NVIDIA Stock (NVDA) News, Forecasts and Analysis for Dec. 15, 2025: China’s H200 Demand, Export Policy Shifts, and “AI ROI” Jitters Collide
NVIDIA shares hovered near $175 Monday after last week’s tech selloff, as investors weighed renewed China demand for H200 AI chips against concerns over slowing AI infrastructure spending. Reuters reported NVIDIA may boost H200 production after U.S. export rules eased, but noted Chinese government approvals could limit orders. Wall Street remains cautious on debt-fueled AI investments.