NVIDIA Corporation (NVDA) Faces China H200 Tariff Headwind, Yet Wolfe Stays Bullish

2 hours ago 1

Rameen Kasana

Sat, January 17, 2026 astatine 5:45 AM CST 1 min read

NVIDIA Corporation (NASDAQ:NVDA) is among the stocks with the champion net maturation for the adjacent 5 years. On January 15, Wolfe Research maintained an ‘Outperform’ standing connected NVIDIA Corporation (NASDAQ:NVDA) with a terms people of $250. In enactment with the statement 1-year median terms target, the terms people reflects an upside imaginable of 33.60%. This follows the 25% tariff announcement by White House connected immoderate precocious semiconductors, which is apt to interaction NVIDIA’s H200 shipments to China, the steadfast says.

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Wolfe Research highlights that this tariff imposition volition let the U.S. authorities to cod a predetermined outgo successful instrumentality for allowing NVIDIA Corporation (NASDAQ:NVDA) to export H200 chips to China. The steadfast suggests that a implicit solution volition perchance beryllium included successful broader commercialized negotiations betwixt the 2 countries.

NVIDIA’s Strategic Partnership With Synopsys Aims to Accelerate AI-First R&D

According to Investing.com, NVIDIA Corporation (NASDAQ:NVDA) had earlier indicated that China shipments could correspond $2 cardinal to $5 cardinal per quarter, astir 5% of the company’s existent quarterly revenue, lone if they are granted support for specified exports.

NVIDIA Corporation (NASDAQ:NVDA) is simply a California-based computing infrastructure institution that offers graphics, compute, and networking solutions. Incorporated successful 1993, the institution is committed to enhancing computing to code the toughest challenges.

While we admit the imaginable of NVDA arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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