AI Stocks Today (Dec. 23, 2025, 5:03): Nvidia’s China Catalyst, Data‑Center Power Strain, and Why the AI Trade Keeps Evolving
Nvidia plans to ship H200 AI chips to China before mid-February, pending U.S. government approval, Reuters reported. President Trump said the U.S. will allow H200 sales to China with a 25% fee, reversing previous policy. AI stocks rose, with Nvidia up 3% and Amazon, Alphabet, and Broadcom each gaining at least 1% as the S&P 500 hit a record close.