Nvidia 
NVDA and Chinese tech stocks are in focus after a report said the Trump administration has delayed plans to blacklist DeepSeek, CXMT and more than 100 other Chinese companies to avoid escalating tensions with Beijing.
Reuters reported that several companies had already been approved for inclusion on the U.S. Entity List, but the Commerce Department has not published the additions. The list matters because U.S. companies generally cannot ship goods, software or technology to listed firms without a license, which is usually hard to obtain.
The report said at least 75 Chinese companies tied to advanced chips, AI and chipmaking equipment have been approved for blacklisting but remain off the list. No new additions have been made since October 2025, the longest pause in more than a decade. DeepSeek was also accused by a senior U.S. official of supporting Chinese military and intelligence operations and trying to obtain advanced U.S. chips through Southeast Asian shell companies.
