NVDA News

NVDA – Market Snapshot (as of Aug 17 2025)

| Item | Details |
|------|---------|
| Current price | Opened around $180.45 on Friday (the last reported price)【defenseworld.net】. |
| Recent insider activity | Insiders have sold 5.84 M shares worth about $889 M in the past 90 days, leaving only 4.17 % of the float in insider hands【defenseworld.net】. |
| Analyst sentiment | • Wells Fargo lifted its price target to $220 (from $185) and kept an Overweight rating, citing a ~20 % upside ahead of the Q2 2026 earnings on Aug 27【tradingview.com】. • Piper Sandler also sees upside before the upcoming second‑quarter results【tradingview.com】. |
| Revenue outlook | TD Cowen projects that Nvidia’s AI‑chip revenue will more than double by 2030, underscoring long‑term growth potential【theglobeandmail.com】. |
| Catalyst news | A U.S.‑government deal allowing Nvidia (H2‑generation chips) and AMD to resume AI‑chip sales to China in exchange for 15 % of the revenue from those sales was highlighted in the Wells Fargo note【tradingview.com】. |
| Recent performance | The stock has jumped 48 % in the past three months and 36 % year‑to‑date【tradingview.com】, reflecting strong momentum after the AI‑chip rally. |
| Broader buzz | Elon Musk delivered “incredible news” for Nvidia investors on Aug 14, further fueling optimism, though the specifics were not detailed in the excerpt【finviz.com】. |

What’s driving the story now?

1. Insider sell‑off – While insiders have been off‑loading a sizable block of shares, the overall float remains modestly held, suggesting the market isn’t overly concerned about a loss of confidence.
   
2. Analyst upgrades – Wells Fargo’s new $220 target and Piper Sandler’s bullish stance point to expectations of continued earnings growth, especially as the **Q2 2026 results