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Últimas noticias sobre NVIDIA (NASDAQ:NVDA) Bolsa

NVIDIA CORP

NVIDIA

Nvidia is a leading developer of graphics processing units. Traditionally, GPUs were used to enhance the experience on computing platforms, most notably in gaming applications on PCs. GPU use cases have since emerged as important semiconductors used in artificial intelligence. Nvidia not only offers AI GPUs, but also a software platform, Cuda, used for AI model development and training. Nvidia is also expanding its data center networking solutions, helping to tie GPUs together to handle complex workloads.

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Nvidia obtiene luz verde para vender sus chips H20 a China. Las acciones suben tras el cambio de política de EE.UU.

Acciones de Nvidia (NVDA) suben tras recibir permiso de EE.UU. para vender chips H20 a China

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Nvidia ya rompió la barrera de los 4 billones de dólares. ¿Será la primera en alcanzar los 5 billones o Apple y Microsoft la superarán?

Nvidia Vs. Microsoft Vs. Apple: ¿Quién alcanzará primero una capitalización de mercado de 5B$?

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El creador de ChatGPT descarta el uso masivo de TPUs de Google, consolidando su apuesta por las GPUs de Nvidia y los chips de AMD.

Nvidia refuerza alianza con OpenAI tras rechazo a TPUs masivos de Google

NVIDIA Corp

Whales with a lot of money to spend have taken a noticeably bearish stance on NVIDIA.
Looking at options history for NVIDIA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) we detected 1000 trades.
If we consider the specifics of each trade, it is accurate to state that 40% of the investors opened trades with bullish expectations and 45% with bearish.
From the overall spotted trades, 225 are puts, for a total amount of $19,272,342 and 775, calls, for a total amount of $106,377,359.
<h3>What's The Price Target?</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $83.0 to $320.0 for NVIDIA during the past quarter. 
<h3>Volume &amp; Open Interest Trends</h3>
Looking at the volume and open interest is an insightful way to conduct due diligence on a stock.
This data can help you track the liquidity and interest for NVIDIA's options for a given strike price.
Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of NVIDIA's whale activity within a strike price range from $83.0 to $320.0 in the last 30 days. 
<h3>NVIDIA 30-Day Option Volume &amp; Interest Snapshot</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1752606043_0.png" alt="Options Call Chart" />
<h3>Largest Options Trades Observed:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/20/26</td>
<td>$59.05</td>
<td>$58.85</td>
<td>$59.05</td>
<td>$120.00</td>
<td>$590.5K</td>
<td>39.0K</td>
<td>4.7K</td>
</tr>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/18/26</td>
<td>$22.3</td>
<td>$22.3</td>
<td>$22.3</td>
<td>$189.00</td>
<td>$305.5K</td>
<td>996</td>
<td>141</td>
</tr>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$13.0</td>
<td>$12.95</td>
<td>$13.0</td>
<td>$170.00</td>
<td>$260.0K</td>
<td>38.7K</td>
<td>11.4K</td>
</tr>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>08/15/25</td>
<td>$72.0</td>
<td>$71.1</td>
<td>$71.49</td>
<td>$100.00</td>
<td>$214.4K</td>
<td>11.8K</td>
<td>1.0K</td>
</tr>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$71.65</td>
<td>$71.1</td>
<td>$71.25</td>
<td>$100.00</td>
<td>$213.7K</td>
<td>11.8K</td>
<td>829</td>
</tr>
</tbody>
</table>

<h3>About NVIDIA</h3>
Nvidia is a leading developer of graphics processing units. Traditionally, GPUs were used to enhance the experience on computing platforms, most notably in gaming applications on PCs. GPU use cases have since emerged as important semiconductors used in artificial intelligence. Nvidia not only offers AI GPUs, but also a software platform, Cuda, used for AI model development and training. Nvidia is also expanding its data center networking solutions, helping to tie GPUs together to handle complex workloads.
In light of the recent options history for NVIDIA, it's now appropriate to focus on the company itself. We aim to explore its current performance.
<h3>Where Is NVIDIA Standing Right Now?</h3>
<ul>
<li>Currently trading with a volume of 181,432,868, the NVDA's price is up by 3.96%, now at $170.57. </li>
<li>RSI readings suggest the stock is currently may be overbought.</li>
<li>Anticipated earnings release is in 43 days.</li>
</ul>
<h3>What Analysts Are Saying About NVIDIA</h3>
5 market experts have recently issued ratings for this stock, with a consensus target price of $187.0.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from Mizuho persists with their Outperform rating on NVIDIA, maintaining a target price of $185. 
&#x2A; An analyst from Oppenheimer has revised its rating downward to Outperform, adjusting the price target to $175. 
&#x2A; An analyst from Goldman Sachs downgraded its action to Buy with a price target of $185. 
&#x2A; An analyst from Oppenheimer persists with their Outperform rating on NVIDIA, maintaining a target price of $200. 
&#x2A; Consistent in their evaluation, an analyst from Citigroup keeps a Buy rating on NVIDIA with a target price of $190. 
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for NVIDIA with <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> for real-time alerts.

Options

Check Out What Whales Are Doing With NVDA

<figure class="wp-block-image size-large"><img decoding="async" src="https://thearorareport.com/wp-content/uploads/2025/07/2025-07-15_08h24_24.png" alt="" /></figure>
To gain an edge, this is what you need to know today.
<h4 class="wp-block-heading">Trump Reversal</h4>
Please <a href="https://thearorareport.com/stock-market-chart-analysis-taco-trade-trump-reversal-nvidia-ai-chips-nvda-mc-07152025">click here</a> for an enlarged chart of NVIDIA Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>).
Note the following:
<ul class="wp-block-list">
<li>This article is about the big picture, not an individual stock.&nbsp; The chart of NVDA stock is being used to illustrate the point.</li>
<li>The chart shows that NVDA stock is gapping up on President Trump's reversal on H20 AI chip exports to China.</li>
<li>The chart shows that NVDA stock is extended after the breakout.</li>
<li>The chart shows that our recent buy signal on NVDA stock was given near the April lows.  NVDA core position is in The our ZYX Buy Core Model Portfolio, long from $12.55.</li>
<li>Here is the sequence of events: 
<ul class="wp-block-list">
<li>In April, the Trump administration had banned the sale of H20 AI chips to China.</li>
<li>Nvidia CEO Jensen Huang met with President Trump and was able to persuade him to allow the export of H20 chips to China.</li>
<li>President Trump's reversal is being seen in China as a gesture of goodwill from the U.S.</li>
<li>President Trump's reversal is adding to the bullishness all across the tech sector, especially in Advanced Micro Devices Inc (AMD), Intel Corp (INTC), Taiwan Semicndctr Mnufctrng Co Ltd (TSM), Broadcom Inc (AVGO), and Marvell Technology Inc (MRVL).</li>
<li>President Trump's reversal is also emboldening TACO (Trump Always Chickens Out) traders.&nbsp; TACO traders see President Trump's reversal on Nvidia as another data point confirming their belief that President Trump will not follow through with what he says on trade.</li>
</ul>
</li>
<li>Banks have kicked off earnings season. Among important bank earnings, JPMorgan Chase &amp; Co (JPM) earnings are better than consensus but less than whisper numbers.  As full disclosure, JPM is in our ZYX Buy Core Model Portfolio, long from $34.14. Citigroup Inc (C) reported earnings better than consensus and whisper numbers. Wells Fargo &amp; Co (WFC) reported better than consensus but below whisper numbers.</li>
<li>Consumer Price Index (CPI) came roughly inline with expectations.&nbsp; Here are the details: 
<ul class="wp-block-list">
<li>Headline CPI came at 0.3% vs. 0.3% consensus.</li>
<li>Core CPI came at 0.2% vs. 0.3% consensus.</li>
</ul>
</li>
<li>In our analysis, CPI data shows that progress on reducing inflation has halted.  The release of CPI data is bringing in buying on relief that the data was not worse.  This is an indication of the extreme bullishness that is prevailing in the stock market.  </li>
<li>Adding to the bullishness are two statements from Treasury Secretary Scott Bessent:</li>
<li>There is no need to be concerned about the China tariff deadline.</li>
<li>The process for Fed Chair Powell's replacement has started.</li>
<li>There has been very aggressive buying in nuclear stocks, including Nuscale Power Corp (SMR), Oklo Inc (OKLO), Nano Nuclear Energy Inc (NNE), and Cameco Corp (CCJ), after the announcement of Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) data center plans.  As full disclosure, META is in our ZYX Buy Core Model Portfolio, long from $49.92.  As full disclosure, SMR is in the portfolio that surrounds our Core Model Portfolio in ZYX Buy.</li>
<li>Producer Price Index (PPI) will be released tomorrow at 8:30am ET.</li>
</ul>
<h4 class="wp-block-heading">Magnificent Seven Money Flows</h4>
In the early trade, money flows are positive in Apple Inc (AAPL), Amazon.com, Inc. (AMZN), Alphabet Inc Class C (GOOG), NVDA, and Tesla Inc (TSLA), and META.
In the early trade, money flows are neutral in Microsoft Corp (MSFT).
In the early trade, money flows are positive in SPDR S&amp;P 500 ETF Trust (SPY) and Invesco QQQ Trust Series 1 (QQQ).
<h4 class="wp-block-heading">Momo Crowd And Smart Money In Stocks</h4>
Investors can gain an edge by knowing money flows in SPY and QQQ.  Investors can get a bigger edge by knowing when smart money is buying stocks, gold, and oil.  The most popular ETF for gold is SPDR Gold Trust (GLD).  The most popular ETF for silver is iShares Silver Trust (SLV).  The most popular ETF for oil is United States Oil ETF (USO).
<h4 class="wp-block-heading">Bitcoin</h4>
Bitcoin is seeing selling.
<h4 class="wp-block-heading">Arora Protection Band And What To Do Now</h4>
It is important for investors to look ahead and not in the rearview mirror.  Our proprietary Protection Band puts all of the data, all of the indicators, all of the news, all of the crosscurrents, all of the models, and all of the analysis in an analytical framework that is easily actionable by investors.
Consider continuing to hold good, very long term, existing positions. Based on individual risk preference, consider a protection band consisting of cash or Treasury bills or short-term tactical trades as well as short to medium term hedges and short term hedges. This is a good way to protect yourself and participate in the upside at the same time.
You can determine your protection bands by adding cash to hedges.&nbsp; The high band of the protection is appropriate for those who are older or conservative. The low band of the protection is appropriate for those who are younger or aggressive.&nbsp; If you do not hedge, the total cash level should be more than stated above but significantly less than cash plus hedges.
A protection band of 0% would be very bullish and would indicate full investment with 0% in cash.&nbsp; A protection band of 100% would be very bearish and would indicate a need for aggressive protection with cash and hedges or aggressive short selling.
It is worth reminding that you cannot take advantage of new upcoming opportunities if you are not holding enough cash.&nbsp; When adjusting hedge levels, consider adjusting partial stop quantities for stock positions (non ETF); consider using wider stops on remaining quantities and also allowing more room for high beta stocks.&nbsp; High beta stocks are the ones that move more than the market.
<h4 class="wp-block-heading">Traditional 60/40 Portfolio</h4>
Probability based risk reward adjusted for inflation does not favor long duration strategic bond allocation at this time.
Those who want to stick to traditional 60% allocation to stocks and 40% to bonds may consider focusing on only high quality bonds and bonds of five year duration or less.&nbsp; Those willing to bring sophistication to their investing may consider using bond ETFs as tactical positions and not strategic positions at this time.
The Arora Report is known for its accurate calls. The Arora Report correctly called the big artificial intelligence rally before anyone else, the new bull market of 2023, the bear market of 2022, new stock market highs right after the virus low in 2020, the virus drop in 2020, the DJIA rally to 30,000 when it was trading at 16,000, the start of a mega bull market in 2009, and the financial crash of 2008. Please click here to sign up for a free forever <a href="https://thearorareport.com/generate-wealth-newsletter-benzinga">Generate Wealth Newsletter</a>.

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Trump Reversal On Nvidia H20 Adding To Bullishness, Buying On CPI Data

Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) stock saw a significant gain on Tuesday, mirroring a broader positive trend in the semiconductor sector. This surge was primarily driven by two key developments: reports indicating the Trump administration&#8217;s plans for<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46412125/trumps-latest-move-on-ai-and-china-propels-chip-stocks" rel="noreferrer noopener"> substantial AI and energy investments</a> in Pennsylvania, and the U.S. government&#8217;s decision to ease certain chip export restrictions to China.
President Donald Trump is set to announce a $70 billion initiative near Pittsburgh on Tuesday. This comprehensive plan focuses on investments in AI data centers, expanded power generation, grid upgrades, and new training programs, all aimed at bolstering U.S. leadership in AI.
The initiative seeks to achieve this by encouraging private investment, streamlining regulations, and accelerating project permits. Complementing this, Blackstone President Jon Gray is also expected to unveil a $25 billion push specifically for data center and energy infrastructure.
Also Read: <a href="https://www.benzinga.com/markets/tech/25/07/46326271/nvidia-breaks-4-trillion-barrier-benzinga-poll-predicted-it-first">Nvidia Breaks $4 Trillion Barrier—Benzinga Poll Predicted It First</a>
Simultaneously, chip stocks, including Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), experienced a boost after the U.S. government relaxed export restrictions on certain chips to China.
Supermicro&#8217;s stock is currently trading above its 50-day moving average of $42.58. The company itself is <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46314112/super-micro-accelerates-european-footprint-to-meet-exploding-ai-needs" rel="noreferrer noopener">actively expanding </a>to meet the surging demand for AI infrastructure. It plans to increase investment in Europe, exploring new sites beyond its existing Netherlands facility.
Domestically, Supermicro is scaling up server production in Mississippi and Texas, a move designed to support U.S.-based AI data center growth, which is being fueled by major tech firms and the Trump administration&#8217;s emphasis on domestic manufacturing.
Year-to-date, Supermicro stock has surged over 75%, significantly outperforming the S&amp;P 500 Index&#8217;s over 6% gain. However, a cautious note was struck on July 9 by Bank of America Securities analyst Ruplu Bhattacharya.
He warned that <a target="_blank" href="https://www.benzinga.com/analyst-stock-ratings/initiation/25/07/46325914/super-micro-remains-a-show-me-story-as-analysts-weigh-ai-growth-against-execution-risks" rel="noreferrer noopener">intensifying competition</a> in the AI server market could put pressure on margins, and limited access to critical components like GPUs and liquid cooling might cap revenue growth.
Bhattacharya suggested that rivals such as Dell Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>) and Hewlett-Packard Enterprise Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NYSE">HPE</a>) possess an advantage in the enterprise sector. He further predicted that liquid cooling could eventually become commoditized, potentially eroding Supermicro&#8217;s current competitive edge.
While acknowledging the company&#8217;s strong AI-driven growth, the analyst characterized it as a &#8220;show-me story&#8221; due to concerns about stock volatility, litigation risks, and execution challenges.
Despite its recent gains, the stock remains down over 39% in the last 12 months. This decline is largely attributable to <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46314112/super-micro-accelerates-european-footprint-to-meet-exploding-ai-needs" rel="noreferrer noopener">increased regulatory scrutiny</a> of Supermicro&#8217;s internal financing controls following the resignation of its independent auditor last October, which caused delays in financial filings.
Additionally, ongoing tariff uncertainties forced the company to postpone orders and subsequently lower its fiscal year revenue forecast to between $21.8 billion and $22.6 billion, down from the previous range of $23.5 billion to $25 billion.
Price Action: SMCI shares were trading higher by 7.23% to $53.31 at last check Tuesday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/analyst-stock-ratings/reiteration/25/07/46423783/why-metas-ai-edge-makes-it-the-top-ad-stock-for-2025" target="_blank" rel="noreferrer noopener">Why Meta&#8217;s AI Edge Makes It The Top Ad Stock For 2025</a></li>
</ul>
Photo by Shutterstock

Movers

DELL

SMCI

Supermicro Stock Surges On Trump's AI Push, Eased China Chip Curbs

Oppenheimer analyst Rick Schafer maintains NVIDIA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) with a Outperform and raises the price target from $175 to $200.

Price Target

Analyst Ratings

Oppenheimer Maintains Outperform on NVIDIA, Raises Price Target to $200

Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) is expected to post a <a target="_blank" href="https://www.benzinga.com/topic/tsmc" rel="noreferrer noopener">52% jump in</a> second-quarter 2025 profit, driven by booming AI demand. However, it faces pressure from potential U.S. tariffs and a sharply stronger Taiwan dollar.
IDC&#8217;s group VP Mario Morales told Reuters the foundry sector could grow 17–18% in 2025, but Taiwan Semiconductor&#8217;s moat may push its sales growth closer to 30%.
According to LSEG SmartEstimate, the company is forecast to report 377.4 billion New Taiwan dollars ($12.9 billion) in net profit for the quarter. If it exceeds 374.68 billion New Taiwan dollars, that would mark its highest-ever quarterly profit and its sixth straight quarter of earnings growth.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46283410/taiwan-semiconductor-shifts-focus-100-billion-usa-expansion" rel="noreferrer noopener">Taiwan Semiconductor Shifts Focus To $100 Billion USA Expansion Instead Of Japan</a>
Taiwan Semiconductor has already guided for a <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46338109/tsmc-reports-solid-half-year-revenue-june-sees-monthly-decline" rel="noreferrer noopener">38.6% jump in</a> second-quarter revenue.
The stock traded higher on Tuesday in solidarity with its semiconductor peers after reports indicated <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46412125/trumps-latest-move-on-ai-and-china-propels-chip-stocks" rel="noreferrer noopener">the Trump administration&#8217;s plans</a> to unveil a $70 billion tech and energy investment plan in Pennsylvania and that the U.S. lifted chip export curbs to China.
TSMC stock surged nearly 20% year-to-date, topping the PHLX Semiconductor Index&#8217;s 16% as a key supplier of Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>).
<h2 class="wp-block-heading">Profit Headwinds</h2>
However, the company faces external headwinds. In April, the U.S. threatened Taiwan with a 32% reciprocal tariff, and President Donald Trump recently indicated new chip tariffs could arrive soon.
On the currency front, the Taiwan dollar has strengthened 12% against the U.S. dollar this year. Taiwan Semiconductor has noted that a 1% rise in the Taiwan dollar typically reduces its gross margin by 0.4 percentage points.
On the management front, Taiwan Semiconductor <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46387337/taiwan-semiconductors-top-supply-chain-executive-exits" rel="noreferrer noopener">announced Friday that</a> Vanessa Lee, head of materials management, resigned for personal reasons. Senior Vice President and Deputy Co-COO Cliff Hou will immediately assume leadership of his materials management division.
Lee joined Taiwan Semiconductor in 2022 and became vice president in August 2023. She developed forecasting systems and supply chain performance tools, earning credit for helping the chipmaker manage disruptions during the 2020 pandemic.
In March, the company committed $100 billion to expand U.S. operations on top of the $65 billion already pledged for three chip plants in Arizona, announced alongside Trump at the White House.
Taiwan Semiconductor will report second-quarter earnings Thursday and issue third-quarter guidance.
Price Action:&nbsp;TSM stock is trading higher by 3.30% to $236.22 at last check Tuesday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/07/46363788/asml-drops-us-diversity-goals-under-trumps-watch" target="_blank" rel="noreferrer noopener">ASML Drops US Diversity Goals Under Trump&#8217;s Watch</a></li>
</ul>
Photo by Jack Hong via Shutterstock

Media

What To Expect From Taiwan Semiconductor Q2 Performance?

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$172.50</td>
<td>$33.0K</td>
<td>1.1K</td>
<td>53.0K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$435.00</td>
<td>$34.4K</td>
<td>24.0K</td>
<td>24.5K</td>
</tr>
<tr>
<td>MARA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$20.00</td>
<td>$96.3K</td>
<td>75.2K</td>
<td>17.9K</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/25/25</td>
<td>$160.00</td>
<td>$28.4K</td>
<td>2.3K</td>
<td>17.2K</td>
</tr>
<tr>
<td>IREN</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>03/20/26</td>
<td>$18.00</td>
<td>$83.4K</td>
<td>44.1K</td>
<td>13.5K</td>
</tr>
<tr>
<td>CRCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$210.00</td>
<td>$189.4K</td>
<td>3.5K</td>
<td>3.9K</td>
</tr>
<tr>
<td>VNET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$7.00</td>
<td>$613.2K</td>
<td>10.4K</td>
<td>3.2K</td>
</tr>
<tr>
<td>ENPH</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$45.00</td>
<td>$1.2 million</td>
<td>25.1K</td>
<td>3.2K</td>
</tr>
<tr>
<td>PLTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/25/25</td>
<td>$145.00</td>
<td>$34.1K</td>
<td>3.5K</td>
<td>2.6K</td>
</tr>
<tr>
<td>SQNS</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$7.00</td>
<td>$54.0K</td>
<td>5.0K</td>
<td>2.5K</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a put option sweep that happens to be bullish, expiring in 3 day(s) on July 18, 2025. This event was a transfer of 100 contract(s) at a $172.50 strike. This particular put needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $33.0K, with a price of $330.0 per contract. There were 1188 open contracts at this strike prior to today, and today 53009 contract(s) were bought and sold. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a call option trade that happens to be bullish, expiring in 3 day(s) on July 18, 2025. This event was a transfer of 20 contract(s) at a $435.00 strike. The total cost received by the writing party (or parties) was $34.4K, with a price of $1720.0 per contract. There were 24089 open contracts at this strike prior to today, and today 24557 contract(s) were bought and sold. 
• Regarding MARA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MARA#NASDAQ">MARA</a>), we observe a call option sweep with bearish sentiment. It expires in 3 day(s) on July 18, 2025. Parties traded 3000 contract(s) at a $20.00 strike. This particular call needed to be split into 56 different trades to become filled. The total cost received by the writing party (or parties) was $96.3K, with a price of $32.0 per contract. There were 75291 open contracts at this strike prior to today, and today 17951 contract(s) were bought and sold. 
• For AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we notice a call option trade that happens to be bullish, expiring in 10 day(s) on July 25, 2025. This event was a transfer of 100 contract(s) at a $160.00 strike. The total cost received by the writing party (or parties) was $28.4K, with a price of $284.0 per contract. There were 2396 open contracts at this strike prior to today, and today 17207 contract(s) were bought and sold. 
• For IREN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IREN#NASDAQ">IREN</a>), we notice a call option trade that happens to be bearish, expiring in 248 day(s) on March 20, 2026. This event was a transfer of 200 contract(s) at a $18.00 strike. The total cost received by the writing party (or parties) was $83.4K, with a price of $417.0 per contract. There were 44124 open contracts at this strike prior to today, and today 13595 contract(s) were bought and sold. 
• For CRCL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRCL#NYSE">CRCL</a>), we notice a call option sweep that happens to be bullish, expiring in 3 day(s) on July 18, 2025. This event was a transfer of 500 contract(s) at a $210.00 strike. This particular call needed to be split into 13 different trades to become filled. The total cost received by the writing party (or parties) was $189.4K, with a price of $376.0 per contract. There were 3512 open contracts at this strike prior to today, and today 3987 contract(s) were bought and sold. 
• For VNET (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VNET#NASDAQ">VNET</a>), we notice a call option sweep that happens to be bearish, expiring in 3 day(s) on July 18, 2025. This event was a transfer of 3000 contract(s) at a $7.00 strike. This particular call needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $613.2K, with a price of $203.0 per contract. There were 10494 open contracts at this strike prior to today, and today 3256 contract(s) were bought and sold. 
• Regarding ENPH (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>), we observe a call option trade with bullish sentiment. It expires in 185 day(s) on January 16, 2026. Parties traded 1993 contract(s) at a $45.00 strike. The total cost received by the writing party (or parties) was $1.2 million, with a price of $645.0 per contract. There were 25135 open contracts at this strike prior to today, and today 3237 contract(s) were bought and sold. 
• Regarding PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we observe a call option trade with bullish sentiment. It expires in 10 day(s) on July 25, 2025. Parties traded 50 contract(s) at a $145.00 strike. The total cost received by the writing party (or parties) was $34.1K, with a price of $683.0 per contract. There were 3534 open contracts at this strike prior to today, and today 2636 contract(s) were bought and sold. 
• Regarding SQNS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SQNS#NYSE">SQNS</a>), we observe a call option trade with bearish sentiment. It expires in 185 day(s) on January 16, 2026. Parties traded 500 contract(s) at a $7.00 strike. The total cost received by the writing party (or parties) was $54.0K, with a price of $108.0 per contract. There were 5071 open contracts at this strike prior to today, and today 2518 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

CRCL

ENPH

IREN

MARA

MSTR

PLTR

SQNS

VNET

10 Information Technology Stocks With Whale Alerts In Today's Session

<a href="https://x.com/miramurati/status1945166365834535247" title="https://x.com/miramurati/status1945166365834535247">https://x.com/miramurati/status1945166365834535247</a>

CSCO

Thinking Machines Lab's Mira Murati Posts On X "Thinking Machines Lab exists to empower humanity through advancing collaborative general intelligence..." ".. To accelerate our progress, we're happy to confirm that we've raised $2B led by a16z with participation from NVIDIA, Accel, ServiceNow, CISCO, AMD, Jane Street and more who share our mission...."

The Nasdaq 100 surged to fresh record highs on Tuesday, breaking above the 23,000 mark as Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and other chipmakers powered a sharp rally. Investors cheered the news that Nvidia and Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) would resume certain chip sales to China, even as they parsed quarterly results <a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/07/46420414/bank-earnings-performance-q2-citigroup-jpmorgan-blackrock-wells-fargo">from major U.S. banks.</a>
The iShares Semiconductor ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NYSE">SOXX</a>) climbed 1.6% to a new all-time high, extending its rally to 67% since the April lows.
Meanwhile, the White House confirmed that trade negotiations are ongoing with the EU, Japan, and South Korea, following the imposition of steep tariffs on imports from all three regions—measures that could trigger price surges starting in August.
On the macro front, U.S. inflation accelerated for a second straight month. The headline consumer price index rose 2.7% year-over-year in June, the highest since February and in line with expectations. However, core inflation, which strips out food and energy, came in slightly below forecasts at 2.9%, versus 3.0% expected.
The softer core reading reinforced market expectations for monetary easing, with futures now pricing in two rate cuts from the Federal Reserve by year-end.
Elsewhere in markets, the U.S. dollar index rose 0.44%, on track for a fourth consecutive daily gain. Gold dipped 0.7% to $3,325 per ounce, while silver slid 1.2%. 
In crypto, Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) fell 2.8%, on pace for its worst daily loss since late May.
<h3 class="wp-block-heading">Tuesday&#8217;s Performance In Major US Indices, ETFs</h3>
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>Chg %</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>22,974.53</td>
<td>0.5%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>6,266.49</td>
<td>0.0%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>44,173.53</td>
<td>-0.6%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,224.92</td>
<td>-1.1%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated by 12:15 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul class="wp-block-list">
<li>The&nbsp;Vanguard S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>) flattened at $574.00.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) dropped 0.6% to $441.81.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)&nbsp;rose 0.5% to $559.98.</li>
<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) tumbled 1.1% to $220.65.</li>
<li>The&nbsp;Technology&nbsp;Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>) outperformed, up 1.2%; the&nbsp;Materials&nbsp;Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLB#NYSE">XLB</a>) lagged, down 1.7%.</li>
</ul>
<h3 class="wp-block-heading">Tuesday&#8217;s Stock Movers</h3>
<ul class="wp-block-list">
<li>BlackRock Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLK#NYSE">BLK</a>) slid 5.8% after its second-quarter revenue came in just below Wall Street estimates.</li>
<li>Other stocks reacting to earnings included JPMorgan Chase &amp; Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JPM#NYSE">JPM</a>), down 0.6%, Citigroup Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/C#NYSE">C</a>), up 2.3%, Wells Fargo Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WFC#NYSE">WFC</a>), down 5%, State Street Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STT#NYSE">STT</a>), down 3%. </li>
<li>Newmont Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEM#NYSE">NEM</a>) dropped 8.1% after CFO Karyn Ovelmen resigned, effective July 11, 2025, with Peter Wexler named interim CFO.</li>
<li>MP Materials Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MP#NYSE">MP</a>) soared 25% after Apple announced a $500 million deal to purchase rare-earth magnets from the company.</li>
</ul>
Now read:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/earnings/25/07/46416888/jpmorgan-q2-earnings-dimon-warns-tariffs-risks">JPMorgan Q2 Highlights: Investment Banking Revenue Jumps, Dimon Warns Of Tariffs And Geopolitical Risk</a></li>
</ul>
Photo: Shutterstock

Analyst Color

Large Cap

$BTC

SPDR Dow Jones Industrial Average ETF Trust

iShares PHLX SOX Semiconductor Sector Index Fund

SOXX

Tech Stocks Hit New Highs As AI Momentum Builds: What's Moving Markets Tuesday?

Macro Economic Events

Global

Economics

Reuters Reports U.S. Commerce Secretary Lutnick Says Nvidia H20 Chip Exports To China Are Part Of Rare Earths Negotiations

Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) stocks jumped over 4% in Monday trading after investors rushed in on word that the company may once again be able to sell its high-powered H20 AI chips to China. The U.S. government is reportedly set to issue licenses enabling Nvidia to ship billions of dollars&#8217; worth of GPUs to Chinese technology behemoths such as ByteDance and Tencent (OTCPK: TCEHY), potentially restoring up to $20 billion in lost revenue, <a href="https://www.reuters.com/technology/nvidia-resume-h20-gpu-sales-china-2025-07-15/">according</a> to Reuters.
Also Read: <a href="https://www.benzinga.com/markets/tech/25/07/46409079/nvidia-growth-estimates-get-10-boost-as-us-lifts-china-chip-export-curbs-gene-munster-predicts-30-35-growth-for-2026">Nvidia Growth Estimates Get 10% Boost As US Lifts China Chip Export Curbs: Gene Munster Predicts 30-35% Growth For 2026</a>
For retail investors, this isn&#8217;t so much about the one stock; it&#8217;s about what&#8217;s going to happen to the ETFs that contain Nvidia in terms of their size. And a few of them are already up.
<h2 class="wp-block-heading">The ETFs Riding Nvidia&#8217;s Rally</h2>
<ul class="wp-block-list">
<li>VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>): One of the most popular chip-exposure plays, SMH features Nvidia as its leading holding, at more than 21% of the fund. If you&#8217;re looking for a diversified semi-basket that continues to benefit from Nvidia&#8217;s AI dominance, this is a favorite selection. SMH is up more than 2% on Tuesday, tracking Nvidia&#8217;s action.</li>
</ul>
<ul class="wp-block-list">
<li>iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>): Another heavyweight, SOXX provides more diversified exposure among chipmakers, but Nvidia still looms large (at about 8%). It&#8217;s the go-to choice for long-term investors seeking to capitalize on AI and next-gen tech themes without putting it all on a single name. The fund price gained around 1.5% on Tuesday.</li>
</ul>
<ul class="wp-block-list">
<li>Global X Robotics &amp; Artificial Intelligence ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BOTZ#NASDAQ">BOTZ</a>): Although not a true semiconductor fund, BOTZ rides the broader AI mania that Nvidia fuels. The fund owns Nvidia and other firms constructing the AI infrastructure—consider automation, robotics, and machine learning infrastructure.</li>
</ul>
<ul class="wp-block-list">
<li>Direxion Daily NVDA Bull 1.5x Shares (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDU#NASDAQ">NVDU</a>) and GraniteShares 1.5x Long NVDA Daily ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDL#NASDAQ">NVDL</a>): For those who want to supercharge Nvidia&#8217;s daily moves, they can provide turbocharged exposure. Obviously, they are up almost 9% today, mirroring Nvidia&#8217;s gains by two. Warning: They are designed for short-term trading, not long-term investment.</li>
</ul>
<h2 class="wp-block-heading">Why China Matters</h2>
Nvidia&#8217;s H20 chip was specifically tailored to meet U.S. export controls, but it was still affected by an April embargo that compelled the company to take a $5.5 billion write-down in inventory. Now that CEO Jensen Huang has returned to Beijing and China relaxes its approach to technology exports, Nvidia appears to be poised for a significant comeback in one of its most critical markets.
If licenses are approved shortly, according to analysts, Nvidia would be able to regain $15–$20 billion in revenue, money that would be reflected through the aforementioned ETFs.
Whether you&#8217;re buying into Nvidia itself or through ETFs, today&#8217;s rally demonstrates how international politics, AI demand, and chip supply chains are all coming together in one of the market&#8217;s largest names. For those invested in ETFs, the message is straightforward: where Nvidia goes, funds follow.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/movers/25/07/46413630/chinese-stocks-see-broad-rally-as-us-eases-chip-curbs">Chinese Stocks See Broad Rally As US Eases Chip Curbs</a></li>
</ul>
Photo: Shutterstock

Sector ETFs

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Nvidia's China Chip Deal Signals New Tailwind For Chip And AI ETFs

Core Scientific (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CORZ#NASDAQ">CORZ</a>) gained on Tuesday in solidarity with CoreWeave (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) after the latter&nbsp;announced <a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/07/46410852/coreweave-commits-6-billion-to-us-ai-infrastructure-in-lancaster" rel="noreferrer noopener">plans to&nbsp;invest</a> up to $6 billion in building an AI data center in Lancaster, Pennsylvania.&nbsp;
Initially sized at 100 megawatts and expandable to 300 MW, the facility will be one of the region&#8217;s first large-scale AI centers. CoreWeave&#8217;s broader U.S. network consists of 33 data centers.
The company will unveil the project at a CEO roundtable with&nbsp;President Donald Trump&nbsp;during Senator Dave McCormick&#8217;s Energy and Innovation Summit at Carnegie Mellon University.
Also Read: <a href="https://www.benzinga.com/analyst-stock-ratings/reiteration/25/07/46306575/why-coreweaves-9-billion-deal-isnt-about-chips" target="_blank" rel="noreferrer noopener">Why CoreWeave&#8217;s $9 Billion Deal Isn&#8217;t About Chips</a>
CoreWeave CEO&nbsp;Michael Intrator&nbsp;said the data center will generate 600 skilled jobs and scale to 175 permanent roles.
CoreWeave will operate the center in partnership with Chirisa Technology Parks and Machine Investment Group. Trump is reportedly looking to unveil a <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46412125/trumps-latest-move-on-ai-and-china-propels-chip-stocks" rel="noreferrer noopener">major initiative on</a> Tuesday near Pittsburgh, Pennsylvania, detailing plans for approximately $70 billion in new investments in artificial intelligence and energy infrastructure.
Core Scientific delivers blockchain infrastructure and hosts digital assets, helping cryptocurrency miners improve their efficiency and profits.
CoreWeave provides specialized cloud computing services focusing on high-performance, GPU-accelerated infrastructure tailored for AI and machine learning. The company operates a cloud platform built to handle large-scale, compute-heavy workloads. It is widely recognized for its deep expertise in deploying Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) GPUs.
CoreWeave <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46280108/coreweave-core-scientific-shares-move-lower-on-9-billion-all-stock-deal" target="_blank" rel="noreferrer noopener">agreed to acquire</a> Core Scientific in a definitive all-stock merger deal last week. The transaction values Core Scientific at $9 billion, or $20.40 per share.
By acquiring Core Scientific&#8217;s high-performance data center infrastructure, CoreWeave will gain control of approximately 1.3 gigawatts of power capacity, with more than 1 GW available for future expansion.
Price Actions: CoreWeave stock is up 4.42% at $14.17 last check on Tuesday. CRWV stock is up 8.13%.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/07/46399600/nebius-emerges-as-neutral-ai-cloud-alternative-deepens-ties-with-nvidia-openai-microsoft-analyst" target="_blank" rel="noreferrer noopener">Nebius Emerges As Neutral AI Cloud Alternative, Deepens Ties With Nvidia, OpenAI, Microsoft: Analyst</a></li>
</ul>
Image: Shutterstock

Government

Core Scientific, Inc. - Class A Common Stock

CORZ

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CoreWeave's $6 Billion AI Bet Boosts Core Scientific Shares Ahead Of $9 Billion Merger Deal

<a href="https://www.wsj.com/tech/ai/nvidias-china-troubles-arent-over-c5cf3d3e">https://www.wsj.com/tech/ai/nvidias-china-troubles-arent-over-c5cf3d3e</a>

General

'Nvidia's China Troubles Aren't Over'- WSJ

Jim Cramer's shouting "HUGE" for a reason &#8211; Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) just scored a major geopolitical win. After a months-long U.S. export ban, the <a href="https://www.benzinga.com/topic/donald-trump">Donald Trump administration</a> has greenlit shipments of Nvidia's H20 AI chips to China, setting off a Wall Street celebration. Nvidia stock surged 4.47% pre-market to $171.40, and analysts are already eyeing $180 as the next stop.
Back in April, the H20 ban cost Nvidia $4.5 billion in stranded inventory and up to $15 billion in lost China sales. But CEO Jensen Huang's diplomatic maneuvering &#8211; including talks with U.S. and Chinese officials &#8211; flipped the script. Now, Chinese giants like TikTok parent ByteDance, Tencent Holdings ADR (OTCPK:TCEHY) and Alibaba Group Holding Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABAF#NYSE">BABAF</a>) are scrambling to lock in orders.
Read Also: <a href="https://www.benzinga.com/markets/equities/25/07/46408209/jim-cramer-says-nvidia-getting-trump-approval-for-h20-sales-to-china-is-so-huge-could-turn-the-nasdaq-futures-around">Jim Cramer Says Nvidia Getting Trump Approval For H20 Sales To China Is &#8216;So Huge, Could Turn The Nasdaq Futures Around&#8217;</a>
<h2 class="wp-block-heading">$15 Billion Back In Play</h2>
The H20 chip was custom-built for China's AI market under tighter U.S. export controls. With this green light, Nvidia stands to regain its 13% share of China revenue, and possibly more. The chip powers large language models and enterprise AI applications—exactly the kind of tech Beijing is racing to scale.
At the same time, Nvidia is doubling down with its new RTX Pro GPU, built on its Blackwell architecture and aimed at China's industrial AI boom, from factories to logistics. With both consumer and enterprise demand rebounding, the H20 approval may be the catalyst to reaccelerate Nvidia's revenue machine in Asia.
<h2 class="wp-block-heading">Cramer: "Own It, Don't Trade It"</h2>
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Nvidia assured by our government that it can sell H-20s to China. Deliveries to be made soon! HUGE!!! Nvidia&#8211;own it don&#39;t trade it!
&mdash; Jim Cramer (@jimcramer) <a href="https://twitter.com/jimcramer/status/1944935337572061202?ref_src=twsrc%5Etfw">July 15, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Cramer is putting his stamp on the rally, urging investors to hold Nvidia long-term: "Own it, don't trade it," he posted, echoing his full-throated support for the stock's post-ban upside. His "HUGE!!!" endorsement underscores just how pivotal this policy reversal could be for Nvidia's near-term growth and long-term dominance.
But the risks haven't vanished. Tensions between Washington and Beijing remain fragile, and the new approval comes with per-shipment licensing conditions, meaning regulatory whiplash is still on the table.
For now, though, Nvidia's back in the China game—and Wall Street's buying the comeback.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/07/46409079/nvidia-growth-estimates-get-10-boost-as-us-lifts-china-chip-export-curbs-gene-munster-predicts-30-35-growth-for-2026">Nvidia Growth Estimates Get 10% Boost As US Lifts China Chip Export Curbs: Gene Munster Predicts 30-35% Growth For 2026</a></li>
</ul>
Photo: Shutterstock

Long Ideas

BABA

ALIBABA GROUP HOLDING LTD by Alibaba Group Holding Limited

BABAF

Nvidia's H20 China Play: Cramer's 'HUGE' Call Ignites A $15 Billion AI Bonanza

Amidst today's fast-paced and highly competitive business environment, it is crucial for investors and industry enthusiasts to conduct comprehensive company evaluations. In this article, we will delve into an extensive industry comparison, evaluating NVIDIA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) in comparison to its major competitors within the Semiconductors &amp; Semiconductor Equipment industry. By analyzing critical financial metrics, market position, and growth potential, our objective is to provide valuable insights for investors and offer a deeper understanding of company's performance in the industry.
<h3>NVIDIA Background</h3>
Nvidia is a leading developer of graphics processing units. Traditionally, GPUs were used to enhance the experience on computing platforms, most notably in gaming applications on PCs. GPU use cases have since emerged as important semiconductors used in artificial intelligence. Nvidia not only offers AI GPUs, but also a software platform, Cuda, used for AI model development and training. Nvidia is also expanding its data center networking solutions, helping to tie GPUs together to handle complex workloads.
<table>
<thead>
<tr>
<th>Company</th>
<th>P/E</th>
<th>P/B</th>
<th>P/S</th>
<th>ROE</th>
<th>EBITDA (in billions)</th>
<th>Gross Profit (in billions)</th>
<th>Revenue Growth</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVIDIA Corp</td>
<td>52.93</td>
<td>47.72</td>
<td>27.32</td>
<td>23.01%</td>
<td>$22.58</td>
<td>$26.67</td>
<td>69.18%</td>
</tr>
<tr>
<td>Broadcom Inc</td>
<td>100.58</td>
<td>18.63</td>
<td>23.33</td>
<td>7.12%</td>
<td>$8.02</td>
<td>$10.2</td>
<td>20.16%</td>
</tr>
<tr>
<td>Taiwan Semiconductor Manufacturing Co Ltd</td>
<td>26.82</td>
<td>7.61</td>
<td>11.05</td>
<td>8.19%</td>
<td>$608.71</td>
<td>$493.4</td>
<td>41.61%</td>
</tr>
<tr>
<td>Advanced Micro Devices Inc</td>
<td>106.74</td>
<td>4.10</td>
<td>8.61</td>
<td>1.23%</td>
<td>$1.59</td>
<td>$3.74</td>
<td>35.9%</td>
</tr>
<tr>
<td>Texas Instruments Inc</td>
<td>41.68</td>
<td>12.19</td>
<td>12.60</td>
<td>7.08%</td>
<td>$1.85</td>
<td>$2.31</td>
<td>11.14%</td>
</tr>
<tr>
<td>Qualcomm Inc</td>
<td>15.74</td>
<td>6.11</td>
<td>4.10</td>
<td>10.3%</td>
<td>$3.67</td>
<td>$6.04</td>
<td>16.93%</td>
</tr>
<tr>
<td>ARM Holdings PLC</td>
<td>192.72</td>
<td>22.39</td>
<td>38.34</td>
<td>3.17%</td>
<td>$0.46</td>
<td>$1.21</td>
<td>33.73%</td>
</tr>
<tr>
<td>Micron Technology Inc</td>
<td>21.37</td>
<td>2.62</td>
<td>3.97</td>
<td>3.79%</td>
<td>$4.33</td>
<td>$3.51</td>
<td>36.56%</td>
</tr>
<tr>
<td>Analog Devices Inc</td>
<td>66.16</td>
<td>3.45</td>
<td>12.36</td>
<td>1.63%</td>
<td>$1.2</td>
<td>$1.61</td>
<td>22.28%</td>
</tr>
<tr>
<td>Monolithic Power Systems Inc</td>
<td>19.24</td>
<td>10.57</td>
<td>14.69</td>
<td>4.17%</td>
<td>$0.18</td>
<td>$0.35</td>
<td>39.24%</td>
</tr>
<tr>
<td>STMicroelectronics NV</td>
<td>26.94</td>
<td>1.60</td>
<td>2.42</td>
<td>0.32%</td>
<td>$0.51</td>
<td>$0.84</td>
<td>-27.36%</td>
</tr>
<tr>
<td>ON Semiconductor Corp</td>
<td>41.02</td>
<td>3.07</td>
<td>3.80</td>
<td>-5.78%</td>
<td>$-0.37</td>
<td>$0.29</td>
<td>-22.39%</td>
</tr>
<tr>
<td>ASE Technology Holding Co Ltd</td>
<td>19.72</td>
<td>2.08</td>
<td>1.08</td>
<td>2.39%</td>
<td>$27.16</td>
<td>$24.89</td>
<td>11.56%</td>
</tr>
<tr>
<td>United Microelectronics Corp</td>
<td>11.68</td>
<td>1.40</td>
<td>2.29</td>
<td>2.06%</td>
<td>$23.86</td>
<td>$15.45</td>
<td>5.91%</td>
</tr>
<tr>
<td>First Solar Inc</td>
<td>13.67</td>
<td>2.11</td>
<td>4.06</td>
<td>2.59%</td>
<td>$0.35</td>
<td>$0.34</td>
<td>6.35%</td>
</tr>
<tr>
<td>Credo Technology Group Holding Ltd</td>
<td>340.34</td>
<td>24.86</td>
<td>40.94</td>
<td>5.63%</td>
<td>$0.04</td>
<td>$0.11</td>
<td>179.73%</td>
</tr>
<tr>
<td>Skyworks Solutions Inc</td>
<td>29.07</td>
<td>1.88</td>
<td>3.03</td>
<td>1.11%</td>
<td>$0.22</td>
<td>$0.39</td>
<td>-8.87%</td>
</tr>
<tr>
<td>Qorvo Inc</td>
<td>150.83</td>
<td>2.39</td>
<td>2.25</td>
<td>0.93%</td>
<td>$0.11</td>
<td>$0.37</td>
<td>-7.6%</td>
</tr>
<tr>
<td>Lattice Semiconductor Corp</td>
<td>143.54</td>
<td>10.32</td>
<td>15.02</td>
<td>0.71%</td>
<td>$0.02</td>
<td>$0.08</td>
<td>-14.68%</td>
</tr>
<tr>
<td>Universal Display Corp</td>
<td>31.82</td>
<td>4.38</td>
<td>11.25</td>
<td>3.93%</td>
<td>$0.08</td>
<td>$0.13</td>
<td>0.62%</td>
</tr>
<tr>
<td>Average</td>
<td>73.67</td>
<td>7.46</td>
<td>11.33</td>
<td>3.19%</td>
<td>$35.89</td>
<td>$29.75</td>
<td>20.04%</td>
</tr>
</tbody>
</table>
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 </style>By closely examining NVIDIA, we can identify the following trends: 
<ul>
<li>
The Price to Earnings ratio of 52.93 is 0.72x lower than the industry average, indicating potential undervaluation for the stock.
</li>
<li>
It could be trading at a premium in relation to its book value, as indicated by its Price to Book ratio of 47.72 which exceeds the industry average by 6.4x.
</li>
<li>
The stock's relatively high Price to Sales ratio of 27.32, surpassing the industry average by 2.41x, may indicate an aspect of overvaluation in terms of sales performance.
</li>
<li>
The Return on Equity (ROE) of 23.01% is 19.82% above the industry average, highlighting efficient use of equity to generate profits.
</li>
<li>
With lower Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) of $22.58 Billion, which is 0.63x below the industry average, the company may face lower profitability or financial challenges.
</li>
<li>
The gross profit of $26.67 Billion is 0.9x below that of its industry, suggesting potential lower revenue after accounting for production costs.
</li>
<li>
The company's revenue growth of 69.18% is notably higher compared to the industry average of 20.04%, showcasing exceptional sales performance and strong demand for its products or services.
</li>
</ul>
<h3>Debt To Equity Ratio</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1752591614_0.png" alt="debt to equity" />
The debt-to-equity (D/E) ratio gauges the extent to which a company has financed its operations through debt relative to equity.
Considering the debt-to-equity ratio in industry comparisons allows for a concise evaluation of a company's financial health and risk profile, aiding in informed decision-making.
By considering the Debt-to-Equity ratio, NVIDIA can be compared to its top 4 peers, leading to the following observations:
<ul>
<li>
NVIDIA demonstrates a stronger financial position compared to its top 4 peers in the sector.
</li>
<li>
With a lower debt-to-equity ratio of 0.12, the company relies less on debt financing and maintains a healthier balance between debt and equity, which can be viewed positively by investors.
</li>
</ul>
<h3>Key Takeaways</h3>
The low P/E ratio suggests that NVIDIA may be undervalued compared to its peers in the Semiconductors &amp; Semiconductor Equipment industry. However, the high P/B and P/S ratios indicate that the market values the company's assets and sales more highly. On the other hand, the high ROE, revenue growth, and low EBITDA and gross profit ratios suggest that NVIDIA is generating strong returns on equity and experiencing significant revenue growth, despite lower profitability margins.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Inquiry Into NVIDIA's Competitor Dynamics In Semiconductors &amp; Semiconductor Equipment Industry

Benzinga Market Summary: Wells Fargo Drops On Soft Outlook, June Core CPI Comes In Slightly Below Estimates, NVIDIA Stock Rises As Co. Confirms It Would Restart Sales Of H20 GPU In China

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<li>NVDA</li>
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Data From <a href="https://swaggystocks.com/dashboard/wallstreetbets/ticker-sentiment">https://swaggystocks.com/dashboard/wallstreetbets/ticker-sentiment</a>
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JD Scholten, a Democratic candidate for the U.S. Senate in Iowa, made an investment in a stock tracker following the Pelosi family&#8217;s trades, which has resulted in a profit of about $600.
What Happened: Scholten, a state legislator in Iowa, invested $1,000 in the &#8220;Pelosi Tracker&#8221; in early 2024, <a href="https://www.businessinsider.com/jd-scholten-iowa-invested-nancy-pelosi-stock-tracker-2025-7">reported</a> Business Insider. The tracker, managed by the Autopilot app, mirrors the stock trades of Paul Pelosi, the husband of former House Speaker Nancy Pelosi. Scholten, who is also a professional baseball player, described the investment as &#8220;partly as a joke&#8221; in a financial disclosure filed on Monday.
He said he would sell his stocks if elected and expressed support for banning lawmakers from trading stocks. Scholten, who is challenging Sen. Joni Ernst (R-Iowa), said he chose to invest in the tracker after discovering it on Instagram.
&#8220;It&#8217;s not really a serious thing. I&#8217;m not banking on this.&#8221;
The Pelosi Tracker monitors trades made by Paul Pelosi, the husband of Speaker Emerita Nancy Pelosi. Although Nancy Pelosi does not personally trade stocks, her husband&#8217;s investment activity has drawn attention over concerns about potential access to non-public information.
Chris Josephs, Autopilot cofounder, disclosed that the app now manages over&nbsp;$400 million in client assets&nbsp;following Pelosi&#8217;s trades. According to Josephs, the tracker aims to &#8220;highlight the hypocrisy&#8221; of congressional stock trading.
SEE ALSO:&nbsp;<a href="https://benzinga.com/crypto/cryptocurrency/25/07/46394828/bitcoin-eth-xrp-solana-are-in-for-a-long-and-exhausting-bull-market-bernstein-predicts" target="_blank" rel="noreferrer noopener">Bitcoin, ETH, XRP, Solana Are In For A &#8216;Long And Exhausting Bull Market,&#8217; Bernstein Predicts &#8211; Benzinga</a>
Why It Matters: Scholten&#8217;s investment in the Pelosi Tracker comes amid a growing debate on congressional stock trading. The Pelosi Tracker, which automatically copies&nbsp;stock trades made by politicians&nbsp;and prominent hedge fund managers, has drawn attention to the issue of congressional stock trading.
The Pelosi family&#8217;s stock trades have been a <a href="https://www.benzinga.com/trading-ideas/long-ideas/25/07/46372755/nancy-pelosi-just-bought-tech-stock-at-71-discount-to-current-price-heres-how">topic of interest</a>, with Nancy Pelosi and her husband, Paul Pelosi, holding significant stakes in tech companies like NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>).
Their trading activity has raised questions about the accumulation of wealth by public servants. For instance, Nancy Pelosi&#8217;s reported net worth of $120 million has been a <a href="https://www.benzinga.com/personal-finance/management/25/06/45712404/grant-cardone-says-nancy-pelosis-120-million-net-worth-defies-life-and-math-shed-need-to-be-33000-years-old-on-a-179000-salary">subject of debate</a>.
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Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

This Democratic Senate Candidate Invests In 'Pelosi Tracker' As A Joke—Walks Away With 60% Profit

U.S.-listed Chinese stocks, including tech giants Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), PDD Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>), JD.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>), and Baidu (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>), experienced significant gains on Tuesday. 
This surge followed the <a href="https://www.benzinga.com/markets/tech/25/07/46407517/nvidia-resumes-h20-shipments-to-china-as-jensen-huang-meets-trump-beijing-officials-fully-compliant-rtx-pro-aims-to-bridge-ai-cold-war">U.S. government&#8217;s recent decision</a> to lift certain chip export restrictions to China. The positive sentiment also extended to Chinese electric vehicle companies like NIO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>), Li Auto (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LI#NASDAQ">LI</a>), and XPeng (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>), which saw strong upward momentum.
For some time, Washington had slapped multiple semiconductor restrictions on China, severely limiting its access to advanced semiconductor technology. These measures were enacted citing national security concerns, aiming to curb China&#8217;s technological advancement in critical areas.
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Amidst these developments, graphics processing unit (GPU) giant Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) made a pivotal announcement on Monday. The company confirmed it would restart sales of its H20 GPU in China and also launch a new RTX PRO graphics chip specifically designed for Chinese customers. 
Nvidia CEO Jensen Huang stated that the company is actively submitting applications to resume H20 shipments, and the U.S. government has provided assurances that these license approvals will be granted, with deliveries expected to commence soon. 
Furthermore, Huang introduced the RTX PRO GPU, which is fully compliant with U.S. export rules and is tailored for AI-powered digital twins in smart factories and logistics applications. This move underscores Nvidia&#8217;s strategic efforts to maintain its competitive edge in the crucial Chinese market despite stricter trade policies.
Previously, the U.S. had broadly prohibited China from accessing technology from key semiconductor companies such as Nvidia, Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), ASML Holding (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>), and Micron Technology (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>). 
These semiconductor chips are fundamental components for virtually every modern electronic device, ranging from smartphones to advanced electric vehicles.
In 2024, Joe Tsai, co-founder and chairman of Alibaba, publicly stated that China lagged behind the U.S. by approximately <a href="https://www.benzinga.com/government/24/04/38140039/us-embargo-on-nvidia-stings-hard-chinas-ai-development-lags-peers-alibabas-joe-tsai-reveals">two years</a> in AI development. 
He attributed this significant gap largely to the U.S. technology restrictions. In a podcast interview, Tsai explained that Washington&#8217;s export curbs had limited Chinese firms&#8217; access to advanced chips like Nvidia&#8217;s GPUs, which in turn severely hampered Alibaba&#8217;s cloud business and its ability to provide top-tier computing services to its clients.
The U.S. chip companies, recognizing the substantial portion of their revenue generated from the Chinese market, had been actively lobbying the U.S. government to ease these restrictions. 
Their arguments highlighted the detrimental impact of the bans on their financial performance. As a direct consequence of the export ban on H20 products to China, which came into effect on April 9, Nvidia notably booked a <a href="https://www.benzinga.com/markets/tech/25/07/46295574/nvidia-outpaces-market-with-ai-powered-growth">$4.5 billion charge</a> in its first quarter, reflecting the significant financial hit.
Looking ahead, Nvidia CEO Jensen Huang is reportedly slated to attend the <a href="https://www.benzinga.com/markets/tech/25/07/46407075/nvidia-ceo-jensen-huang-to-attend-china-supply-chain-expo-in-beijing-on-wednesday-says-state-tv">opening ceremony</a> of China&#8217;s International Supply Chain Expo in Beijing on Wednesday. 
<a href="https://www.benzinga.com/markets/tech/25/07/46336670/nvidia-prepares-china-specific-ai-chip-amid-us-export-curbs-as-ceo-jensen-huang-plans-beijing-visit-next-week-to-reassure-market-report">Prior reports</a> had indicated that Huang was preparing for an important diplomatic trip to China, where the company intended to introduce a new, scaled-down AI chip that adheres to U.S. export regulations. 
According to the Financial Times, this new chip is a modified version of the Blackwell RTX Pro 6000, designed with certain advanced features, such as high-bandwidth memory and NVLink, excluded to comply with the restrictions. 
Nvidia reportedly plans to debut this China-specific AI chip as early as September. Sources familiar with the matter also noted that Huang aims to meet with top Chinese officials, including Premier Li Qiang and Vice Premier He Lifeng, during his visit to the International Supply Chain Expo next week in Beijing.
Price Action: BABA stock is trading up 5.66% to $114.35 premarket at last check Tuesday.
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Eaton and Nvidia shares are trading higher after the companies announced a collaboration to support high-density GPU deployments and enable the shift to high-voltage direct current (HVDC) power infrastructure in AI data centers.

<a target="_blank" href="https://www.benzinga.com/topic/ai-stocks" rel="noreferrer noopener">Artificial intelligence (AI) chip stocks</a>, including industry giants like Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), and Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), alongside key players such as Broadcom (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), Arm Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>), Marvell Technology (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), and Micron Technology (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>), saw a significant surge in their stock prices on Tuesday.
This market uptick was primarily driven by two major developments: reports indicating the Trump administration&#8217;s plans to announce substantial AI and energy investments in Pennsylvania, and the U.S. government&#8217;s decision to lift certain chip export restrictions to China.
President Donald Trump is set to unveil a major initiative on Tuesday near Pittsburgh, detailing plans for approximately $70 billion in new investments in artificial intelligence and energy infrastructure.
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>
Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-07-14/trump-to-unveil-70-billion-in-ai-and-energy-investments?sref=TBDibEcD" rel="noreferrer noopener">reported</a> on Monday that this comprehensive plan encompasses the development of new AI data centers, the expansion of power generation capabilities, critical upgrades to grid infrastructure, and the introduction of new training programs and apprenticeships.
This announcement represents a pivotal move in Trump&#8217;s broader strategy to bolster America&#8217;s leadership in AI by actively encouraging private investment, streamlining regulatory processes, and expediting permits for both technology and energy projects.
The event, hosted by Senator David McCormick at Carnegie Mellon University, is expected to draw a distinguished gathering of around 60 top executives from various sectors, including leaders from BlackRock (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLK#NYSE">BLK</a>), Palantir Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), Anthropic, ExxonMobil (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XOM#NYSE">XOM</a>), and Chevron (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVX#NYSE">CVX</a>).
Further underscoring the magnitude of these investments, Blackstone President Jon Gray is anticipated to announce a $25 billion initiative specifically targeting data center and energy infrastructure expansion.
This project is projected to generate thousands of construction and permanent jobs, contributing significantly to the economy. This follows earlier announcements made under Trump&#8217;s second term, notably a staggering $100 billion AI investment pledge from a consortium including SoftBank (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBF#OTC">SFTBF</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBY#OTC">SFTBY</a>), OpenAI, and Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>).
These strategic moves, alongside the recent rollback of Biden-era AI chip restrictions, are explicitly aimed at counteracting China&#8217;s aggressive advancements in AI and maintaining the United States&#8217; technological superiority on the global stage.
Adding to the positive momentum for Nvidia and other chip stocks was the U.S. government&#8217;s recent decision to ease chip <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46409079/nvidia-growth-estimates-get-10-boost-as-us-lifts-china-chip-export-curbs-gene-munster-predicts-30-35-growth-for-2026" rel="noreferrer noopener">export restrictions to China</a>. This move is particularly impactful for companies like Nvidia, which had faced significant revenue setbacks due to previous bans.
Gene Munster, managing partner at Deepwater Asset Management, expressed optimism, stating that Wall Street analysts are likely to raise Nvidia&#8217;s growth estimates by approximately 10% following this development.
While acknowledging that some analysts might have already factored in the return of Nvidia&#8217;s H20 chips to the Chinese market, Munster still anticipates a boost to overall forecasts, emphasizing that, &#8220;Either way you look at it, great news for $NVDA.&#8221;
This is especially relevant given that Nvidia had previously incurred a substantial $4.5 billion charge in the first quarter of this year, directly attributable to the export ban on its H20 products to China, which was enforced on April 9.
NVDA Price Action: NVDA stock is trading higher by 4.69% to $171.75 premarket at last check Tuesday.
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