NVIDIA Corporation (NASDAQ:NVDA) is projected to have the best earnings growth for the next 5 years, with an ‘Outperform’ rating and $250 price target. The 25% tariff on advanced semiconductors by the White House may impact NVIDIA’s shipments to China, according to Wolfe Research.

The tariff may allow the U.S. government to collect payments for NVIDIA to export H200 chips to China, with a potential resolution in broader trade negotiations. NVIDIA previously indicated that China shipments could account for $2 billion to $5 billion per quarter, if approved.

NVIDIA, founded in 1993, specializes in computing infrastructure solutions, emphasizing graphics, compute, and networking. While NVDA shows investment potential, some AI stocks may offer higher upside. For an undervalued AI stock with growth potential from tariffs and onshoring, consider a free report on the best short-term AI stock.

Read more at Yahoo Finance: NVIDIA Corporation (NVDA) Faces China H200 Tariff Headwind, Yet Wolfe Stays Bullish