Trump admin discussed allowing Nvidia H200 sales to China
FREE Breaking News Alerts from StreetInsider.com!
StreetInsider.com Top Tickers, 8/21/2026
- Wall Street sinks as bond yields rise, Walmart results disappoint
- Walmart shares fall despite earnings beat
- Alibaba stock dips as Q2 profit misses estimates despite strong AI cloud growth
- Wolfe remains "broadly bullish on AI semis stocks", names Top Pick
- Moderna stock pulls back after massive one-day rally: analysts weigh in
- Wall Street sinks as bond yields rise, Walmart results disappoint
- Wolfe remains "broadly bullish on AI semis stocks", names Top Pick
- Supermicro probe finds no senior management link to export violations
- SpaceX shares fall as second lockup period ends
- Hertz Global amends voting agreement with CK Amarillo after lawsuit
Raymond James on NVIDIA (NVDA) Amid Michael Burry Short Thesis: 'Core thesis intact. NVDA has a software moat (CUDA/CUDA-X), full-stack systems, and 1-year platform cadence'
November 24, 2025 8:17 AM ESTRaymond James analyst Simon Leopold reiterated a Strong Buy rating and $272.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "NVIDIA circulated a memo to analysts addressing arguments raised by Michael Burry and the article The Algorithm That Detected a $610B Fraud. The memo rebuts claims on circular financing, revenue quality, inventory/DSO trends, margins, depreciation, and alleged regulatory risk. Framed against our published views, the narrative of systemic fraud is inconsistent with NVIDIAs fundamentals and the structure of this investment cycle, though execution and power-supply risks remain central to the story. NVIDIAs point-by-point... More
