Scrapping export restrictions on top-of-the-line GPU chips because of DeepSeek's s AI success would hand China a major win, says Toner.

Trump administration officials are exploring additional curbs on the sale of Nvidia Corp. chips to China, according to people familiar with the matter, who emphasized that conversations are in very early stages as the new team works through policy priorities.

ASML shares jump 9% as strong chip orders ease AI spending fears. Traders eye semiconductor stocks as demand for high-end chips remains resilient.

Nvidia drops 6% as the Trump administration considers new restrictions on AI chip sales to China, raising concerns over U.S.-China tech tensions.

Since the start of 2023, Nvidia 's (NASDAQ: NVDA) stock has gained an astronomical 906% as of the time of writing. It's also right around its all-time high right now, but these two facts may scare some investors off. The common thought is, "Nvidia has risen so much already; how can it increase more?"

President Donald Trump has threatened to introduce tariffs on Taiwan-made chips, which could hit Nvidia, one of TSMC's biggest customers.

Energy concerns, diversification and industries ripe for AI disruption are at the core of Lip-Bu Tan's investment strategy.

Exchange-traded funds that invest in semiconductor stocks swung into positive territory on Tuesday, erasing losses seen earlier in the trading session after being beaten down Monday. The iShares Semiconductor ETF was up 0.

At 3 PM eastern, the Nasdaq Composite Index rebounded by approximately 1.2%, recovering from the previous day’s decline triggered by concerns over Chinese AI company DeepSeek. Here’s an updated performance summary of key chip stocks: Company Ticker Price (USD) Change (%) NVIDIA NVDA 127.

Monday’s trading session saw mixed results in the U.S. stock market. The S&P 500 dropped by 1.5% to 6,012.28, shedding nearly 90 points, while the NASDAQ fell 3.07% to 19,341.83. On the other hand, the Dow managed to trade up by 0.

Wall Street had a rough start to the week after a cheap artificial intelligence-model unveiled by a Chinese start-up shook markets.