AI and Healthcare sectors have

AI and Healthcare sectors have been the key driver for global stocks since the 2020 COVI D pandemic.

Big data analytics combined with scalable computing results in innovation in treatments , drug discovery and quicker clinical trials . With NVIDIA ( NVDA ) the most powerful AI chip maker and computing platform & Eli-Lilly ( the fastest growing Fortune 500 Healthcare stock ) Team up - is a seismic stick to the expected revenue and profitability of both firms . Typically such teams up would result in major price rises for both stocks 2-3 quarters later .

However , markets have already started jumping particularly for NVDA stock - since the news is out . JP Morgan , & others are already revising their price targets for both Nvidia &Eli-Lilly higher , within both QoQ & YoY outlook being revised 25-36 percent higher for both stocks

Nvidia Gets China Green Light: Will it Be a Demand Boost?

The U.S. has given approval for NVIDIA to resume exports of its H200 chips to China, easing a key overhang on Nvidia’s China-related revenue outlook. The move signals a temporary softening in tech export restrictions, potentially unlocking delayed demand from Chinese cloud and AI customers. However, investors remain cautious as policy risk and geopolitical uncertainty still loom large, especially with AI chips at the center of U.S.–China tensions. With H200 exports approved, how meaningful is the near-term revenue upside for Nvidia?

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