AMD posts 36% revenue growth in Q1, driven by AI and Data Center momentum. Renewed China access strengthens its outlook. Read why I'm raising my AMD rating to Strong Buy.

China has leveraged its dominance over rare earths for Nvidia chips; however, this expert says world isn't decoupling, it is just bartering.

Nvidia CEO Jensen Huang said the Trump administration is letting it sell its advanced H20 computer chips to China — a reversal in policy.

The US has cleared AMD and Nvidia to resume sales of AI chips to China, marking a major shift in tech trade policy. The move signals a softening stance on export controls and could ease tensions between Washington and Beijing amid rising demand for AI semiconductors.

While there's still significant risk on the geopolitical front, allowing the sale of capable AI processors to China suggests the potential for a significant improvement in U.S. trade relations. If so, AMD stock could continue to see bullish business-specific catalysts in addition to valuation tailwinds for the broader market.