Nvidia shares held flat at $222.06 as investors weighed whether this week's meeting between U.S. President Donald Trump and Chinese President Xi Jinping could eventually reshape the company's access to China. AI, trade and technology restrictions are expected to feature in the broader U.S.-China discussions, though the meeting itself does not guarantee any change to existing chip rules. CEO Jensen Huang has repeatedly argued for keeping American chip companies competitive in China, but the investment case still hinges on what Nvidia can actually ship and monetize. The company's latest quarter produced $96.2 billion of revenue, including roughly $89 billion from data-center products, or about 92.5% of total sales, meaning any meaningful expansion in approved Chinese sales would sit on top of an already dominant data-center franchise rather than rescue a struggling business. Nvidia carries a GF Score of 95/100, with strong readings for profitability, growth and financial strength, while GF Value is the clear weak spot, leaving less room for disappointment on valuation.
NVIDIA CorporationTrump-Xi talks could reshape US chip restrictions on Nvidia's China access, but no change to existing rules is guaranteed.
