Nvidia stock is jumping today following announcements that the Trump administration will allow the company's H20 processor and other hardware to be sold in China. The approval of the export licenses for the company's AI hardware is an unexpected development -- and a big win for CEO Jensen Huang.

NVIDIA delivered strong financial performance in Q1 2026 and maintained momentum in the AI sector, breaking record levels and continuing to rally despite ongoing trade tensions, export restrictions, and geopolitical uncertainty.

Nvidia Corporation leads the global AI revolution. U.S.-China export breakthroughs boost H20 GPU sales in China, driving revenue. Click for my NVDA update.

Currently, Nvidia accounts for nearly 8 percent of the S&P 500. That’s the highest weighting for a single stock in 45 years, according to Todd Sohn, senior ETF strategist at Strategas Securities. For context, industrials account for 8.7 percent of the index, while healthcare stands at 9.1 percent.

Even at record highs, Nvidia’s stock may not be as expensive as it is touted to be. Some valuation metrics suggest room for upside

Nvidia Corporation's H20 GPU exports to China resume, unlocking billions in revenue and cash flow. Click for my updated look at NVDA stock after this news.

With Nvidia’s stock at record highs, some investors might be wary of buying. Options strategists suggest other ways to play the name.

Chipmaker Micron Technology's stock price has surged by over 80% in just a few months. Could this be a possible growth star for our writer to buy? The post Up 83% in months, could Micron stock be the next Nvidia?

Nvidia stock fell to start the week as CEO Jensen Huang appeared to reaffirm his company’s commitment to the Chinese market.

Here's why Nvidia will likely become the first company to surpass $4 trillion in market value, what Nvidia and Microsoft must do to continue rising in price, and whether either growth stock is a buy now.

Nvidia's stock market value ended the trading session above $4 trillion, solidifying the chipmaker's position as Wall Street's central player in a race to dominate AI technology.