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Nvidia, H20 and Donald Trump

Nvidia’s CEO blasted Trump policy that will cost the company $10.5 billion in lost revenue—then praised Trump’s ‘bold vision’ minutes later

During Nvidia's quarterly earnings call, CEO Jensen Huang gave a real time demonstration of how to navigate politics in the Trump era.

The Register on MSN · 1d

Trump trade policy to cost Nvidia $10.5B in lost H20 GPU revenues

But don't worry, sales are still up 69 percent US export controls blocking the sale of Nvidia’s H20 GPUs to will cost the company $10.5 billion in lost revenues in the first half of the 2026 fiscal year,

Barron's · 1d

Nvidia Sees $10 Billion Revenue Hit From Trump’s H20 China Ban

Nvidia is likely to lose more than $10 billion in revenue from President Donald Trump’s decision to ban sales of the company’s H20 chips to China. The U.S. government effectively banned those sales in April by tightening export licensing requirements.

Nvidia, Wall Street and China

Yahoo Finance · 11h

Nvidia earnings live: Nvidia stock pops as Wall Street looks through China sales hit

Nvidia (NVDA) stock popped around 5% Thursday after the poster child for artificial intelligence reported mixed first quarter results after the close on Wednesday. The rise put it on track for its highest close since January.

AOL · 4h

Wall Street is looking past Nvidia’s China problem … for now

Despite Wall Street’s general approval of Nvidia’s results and outlook without China, Huang isn’t giving up on the region. The CEO issued a dire warning during the company’s earnings call, saying that whatever chip AI platform wins in China is positioned to lead globally.

Reuters on MSN · 1d

Wall St edges lower as markets await Nvidia earnings

Wall Street's main indexes fell slightly on Wednesday, after a sharp rally in the previous session sparked by easing trade tensions, as investors awaited AI bellwether Nvidia's results and minutes from the U.

13h

Nvidia Q1 Results Show The Flaws In Their Armor

Nvidia Corporation faces export bans and slowing growth despite AI dominance. Click to see why investors await pullbacks for ...

9hon MSN

Unusual Senate duo press NVIDIA over plans for new Shanghai facility

An unusual Senate duo is pressing powerhouse chipmaker NVIDIA over plans to open a research-and-development center in Shanghai, arguing the company is helping China’s defense and technology ...

10h

Nvidia Stock Has 'Significant Upside' As AI 'Godfather' Jensen Huang Delivers Another 'Robust Quarter'

Wedbush on NVDA: Nvidia and CEO Jensen Huang delivered a strong quarter with "robust numbers," Ives said in a new investor ...

13h

Nvidia Q1: What Everyone Missed, And What They Didn't

Nvidia Corporation delivered strong Q1 results despite a $4.5B China inventory hit and looming export restrictions. Read why ...

4don MSN

Nvidia has lost its shock power to investors, for now

For this Nvidia report, I'm stumped on which way the market might go — though I have concerns that investors may sell on the ...

18h

Nvidia is a $3tn bet on the tokenisation of everything

Nvidia reported $44bn of revenue in the three months that ended in April, 69 per cent higher than a year earlier, and more ...

11h

Market's Rally Fades. Nvidia Is Off Its Highs.

Nvidia’s post-earnings rally lost some steam, and so did the stock market. The Nasdaq Composite was up just 0.4%. The Dow was down 12 points, or pretty much flat. The S&P 500 was up 0.2%. Nvidia ...

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