Nvidia (NVDA), the AI chip giant, grabbed fresh investor attention after CEO Jensen Huang joined President Donald Trump’s high-profile China trip as a last-minute addition to the delegation. While early reports suggested Nvidia (NVDA) CEO Jensen Huang would miss the trip, the story took a turn when Huang boarded Air Force One during a refueling stop in Alaska.
Claim 55% Off TipRanks
Trade NVDA with leverageLooking for exposure to SpaceX & Anthropic? Check out AGIX ETF
Trump later confirmed Huang’s participation on Truth Social, calling reports about his absence “fake news.” The president also highlighted the importance of the business delegation ahead of meetings with Chinese President Xi Jinping. “I will be asking President Xi, a Leader of extraordinary distinction, to ‘open up’ China so that these brilliant people can work their magic,” Trump wrote. He added, “I will make that my very first request.”
Also, Nvidia confirmed Huang’s attendance, saying he joined the summit “at the invitation of President Trump to support America and the administration’s goals.”
Why Huang’s Presence Matters
Huang’s presence on the China trip is especially important for Nvidia because the company is still trying to expand sales of its H200 AI chips in the country. China remains one of the world’s biggest AI markets, but U.S. export restrictions have limited Nvidia’s business there in recent years.
Investors are watching closely to see whether Trump’s meetings with President Xi Jinping could help ease some of those barriers. Any improvement in Nvidia’s ability to sell AI chips in China could become a major growth driver for the company.
Musk, Cook, and Wall Street Leaders Join the Trip
Huang joins an elite group of CEOs with deep ties to China. Among the most closely watched attendees are Tesla (TSLA) CEO Elon Musk and Apple (AAPL) CEO Tim Cook. Both companies have major business and manufacturing ties with China, making their presence especially important as trade tensions between the two countries remain sensitive.
The delegation also includes:
- Boeing (BA) CEO Kelly Ortberg
- BlackRock (BLK) CEO Larry Fink
- Blackstone (BX) CEO Stephen Schwarzman
- GE Aerospace (GE) CEO Larry Culp
- Meta (META) executive Dina Powell McCormick
- Micron (MU) CEO Sanjay Mehrotra
- Qualcomm (QCOM) CEO Cristiano Amon
- Visa (V) CEO Ryan McInerney
- Mastercard (MA) CEO Michael Miebach
Which Stock Has the Most Upside?
Turning to Wall Street, Meta offers the highest upside potential, with analysts expecting gains of more than 35%. Nvidia, Boeing, Blackstone, and GE Aerospace also carry Strong Buy ratings with solid upside potential.
Meanwhile, Tesla, Micron, and Qualcomm currently trade above their average analyst price targets, indicating downside potential from current levels.
