Nvidia (NVDA) Defies US Chip Export Curbs—$200 in Sight?
Nvidia’s stock keeps climbing despite Washington’s latest semiconductor export restrictions. The chipmaker’s resilience has analysts whispering about a potential $200 breakout—proving once again that tech giants play by their own rules.
Wall Street’s favorite AI darling shrugs off regulatory headwinds. While bureaucrats fiddle with export controls, NVDA’s silicon empire keeps minting money. Typical.
Key drivers: Data center demand shows no signs of slowing, and gamers still clamor for those elusive GPUs. Meanwhile, short sellers get burned—another quarter, another beat.
The real question: When do we see the first ’AI bubble’ think piece from some hedge fund manager who missed the rally?
Source: ymgerman / iStock Editorial / Getty Images
Nvidia Gains Yet Again as Its Outlook Quickly Shifts: Is $200 Now On The Cards For 2025?
In what was a major development for the country’s tech sector, US President Donald TRUMP announced he is rescinding chip export restrictions. As one can imagine, the decision has major ramifications. Indeed, it propelled AI chipmakers to find momentum that has been increasingly rare this year.
Moreover, it could represent a major shift set to take place for Nvidia (NVDA), as it has gained for the second straight day due to the chip export shift that could have the stock on pace for a trip to the $200 level. After a worrisome start to the year, traders are anxiously awaiting to see if this could be the turnaround many had hoped for.
On Wednesday, the stock edged up 3% after the news. Specifically, traders saw the benefit in the green repeal that will address the complexity of exporting chips overseas. On Thursday, the US and UK announced a new trade deal, leading the stock to jump alongside the market yet again. Now, it’s trading at the $118 level with some potential to gain even more.
The question is, what is the stock’s ceiling? According to CNN data, Nvidia has a median price target of $160, representing a 35% jump from its current position. However, its bullish projection sits at $235, representing 99% upside for the AI chipmaker. On the other end, it has a $100 bearish scenario lying in wait, which gives the shares a 15% downside risk.
