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Nvidia Investors Just Got Incredible News For 2026

Bonisiwe Shabane
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nvidia investors just got incredible news for 2026

Written by Adria Cimino for The Motley Fool-> Nvidia has seen explosive growth thanks to its dominance in AI chips. But investors have worried about how long this growth may continue. Nvidia (NASDAQ: NVDA) has been around for more than 30 years, but it's in recent years that this tech giant has seen earnings and its stock price truly take off. In its earlier days, the company's biggest business was serving chips to the video gaming market, and this progressively powered revenue higher. About a decade ago, though, Nvidia saw a new and potentially massive opportunity -- artificial intelligence (AI) -- and decided to dive in, designing its chips specifically to suit this technology.

This decision proved to be game-changing for Nvidia. It resulted in revenue and profit soaring in the triple digits to record levels -- and Nvidia securing the leading position in a market set to reach into the trillions of dollars just a... Still, investors have worried about various headwinds that could interrupt Nvidia's incredible story -- from any slowdown in AI spending to increased pressure from rival chip designers. A Reuters report claims that Nvidia could start shipping H200 chips to China from mid-February. The company is expected to increase its capacity to fulfill more orders from Chinese customers. Analysts expect Nvidia to deliver respectable gains in 2026, but the company could potentially do even better based on the latest developments.

Nvidia's (NASDAQ: NVDA) gains on the stock market this year may not have been as great as in 2023 and 2024. However, the semiconductor bellwether still managed to clock respectable gains of 37% despite being under pressure at certain times owing to various factors. Nvidia stock outperformed the tech-focused Nasdaq Composite's 21% jump by a nice margin. And now, the chip designer is entering the new year with a potentially solid tailwind on its side. President Donald Trump announced earlier in December that Nvidia will be allowed to sell its advanced H200 data center graphics processing units (GPUs) to approved Chinese customers. It looks like the wheels are already in motion, and Nvidia will soon be able to tap the Chinese market once again, according to an exclusive Reuters report.

Antonio Bordunovi/iStock Editorial via Getty Images Wall Street analysts believe that Nvidia (NVDA) is significantly undervalued, and I totally agree with it. The company's valuation multiples are poised to contract dramatically over the next few years as it keeps converting Analyst’s Disclosure:I/we have a beneficial long position in the shares of NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha).

I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

A Reuters report claims that Nvidia could start shipping H200 chips to China from mid-February. The company is expected to increase its capacity to fulfill more orders from Chinese customers. Analysts expect Nvidia to deliver respectable gains in 2026, but the company could potentially do even better based on the latest developments. Nvidia‘s (NASDAQ: NVDA) gains on the stock market this year may not have been as great as in 2023 and 2024. However, the semiconductor bellwether still managed to clock respectable gains of 37% despite being under pressure at certain times owing to various factors. Nvidia stock outperformed the tech-focused Nasdaq Composite‘s 21% jump by a nice margin.

And now, the chip designer is entering the new year with a potentially solid tailwind on its side. President Donald Trump announced earlier in December that Nvidia will be allowed to sell its advanced H200 data center graphics processing units (GPUs) to approved Chinese customers. It looks like the wheels are already in motion, and Nvidia will soon be able to tap the Chinese market once again, according to an exclusive Reuters report. A Reuters report claims that Nvidia could start shipping H200 chips to China from mid-February. The company is expected to increase its capacity to fulfill more orders from Chinese customers. Analysts expect Nvidia to deliver respectable gains in 2026, but the company could potentially do even better based on the latest developments.

Nvidia‘s (NASDAQ: NVDA) gains on the stock market this year may not have been as great as in 2023 and 2024. However, the semiconductor bellwether still managed to clock respectable gains of 37% despite being under pressure at certain times owing to various factors. Nvidia stock outperformed the tech-focused Nasdaq Composite‘s 21% jump by a nice margin. And now, the chip designer is entering the new year with a potentially solid tailwind on its side. President Donald Trump announced earlier in December that Nvidia will be allowed to sell its advanced H200 data center graphics processing units (GPUs) to approved Chinese customers. It looks like the wheels are already in motion, and Nvidia will soon be able to tap the Chinese market once again, according to an exclusive Reuters report.

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