July 15, 2025 (Investorideas.com Newswire) Investorideas.com, a go-to platform for large investing concepts, together with AI and tech points market commentary from deVere Group.
The Nasdaq is on the point of a strong new rally after Nvidia (NASDAQ: NVDA) confirmed it is going to resume AI chip gross sales to China – with backing from the US authorities – marking a dramatic reversal in commerce coverage and a significant catalyst for markets.
That is the bullish prediction from Nigel Inexperienced, CEO of worldwide monetary advisory large deVere Group following Nvidia’s return to the world’s second-largest economic system, by way of its H20 chip.
It comes simply three months after the Trump administration blocked AI chip exports. The coverage U-turn follows a face-to-face assembly final week between President Trump and Nvidia CEO Jensen Huang – and alerts a significant opening for renewed earnings growth within the sector.
Nigel Inexperienced, CEO of deVere Group, says: “This adjustments the trajectory of the Nasdaq in a single stroke. The tech-heavy index is now poised for one more leg greater as a result of the market’s AI engine – Nvidia – simply received its quickest progress market again.”
The H20 chip is tailor-made particularly to fulfill US export controls whereas serving surging demand from Chinese language information facilities and AI startups. The US authorities has now signaled that licenses to ship the chip will probably be accepted – a transfer that reactivates billions in potential gross sales.
“It is a pivotal second. Not solely does this clear the fog round Nvidia’s near-term revenues – it confirms that the White Home understands the stakes within the world AI race,” says the deVere CEO.
“Wall Road has been ready for readability. That is it. And the Nasdaq goes to reply.”
Nvidia final week turned the world’s most respected firm, with a market cap over $4 trillion, constructed on the expectation that it might dominate the AI {hardware} area. However till now, the China block had capped these ambitions. With that block successfully lifted, the market is recalibrating quick.
“This is not about easing a restriction,” explains Nigel Inexperienced. “It is about reactivating a very powerful worldwide income stream for essentially the most highly effective inventory within the Nasdaq. That has seismic implications for the complete index.”
The Nasdaq 100 has already risen greater than 20% this yr, with Nvidia accounting for a significant share of these positive aspects.
Buyers have funneled billions into AI performs, driving up valuations throughout the chip, cloud, and large tech sectors. This newest improvement might speed up that pattern – particularly because it removes the specter of decoupling from China.
“There’s renewed confidence now that political headwinds might be managed – and that the AI supercycle has solely simply begun,” says the chief government of one of many world’s largest unbiased monetary advisory organizations.
“This inexperienced gentle to Nvidia successfully reopens the complete channel between Silicon Valley and China. The Nasdaq is, we consider, going to cost that in instantly.”
The coverage shift additionally alerts a broader recognition that US innovation management depends upon world scale, not isolation.
“The market sees this for what it’s: a strategic retreat from a hardline place that was damaging American competitiveness,” he provides.
“Trump’s administration now seems to be selecting financial leverage over blanket restrictions. That is bullish not just for Nvidia however for each Nasdaq-listed agency plugged into the AI economic system.”
Huang is presently in Beijing and is predicted to present a press convention this week, additional reinforcing Nvidia’s re-engagement with Chinese language purchasers. Analysts are already revising gross sales projections upward, anticipating a surge in orders for the H20 chip.
“This transfer confirms that Nvidia stays the indispensable provider of the AI age – and it retains the Nasdaq firmly within the lead globally,” says Nigel Inexperienced.
“Buyers ought to count on sharp upside strikes, particularly throughout semiconductor and cloud names, because the market costs in renewed top-line progress from Asia.”
Nigel Inexperienced concludes: “The Nasdaq is the world’s AI index – and this announcement simply pulled the throttle. Many buyers taking a look at tech management, earnings momentum, and geopolitical validation will see this for what it’s: a breakout second.”
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