Nvidia Stock Jumps Overnight: Trump Confirms ‘The Great’ Jensen Huang Is Part Of Official China Trip

• CNBC reported that President Donald Trump called Nvidia CEO Jensen Huang to join him on his China trip at the last minute, and the executive flew to Alaska on Tuesday to board Air Force One bound for Beijing.
• Trump dismissed media reports that Huang was not invited as fake.
• Retail traders viewed Huang’s China visit positively since the holdup in sales in the region has been a major overhang for the company.

Nvidia Corp. shares rose nearly 1.5% in overnight trading heading into Wednesday, becoming the top trending ticker on Stocktwits, after President Donald Trump confirmed that CEO Jensen Huang was joining him and other U.S. tech leaders in bilateral talks in China.

Huang was not originally part of the delegation, but after media coverage of his absence, Trump asked him to join, CNBC reported, citing a source. Huang then flew to Alaska to join Trump’s Air Force One flight to Beijing on Tuesday. The Nvidia executive had come on board, Trump said in a Truth Social post at 11:09 pm ET.

“CNBC incorrectly reported that the Great Jensen Huang, of Nvidia, was not invited to the incredible gathering of the World’s Greatest Businessmen/women proudly going to China,” the President said. “In actuality, Jensen is currently on Air Force One and, unless I ask him to leave, which is highly unlikely, CNBC’s reporting is incorrect or, as they say in politics, FAKE NEWS!” 
 

Trump is bringing more than a dozen U.S. business executives to Beijing, where he is scheduled to meet Chinese President Xi Jinping on Thursday and Friday. The delegation includes Elon Musk (Tesla and SpaceX), Tim Cook (Apple), Larry Fink (BlackRock), Stephen Schwarzman (Blackstone), Kelly Ortberg (Boeing), Brian Sikes (Cargill), Jane Fraser (Citi), Larry Culp (GE Aerospace), David Solomon (Goldman Sachs), Sanjay Mehrotra (Micron), and Cristiano Amon (Qualcomm).

In his post, Trump called Xi “a Leader of extraordinary distinction” and said he will ask him to “open up” China. “In fact, I promise, that when we are together, which will be in a matter of hours, I will make that my very first request. I have never seen or heard of any idea that would be more beneficial to our incredible Countries!” he said.

Retail Turns More Optimistic On NVDA 

On Stocktwits, NVDA was the top trending ticker in early hours on Wednesday, with retail sentiment for the stock shifting to ‘extremely bullish’ from ‘bullish’ the previous day.

“Jensen joining Trump halfway to China on a fuel stop in Alaska is the most gangster s*** that’s happened in 2026,” remarked a trader. Noting the development, another wrote: “a good correction should bring this up by 40% or so.”

China Overhang Pressures NVDA

Investor sentiment and gains across semiconductor stocks have surged to record highs lately. Nvidia, the sector’s standout player, has curiously lagged behind. Among other factors, the erosion in the company’s business in China due to U.S. export restrictions has been a key overhang.

Huang recently said Nvidia’s revenue from China has effectively dropped to zero, reiterating the detail from the company’s latest results. Just two years ago, Nvidia was a dominant chip supplier in the region with $25 billion in sales from the market, respenting 32% of the company’s total revenue in 2024.

Nvidia shares gained 14% in April. In comparison, the iShares Semiconductor ETF (SOXX) rallied 40.4%, recording its best month on record.

NVDA Q1 Results Next Week

The Beijing talks take on even greater significance ahead of Nvidia’s fiscal first-quarter report on May 20. Analysts are expecting another blockbuster quarter from the chip giant, although after the stock’s negative reaction to its previous earnings beat, the market response this time remains difficult to predict.

Nvidia’s first-quarter revenue is expected to rise 79% to $78.98 billion, and adjusted profit is expected to increase 119% to $1.78 per share – setting fresh records for both the top- and bottom-line. 

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