Nvidia Stock Rises. Why the Good News Is Back. - Barron's
1. Nvidia shares rose 1.6% ahead of market opening due to sector rally. 2. US chip sales to China might not be as restricted as anticipated. 3. Nvidia is down about 5% this week; earnings and tariffs are concerns. 4. Dell's disappointing earnings impacted Nvidia, as Dell is a major customer. 5. Sector gains led by ASML and AMD contribute to Nvidia's recovery optimism.