From Nasdaq: 2025-05-16 05:45:00

Nvidia’s stock has faced challenges in 2025, down 8% year-to-date. However, recent positive reports from tech giants and easing U.S.-China tariff tensions have boosted investor confidence. Expectations are high for Nvidia’s Q1 results, set to be announced on May 28, with a potential surge in revenue from Chinese clients.

The recent U.S.-China tariff dispute is showing signs of cooling down, with reciprocal tariffs set to decrease by 115% for 90 days. This positive development could benefit companies like Nvidia, which had been impacted by the initial tariff implementation. Investor confidence is expected to rise as uncertainty surrounding tariffs diminishes.

Nvidia’s customers, including Meta Platforms, are prepared to absorb increased costs due to tariffs on AI hardware. The chipmaker raised prices on its AI GPUs by up to 15% to offset tariff-related effects, ensuring stable profit margins. Expectations for Nvidia’s fiscal Q1 revenue are high, with the potential for revenue from Chinese clients to exceed analyst forecasts.

Analysts anticipate Nvidia’s revenue for Q1 to reach $43 billion, a 65% increase from the prior year. With significant orders from Chinese clients and increasing demand for AI models, Nvidia’s revenue from China could surpass previous levels. The company’s control over the AI supply chain and positive developments in the U.S.-China trade relations position Nvidia for continued success in the market.



Read more at Nasdaq: Prediction: Nvidia Stock Is Set for a Massive Rally After May 28