NVIDIA Corporation (NASDAQ:NVDA) is one of the AI Stocks Gaining Attention on Wall Street. On July 15, Bernstein maintained its “Outperform” rating on the stock with a $185 price target. Several analysts raised their forecasts for the stock after Nvidia managed to win the approval of the US government for the sale of its H20 chips

In July 2025, the U.S. government greenlit artificial intelligence (AI) chip exports to China, unlocking billions in revenue for Nvidia (NVDA) and Advanced Micro Devices (AMD) — and boosting both stocks on the news that specialized AI chip exports to China would resume.

NVIDIA’s (NASDAQ: NVDA) market received a green light to rally that will have far-reaching repercussions. NVIDIA is the largest company globally, with a valuation exceeding $4 trillion, and has the most significant impact on the S&P 500 index.

Jim Cramer believes that Nvidia Corp. (NASDAQ:NVDA) is poised to get a significant boost with the U.S. government assuring licenses for the sale of its H20 chips or general processing units to China,

Nvidia 's ( NVDA 0.37%) business has been going strong over the past few years thanks to its dominance in the global artificial intelligence (AI) chip market. The company designs the most powerful AI chips on the market,

Treasury Secretary Scott Bessent’s comments and news of the resumption of H20 chip sales to China have excited Wall Street.

Nvidia Corporation leads the global AI revolution. U.S.-China export breakthroughs boost H20 GPU sales in China, driving revenue. Click for my NVDA update.

Nvidia said it has filed applications to resume selling H20 GPUs in China and has received assurances that licenses will be granted.

Nvidia growth estimates to get a boost as the U.S. lifts chip export curbs on China, bringing the estimates 10% higher, says Gene Munster.