Trade war uncertainty could impact Nvidia's sales and manufacturing costs, leading to potential risks.

From Nasdaq: 2025-06-17 06:15:00

Nvidia dominates the AI stock market with its top-of-the-line GPUs. However, Trump’s trade war with China could impact the company’s future. Analysts are divided on how Nvidia will fare, with potential losses from Chinese sales restrictions and export limits on GPUs, though some predict long-term benefits.

Amidst the trade war uncertainty, Nvidia has removed China from its sales forecasts, indicating low expectations. The company also plans to invest in U.S. manufacturing to avoid potential tariffs on foreign-produced GPUs. However, the move may increase costs, especially as securing rare-earth minerals becomes more challenging.

Investing in Nvidia now poses risks due to the trade war’s impact on China sales and potential manufacturing cost increases. The Motley Fool’s Stock Advisor team didn’t include Nvidia in their top 10 stock picks, highlighting other investment opportunities with significant growth potential. Consider historical performance and market trends before investing.



Read more at Nasdaq: Prediction: Here’s How Trump’s Trade War Could Play Out for Nvidia Over the Next 3 Years