The three major chip stocks in this analysis all look like they are going to give back a little bit of the gains that we saw on Tuesday. This is a market that is still reeling form the announcement that Nvidia can sell chips in China,

While there's still significant risk on the geopolitical front, allowing the sale of capable AI processors to China suggests the potential for a significant improvement in U.S. trade relations. If so, AMD stock could continue to see bullish business-specific catalysts in addition to valuation tailwinds for the broader market.

China has leveraged its dominance over rare earths for Nvidia chips; however, this expert says world isn't decoupling, it is just bartering.

The approvals mark a major reversal after April’s sweeping restrictions, imposed by the Trump administration, barred companies from selling certain advanced semiconductors to China. Those rules left Nvidia facing a $4.5 billion inventory write-down, as it had no alternative buyers for its H20 chips.

AMD stock jumps 8% as analysts grow bullish on its AI chip momentum, China export approval, and hyperscaler demand.

In a fiercely competitive CPU market, follow the latest news and analyis as AMD surges in data center and races for AI leadership.

Nvidia Corp.’s Jensen Huang spent months telling everyone what a grave mistake the US was making restricting shipments of artificial intelligence processors to China — with little sign that his argument was swaying anyone.