Nvidia loses 2.3% in pre-market amid anti-trust China probe

The biggest company on Wall Street, Nvidia (NVDA.US) shares are losing almost 2.3% in pre-market trading, as China Central Televison reported that China's State Administration for Market Regulation (SAMR) probe the company with antitrust lawsuit, related to its monopoly on AI chips market. During Q3 2024 (fiscal Q3 2025), Nvidia had almost 15% revenues from Chinese market.

Now, investors may expect, that China will try to replace Nvidia's Chinese market share with other, mostly local companies products and further semiconductors' development. AI technologies are pivotal for a numerous high-tech sector such as autonomous driving, data analysis, financial modelling, or Chinese smart city programme. Investors may fear that other US-based companies may also face the same pressures, from China. However, the specifics of the investigation as for now remain undisclosed.

Source: xStation5

Nvidia is valued with significant premium vs Nasdaq, with P/E forward at 33 (almosg 50% higher than benchmark stocks) and P/E at 56, signalling that lower revenue growth dynamics and earnings expansion may lead to repricing.

Source: XTB Research, Bloomberg Finance L.P.Source: XTB Research, Bloomberg Finance L.P.

2 October 2026, 6:44 AM

Morning wrap: Strong Wall Street, weak Europe and Asia 🚩 NFP to test equity strength

1 October 2026, 6:47 PM

Daily Summary: Wall Street Recovers as Micron Shines and Oil Prices Rise Again

1 October 2026, 5:52 PM

Stock of the Week: Micron. The Memory Cycle in the Age of Artificial Intelligence

1 October 2026, 2:45 PM

US Open: Micron restores faith in the never-ending AI boom

Stocks

Prefer XTB on Google

Cookie name	Description
SERVERID
userBranchSymbol	Expiration date 1 day
test_cookie	Expiration date 1 hour
adobe_unique_id	Expiration date 364 days
__hssc	Expiration date 1 hour
SESSID	Expiration date 1 day
__cf_bm	Expiration date 1 hour
intercom-id-iojaybix	Expiration date 270 days
intercom-session-iojaybix	Expiration date 6 days
xtbCookiesSettings	Expiration date 364 days
TS5b68a4e1027
countryIsoCode
xtbLanguageSettings	Expiration date 364 days
userPreviousBranchSymbol	Expiration date 364 days
intercom-device-id-iojaybix	Expiration date 270 days
__cfruid
_cfuvid

Cookie name	Description
_gid	Expiration date 1 day
_gat_UA-98728395-1	Expiration date 1 hour
_gat_UA-121192761-1	Expiration date 1 hour
_gcl_au	Expiration date 89 days
_ga_CBPL72L2EC	Expiration date 729 days
_ga	Expiration date 729 days
__hstc	Expiration date 179 days
__hssrc
_vwo_uuid_v2	Expiration date 365 days
_ga_TC79BEJ20L	Expiration date 729 days
_vwo_uuid	Expiration date 365 days
_vwo_ds	Expiration date 29 days
_vwo_sn	Expiration date 1 hour
_vis_opt_s	Expiration date 99 days
_vis_opt_test_cookie
af_id	Expiration date 394 days
afUserId	Expiration date 730 days
AF_SYNC	Expiration date 6 days
AnalyticsSyncHistory	Expiration date 29 days

Cookie name	Description
MUID	Expiration date 389 days
_omappvp	Expiration date 3998 days
_omappvs	Expiration date 1 hour
_uetsid	Expiration date 1 day
_uetvid	Expiration date 389 days
_fbp	Expiration date 89 days
fr	Expiration date 89 days
_ttp	Expiration date 89 days
_tt_enable_cookie	Expiration date 89 days
hubspotutk	Expiration date 179 days
IDE	Expiration date 389 days
YSC
VISITOR_INFO1_LIVE	Expiration date 179 days
li_sugr	Expiration date 89 days
guest_id_marketing	Expiration date 729 days
guest_id_ads	Expiration date 729 days
guest_id	Expiration date 729 days
muc_ads	Expiration date 729 days
VISITOR_PRIVACY_METADATA	Expiration date 179 days
MSPTC	Expiration date 389 days

Cookie name	Description
bcookie	Expiration date 364 days
lidc	Expiration date 1 day
UserMatchHistory	Expiration date 29 days
bscookie	Expiration date 364 days
li_gc	Expiration date 179 days
personalization_id	Expiration date 729 days