Nvidia stock drops ahead of earnings as investors weigh potential Trump export rules, Blackwell delays

Published On Feb 25, 2025, 4:03 PM

Nvidia's stock fell 2.8% as investors anticipated its upcoming earnings report amid concerns over potential export restrictions from the Trump administration that could impact the chip sector. These restrictions are aimed at limiting China's advancement in AI technology. Additionally, there are reports of delays in Nvidia's Blackwell chip production, which analysts suggest could affect sales. Despite these setbacks, some analysts remain optimistic about Nvidia's performance ahead of its earnings announcement, with expected growth in earnings per share and revenue.

Stock Forecasts

NVDA

Negative

The stock's current decline is influenced by macroeconomic factors and specific concerns regarding export restrictions and production delays. These uncertainties may lead to continued volatility for Nvidia in the near term, particularly surrounding its earnings report. However, long-term demand for AI chips remains strong, and the company holds a leadership position in the market.

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