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Insider Trading Alert: Here's Who Bought Nvidia and AMD Stock Before the U.S. Chip Deal with China
In July 2025, the U.S. government greenlit artificial intelligence (AI) chip exports to China, unlocking billions in revenue for Nvidia (NVDA) and Advanced Micro Devices (AMD) — and boosting both stocks on the news that specialized AI chip exports to China would resume.
AMD to Resume MI308 AI Chip Exports to China as U.S. Reassesses Licenses
The announcement sent AMD stock up more than 6%, marking a rebound after months of export uncertainty. The chipmaker had warned in April that it could face up to $800 million in charges tied to restrictions on the MI308,
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Nvidia Stock Could Double After China Eases Chip Export Rules
China’s move to ease AI chip export rules offers relief for Nvidia and U.S. semiconductor giants. Here’s what it means Nvidia's future stock price outlook.
AMD Doesn't Have A Presence In China, Yet
Advanced Micro Devices, Inc. gains momentum with China expansion, AI adoption, and OpenAI ties. Click for my updated look at AMD stock ahead of Q2 earnings.
Nvidia's China Revenue 'Is Far From Gone', But It Outmaneuvered US For Rare Earth In Exchange For AI Chips, Says Craig Shapiro
China has leveraged its dominance over rare earths for Nvidia chips; however, this expert says world isn't decoupling, it is just bartering.
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