While many analysts still count Nvidia as a top tech pick, they're also cautious on overhangs related to China restrictions and tariffs.

Nvidia investors will look for definitive answers on how much U.S. chip curbs on China will cost the company when it reports results on Wednesday, even as a pullback in other regulations is expected to open up new markets.

Nvidia’s (NVDA) delicate dance in China continues. Amid U.S. export restrictions on its advanced AI chips, the chip giant valued at $3.3 trillion is reworking its product line — again — to maintain its hold on one of its most important markets without crossing Washington.