AI Stocks Rebound as Trump Team Eyes Rollback of Chip Export Limits

Momentum is building in the AI sector after reports emerged that the Trump administration plans to dismantle strict chip export rules introduced under President Biden.

The proposed reversal has reignited optimism around top semiconductor firms, with Nvidia and AMD both bouncing in response.

Nvidia, which had faced a turbulent start to the year amid U.S.-China tech tensions, appears to be regaining ground. The stock posted back-to-back gains this week after news surfaced that new rules are being drafted to simplify international chip trade.

A statement attributed to the Commerce Department suggested the current policy “chokes innovation” and will be replaced with a framework aimed at boosting U.S. leadership in artificial intelligence.

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Following the announcement, Nvidia shares climbed 3% on Wednesday and kept the momentum going into Thursday, aided further by news of a fresh U.S.–UK trade agreement. The stock is now hovering around $118, with analysts eyeing potential upside.

Market watchers are split on how far Nvidia can go from here. While the median forecast from analysts points to a $160 target—a 35% gain from current levels—bullish projections go as high as $235. Even with downside risks near $100, the changing policy landscape could set the stage for a longer-term rally.

Alexander Stefanov

With over 8 years of experience in the cryptocurrency and blockchain industry, Alexander is a seasoned content creator and market analyst dedicated to making digital assets more accessible and understandable. He specializes in breaking down complex crypto trends, analyzing market movements, and producing insightful content aimed at educating both newcomers and seasoned investors. Alexander has built a reputation for delivering timely and accurate analysis, while keeping a close eye on regulatory developments, emerging technologies, and macroeconomic trends that shape the future of digital finance. His work is rooted in a passion for innovation and a firm belief that widespread education is key to accelerating global crypto adoption.