Nvidia shares are still up by more than 15% over the past month.

For the past two years, the artificial intelligence boom has been shaped as much by politics as technology. Washington tightened export controls, while Beijing pushed for self-reliance. And investors in Nvidia (NASDAQ:NVDA | NVDA Price Prediction) watched one of the company’s largest growth markets turn into a geopolitical chessboard.

The standoff comes as Chinese firms increasingly turn to domestic chipmakers like Huawei, in a drive to reduce China’s dependence on Western technologies.

Traders are interpreting the late addition of Nvidia’s CEO to the Air Force One passenger list as a signal that good news about export licenses may be in the offing

President Trump invited Nvidia CEO Jensen Huang to join him on his high-profile trip to Washington on Tuesday, according to a source familiar.  Huang was seen boarding Air Force One during a

Jim Cramer went on Mad Money Friday with a counterintuitive pitch: “You buy NVIDIA not for China, not because of the Cerebras IPO, but because it’s actually a cheap stock, cheaper than Intel, cheaper than AMD,

President Donald Trump has filed a disclosure showing massive buying and selling of U.S. stocks, index funds and other securities, including purchasing at least $1 million in shares of Boeing and Nvidia as those companies expect to score new business during his trip to China.