Nvidia stock hits record highs as U.S. export licenses unlock access to China’s $50B AI market. Click here to read an analysis of NVDA stock now.

Nvidia stock has rallied impressively in the past three months, and trades at a premium valuation. Growth-oriented investors should consider looking past Nvidia's valuation in light of the opportunity.

One analyst boosted his price target on Nvidia’s stock to a level that would imply a $5.7 trillion market cap, with the chip maker seemingly cleared to sell its H20 chip in China again.

Nvidia stock spiked on Tuesday. The AI chip titan said it had received assurances from the administration that it can resume sales of key AI chips to China.

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Nvidia took a $4.5 billion write-off in its latest quarter on unsold H20 chips that it was unable to repurpose for other markets. If sales of these high-volume chips to China resume, a reversal of this write-off could boost earnings.

Nvidia said it has filed applications to resume selling H20 GPUs in China and has received assurances that licenses will be granted.

Nebius stock has soared impressively this year, and its rise seems justified considering its outstanding growth and solid prospects. Goldman Sachs believes that the stock remains undervalued when its growth potential is taken into account.

Indian retail investors ramped up US stock purchases amid global market volatility, with a strong tilt toward semiconductors, healthcare, AI, and small-cap ETFs. There was also a shift toward long-term,