1. Nvidia faced challenges in the first half of 2025, with concerns about competition, tariffs, and trade restrictions. Despite this, the company continues to grow. Three catalysts, including the launch of Blackwell chips and potential sales to China, could boost Nvidia stock in the second half of the year.
2. CEO Jensen Huang’s push for sovereign AI has gained momentum, with the EU and multiple countries joining the movement. Nvidia’s leading position in AI-centric chips positions the company well to benefit from the trend.
3. Sales of Nvidia’s H200 chips in China could reach nearly $10 billion per quarter, pending approval. This potential boost in revenue makes Nvidia an attractive investment option for the second half of 2025.

Read more at Nasdaq: Could Nvidia Be Your Best Investment in the Second Half of 2025?