AI Stocks Today (Dec. 22, 2025): Nvidia’s China Chip Pivot, Micron’s Memory Squeeze, and 2026 Forecasts Driving the AI Trade
Nvidia plans to begin shipping H200 AI chips to China by mid-February, pending Beijing approval, after the U.S. reversed restrictions and imposed a 25% fee. AI chip stocks led U.S. markets higher Monday morning, with Nvidia up 1.37% and Micron up 2.18%. Broader tech indexes also rose. Trading volume is expected to be lighter ahead of the Christmas holiday.