AI-related stocks have delivered explosive gains for the past two and a half years. Nvidia (NASDAQ:NVDA) turned its GPUs into the picks and shovels of the new gold rush and became the planet’s most valuable company.

Before diving in, let's trace Nvidia's path to $4 trillion. Nvidia has seen its market capitalization surge in a short period of time, advancing from less than $1 trillion back in June 2023. Around that time, Apple and Microsoft outpaced Nvidia by far, as you can see in the chart below.

NVIDIA Corp (NASDAQ:NVDA) is one of the 10 Buzzing Stocks to Watch as AI Trade Makes a Comeback. Lo Toney from Plexo Capital said in a recent program on CNBC that NVIDIA Corp (NASDAQ:NVDA) is a leader in the industry,

Nvidia said it has filed applications to resume selling H20 GPUs in China and has received assurances that licenses will be granted.

The recent leg of the rally was driven by news that the U.S. government approved renewed sales of some AI chips in China, a development that could recover a large portion of the roughly $15 billion in data?

That's why Nvidia could be your best investment in the second half of 2025.

China's Commerce Minister Wang Wentao told Nvidia CEO Jensen Huang on Thursday that he hoped multinational companies, including Nvidia, would provide high-quality and reliable products and services to Chinese customers,

Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The strategy generated a total return of 15.

CEO Jensen Huang that Beijing wants top?quality, reliable AI products and services. Huang called the Chinese market very attractive and said Nvidia will deepen collaboration with local partners. Warning!