From Morningstar: 2025-04-16 04:01:00

Nvidia expects a $5.5 billion write-off due to US restrictions on exporting its H20 AI GPU to China, causing shares to drop 6%. US-China tensions have reduced China’s contribution to Nvidia’s revenue from 20% to 10%. Analysts lower revenue estimates and fair value to $125, citing uncertainty and tariff concerns. Earnings call insights awaited in May.



Read more at Morningstar: Nvidia Stock: Lowering our Fair Value Due to…