H200 China Export Review, AI “Spend Jitters,” and Fresh Wall Street Forecasts (Dec. 19, 2025)
NVIDIA Corporation (NASDAQ: NVDA) is back in the center of the market’s AI storm on Friday, December 19, 2025, with investors balancing two forces that rarely coexist peacefully: policy-driven headline risk and still-blazing demand for AI infrastructure.
NVDA closed Thursday at $174.14, up about 1.8% on the day, after a volatile week in AI-linked megacaps. What’s pushing the conversation today is not a new GPU launch—it’s geopolitics: Reuters reported the Trump administration has begun an inter-agency review that could open the door to the first shipments of NVIDIA’s H200 AI chips to China, a major potential catalyst… and a major potential controversy. [1]
Below is a comprehensive look at the current news, forecasts, and…
