NVDANVIDIA Corporation
235.09
+4.10%
SUPPORT:217.72209.61
RESISTANCE:233.94242.05
Past
What happened
NVIDIA surged 2.3% to $225.83 as Jensen Huang joined Trump's delegation to Beijing, signaling potential AI export policy shifts.
Why
Why it matters
Huang's presence at the Trump-Xi meeting is the most bullish signal for chip export relief in months — if AI safeguard agreements ease restrictions, NVDA's China TAM re-opens significantly.
Watch
What to watch
Trump-Xi AI safeguard discussions Thursday are the make-or-break — positive language on chip exports targets $235; disappointment sends it back to $218.
Past
What happened
NVDA surged 4.1% to $235.09, the single biggest contributor to Nasdaq gains as chip names led the summit-day risk bid.
Why
Why it matters
The Huang-in-Beijing optic is the marginal trade — any softening of US AI chip export rules would be immediately accretive to NVDA's data center revenue trajectory.
Watch
What to watch
Summit headlines plus tomorrow's earnings tape from chip peers — $240 is the all-time high zone; rejection here without summit progress can trigger a quick $228 retest.
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