Nvidia Corporation (NASDAQ: NVDA) ended Monday’s session firmly higher and held its gains after the closing bell, as fresh headlines about U.S. export policy and a big robotics AI deal kept the world’s most closely watched chip stock in focus.
As of late trading on December 8, Nvidia was hovering around $185–186 per share, up roughly 1.5–1.8% on the day, after trading in a wide $182–188 range on heavy volume of around 160 million shares, according to StockAnalysis and Investing.com data. [1] After-hours quotes showed the stock essentially flat, near $185.6, suggesting traders are digesting the day’s news rather than immediately pushing the stock to new highs. [2]
Below is what moved Nvidia after the bell on December 8, 2025, and the key things to know before the U.S. market opens on December 9.
Nvidia Stock After the Bell: How NVDA Traded on December 8, 2025
- Intraday action: NVDA opened around $182–183, climbed toward $188 at its intraday high, and finished the regular session close to $185. [3]
- Volume: Turnover topped 160 million shares, well above many large-cap peers and consistent with Nvidia’s status as one of the most actively traded stocks in the world. [4]
- Relative performance: While the Dow and S&P 500 finished modestly lower on Monday as investors waited on this week’s Federal Reserve decision, the technology sector was the only S&P 500 sector in the green, up about 0.5%. [5] Nvidia rode that tech strength but also had very specific catalysts.
In intraday coverage, Invezz noted that Nvidia stock was “in the green” as investors positioned ahead of rival Broadcom’s upcoming earnings and watched how custom chips from hyperscalers could affect Nvidia’s long‑term market share. [6]
But the real fireworks came from Washington and from a robotics AI startup.
Catalyst #1: U.S. Prepared to Allow Nvidia’s H200 AI Chips to Be Exported to China
The most market-moving headline on December 8 was that the U.S. Commerce Department is prepared to allow Nvidia’s H200 AI chip to be exported to China, according to a Reuters report citing a person familiar with the matter. [7]
Key details from that report:
- Nvidia shares rose about 2% on the news, as the market weighed the possibility of renewed high-end AI chip sales into one of Nvidia’s historically important regions. [8]
- The decision is described as a compromise after President Donald Trump and China’s Xi Jinping agreed to a trade and tech “truce” in Busan last month. The administration reportedly refused to allow exports of Nvidia’s latest Blackwell chips, but is prepared to allow shipments of the slightly older H200, rather than banning U.S. AI chips altogether. [9]
- The H200 has more high‑bandwidth memory than the H100 and is nearly six times as powerful as the H20, the most advanced chip that had been legally exportable to China under earlier restrictions. This could allow Chinese AI labs to build systems approaching U.S. AI supercomputer performance, albeit at higher cost. [10]
The move is politically controversial:
- Senator Elizabeth Warren sharply criticized the decision, arguing it risks “turbocharging China’s bid for technological and military dominance” and undermining U.S. national security. [11]
- Think‑tank analysts quoted in the article noted that China is torn between wanting access to H200 performance and fears about dependence on U.S. chips and potential security backdoors. [12]
Why this matters for Nvidia’s stock:
- Revenue upside vs. prior export bans
- Earlier export controls on high-end AI GPUs to China were widely seen as a medium‑term headwind for Nvidia’s data center sales. Allowing H200 exports re‑opens a meaningful (if constrained) part of that market.
- “Older but still elite” positioning
- The H200 is roughly 18 months behind Nvidia’s newest Blackwell chips, according to Wedbush/TradingView commentary. [13]
- That means Nvidia can monetize slightly older technology in China while keeping its very latest performance edge in the U.S. and allied markets—a potential sweet spot from both revenue and security perspectives.
- Policy risk remains elevated
- Any further political backlash—either in Washington or Beijing—could quickly change the export picture again.
- For traders heading into December 9, overnight headlines or fresh political comments about the H200 decision are a key risk factor to monitor.
Catalyst #2: SoftBank and Nvidia in Talks to Back Skild AI at a $14 Billion Valuation
The second big story on December 8 was another Reuters exclusive: SoftBank Group and Nvidia are in talks to invest in Skild AI, a robotics‑focused foundation-model company, in a funding round “of more than $1 billion” that could value Skild at around $14 billion. [14]
Highlights from the report:
- Skild AI, founded in 2023 by former Meta AI researchers, focuses on general‑purpose AI models for robots across many form factors, rather than building hardware itself. [15]
- The proposed valuation would be nearly three times Skild’s prior $4.7 billion valuation in a Series B round earlier this year, which already included Nvidia participation. [16]
- The deal is described as likely to close before Christmas, though terms could still change. [17]
Invezz’s same‑day coverage connected the Skild AI story to a growing focus on “physical AI”—bringing generative AI and foundation models into robotics, warehouses, and industrial environments. [18]
Why this matters now:
- Nvidia has spent much of 2025 talking up “physical AI”—using its GPUs, CUDA software and Omniverse/Cosmos platforms to power humanoid robots, factory automation and autonomous machines. [19]
- An equity stake in Skild AI would deepen Nvidia’s presence in that frontier, potentially expanding long‑term demand for its chips and software while creating tighter ecosystem lock‑in.
For Tuesday’s open, traders will watch for:
- Any follow‑up details on deal size or structure;
- Commentary from Nvidia, SoftBank, or Skild AI that might hint at how tightly Nvidia plans to integrate Skild’s models into its platform.
Catalyst #3: Earnings Momentum and the AI Infrastructure Super‑Cycle
Monday’s rally also continues to play out against the backdrop of Nvidia’s blockbuster Q3 FY2026 earnings, reported on November 19, 2025. [20]
From Nvidia’s own release and subsequent analyses:
- Q3 FY26 revenue: a record $57.0 billion, up 22% quarter‑over‑quarter and 62% year‑over‑year.
- Data Center revenue:$51.2 billion, up 25% sequentially and 66% year‑over‑year, now roughly 90% of sales. [21]
- GAAP and non‑GAAP EPS:$1.30, with GAAP and non‑GAAP gross margins around 73–74%. [22]
- Q4 FY26 guidance: revenue of $65 billion ±2%, implying year‑over‑year growth of roughly 65% at the midpoint and even higher data‑center contributions. [23]
TradingView summarized Wall Street reaction: Wedbush Securities highlighted that surging AI‑infrastructure demand is keeping Nvidia “sold out” of cloud GPUs, with the Blackwell GPU ramp driving outsized sales and profits. [24]
FinancialContent/PredictStreet analysis adds color:
- FY2025 revenue: about $130.5 billion, up 114% year‑over‑year.
- Trailing twelve‑month revenue (through October 31, 2025): roughly $187.1 billion, up over 65%. [25]
- Nvidia’s data center business alone generated more than $115 billion in FY2025 and continues to accelerate. [26]
In short: Monday’s move isn’t happening in a vacuum; it sits on top of one of the most powerful earnings and revenue growth stories in market history.
What Wall Street and Analysts Are Saying on December 8
Several fresh pieces of analysis landed on December 8, giving a flavor of current sentiment:
1. “3 Reasons to Buy Nvidia Stock Like There’s No Tomorrow” – Motley Fool via Nasdaq
A widely circulated article by Motley Fool, republished on Nasdaq, lays out three bullish arguments: [27]
- Competition is a byproduct of constrained supply
- Nvidia noted on its Q3 call that cloud GPUs are “sold out”, which has pushed some hyperscalers toward custom silicon and competitors.
- The author argues this isn’t necessarily bearish: it helps Nvidia avoid over‑ordering inventory and being stuck with excess chips if demand later slows.
- Street expects massive growth into 2026–2027
- Consensus forecasts (as cited in the article) call for ~48% revenue growth in Nvidia’s fiscal 2027 (ending January 2027).
- The piece says NVDA trades around 24× next year’s expected earnings, not cheap but “reasonable” versus peers given that growth profile. [28]
- AI data‑center build‑out could last many years
- Nvidia itself projects global data‑center capex climbing from $600 billion in 2025 to $3–4 trillion by 2030, and expects to remain a key beneficiary. [29]
Bottom line from that piece: the recent wobble in Nvidia’s share price is seen as a buy‑the‑dip opportunity heading into 2026.
2. MarketWatch and Citi: Nvidia and the Next Wave of AI Models
A MarketWatch analysis (summarized via StockAnalysis) notes that as AI moves toward models with better memory and reasoning, Citi expects a new Nvidia offering to outperform competitors, reinforcing the company’s central role in AI infrastructure. [30]
Although the full article sits behind a paywall, the key takeaway is that Wall Street still sees long‑term product‑cycle tailwinds for Nvidia as AI architectures evolve.
3. Deep‑Dive Fundamental Outlooks
PredictStreet/FinancialContent’s long‑form profile of Nvidia on December 8 emphasizes: [31]
- Dominant 80–90% share in the AI‑accelerator market;
- A market cap around $4.4–4.5 trillion;
- Trailing P/E ~45 and price‑to‑sales ~24, with a forward P/E in the mid‑20s and a PEG ratio around 0.7–1.0—elevated, but not extreme when set against the company’s growth.
That analysis underscores the core tension in NVDA today: it looks expensive on traditional metrics, but not obviously overpriced relative to its growth and dominance.
Macro Backdrop: Fed Meeting Starts December 9 – A Big Wildcard for High‑Growth Tech
Nvidia’s move also needs to be seen against an important macro backdrop: the Federal Reserve’s December 9–10 FOMC meeting.
- Markets are pricing in roughly an 80–87% chance of a 25‑basis‑point rate cut, based on CME FedWatch and other market‑based indicators cited by Plus500 and Investopedia. [32]
- Monday’s session saw the major U.S. equity indices slip modestly, even as tech outperformed, as traders braced for the Fed decision and Chair Powell’s press conference. [33]
Lower rates generally help long‑duration growth stocks like Nvidia because they reduce the discount rate applied to future earnings. But:
- A “hawkish cut” (or even no cut at all) could spark volatility in richly valued tech names. [34]
- If bond yields jump on a more cautious Fed tone, Nvidia’s premium valuation could come back under pressure, even if company‑specific news remains positive.
For traders heading into the December 9 open, watching Treasury yields, index futures, and Fed‑related headlines overnight is just as important as monitoring Nvidia‑specific news.
What to Watch Before the Opening Bell on December 9, 2025
Here are the key things to keep an eye on between now and the Tuesday U.S. open:
1. Follow‑Through on the H200 China Export Story
- Look for official comments or clarifications from the U.S. Commerce Department, Nvidia, or Chinese officials.
- Watch for political pushback, particularly from U.S. lawmakers who oppose loosening AI‑chip export restrictions. Warren has already criticized the move, and further statements could weigh on sentiment. [35]
- Any sign that export approvals may be scaled back or delayed could quickly blunt Monday’s rally.
2. New Details on the Skild AI Funding Round
- Overnight reports that confirm deal size, valuation, or Nvidia’s exact stake could fuel another leg higher, especially if the market sees the deal as cementing Nvidia’s leadership in robotics AI. [36]
- Conversely, if talks are said to be stalling, some of the enthusiasm could fade.
3. Analyst Reactions and Fresh Price‑Target Moves
- With two major positive headlines in a single day, Tuesday morning notes from large brokers (Wedbush, Citi, Morgan Stanley, etc.) could include:
- Price‑target hikes;
- Reassessments of China revenue scenarios;
- New commentary on long‑term AI spend forecasts.
- The tone of those notes often shapes pre‑market action in mega‑caps like NVDA.
4. Technical Levels and 52‑Week Context
- Nvidia’s 52‑week range runs roughly from the mid‑$80s to just above $210, with shares currently in the mid‑$180s. [37]
- Traders will watch:
- Support in the low‑$180s (recent swing lows);
- Resistance toward $200–$210, where prior rallies have stalled.
A gap up toward those resistance levels on Tuesday could encourage profit‑taking, especially with the Fed decision looming.
5. Sector and Macro Tape
- Pre‑market action in:
- SOXX / SMH (semiconductor ETFs);
- Peers like AMD, Broadcom, and Intel;
- U.S. index futures and the 10‑year Treasury yield
will all feed into how much risk traders are willing to take in Nvidia at the open. [38]
6. Ongoing Debate About Valuation and “AI Bubble” Risk
- Some strategists continue to warn that Nvidia and the broader AI complex could be pricing in overly optimistic growth scenarios, especially if AI data centers don’t deliver commensurate profits for hyperscalers. [39]
- If macro data or Fed messaging hint at slower growth, investors might temporarily rotate away from high‑multiple names like NVDA, regardless of company‑specific news.
Bottom Line: Nvidia Heads Into December 9 With Tailwinds – and Plenty of Risk
As of after‑hours on December 8, 2025, Nvidia stock is:
- Trading near $185–186, up strongly on the day; [40]
- Supported by:
But it also faces:
- Policy risk tied to U.S.–China tech relations and export controls; [44]
- Intensifying competition from custom AI chips built by hyperscalers like Google, Microsoft and Amazon; [45]
- A macro wildcard in the form of this week’s Fed rate decision, which could swing sentiment on all high‑growth tech. [46]
For traders and investors watching Nvidia before Tuesday’s open, the key is to balance short‑term headline risk (H200 exports, Skild AI, Fed messaging) against the long‑term structural story: Nvidia remains the central hardware and software provider for the AI era, but its stock price is already discounting a great deal of success.
As always, this article is for information and news purposes only and does not constitute investment advice. Consider your own risk tolerance and time horizon—or speak with a qualified financial advisor—before making any trading or investment decisions in NVDA or any other security.
References
1. stockanalysis.com, 2. www.investing.com, 3. stockanalysis.com, 4. stockanalysis.com, 5. www.investopedia.com, 6. www.tradingview.com, 7. www.reuters.com, 8. www.reuters.com, 9. www.reuters.com, 10. www.reuters.com, 11. www.reuters.com, 12. www.reuters.com, 13. www.tradingview.com, 14. www.reuters.com, 15. www.reuters.com, 16. www.reuters.com, 17. www.reuters.com, 18. www.tradingview.com, 19. nvidianews.nvidia.com, 20. nvidianews.nvidia.com, 21. nvidianews.nvidia.com, 22. nvidianews.nvidia.com, 23. nvidianews.nvidia.com, 24. www.tradingview.com, 25. markets.financialcontent.com, 26. markets.financialcontent.com, 27. www.nasdaq.com, 28. www.nasdaq.com, 29. www.nasdaq.com, 30. stockanalysis.com, 31. markets.financialcontent.com, 32. www.plus500.com, 33. www.investopedia.com, 34. www.plus500.com, 35. www.reuters.com, 36. www.reuters.com, 37. markets.financialcontent.com, 38. www.investopedia.com, 39. markets.financialcontent.com, 40. www.investing.com, 41. www.reuters.com, 42. www.reuters.com, 43. nvidianews.nvidia.com, 44. www.reuters.com, 45. www.tradingview.com, 46. www.investopedia.com
