China’s H200 Demand, Export Policy Shifts, and “AI ROI” Jitters Collide
Dec. 15, 2025 — NVIDIA Corporation stock (NASDAQ: NVDA) is starting the week with investors pulled in two directions at once: renewed optimism that China demand could reopen a major revenue lane for NVIDIA’s high-end AI chips, and fresh anxiety that Wall Street is getting less tolerant of “spend now, maybe profit later” AI infrastructure buildouts.
In early trading snapshots on Monday, NVDA was hovering around $175 after last week’s tech-led stumble, with price action still reflecting the market’s tug-of-war between near-term sentiment and long-term AI growth expectations.
Below is what’s moving NVIDIA stock today, what analysts are forecasting, and which risks and catalysts matter most as 2025 heads into its final stretch.
