NVIDIA Corporation (NASDAQ: NVDA ) is one of them The best technology stocks to buy for the long term. On March 6, Bernstein’s Stacey Rasgon published a research note citing reports suggesting Washington is drafting new regulations that would require AI chip exporters to be licensed to sell the chips internationally. Analysts noted that this could directly affect major companies including NVIDIA Corporation (NASDAQ: NVDA ), Advanced Micro Devices, and Broadcom.
Earlier on March 5, Rasgun reiterated a Buy rating on Nvidia with a $300 price target. The analyst clarified that the regulations are not yet finalized and may be changed or abandoned. He also noted that the regulation does not mean an export ban but will allow the government to keep the doors open for AI exports.
Rasgun clarified in a research note that Nvidia’s final 1,000 chip shipments are expected to undergo a “fairly simple review” process. He noted that Nvidia would be affected by the regulation because most of the company’s revenue is led by the United States. The company’s fiscal 2026 revenue was 70% of sales from the United States, while Taiwan-based customers accounted for only 20% of total revenue.
NVIDIA Corporation (NASDAQ: NVDA) is headquartered in Santa Clara, California. It designs and sells advanced semiconductors, primarily graphics processing units and AI accelerators, that power gaming, professional vision, data centers, and autonomous systems.
While we acknowledge NVDA’s potential as an investment, we believe some AI stocks offer more potential and lower risk. If you’re looking for the most undervalued AI stocks that stand to benefit significantly from Trump-era tariffs and the offshore trend, check out our free report Best short-term AI stocks.
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