The stock is strong on AI demand, and Huang’s Beijing diplomacy signals Nvidia is actively working to reduce policy surprise risk. Even without new export-control changes, “more predictable” ties improve planning for supply,

A short seller unveiled a bearish Nvidia call, predicting the company is being cut out of China at a time when analysts see the market as key to its future.

Culper Research claims Nvidia's China exposure remained larger than disclosed, with billions in GPUs allegedly reaching China via intermediaries after 2025 curbs.

The US president arrived for the two-day summit on Air Force One late Wednesday accompanied by top CEOs, including Nvidia’s Jensen Huang and Tesla’s Elon Musk – symbols of business deals Trump hopes t