Nvidia stock in focus after holiday as China chip snag and Wolfe call collide
Nvidia shares in Frankfurt fell 2.2% Monday after President Trump signaled new tariff threats against Europe, dragging U.S. tech stocks lower overseas. Nasdaq 100 futures dropped 1.25%. Wolfe Research named Nvidia its top AI pick for 2026, citing a clearer product ramp. China-specific H200 chip shipments remain blocked at customs, adding uncertainty to regional sales.