AMD stock jumps over 25% in a month as AI chip sales to China resume and analysts raise price targets. Here's what’s driving the rally today.

Nvidia Corp. and Advanced Micro Devices Inc. plan to resume sales of some AI chips in China after securing Washington’s assurances that such shipments would get approved, a dramatic reversal from the Trump administration’s earlier stance on measures designed to limit Beijing’s AI ambitions.

Nvidia (NDVA) and AMD (AMD) may soon get the green light to sell AI chips to China again, potentially reviving a key growth market. The US government is reportedly considering loosening export restrictions,