Nvidia Rises on H200 China Sales Clearance, Cantor PT Upgrade After $227 Record

Nvidia shares climbed amid U.S. clearance for H200 GPU sales to 10 Chinese firms and Cantor Fitzgerald's price target hike, extending gains from a record $227.16 high. The rally builds on GTC 2026's doubled $1T AI pipeline outlook, recovery from custom chip fears, Amazon's 1M GPU pledge by 2027, and pre-May 20 earnings upgrades: BofA's $320 PT with $400B FCF projection topping Apple/Microsoft, Wells Fargo's $315, Susquehanna's $275, Citi's $80B Q1 (+$1.4B beat), and Goldman's $80B/$87.7B Q1/Q2 forecasts. Morgan Stanley's $805B/$1.1T hyperscaler capex sustains bullishness despite risks.