U.S. chip giant Nvidia is increasingly warning investors about competition from Huawei, despite U.S. restrictions on the Chinese telecommunications company.

Hopium Meeting Reality. Please click here for an enlarged chart of Hims & Hers Health Inc (HIMS). Note the following: In many

Two major Wall Street indexes saw their fourth straight decline on Tuesday, as Treasury yields and the dollar retreated on signs of softening U.S. growth and uncertainty over Trump administration policies.

Nvidia CEO Jensen Huang told CNBC that US export controls on China have hurt his business, but Chinese companies will find ways to innovate.

Ben McMillan, chief investment officer and co-founder of IDX Advisors, said potential extreme measures under the Trump administration -- such as further restrictions on the quantity and types of Nvidia chips that can be exported to China -- would be a "real concern" for the AI powerhouse.

Nvidia released its financial results for the fourth quarter of fiscal year 2025 (February 2024 to January 2025), showcasing remarkable growth across all key metrics. The company reported record sales of US$39.

Despite US sanctions, Nvidia acknowledges Huawei's rivalry in chips, cloud services, computing processing, and networking products in its annual report.

Huawei has boosted yield of AI chips to 40%, becoming profitable for the first time. It aims to reach 60% yield, while facing competition from Nvidia.

Nvidia executives struck a cautious note on the company’s China business during its quarterly earnings call Wednesday. CEO Jensen Huang clarified the company’s China sales are half of what they were before the U.