Nvidia Stock Surges Again Amid Positive AI and Trade Developments

Nvidia (NVDA) shares surged at the start of the trading week, jumping more than 5% early Monday before settling slightly lower by midday. As of 12:09 p.m. ET, the stock remained up by 4.8%, continuing its upward trend driven by optimism around artificial intelligence (AI) and improving investor sentiment.

Over the past two weeks, Nvidia’s stock has climbed roughly 20%, recovering strongly from a recent dip tied to tariff concerns. Although geopolitical tensions still loom, investors appear to be looking beyond those uncertainties and focusing on the company’s long-term growth prospects.

China Trade Worries Turn Into Possible Growth Catalyst

Earlier in the year, Nvidia’s stock had been under pressure due to escalating trade friction between the U.S. and China. One major setback was the export restrictions placed on Nvidia’s H20 chip, developed specifically for the Chinese market. The company was forced to take a $5.5 billion inventory write-down related to this chip last month.

Despite that, Nvidia continues to see promise in the Chinese market. Last year, the company generated over $17 billion in revenue from China—about 13% of its total sales. Recent news of a constructive meeting between U.S. Treasury Secretary Scott Bessent and Chinese officials in Geneva has fueled optimism about the future of U.S.-China trade relations.

Thanks to this positive sentiment, Nvidia’s valuation is now approaching a $3 trillion market capitalization. Improved diplomatic and trade cooperation between the two countries would likely benefit Nvidia significantly, reinforcing the bullish outlook among investors.

Strong Global Demand Bolsters Outlook

Beyond China, Nvidia’s global business remains robust. Any future rebound in Chinese sales would be an added boost to the company’s already strong performance. While a 90-day suspension of new tariffs by both the U.S. and China is just the beginning, it marks a meaningful step toward easing trade tensions.

For long-term investors, Nvidia continues to represent a promising opportunity, especially as AI-related hardware and software become increasingly central to businesses across industries.

Don’t Miss the Next Big Investment Opportunity

Many investors regret not jumping in earlier on high-growth companies. But opportunities still exist. Occasionally, top analysts issue rare “Double Down” recommendations—highlighting stocks they believe are poised for explosive gains.

Consider this:

• A $1,000 investment in Nvidia when it was a “Double Down” pick in 2009 would be worth over $300,000 today.*
• A similar investment in Apple in 2008 would have grown to more than $37,000.*
• And $1,000 placed into Netflix in 2004? That would now be over $600,000!*

Currently, analysts are sounding the alarm on three standout companies with similar upside potential. For investors looking to capitalize, now may be the ideal moment to act before the next major surge.