Nvidia CEO Jensen Huang knows China is a lucrative market for the chipmaker.

Nvidia is valued at about the same level as its peers. Nvidia's new architecture will bring increased spending. The return of sales to China will boost Nvidia in 2026.

Nvidia has reportedly rewritten the rulebook for its Chinese clientele, demanding full upfront payment for its flagship H200 AI processors. With over two million units on backorder and regulatory goalposts moving on both sides of the Pacific,

Constellation Brands (STZ), and Applied Digital (APLD) are some of the trending tickers on Yahoo Finance's platform on Thursday. Morning Brief host Julie Hyman and Yahoo Finance Data and Markets Editor Jared Blikre examine the stories driving investor interest in the stocks.

In December, President Donald Trump decided to permit Nvidia to sell its advanced H200 chips to some Chinese customers. A Reuters report suggests that there is high demand for Nvidia's chips in China.

Nvidia CEO Jensen Huang said on Tuesday he does not believe China's government will make a formal declaration that it has allowed Chinese firms to import the U.S. company's H200 chips but that evidence will come through purchase orders.

The race to build larger, more advanced data centres to power the growth of artificial intelligence is intensifying in Asia — and so is the complexity in financing them, writes Nikkei Asia’s Lorretta Chen.