NVIDIA Stock (NVDA) News Today: China H200 Export Shift, AI Spending Jitters, and Wall Street Forecasts (Dec. 14, 2025)
NVIDIA Corporation (NASDAQ: NVDA) heads into the new trading week at the center of a fast-moving intersection of geopolitics, AI infrastructure spending, and investor sentiment. After a sharp pullback in the broader “AI hardware” trade late last week, Nvidia is now being re-priced against two competing narratives: a still-booming demand cycle for its data-center GPUs, and a growing debate over how sustainable the AI capex boom will be into 2026. Reuters+1 Below is what’s driving Nvidia stock on Sunday, December 14, 2025, including the latest headlines, key risks, analyst forecasts, and what investors are watching next. NVDA stock price check: