Why Is Nvidia Stock Dropping Today? - Barron's
1. Nvidia faces new U.S. licensing requirements for H20 AI sales to China. 2. A $5.5 billion charge will impact Q1 fiscal year 2026 earnings. 3. Stock dropped 6.7% in premarket trading, affecting broader chip sector. 4. Analysts predict $10 billion potential revenue loss from export restrictions. 5. Nvidia's sales in China dropped from 26% to 13% in recent years.