Stock Market

Story: NVDA Eyes $267 as Trump China Trip Revives $50B AI Chip Market Access

By Pankaj K

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Wall Street Raises Targets Fast. Bank of America moved its price target to $320. Wells Fargo went to $315. Susquehanna picked $275.

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Key Levels and What Happens Next. Right now Nvidia's sitting at $226, basically on top of the $227 resistance line.

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Nvidia stock hit $227 on Tuesday. The jump came after CEO Jensen Huang traveled to China with President Trump, opening up what could be a $50 billion opportunity in AI chips that…

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The stock's been climbing since May 6, up more than 31% from April lows. Traders see a bull flag pattern pointing to $267 next, maybe higher if the China deal actually happens.

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The optimism makes sense on paper. AI data centers could be worth $1.7 trillion by 2030, and Nvidia pretty much owns that space right now. Getting back into China after losing $4.

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Thing is, the technical indicators don't match the hype.

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The Chaikin Money Flow sits at 0.24, which is positive territory. That's supposed to mean buyers are in control.

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The put-call ratio ticked up to 0.32 too. Not crazy high, but it shows traders buying more downside protection than they were a month ago. Some folks are nervous.

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Right now Nvidia's sitting at $226, basically on top of the $227 resistance line. That level lines up with the 0.618 Fibonacci retracement, which traders watch closely.

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Support's at $214 and $207. If Nvidia drops below $207, the whole rally setup falls apart and traders will bail fast.

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The China angle is what's driving everything. Beijing wants Nvidia's H200 AI chips. The market for those chips in China could hit $50 billion, which is why Huang went on the trip…

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See also: BTC Tests $80K Support as CPI, Fed Chair Swap, Trump-Xi Summit Converge

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But nobody knows if China will actually get the chips. The licensing rules are still there. Trump's team might negotiate something, or they might not.

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Nvidia's been here before—big rally into earnings, mixed signals from the indicators, analysts raising targets. Sometimes it works out. Sometimes it doesn't.

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The May 20 earnings report will probably clear things up. If Nvidia beats expectations and gives strong guidance, especially anything about China reopening, $267 looks reasonable.

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