{"id":47076,"date":"2026-05-13T06:18:48","date_gmt":"2026-05-13T06:18:48","guid":{"rendered":"https:\/\/www.vtmarketsglobal.com\/en\/uncategorized\/47076\/"},"modified":"2026-05-13T06:18:48","modified_gmt":"2026-05-13T06:18:48","slug":"nvidia-climbs-as-china-talks-lift-ai-hopes","status":"publish","type":"post","link":"https:\/\/www.vtmarketsglobal.com\/en\/analysis\/47076\/","title":{"rendered":"NVIDIA Climbs as China Talks Lift AI Hopes"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarketsglobal.com\/en\/wp-content\/uploads\/sites\/6\/2026\/05\/1_NVDA1-1-1-1024x573.webp\" alt=\"\" class=\"wp-image-46913\"\/><\/figure>\n\n\n\n<p><strong>Key Points<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>NVIDIA traded at <strong>221.27<\/strong>, up <strong>2.18<\/strong>, or <strong>1.00%<\/strong>, after reaching a session high of <strong>223.63<\/strong>.<\/li>\n\n\n\n<li>Shares rose nearly <strong>1.5%<\/strong> in overnight trading as Jensen Huang joined President Donald Trump\u2019s China delegation.<\/li>\n\n\n\n<li>NVIDIA\u2019s China revenue has effectively dropped to zero, after reaching <strong>$25 billion<\/strong> and <strong>32%<\/strong> of total revenue in <strong>2024<\/strong>.<\/li>\n\n\n\n<li>Q1 results are due on <strong>May 20<\/strong>, with revenue expected to rise <strong>79%<\/strong> to <strong>$78.98 billion<\/strong> and adjusted profit expected to increase <strong>119%<\/strong> to <strong>$1.78<\/strong> per share.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<p>NVIDIA moved higher as traders reacted to CEO Jensen Huang joining President Donald Trump\u2019s delegation for high-level talks in Beijing. The stock traded at <strong>221.27<\/strong>, up <strong>2.18<\/strong>, or <strong>1.00%<\/strong>, at <strong>05\/12 22:59:58 GMT+3<\/strong>. The session high stood at <strong>223.63<\/strong>, with a low of <strong>214.91<\/strong>, an open at <strong>218.37<\/strong>, and a close at <strong>219.09<\/strong>.<\/p>\n\n\n\n<p>Shares rose nearly <strong>1.5%<\/strong> in overnight trading heading into Wednesday and became the top trending ticker on Stocktwits. The move came after Trump confirmed Huang was part of the trip, following earlier reports that the NVIDIA chief had not been included.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">Nvidia CEO Jensen Huang will join US President Donald Trump on his visit to China as a last-minute addition to the trip, and was seen boarding Air Force One on a stopover in Alaska. <a href=\"https:\/\/t.co\/U5qt4tc4lm\">https:\/\/t.co\/U5qt4tc4lm<\/a><\/p>&mdash; Bloomberg (@business) <a href=\"https:\/\/twitter.com\/business\/status\/2054378604302148023?ref_src=twsrc%5Etfw\">May 13, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>CNBC reported that Huang flew to Alaska to join Trump\u2019s Air Force One flight to Beijing on Tuesday, while Trump later said in a Truth Social post at <strong>11:09 pm ET<\/strong> that Huang was already on board.<\/p>\n\n\n\n<p>The trip gives NVIDIA a direct seat at one of the market\u2019s most important policy tables. Trump is due to meet Chinese President Xi Jinping on <strong>Thursday<\/strong> and <strong>Friday<\/strong>, with trade, technology, energy security, Iran, Taiwan, and market access all in focus. President Trump will be travelling with a group of business leaders as Washington seeks to stabilise relations with Beijing while keeping pressure on key strategic issues.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">China Access Remains The Core Overhang<\/h2>\n\n\n\n<p>The China issue sits at the centre of NVIDIA\u2019s current valuation debate. Trader sentiment across semiconductor stocks has reached fresh highs, but NVIDIA has lagged parts of the wider chip sector because US export restrictions have damaged its China business.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">CNBC&#39;s The China Connection newsletter: Trump and Xi face a test over AI control <a href=\"https:\/\/t.co\/fy9Af9UCKc\">https:\/\/t.co\/fy9Af9UCKc<\/a><\/p>&mdash; CNBC (@CNBC) <a href=\"https:\/\/twitter.com\/CNBC\/status\/2053977079348072620?ref_src=twsrc%5Etfw\">May 11, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>Huang recently said NVIDIA\u2019s revenue from China has effectively dropped to zero. Just two years ago, NVIDIA was a dominant chip supplier in the region, with <strong>$25 billion<\/strong> in sales from China, representing <strong>32%<\/strong> of total revenue in <strong>2024<\/strong>. That drop has left traders watching every policy signal from Washington and Beijing.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">China is resolved to oppose independence for Taiwan, and its capability to \u2018crush\u2019 separatism is \u2018unbreakable,\u2019 the country&#39;s Taiwan Affairs Office said, ahead of President Trump&#39;s arrival for a summit in Beijing <a href=\"https:\/\/t.co\/QN5rSU5DMJ\">https:\/\/t.co\/QN5rSU5DMJ<\/a><\/p>&mdash; Reuters (@Reuters) <a href=\"https:\/\/twitter.com\/Reuters\/status\/2054417608930124224?ref_src=twsrc%5Etfw\">May 13, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>The Beijing talks could help if they create room for compliant AI chip sales or a clearer framework for semiconductor trade. NVIDIA has already been working around export restrictions with China-compliant chips, but political risk remains high. Any easing in export rules could lift revenue expectations. Any tougher stance could keep China as a drag even while AI demand stays strong elsewhere.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Q1 Earnings Become The Next Major Test<\/h2>\n\n\n\n<p>NVIDIA reports fiscal first-quarter results on <strong>May 20<\/strong>. The company has confirmed that its Q1 FY2027 earnings call will take place on <strong>Wednesday, May 20<\/strong>, at <strong>2 p.m. PT<\/strong>, or <strong>5 p.m. ET<\/strong>.<\/p>\n\n\n\n<p>Analysts expect another record quarter. Revenue is expected to rise <strong>79%<\/strong> to <strong>$78.98 billion<\/strong>, while adjusted profit is expected to increase <strong>119%<\/strong> to <strong>$1.78<\/strong> per share. Other market estimates sit close to that range, with consensus revenue around <strong>$78.89 billion<\/strong> and adjusted EPS around <strong>$1.77<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">AI will drive Nvidia higher by more than 40% from here, says Wells Fargo <a href=\"https:\/\/t.co\/Thdd5U6BK6\">https:\/\/t.co\/Thdd5U6BK6<\/a><\/p>&mdash; CNBC (@CNBC) <a href=\"https:\/\/twitter.com\/CNBC\/status\/2054152001806540962?ref_src=twsrc%5Etfw\">May 12, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>The market reaction may still prove hard to predict. NVIDIA\u2019s previous earnings beat drew a negative reaction because traders had already priced in a strong result. This time, the stock needs more than a beat. Traders will watch data-centre revenue, AI chip demand, gross margins, China commentary, and any update on export-restricted product demand.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">AI Optimism Still Supports The Stock<\/h2>\n\n\n\n<p>The broader AI trade remains strong. NVIDIA continues to sit at the centre of data-centre growth, model training demand, inference workloads, and cloud infrastructure spending. NVIDIA expected fiscal first-quarter sales of <strong>$78 billion<\/strong>, plus or minus <strong>2%<\/strong>, above the <strong>$72.60 billion<\/strong> analyst average at the time.<\/p>\n\n\n\n<p>That demand backdrop gives bulls a strong case. Cloud providers, governments, and enterprises continue to spend on AI infrastructure. The Beijing trip adds a policy catalyst on top of that earnings story.<\/p>\n\n\n\n<p>Still, the stock\u2019s next phase depends on whether NVIDIA can reconnect its AI growth story with China access. If the market hears stronger China language from either Trump, Xi, or Huang, NVIDIA could close part of the performance gap with SOXX. If export restrictions stay firm, traders may treat the rally as short-term sentiment rather than a structural shift.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Technical Analysis<\/h2>\n\n\n\n<p>NVIDIA is extending its bullish recovery, with the stock now trading around <strong>221.27<\/strong> after climbing sharply from the April low near <strong>164.24<\/strong>. The chart structure remains firmly constructive, with momentum accelerating again as buyers push price back toward the upper end of its multi-month range.<\/p>\n\n\n\n<p>Technically, the trend remains decisively bullish:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>MA5:<\/strong> 214.94<\/li>\n\n\n\n<li><strong>MA10:<\/strong> 207.89<\/li>\n\n\n\n<li><strong>MA20:<\/strong> 205.78<\/li>\n<\/ul>\n\n\n\n<p>The short-term moving averages are stacked cleanly above the 20-day average, while price itself continues trading well above all key trend lines. That alignment typically reflects strong upside momentum and sustained buyer control.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarketsglobal.com\/en\/wp-content\/uploads\/sites\/6\/2026\/05\/image-16-1024x456.jpg\" alt=\"\" class=\"wp-image-50040\"\/><\/figure>\n\n\n\n<p>Key levels to watch:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Immediate support:<\/strong> 214 \u2192 208<\/li>\n\n\n\n<li><strong>Major support:<\/strong> 205 \u2192 194<\/li>\n\n\n\n<li><strong>Resistance:<\/strong> 223 \u2192 228.50<\/li>\n<\/ul>\n\n\n\n<p>The recent breakout above the <strong>210 region<\/strong> was important because it confirmed a continuation move following several weeks of consolidation during late April. Buyers have since maintained momentum, pushing NVIDIA back toward the upper resistance area near <strong>223\u2013228<\/strong>.<\/p>\n\n\n\n<p>That zone now becomes the next key test. A sustained breakout above <strong>228<\/strong> could open the path toward a fresh leg higher, especially if broader AI-related sentiment remains strong across the semiconductor sector.<\/p>\n\n\n\n<p>On the downside, the first layer of support sits near the rising <strong>5-day and 10-day <\/strong><strong>averages<\/strong> around <strong>214\u2013208<\/strong>. As long as price continues holding above that cluster, short-term bullish momentum likely remains intact.<\/p>\n\n\n\n<p>Volume has also improved during the latest rally phase, which adds credibility to the breakout structure. The market continues to price in strong AI infrastructure demand, hyperscaler spending, and ongoing semiconductor investment tied to data centre expansion.<\/p>\n\n\n\n<p>The broader macro backdrop has also become more supportive for growth stocks as traders increasingly position for eventual Federal Reserve easing later in the year. Lower rate expectations tend to favour high-growth technology names, particularly AI-linked leaders such as NVIDIA.<\/p>\n\n\n\n<p>For now, NVIDIA maintains a <strong>strong bullish bias<\/strong>, though the stock is approaching an important resistance region near recent highs. A clean move above <strong>223\u2013228<\/strong> would likely reinforce the current momentum structure further.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Cautious Forecast<\/h2>\n\n\n\n<p>NVIDIA maintains a bullish short-term bias as long as it holds above <strong>214.94<\/strong> and <strong>207.89<\/strong>. A break above <strong>223.63<\/strong> would support a test of <strong>228.49<\/strong>, especially if China headlines stay constructive and retail momentum remains strong.<\/p>\n\n\n\n<p>A failure near <strong>223.63<\/strong> would suggest short-term profit-taking ahead of earnings. A break below <strong>214.91<\/strong> would weaken the latest rally and shift focus toward <strong>211.21<\/strong> and <strong>207.89<\/strong>. The strongest upside path needs three forces to align: China talks deliver a credible market-access signal, Q1 earnings beat already high expectations, and AI demand guidance stays strong enough to justify fresh record pricing.<\/p>\n\n\n\n<p><strong>Create a live <a href=\"https:\/\/www.vtmarkets.com\/trade-now\/\" target=\"_blank\" rel=\"noreferrer noopener\">VT Markets account<\/a> today to access our platform features, including market insights and educational content.<\/strong><\/p>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary><strong>Trader Questions<\/strong><\/summary>\n<p><strong>What Is NVIDIA Trading<\/strong><strong> At<\/strong><strong> Today?<\/strong><\/p>\n\n\n\n<p>NVIDIA traded at <strong>221.27<\/strong>, up <strong>2.18<\/strong>, or <strong>1.00%<\/strong>. The session high stood at <strong>223.63<\/strong>, with a low of <strong>214.91<\/strong>, an open at <strong>218.37<\/strong>, and a close at <strong>219.09<\/strong>.<\/p>\n\n\n\n<p><strong>Why Is NVIDIA Stock Rising?<\/strong><\/p>\n\n\n\n<p>NVIDIA stock is rising after CEO Jensen Huang joined President Donald Trump\u2019s China delegation. Investors are watching whether the Beijing talks can improve market access for US technology companies, especially NVIDIA.<\/p>\n\n\n\n<p>Shares rose nearly <strong>1.5%<\/strong> in overnight trading heading into Wednesday and became the top trending ticker on Stocktwits.<\/p>\n\n\n\n<p><strong>Why Is Jensen Huang Joining Trump\u2019s China Trip Important?<\/strong><\/p>\n\n\n\n<p>Jensen Huang joining Trump\u2019s China trip gives NVIDIA direct visibility in high-level US-China talks. China remains a major overhang for NVIDIA because US export restrictions have cut into its business there.<\/p>\n\n\n\n<p>Any sign of improved access to China could support NVIDIA\u2019s growth outlook and lift semiconductor sentiment.<\/p>\n\n\n\n<p><strong>How Much China Revenue Has NVIDIA Lost?<\/strong><\/p>\n\n\n\n<p>NVIDIA\u2019s revenue from China has effectively dropped to zero, according to Huang\u2019s recent comments.<\/p>\n\n\n\n<p>Just two years ago, NVIDIA generated <strong>$25 billion<\/strong> in sales from China, representing <strong>32%<\/strong> of the company\u2019s total revenue in <strong>2024<\/strong>. That sharp drop keeps China policy central to the NVIDIA stock outlook.<\/p>\n\n\n\n<p><strong>Who Else Is Joining Trump\u2019s China Delegation?<\/strong><\/p>\n\n\n\n<p>Trump\u2019s delegation includes more than a dozen US business leaders. The group includes Elon Musk, Tim Cook, Larry Fink, Stephen Schwarzman, Kelly Ortberg, Brian Sikes, Jane Fraser, Larry Culp, David Solomon, Sanjay Mehrotra, and Cristiano Amon.<\/p>\n\n\n\n<p>The delegation is expected to take part in talks with Chinese President Xi Jinping on <strong>Thursday<\/strong> and <strong>Friday<\/strong>.<\/p>\n<\/details>\n\n\n\n<p><\/p>\n\n<p>\r\n\r\n<p><strong>Start trading now &#8211; Click <a href=\"https:\/\/www.vtmarketsglobal.com\/en\/trade-now\/\">here<\/a> to create your real VT Markets account <\/strong> <\/p>\r\n<!-- \/wp:post-content -->","protected":false},"excerpt":{"rendered":"<p>NVIDIA rises as Jensen Huang joins Trump\u2019s China talks before Q1 earnings and AI demand test sentiment.<\/p>\n","protected":false},"author":38,"featured_media":47073,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[3],"tags":[],"class_list":["post-47076","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-analysis"],"acf":[],"aioseo_notices":[],"featured_image_src":"https:\/\/www.vtmarketsglobal.com\/en\/wp-content\/uploads\/sites\/6\/2026\/05\/NVDA1-1-1-600x400.webp","featured_image_src_square":"https:\/\/www.vtmarketsglobal.com\/en\/wp-content\/uploads\/sites\/6\/2026\/05\/NVDA1-1-1-600x600.webp","author_info":{"display_name":"josephine","author_link":"https:\/\/www.vtmarketsglobal.com\/en\/author\/josephine\/"},"_links":{"self":[{"href":"https:\/\/www.vtmarketsglobal.com\/en\/wp-json\/wp\/v2\/posts\/47076","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarketsglobal.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarketsglobal.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarketsglobal.com\/en\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarketsglobal.com\/en\/wp-json\/wp\/v2\/comments?post=47076"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarketsglobal.com\/en\/wp-json\/wp\/v2\/posts\/47076\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarketsglobal.com\/en\/wp-json\/wp\/v2\/media\/47073"}],"wp:attachment":[{"href":"https:\/\/www.vtmarketsglobal.com\/en\/wp-json\/wp\/v2\/media?parent=47076"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarketsglobal.com\/en\/wp-json\/wp\/v2\/categories?post=47076"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarketsglobal.com\/en\/wp-json\/wp\/v2\/tags?post=47076"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}