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Jensen Huang Boards Air Force One for China Trip — NVDA Hits All-Time High

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NVIDIA CEO Jensen Huang joined President Trump's China trip as a last-minute addition, boarding Air Force One in Alaska after a direct call from Trump himself. The news sent NVDA shares to an all-time high, buoyed by broader Wall Street optimism around AI demand. Separately, NVIDIA has an upcoming earnings report with options markets pricing in roughly 5.8% share price movement in either direction.

Why it matters

Huang's presence on a presidential trade mission signals NVIDIA is central to US-China technology diplomacy — which matters enormously given China is a critical market for AI chips. A thaw in export restrictions or new sales channels could materially expand NVIDIA's addressable revenue. Investors holding NVDA or broad semiconductor ETFs like SOXX should watch this trip closely for any policy signals around chip exports.

Watch next

Ongoing (May 2025): Trump's China trip — watch for any trade or export policy announcements. Upcoming: NVIDIA earnings report — options markets suggest a 5.8% move on results day.

7 sources

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