Nvidia Stock Falls Before Earnings. This Trump Curveball Is Dragging It Down. - Barron's
1. Nvidia’s stock slides amid fears of tighter China chip export curbs. Investors worry before a key earnings report. 2. Harsher U.S. controls could harm revenue from Alibaba, Tencent, and ByteDance. Concerns over reduced Chinese sales persist. 3. Analysts expect a 72% revenue jump despite geopolitical tensions. Earnings may be overshadowed by policy uncertainties.