The nuance here is that the dot-com bubble was defined by abundance — too many companies, too much capital, and too many competing investment ideas. Meanwhile AI, at least so far, offers a story of scarcity built almost entirely on a single company.

At the center of the storm: escalating export restrictions and a newly reported chip design - the B30A - intended to meet U.S. government standards while still serving the Chinese market. CEO Jensen Huang confirmed ongoing “dialogue” with Washington about allowing sales of this updated chip to China.

When Nvidia, the chip producer, reports earnings next week, investors expect the S&P 500 to have a bigger reaction than when the Fed chair delivers a big speech on Friday.

Follow along to what could be a pivotal day in markets with all eyes trained on Jackson Hole, Wyo.

However, Huang's extensive lobbying paid off. Nvidia agreed to a 15% revenue-sharing agreement with the U.S. government, which allowed the company to resume sales of the H20 chip to China. While the deal could weigh on Nvidia's margins, it marks the continuation of a potentially lucrative opportunity, but there's more good news.

Should you Buy Or Fear Nvidia stock? For event-driven traders, historical trends might provide an advantage, whether by positioning prior to earnings or responding to post-release movements. That said,

The U.S. market is top-heavy, with Nvidia occupying a bigger weight than any company in modern history. Risks abound, our columnist says.

Nvidia stock is currently set to record its first two-week losing streak since April amid fears of an AI bubble.

NVIDIA (NASDAQ: NVDA) stock is under heat on August 22, 2025. The company has instructed its suppliers, such as Samsung Electronics and Amkor Technology, to cea

Two hedge fund managers with a track record for market beating returns sold Nvidia and bought Palantir in the second quarter.

Nvidia declines as reports say the company has asked some of its suppliers to stop production related to its H20 processors, which are made for the Chinese market.