Nvidia Hits $5 Trillion Market Value Amid AI Boom and China Sales Challenges

Nvidia's stock rally paused after reaching a $5 trillion valuation due to ongoing U.S.-China tensions that limit Chinese sales and cloud the outlook, despite strong AI demand from U.S. tech giants. While U.S. cloud companies increase AI investments, Chinese restrictions keep Nvidia's revenue from China at zero, creating near-term challenges. Market sentiment remains cautious, but Nvidia retains a strong buy rating with potential upside if geopolitical issues ease and demand from cloud customers remains robust.