to raise prices by 1000% to cover [the cost],"&nbsp;stated a fintech executive. 
Alex Rampell, a general partner at venture firm Andreessen Horowitz, expressed his opinion about JPMorgan&#8217;s latest move.  "It isn't about a new revenue stream. It's about strangling the competition. And if they get away with this, every bank will follow,&#8221; he stated.
Meanwhile, Arjun Sethi, co-CEO of Kraken, one of the largest crypto exchanges in the U.S., described JPMorgan&#8217;s plan as a &#8220;calculated move&#8221; to assert ownership over consumer data. He referred to the plan as a &#8220;toll&#8221; rather than a technical innovation.
SEE ALSO:&nbsp;<a href="https://benzinga.com/crypto/cryptocurrency/25/07/46448779/inside-trumps-oval-office-crypto-push-why-did-11-republicans-suddenly-change-their-vote" target="_blank" rel="noreferrer noopener">Inside Trump&#8217;s Oval Office Crypto Push: Why Did 11 Republicans Suddenly Change Their Vote?</a>
Why It Matters: This move by JPMorgan Chase could have significant implications for the fintech industry. Several payments and fintech stocks, including&nbsp;Affirm Holdings Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AFRM#NASDAQ">AFRM</a>),&nbsp;PayPal Holdings Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PYPL#NASDAQ">PYPL</a>), and&nbsp;Mastercard Inc.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MA#NYSE">MA</a>), experienced a <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46377201/fintech-stocks-slip-as-jpmorgan-plans-data-access-fees-but-affirm-defies-the-trend">selloff on Friday </a>after JPMorgan announced its plans to charge significant fees for access to customer bank account data.
This move by JPMorgan could potentially disrupt the fintech industry and make it difficult for smaller players to compete. The impact of these fees on the industry remains to be seen, but this move by JPMorgan could have far-reaching consequences for the fintech and crypto sectors.
JPMorgan Chase&#8217;s&nbsp;<a href="https://www.benzinga.com/content/46456118/jpmorgan-q2-results-affirm-dividend-buybacks-amp-growth">Q2 report</a>&nbsp;with growth in net interest income and margins highlighted a positive turn in CEO Jamie Dimon&#8216;s comments, indicating resilience in the U.S. economy and financial landscape. 
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="775" height="125" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/17052246/image-212.png" alt="" class="wp-image-989322" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/17052246/image-212.png 775w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/17052246/image-212-300x48.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/17052246/image-212-768x124.png 768w" sizes="(max-width: 775px) 100vw, 775px" /></figure>
Benzinga's Edge Rankings place JPMorgan in the 83rd percentile for growth and momentum, reflecting its strong performance in both areas. Check the detailed report <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">here</a>.&nbsp;
READ MORE:
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<li><a href="https://www.benzinga.com/analyst-stock-ratings/price-target/25/07/46450968/these-analysts-boost-their-forecasts-on-jpmorgan-after-upbeat-q2-earnings">These Analysts Boost Their Forecasts On JPMorgan After Upbeat Q2 Earnings</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Coverage of Bitcoin, Etherum, Ripple and all the latest digital currencies.

Cryptocurrency

AFRM

HOOD

PYPL

JPMorgan's Plan To Impose Fees On Data Aggregators Could 'Cripple' The Crypto Industry, Say Execs: 'This Would Put Everyone Out Of Business'

HC Wainwright &amp; Co. analyst Scott Buck maintains Draganfly (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DPRO#NASDAQ">DPRO</a>) with a Buy and raises the price target from $3.5 to $6.

News

Price Target

Analyst Ratings

DPRO

HC Wainwright & Co. Maintains Buy on Draganfly, Raises Price Target to $6

HC Wainwright &amp; Co. analyst Mitchell Kapoor reiterates Legend Biotech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LEGN#NASDAQ">LEGN</a>) with a Buy and maintains $75 price target.

Reiteration

LEGN

HC Wainwright & Co. Reiterates Buy on Legend Biotech, Maintains $75 Price Target

Vertiv To Acquire Great Lakes Data Racks For $200 Million To Boost AI-Ready Infrastructure And Expand High-Density Rack Solutions Portfolio

Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) co-founder Joe Lonsdale is backing Bedrock Robotics, a construction automation startup that emerged from stealth this week to bring autonomous heavy machinery to the $2 trillion U.S. construction industry.
Why It Matters: Bedrock, founded by three former Waymo leaders including CEO Boris Sofman, aims to deploy AI-powered equipment capable of operating 24/7 without human intervention. The company represents Lonsdale&#8217;s latest investment in transforming traditional industries through advanced technology.
&#8220;Building has become too expensive and too slow to meet rising demand and aging infrastructure,&#8221; Lonsdale <a href="https://blog.joelonsdale.com/p/ep-119-former-waymo-leader-boris">said</a> on his &#8220;American Optimist&#8221; podcast, where he interviewed Sofman about the venture. The construction industry faces significant productivity challenges despite its massive scale, with the global market valued at $13 trillion.
Sofman, who holds a PhD in Robotics from Carnegie Mellon and previously led Waymo&#8217;s trucking division, argues that recent breakthroughs in autonomous vehicle technology can now be applied to construction equipment. 
After founding consumer robotics company Anki before its acquisition by Alphabet Inc.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) Google, Sofman helped deploy Waymo&#8217;s self-driving technology across major U.S. cities.
The startup&#8217;s emergence coincides with growing labor tensions in the construction sector. Union leaders have criticized the automation push as &#8220;misguided,&#8221; arguing it threatens traditional construction jobs at a time when infrastructure investment is increasing.
See Also: <a href="https://www.benzinga.com/markets/tech/25/07/46460828/meta-aws-roll-out-6-million-startup-program-to-counter-openai-make-llama-the-go-to-ai-model-for-builders">Meta, AWS Roll Out $6 Million Startup Program To Counter OpenAI, Make Llama The Go-To AI Model For Builders</a>
Why It Matters: However, Sofman maintains that autonomy will &#8220;unlock a wave of pent-up demand and create even more jobs and opportunities for humans&#8221; by reducing construction costs and improving project timelines. The company believes automation addresses critical industry bottlenecks rather than simply replacing workers.
Bedrock&#8217;s technology focuses on heavy machinery automation, leveraging AI systems developed for autonomous vehicles. The approach mirrors similar efforts in other industries where automation has initially supplemented rather than replaced human workers.
The investment aligns with Lonsdale&#8217;s broader strategy of backing <a href="https://www.benzinga.com/markets/equities/25/07/46214540/palmer-luckey-peter-thiel-joe-lonsdale-launch-erebor-bank-for-startups-crypto-and-defense-a-digital-only-bet-on-the-post-svb-era-report">technology solutions to national challenges</a>. His venture capital firm 8VC has consistently supported companies developing AI applications for traditional industries, from healthcare to defense contracting.
Read Next:
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<li><a href="https://www.benzinga.com/markets/large-cap/25/07/46458652/tim-cooks-new-job-is-keeping-trump-happy-says-economist-justin-wolfers-innovation-takes-a-back-seat-to-political-favoritism" target="_blank" rel="noreferrer noopener">Tim Cook&#8217;s New Job Is Keeping Trump ‘Happy,&#8217; Says Economist Justin Wolfers: ‘Innovation Takes A Back Seat To Political Favoritism&#8217;</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo by Mamun_Sheikh via Shutterstock

Tech

GOOG

GOOGL

PLTR

Palantir Co-Founder Joe Lonsdale Backs Bedrock Robotics To Automate Construction — Union Leader Calls It 'Misguided'

MP Materials Prices Upsized $650 Million Public Offering To Accelerate 10X Facility Expansion And Strategic Growth Initiatives

Outlook
We believe that our markets and our operations possess and have demonstrated continuing and considerable resilience against the uncertainties of the current environment. In 2025, Snap-on expects to make ongoing progress along its decisive runways for coherent growth, leveraging capabilities already proven in the automotive repair arena, developing and expanding its professional customer base, not only in automotive repair, but in adjacent markets, additional geographies and other areas, including extending in critical industries, where the cost and penalties for failure can be high. In pursuit of these initiatives, we project that capital expenditures in 2025 will approximate $100 million, of which $42.6 million was incurred in the first six months of the year.
Snap-on currently anticipates that its full-year 2025 effective income tax rate will be in the range of 22% to 23%.

Snap-on Expects Continued Growth In Automotive Repair, Adjacent Markets, And Global Expansion In 2025, Projects $100M In Capex

HC Wainwright &amp; Co. analyst Robert Burns maintains Elicio Therapeutics (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ELTX#NASDAQ">ELTX</a>) with a Buy and raises the price target from $10 to $13.

ELTX

HC Wainwright & Co. Maintains Buy on Elicio Therapeutics, Raises Price Target to $13

Integra Resources Corp. ("Integra" or the "Company") (TSXV:<a class="ticker" href="https://www.benzinga.com/stock/ITR#TSXV">ITR</a>) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ITRG#NYSE">ITRG</a>) is pleased to provide an interim operational update for the second quarter ended June 30, 2025 (the "second quarter 2025" or "Q2 2025"). The Company plans to release its second quarter 2025 financial results after market close on Wednesday, August 13, 2025, followed by a conference call hosted by senior management on Thursday, August 14, 2025 at 11:00 AM Eastern Time / 8:00 AM Pacific Time.
<a href="https://mma.prnewswire.com/media/2732922/Integra_Resources_Corp__INTEGRA_ANNOUNCES_CONSISTENT_SECOND_QUAR.html"><img src="https://mma.prnewswire.com/media/2732922/Integra_Resources_Corp__INTEGRA_ANNOUNCES_CONSISTENT_SECOND_QUAR.jpg" alt="Integra Resources Logo (CNW Group/Integra Resources Corp.)" /></a>
(All amounts in United States ("U.S.") dollars as at June 30, 2025, unless otherwise stated)
George Salamis, President, CEO and Director of Integra commented: "Florida Canyon continues to deliver on our expectations, generating meaningful cash flow to fund significant re-investment into the mine, while also supporting the Company's broader growth strategy. As described in our 2025 guidance, between sustaining and growth capital, the Company plans to invest over ~$55 million into Florida Canyon this year – capital that not only supports near-term improvements but also positions the mine for long-term growth and profitability. Overall, we are very pleased with the consistent operational delivery from Florida Canyon and the momentum it is helping us build across the business."
Second Quarter 2025 Florida Canyon Mine Operational Update
<figure class="table"> 
<table>
<tbody>
<tr>
<td colspan="1" rowspan="1">Florida Canyon Mine Operating Highlights</td>
<td colspan="1" rowspan="1">&nbsp;Unit1</td>
<td colspan="1" rowspan="1">Three Months Ended June 30, 2025</td>
<td colspan="1" rowspan="1">Six Months Ended June 30, 2025</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Ore mined</td>
<td colspan="1" rowspan="1">kt</td>
<td colspan="1" rowspan="1">3,075</td>
<td colspan="1" rowspan="1">6,096</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Waste mined</td>
<td colspan="1" rowspan="1">kt</td>
<td colspan="1" rowspan="1">2,966</td>
<td colspan="1" rowspan="1">4,765</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Total mined</td>
<td colspan="1" rowspan="1">kt</td>
<td colspan="1" rowspan="1">6,041</td>
<td colspan="1" rowspan="1">10,861</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Strip ratio</td>
<td colspan="1" rowspan="1">waste:ore</td>
<td colspan="1" rowspan="1">0.96</td>
<td colspan="1" rowspan="1">0.78</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Crushed ore to pad</td>
<td colspan="1" rowspan="1">kt</td>
<td colspan="1" rowspan="1">1,882</td>
<td colspan="1" rowspan="1">3,646</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Run-of-mine ("ROM") ore to pad</td>
<td colspan="1" rowspan="1">kt</td>
<td colspan="1" rowspan="1">1,275</td>
<td colspan="1" rowspan="1">2,474</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Total ore placed</td>
<td colspan="1" rowspan="1">kt</td>
<td colspan="1" rowspan="1">3,157</td>
<td colspan="1" rowspan="1">6,120</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Processed grade</td>
<td colspan="1" rowspan="1">g/t Au</td>
<td colspan="1" rowspan="1">0.21</td>
<td colspan="1" rowspan="1">0.22</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Gold recovery rate</td>
<td colspan="1" rowspan="1">%</td>
<td colspan="1" rowspan="1">60.5&nbsp;%</td>
<td colspan="1" rowspan="1">60.4&nbsp;%</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Gold produced</td>
<td colspan="1" rowspan="1">oz</td>
<td colspan="1" rowspan="1">18,086</td>
<td colspan="1" rowspan="1">37,410</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Gold sold</td>
<td colspan="1" rowspan="1">oz</td>
<td colspan="1" rowspan="1">18,194</td>
<td colspan="1" rowspan="1">37,734</td>
</tr>
</tbody>
</table>
</figure><figure class="table"> 
<table>
<tbody>
<tr>
<td colspan="1" rowspan="1">1.&nbsp; Unit abbreviations: kt = 1,000 metric tonnes, g/t = grams per tonne, Au = gold, oz = troy ounce</td>
</tr>
</tbody>
</table>
</figure>
The Florida Canyon Mine ("Florida Canyon") produced 18,086 ounces of gold and sold 18,194 ounces of gold during the second quarter 2025, in-line with the Company's expectations. Consistent gold production was supported by the recovery of gold ounces placed on the Phase IIIa heap leach pad in the first and second quarters of 2025, as well as residual ounces leached from Phase I and II heap leach pads. The increased strip ratio during the second quarter 2025 is a result of increased capitalized waste stripping as part of the Company's re-investment strategy at Florida Canyon, which was outlined in the Company's 2025 guidance. During the second quarter 2025 construction of the Phase IIIb heap leach pad at Florida Canyon was initiated, with commissioning expected in late 2025.
Second Quarter 2025 Financial Position
<figure class="table"> 
<table>
<tbody>
<tr>
<td colspan="1" rowspan="1">Financial Position as of June 30, 2025</td>
<td colspan="1" rowspan="1">Unit1&nbsp;</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Cash and cash equivalents</td>
<td colspan="1" rowspan="1">$m</td>
<td colspan="1" rowspan="1">63.0</td>
</tr>
</tbody>
</table>
</figure>

ITRG

TSXV:ITR

Integra Resources Boosts Long-Term Gold Outlook With $55M Investment in Florida Canyon Mine

Orano Canada And Denison Announce First Uranium Production Using SABRE Mining At McClean Lake, Marking Return To Active Operations Since 2008

The Wall Street Journal Reported Bristol-Myers Squibb and Pfizer to Launch Direct-to-Consumer Sales of Eliquis

Needham analyst Chris Pierce initiates coverage on Vertical Aerospace (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EVTL#NYSE">EVTL</a>) with a Buy rating and announces Price Target of $9.

Initiation

EVTL

Needham Initiates Coverage On Vertical Aerospace with Buy Rating, Announces Price Target of $9

Earnings

Earnings Beats

FITB

Fifth Third Bancorp Q2 Adj. EPS $0.90 Beats $0.87 Estimate, Sales $2.250B Beat $2.219B Estimate

Snap-on (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNA#NYSE">SNA</a>) reported quarterly earnings of $4.72 per share which beat the analyst consensus estimate of $4.67 by 1.01 percent. This is a 3.87 percent decrease over earnings of $4.91 per share from the same period last year. The company reported quarterly sales of $1.18 billion which beat the analyst consensus estimate of $1.16 billion by 1.95 percent. This is the same as the same period last year.

Snap-on Q2 EPS $4.72 Beats $4.67 Estimate, Sales $1.18B Beat $1.16B Estimate

Insteel Indus (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IIIN#NYSE">IIIN</a>) reported quarterly earnings of $0.81 per share which beat the analyst consensus estimate of $0.57 by 42.11 percent. This is a 138.24 percent increase over earnings of $0.34 per share from the same period last year. The company reported quarterly sales of $179.886 million which beat the analyst consensus estimate of $174.200 million by 3.26 percent. This is a 23.40 percent increase over sales of $145.775 million the same period last year.

IIIN

Insteel Indus Q3 Adj. EPS $0.81 Beats $0.57 Estimate, Sales $179.886M Beat $174.200M Estimate

Marsh &amp; McLennan (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MMC#NYSE">MMC</a>) reported quarterly earnings of $2.72 per share which beat the analyst consensus estimate of $2.68 by 1.57 percent. This is a 12.86 percent increase over earnings of $2.41 per share from the same period last year. The company reported quarterly sales of $6.974 billion which beat the analyst consensus estimate of $6.924 billion by 0.72 percent. This is a 12.10 percent increase over sales of $6.221 billion the same period last year.

Marsh & McLennan Q2 Adj. EPS $2.72 Beats $2.68 Estimate, Sales $6.974B Beat $6.924B Estimate

WIIM

PepsiCo shares are trading higher after the company reported better-than-expected Q2 financial results and raised annual adjusted EPS outlook.

Needham analyst Gil Blum reiterates Sarepta Therapeutics (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SRPT#NASDAQ">SRPT</a>) with a Buy and maintains $50 price target.

SRPT

Needham Reiterates Buy on Sarepta Therapeutics, Maintains $50 Price Target

Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) CEO Jensen Huang, <a href="https://www.benzinga.com/topic/semiconductors" target="_blank" rel="noreferrer noopener">on his third visit</a> to China this year, praised the country&#8217;s open-source AI innovation during a fireside chat with Alibaba Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) Cloud founder Wang Jian at the China International Supply Chain Expo on Thursday.
He called open source &#8220;extremely powerful,&#8221; crediting China&#8217;s ecosystem with producing &#8220;the best open reasoning models in the world today,&#8221; highlighting DeepSeek, Alibaba&#8217;s Qwen, and Moonshot&#8217;s Kimi as &#8220;very advanced,&#8221; SCMP <a target="_blank" href="https://www.scmp.com/tech/big-tech/article/3318532/chinas-open-source-ai-models-very-advanced-says-nvidia-ceo-h20-chip-sales-resume" rel="noreferrer noopener">reported</a> on Thursday.
Huang said China&#8217;s collaborative engineering culture impacted open-source development, enabling industries like fintech, healthcare, and robotics to benefit globally. He emphasized that open-source models help China&#8217;s AI progress and support global innovation.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46295574/nvidia-outpaces-market-with-ai-powered-growth" rel="noreferrer noopener">Nvidia Outpaces Market With AI-Powered Growth, Nears Record Highs</a>
The visit comes just days after Nvidia announced that Washington had approved export license filings for its H20 GPUs, custom-built for the Chinese market to comply with U.S. export controls. 
Despite the approval, Huang noted that Chinese firms haven&#8217;t been able to place H20 orders yet because U.S. agencies are still processing the final paperwork. 
However, he said the U.S. government had &#8220;assured&#8221; Nvidia that licenses would be granted. Huang added that Nvidia is &#8220;working at full speed&#8221; to restore production of Hopper-based products like the H20, but cautioned that supply chain recovery takes time, around nine months from wafer order to final delivery. 
Analysts say that the return of H20 availability would &#8220;ease the anxiety&#8221; of Chinese companies developing large language models and could increase the market share of foreign chip suppliers in China.
While the H20 is less potent than Nvidia&#8217;s flagship H100, it remains the most viable option for Chinese firms after recent U.S. restrictions and has seen strong demand. Huang&#8217;s remarks further reinforced Nvidia&#8217;s commitment to supporting AI development in China despite geopolitical challenges.
Needham analyst N. Quinn Bolton <a href="https://www.benzinga.com/analyst-stock-ratings/reiteration/25/07/46453723/why-nvidias-china-comeback-could-propel-its-stock-to-new-heights" target="_blank" rel="noreferrer noopener">expects the U.S. move</a> to lift export curbs on Nvidia&#8217;s H20 chips to boost the company&#8217;s China sales significantly. In response, he raised his price forecast on Nvidia from $160 to $200 and projected $3 billion in H20 shipments per quarter. He also estimates a gross margin of nearly 100% on the previously written-down H20 inventory.
Bolton increased his revenue and EPS forecasts across the board: fiscal third-quarter and fourth-quarter 2026 revenue up by $4 billion each, fiscal 2026 revenue to $202.6 billion (EPS: $4.42 from $4.17), fiscal 2027 revenue to $265.0 billion (EPS: $6.20 from $5.80), and introduced a fiscal 2028 forecast of $315.0 billion in revenue and $7.25 EPS, including $20 billion from China data center GPU sales. 
He believes Nvidia remains well-positioned to recover lost ground and grow in China due to strong demand and quick product adaptation.
Nvidia stock gained 28% year-to-date, topping the Nasdaq Composite&#8217;s over 7% gains.
NVDA Price Action: NVDA stock is trading higher by 0.76% to $172.68  at last check Wednesday.
Read Next:
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Image via Shutterstock

Asia

Media

BABA

NVDA

Nvidia's Jensen Huang Says China Leads In Open-Source AI

Citizens Financial Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CFG#NYSE">CFG</a>) reported quarterly earnings of $0.92 per share which beat the analyst consensus estimate of $0.88 by 4.19 percent. This is a 12.2 percent increase over earnings of $0.82 per share from the same period last year. The company reported quarterly sales of $2.037 billion which beat the analyst consensus estimate of $2.008 billion by 1.46 percent. This is a 3.77 percent increase over sales of $1.963 billion the same period last year.

Citizens Financial Group Q2 Adj. EPS $0.92 Beats $0.88 Estimate, Sales $2.037B Beat $2.008B Estimate

Press Releases

Sunrise Secures Additional $13.75 Million Low-Interest Loan from CCB, Bolstering Liquidity for Order Fulfillment

Sunrise Records 132% Surge in First-Half Sales Volume, Featured in Guizhou TV Report as a Leading Anode Materials Manufacturer

Sunrise Regains Compliance with Nasdaq Minimum Closing Bid Price Rule

Sunrise Secures $1.04 Million in Funding for Innovative Silicon-Carbon Anode Project

Sunrise Sunrise Reports Strong Sales Growth Driven by Leading EV and Energy Storage Customers

Sunrise Secures $960,000 Grant for Breakthrough Sodium-Ion Battery Anode Project

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FiscalNote Holdings

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Resources Connection, Inc. - Common Stock

Resources Connection

Resolute Holdings Management - Common Stock

Resolute Holdings Mgmt

SOS Limited American Depositary Shares, one hundred and fifty (150) Class A Ordinary Shares

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